2026-08-25T12:05:08-05:00 2025-12-31 010523282 Berry Dunn McNeil & Parker LLC 2319 Whitney Avenue Suite 2-A Hamden CT 06518 990PF 2025-01-01 455388089 Joe & Cindy Goldberg Family Foundation Inc JOE& 2034570555 130 Renees Way Guilford CT 06437 Joseph M Goldberg President/Treasurer 2034570555 2026-08-13 1 Melissa Magoon CPA P01712842 2034688133 2026-08-13 2025 2025-03-06 01:10:19Z X 3252504 X X 113647 111566 136143 602944 135259 249790 246825 0 0 0 2550 1275 1275 8594 189 0 67 0 67 11211 1464 1342 160955 160955 172166 1464 162297 77624 245361 4601 2231 2231 93281 39998 39998 2361964 2495241 3210275 2459846 2537470 3252504 0 0 X 0 0 0 0 2459846 2537470 2459846 2537470 2459846 2537470 2459846 77624 0 2537470 0 2537470 Publicly Traded Securities P 502207 466801 35406 35406 Captial Gain Distributions P 884 -884 -884 Capital Gains Dividends P 100737 100737 100737 135259 3411 0 3411 0 3411 5200 0 1800 0 7000 0 3589 3589 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A Joseph M Goldberg 2034570555 130 Renees Way Guilford CT 06437 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Joseph M Goldberg 130 Renees Way Guilford CT 06437 President/Treasurer 3.00 0 0 0 Cynthia C Goldberg 130 Renees Way Guilford CT 06437 Vice President/Secretary 1.00 0 0 0 Amy Healy Pond View Circle Guilford CT 06437 Director 1.00 0 0 0 Melissa A Goldberg 130 Renees Way Guilford CT 06437 Director 1.00 0 0 0 NONE 0 NONE 0 0 3097933 68040 0 3165973 0 0 3165973 47490 3118483 155924 155924 3411 3411 152513 0 152513 0 152513 162297 0 162297 152513 0 0 1531 14889 16420 162297 0 0 0 152513 9784 0 0 26204 0 0 0 0 0 0 0 26204 1531 14889 9784 Joseph M Goldberg Cynthia C Goldberg X A Place Called Hope 154 Pond Meadow Rd Killingworth CT 06419 PC General use 500 Alight PO Box 1002 Minneapolis MN 55480 PC For refugees and displaced people across the globe. 2000 American Diabetes Association PO Box 7023 Merrifield VA 22116 PC General use 500 Apostle Immigrant Service 81 Saltonstall Ave New Haven CT 06513 PC Support immigrants in improving their educational skills 1000 Bikes for Kids PO Box 94 Centerbrook CT 06409 PC Acquire & repair bikes for needy children 500 Boston University Annual Fund 395 Commonwealth Ave Suite 700 Boston MA 02215 PC General use 2500 Brain Aneurysm Foundation 269 Hanover Street Bldg 3 Hanover MA 02339 PC Funding to help brain aneurysm awareness, education, support, advocacy, and research funding. 500 Branford Community Foundation PO Box 462 Branford CT 06405 PC To connect people who care with causes that matter, for the purpose of preserving and promoting the quality of life in branford 500 Branford Food Pantry 33 Harrison Ave Branford CT 06405 PC General use 500 Bushnell Center for the Performing Arts 166 Capitol Ave Hartford CT 06106 PC To sustain historic performance center and the programs & communities it serves 1500 CAPA-The Shubert Theater 247 College Street New Haven CT 06510 PC Present and produce artistic programming of the highest quality to serve and educate diverse audiences and feature renowned artists of all cultures. 1500 Central Synagogue 123 East 55Th St New York NY 10022 PC To support the central synagogue community. 1500 Charity Navigator 299 Market St Ste 250 Saddle Brook NJ 07663 PC Gives donors information to make informed, impactful philanthropic choices. 300 Closer to Free Ride 45 Yale Avenue New Haven CT 06515 PC General use 2800 CMHC Foundation CT mental Health Center 24 Park St Suite 144 New Haven CT 06519 PC Helping those with mental health & substance abuse disorders. 1000 Columbus House 586 Ella Grasso Blvd New Haven CT 06519 PC Provide shelter to the homeless and those at risk of being homeless 1500 Committee on Temporary Shelter PO Box 1616 Burlington VT 05402 PC Provide shelter & programs for homeless families 500 Common Cause Education Fund 805 15th Street NW Suite 800 Washington DC 20005 PC Supports national, state, and local efforts to strengthen our democracy. 500 Community Foundation for Greater New Haven-Basic Needs Fund 70 Audubon St New Haven CT 06510 PC Support community endowment. 5000 Community Nursery School 262 Sachems Head Rd Guilford CT 06437 PC Support the nature programs at a community cooperative preschool that values learning outdoors and qualitytime in nature. 500 Connecticut Children's Foundation Inc 282 Washington Street Hartford CT 06106 PC General use 2000 Connecticut Food Bank Connecticut Foodshare PO Box 8686 New Haven CT 06531 PC Assist in feeding the state's hungry 6000 Connecticut Hospice 100 Double Beach Road Brandford CT 06405 PC Addressing physical, spiritual, social, and emotional needs of patients with advanced irreversible illness, and their families. 250 Connecticut Public Television 1049 Asylum Ave Hartford CT 06105 PC Support CT public tv and radio programs 300 Connecticut Science Center 250 Columbus Blvd Hartford CT 06103 PC Support programs for children 500 Cure Rare Disease 1575 Tremont Street 1107 Boston MA 02120 PC General use 500 Cystic Fibrosis Foundation 4550 Montgomery Ave Suite 1100N Bethesda MD 20814 PC General use 500 Diaper Bank of CT PO Box 9017 New Haven CT 06532 PC Distribute diapers to families in need in CT 500 Domus Kids Inc 83 Lockwood Avenue Stamford CT 06902 PC General use 500 Downtown Evening Soup Kitchen 311 Temple Street New Haven CT 06511 PC General use 3000 Dudley Foundation 500 1St Street Suite 2 Wausau WI 54403 PC To aggressively seek and support community development activities and programs 100 Faulkner's Light Brigade GPA PO Box 444 Guilford CT 06437 PC To preserve Faulkners Island and its lighthouse 250 Fellowship Place 441 Elm Street New Haven CT 06511 PC Serves adults with mental illness with a wide range of therapeutic support & rehab 500 Friends of the Guilford Library 67 Park Street Guilford CT 06437 PC To support library programs 500 Gavin Carlisle Fund 52 Fairy Dell Rd Clinton CT 06413 PC Support the Gavin Carlisle scholarship award to a sr. At Morgan High School in Clinton, CT 500 Goodspeed Musicals 6 Main Street East Haddam CT 06423 PC General use 600 Guilford A Better Chance PO Box 140 Guilford CT 06437 PC Provide opportunity to women of color to attend Guilford High School 2000 Guilford Art Center 411 Church Street Guilford CT 06437 PC Support of the arts through community outreach programs 3000 Guilford Community Fund PO Box 271 Guilford CT 06437 PC Annual campaign to help support 20 local non- profit organizations 3000 Guilford Food Bank-Guilford Interfaith Volunteers 310 State Street Unit 200 Guilford CT 06437 PC Assist in feeding the hungry 2000 Guilford Foundation 44 Boston Street Guilford CT 06437 PC Support youth advisory group programs 35000 Guilford Free Library Books & More Fund 67 Park Street Guilford CT 06437 PC Funding to buy books & materials for the library 1000 Guilford Land Conservation Trust PO Box 200 Guilford CT 06437 PC Support acquisition & protection of open space in Guilford, CT 2500 Guilford Volunteer Fire Department 390 Church Street Guilford CT 06437 PC Support volunteer fire dept programs 250 Guilford Welfare Fund 263 Church Street Guilford CT 06437 PC Support families in need in Guilford, CT 1000 Guilford Youth Mentoring 605 New England Rd Guilford CT 06437 PC Support in-school mentoring programs in Guilford, CT 500 Habitat for Humanity for Greater New Haven 37 Union Street New Haven CT 06511 PC General use 1000 Hole in the Wall Gang Fund 555 Long Wharf Drive Fl 11 New Haven CT 06511 PC General use 1000 Hope After Loss 110 Washington Avenue North Haven CT 06473 PC General use 300 Horizons at Foote 50 Loomis Place New Haven CT 06511 PC Independently run summer programs held on the campuses of independent schools and colleges across the country. 4250 Integrated Refugee & Immigration Services 235 Nicoll St New Haven CT 06511 PC Support & services for refugee families who arrive from overseas. 1500 James Vick Foundation Inc 835 Mix Ave Apt 511 Hamden CT 06514 PC Scholarship fund that provides kids with the opportunities to succeed as student athletes 500 JCC Send a Kid to Camp 360 Amity Road Woodbridge CT 06525 PC Provides scholarships to send children to summer camp. 2000 Jewish Community Alliance for Refugee Resettlement 360 Amity Rd Woodbridge CT 06525 PC Helping to welcome refugee families to the New Haven area 2610 Jewish Family Services of Greater NH 1440 Whalley Avenue 2Nd Floor New Haven CT 06515 PC General use 2300 Jewish Federation of Greater New Haven 1440 Whalley Avenue New Haven CT 06515 PC Provide social and human services throughout the greater New Haven area. 3000 Kids Konnection 30 Leffingwell Road Clinton CT 06413 PC General use 1000 LEAP 31 Jefferson Street New Haven CT 06511 PC Tutoring and leadership development for students 2000 Literacy Volunteers Valley Shore Inc PO Box 1006 Westbrook CT 06498 PC Support programs for tutoring of literacy programs 500 Long Wharf Theatre 222 Sargent Drive New Haven CT 06511 PC General use 500 Marrakech 6 Lunar Drive Woodbridge CT 06525 PC Support programs for persons with disabilities 1000 Mauro Sheridan School 191 Fountain Street New Haven CT 06515 PC General use 2500 Meals on Wheels Guilford Interfaith Volunteers 310 State Street Unit 200 Guilford CT 06437 PC Assist Guilford residents in need 1500 Move to Heal CT 45 Ne Industrial Rd Branford CT 06405 PC Helps people in recovery with health life activities in a group-based environment 1000 Museum of Jewish Heritage 36 Battery Place New York NY 10280 PC Support education programs about the holocaust 500 Mystic Aquarium 55 Coogan Blvd Mystic CT 06355 PC To inspire people to care for and protect our ocean planet through conservation, education and research 295 Mystic Seaport PO Box 6000 Mystic CT 06355 PC Support the mission of mystic seaport museum 500 Literacy Volunteers Valley Shore Inc PO Box 1006 Westbrook CT 06498 PC General use 500 NAMI (National Alliance on Mental Illness) 576 Farmington Avenue Hartford CT 06105 PC General use 500 National Immigration Law Center 3450 Wilshire Blvd Box 108-62 Los Angeles CA 90010 PC Dedicated To defending and advancing the rights Of immigrants with low income. 500 National September 11 Memorial & Museum 180 Greenwich Street New York NY 10007 PC Educate and commemorate the attack of 9/11. 500 National Women's Law Center 11 Dupont Circle NW Suite 800 Washington DC 20036 PC Fights for gender justice in the courts, in public policy 500 New Britain Museum of Fine Art 56 Lexington Street New Britian CT 06052 PC Support operating budget of the museum. 500 New York Botanical Gardens 2900 Southern Boulevard Bronx NY 10458 PC Support education programs in horticulture and plant science 300 Obama Foundation 5235 S Harper Court Suite 1140 Chicago IL 60615 PC Support foundations work to empower and connect the next generation of leaders 500 Raise the Roof PO Box 916 Madison CT 06443 PC Helps build homes for families 500 Read to Grow 53 School Ground Rd Unit 3 Branford CT 06405 PC Books and reading programs for children and families 500 Robert F Kennedy Human Rights 1300 19Th Street NW Suite 750 Washington DC 20036 PC Advocate for human rights issues at home and around the world 1000 Roots 4 Relief 54 Huckleberry Ct Guilford CT 06437 PC General use 1000 Saint Michaels College One Winooski Park Colchester VT 05439 PC To educate the next generation of students who will innovate, lead from service and grow our communities. 2000 Sandy Hook Promise PO Box 3489 Newtown CT 06470 PC General use 1500 Sarah Foundation 246 Goose Land 104 Guilford CT 06437 PC Support people living with intellectual disabilities. 500 Save the Children 501 Kings Highway East 400 Fairfield CT 06825 PC To give children a healthy start in life, the opportunity to learn and protection from harm 500 Shelburn Farms 1611 Harbor Road Shelburne VT 05482 PC Educational nonprofit to inspire and cultivate learning for sustainable future 250 Shoreline Arts Alliance 725 Boston Post Poad Guilford CT 06437 PC Support arts & cultural activities for people of all ages 500 Shoreline Greenway Trail PO Box 148 Branford CT 06405 PC Help create recreational trails on the shoreline 500 Shoreline Soup Kitchens PO Box 804 Essex CT 06426 PC Provides food and fellowship to those in need 3000 Sound Life Connections Inc 116 Whitfield St Guilford CT 06437 PC To help people with disabilities by providing social skills and life skills instruction. 3000 Special Olympics Connecticut 2666 State Street Suite 1 Hampden CT 06517 PC Inspiring inclusion, understanding, and respect for people of all abilities. Promoting a healthy lifestyle, athletic and social skills and improving self- esteem. 500 ST Jude Children's Research Hospital PO Box 50 Memphis TN 38101 PC Working to cure neuroblastoma and other childhood cancers 1000 Temple Beth Tikvah Ewducator's Discretionary Fund 196 Durham Rd Madison CT 06443 PC General use 1500 Temple Israel Westport CT 14 Coleytown Rd Westport CT 06880 PC Funding for youth music and drama programs. 1500 The Cove 250 Pomeroy Avenue Ste 107 Meriden CT 06450 PC Programs that support grieving children 3000 The Guilford Foundation (Lorrie Hahn Mem Fund) PO Box 35 Guilford CT 06437 PC General use 250 The Hyland House Museum PO Box 229 Guilford CT 06437 PC General use 500 The Legacy Theatre 128 Thimble Island Rd Branford CT 06405 PC Provide the operating and programmatic funding needed for this theater. 1500 The Tenement Museum 103 Orchard Sreet New York NY 10002 PC General use 250 The Towers Foundation (BV) 18 Tower Lane New Haven CT 06519 PC Providing quality of life to seniors 500 Thirteen PO Box 1313 New York NY 10102 PC General use 300 United States Holocaust Memorial Museum 100 Raoul Wallenber Place SW Washington DC 20024 PC Rescuing holocaust evidence, confront hatred, and prevent genocide. 2500 Valley Shores YMCA 201 Spencer Plains Road Westbrook CT 06498 PC General use 500 Warm the Children 166 Skunk Misery Road Higganum CT 06441 PC General use 500 World Wildlife Fund 1250 24Th St NW Washington DC 20037 PC Funds to protect wildlife and their habitats and advocating for conservation. 500 YAG-Guilford Foundation 44 Boston Street Guilford CT 06437 PC Enabling donors to contribute to the projects and efforts in our community that they care about the most. 2500 Yale New Haven Hospital 20 York Street New Haven CT 06504 PC General use 1000 Zinn Education Project PO Box 73038 Washington DC 20056 PC General use 2500 160955 0 14 113647 18 136143 0 249790 0 249790 0 0 0 0 0 0 0 0 0 0 Accounting Fees 2550 1275 1275 The Joe & Cindy Goldberg Family Foundation is electing to apply current year excess qualifying distributions to prior years under Section 53.4942(a)-3. 40 Shares of THE MAGNUM ICE CREAM COMPANY B V REGISTERED SHARES 496 633 500 Shares of AT&T INC COM 9528 12420 30 Shares of AIR PRODS & CHEMS INC COM 7885 7411 50 Shares of ALLSTATE CORP COM 4665 10408 500 Shares of APPLE INC COM 1115 135930 100 Shares of BLACKSTONE INC COM 9768 15414 100 Shares of BRISTOL MYERS SQUIBB CO COM 4854 5394 250 Shares of BRITISH AMERN TOB PLC SPONSORED ADR 10416 14155 100 Shares of CVS HEALTH CORP COM 5944 7936 75 Shares of CHEVRON CORP NEW COM 11447 11431 200 Shares of CISCO SYS INC COM 9666 15405 100 Shares of COCA COLA CO COM 5062 6991 250 Shares of COMCAST CORP NEW CL A 10145 7473 250 Shares of ENBRIDGE INC COM 11488 11980 400 Shares of EXXON MOBIL CORP COM 7398 48135 25 Shares of GOLDMAN SACHS GROUP INC COM 8666 21975 75 Shares of JPMORGAN CHASE & CO COM 8702 24167 25 Shares of LOCKHEED MARTIN CORP COM 10233 12092 40 Shares of MICROSOFT CORP COM 9629 19345 100 Shares of MORGAN STANLEY COM NEW 8915 17753 250 Shares of PFIZER INC COM 6512 6225 100 Shares of PHILIP MORRIS INTL INC COM 10286 16040 100 Shares of PRICE T ROWE GROUP INC COM 10781 10238 100 Shares of RTX CORP COM 6263 18340 200 Shares of SHELL PLC SPONSORED ADR REPSTG ORD 10657 14696 100 Shares of TRAVELERS COS INC COM 5202 29006 177 Shares of UNILEVER PLC SPONSORED ADR NEW 2025 8968 11576 200 Shares of VERIZON COMMUNICATIONS INC COM 8787 8146 225 Shares of WALMART INC COM 10734 25067 150 Shares of WEBSTER FINL CORP COM 7392 9441 100 Shares of REALTY INCOME CORP COM 7031 5637 24454.154 Shares of AMERICAN U.S. GOVERNMENT SECURITIES FUND CLASS A 292961 296873 11573.854 Shares of BLACKROCK MULTI-ASSET INCOME PORTFOLIO CLASS A 107744 122220 7797.321 Shares of AMERICAN CAPITAL WORLD BOND FUND CLASS A 127798 127876 13447.477 Shares of FRANKLIN EQUITY INCOME FUND CLASS A 307730 446591 44403.49 Shares of AMERICAN INCOME FUND OF AMERICA CLASS A 988710 1159375 26724.32 Shares of VANGUARD TREASURY MONEY MARKET FUND INVESTOR SHARES 26733 26724 1800 Shares of ALPS ETF TR ALERIAN MLP ETF NEW 26947 84636 1000 Shares of ALPS ETF TR ALERIAN ENERGY INFRASTRUCTURE ETF 32520 31455 500 Shares of BLACKROCK ETF TR II ISHARES FLEXIBLE INCOME ACTIVE ETF 26482 26385 1000 Shares of BLACKROCK ETF TR II ISHARES TOTAL RETURN ACTIVE ETF 50497 50775 3000 Shares of CAPITAL GROUP FIXED INCOME ETF TR CORE PLUS INCOME ETF 67819 67920 1000 Shares of CAPITAL GROUP DIVID GROWERS ETF SHS 30719 35640 500 Shares of GLOBAL X FDS MLP ETF NEW 20403 24205 4500 Shares of GLOBAL X FDS U S PFD ETF 89304 85095 1500 Shares of SCHWAB STRATEGIC TR US DIVIDEND EQUITY 34934 41145 250 Shares of VANGUARD WHITEHALL FDS INTL HIGH DIVID YIELD ETF FD 15305 22500 Miscellaneous Expense 67 0 67 Federal Taxes 8543 0 0 Foreign Taxes 51 189 0