PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION (EIN 20-8800325)
Tax period
2022-06-01 to 2023-05-31
Filed
2024-04-08
IRS object ID
202410999349100641
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-08T19:10:14-04:00ReturnTs
Tax Period End2023-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134038381PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PERETZ RESNICK MITGANG & MARCUS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1303 SOUTH BROADWAY SUITE 105AddressLine1Txt
CityTARRYTOWNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP105915410ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208800325EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATRICIA & BERNARD GOLDSTEINBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPATRBusinessNameControlTxt
Phone9149670410PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O GOLDSTEIN 2 MANURSING WAYAddressLine1Txt
CityRYECityNm
State AbbreviationNYStateAbbreviationCd
ZIP10580ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBERNARD GOLDSTEINPersonNm
Person TitleVP / DIRPersonTitleTxt
Phone9149670410PhoneNum
Signature2024-04-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBERNARDPersonFirstNm
Person LastGOLDSTEINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT D MITGANGPreparerPersonNm
PTINP00363585PTIN
Phone9143325393PhoneNum
Preparation2024-04-06PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,324,930FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$203InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$203InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$148,844DividendsRevAndExpnssAmt
Dividends Net Invst Incm$148,844DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$159,160NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,376,346GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$159,160CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$308,207TotalRevAndExpnssAmt
Total Net Invst Incm$308,207TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$10,380AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$10,914TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$87,899OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$81,313OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$109,193TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$81,313TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$500,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$500,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$609,193TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$81,313TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$500,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$300,986ExcessRevenueOverExpensesAmt
Net Investment Income$226,894NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$36,096SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,827SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$26,827SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$3,945,915USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,536,692USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,557,032USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,057,199CorporateStockBOYAmt
Corporate Stock EOY$3,094,800CorporateStockEOYAmt
Corporate Stock EOYFMV$3,463,250CorporateStockEOYFMVAmt
Other Investments BOY$2,400,176OtherInvestmentsBOYAmt
Other Investments EOY$2,480,081OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,277,821OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,439,386TotalAssetsBOYAmt
Total Assets EOY$9,138,400TotalAssetsEOYAmt
Total Assets EOYFMV$9,324,930TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$9,439,386RetainedEarningBOYAmt
Retained Earning EOY$9,138,400RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,439,386TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,138,400TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,439,386TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,138,400TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,439,386TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$300,986ExcessRevenueOverExpensesAmt
Subtotal$9,138,400SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,138,400TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
STCG-UBS 5739 - AVAIL UPON REQUESTP$6,147,666$6,041,443$106,223$106,223
LTCG-UBS 5739 - AVAIL UPON REQUESTP$209,686$175,743$33,943$33,943
FieldValueIRS element (for citing)
Capital Gain Net Income$159,160CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$106,223NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,154InvestmentIncomeExciseTaxAmt
Subtotal$3,154SubtotalAmt
Tax Based On Investment Income$3,154TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,700EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$8,700TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$5,546OverpaymentAmt
Applied To ES Tax$5,546AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1B GOLDSTEIN PERETZ RESNICK ET ALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9143325393PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1303 S BWAY SUITE 105AddressLine1Txt
CityTARRYTOWNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10591ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PATRICIA GOLDSTEIN
2 MANURSING WAYRYENY10580PRES / DIR000.00$0$0$0
BERNARD GOLDSTEIN
2 MANURSING WAYRYENY10580VP / DIR000.00$0$0$0
NANCY B REBOLD
15 ARROWHEAD WAYWESTONCT06883VP / DIR000.00$0$0$0
MARK H GOLDSTEIN
2900 PARADISE DRIVETIBURONCA94920TREAS / DIR000.00$0$0$0
VICKIE NICHOLS GOLDSTEIN
4669 7TH AVEBOULDERCO80304SECY / DIR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UBS FINANCIAL SERVICES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11285 AVE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Service TypeMGMT & ADVISORYServiceTypeTxt
Compensation$81,313CompensationAmt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,627,751AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$75,712AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,703,463TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$9,703,463AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$145,552CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,557,911NetVlNoncharitableAssetsAmt
Minimum Investment Return$477,896MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$477,896MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,154TaxBasedOnInvestmentIncomeAmt
Total Tax$3,154TotalTaxAmt
Distributable Before Adj$474,742DistributableBeforeAdjAmt
Distributable Before Ded$474,742DistributableBeforeDedAmt
Distributable As Adjusted$474,742DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$500,000ExpensesAndContributionsAmt
Qualifying Distributions$500,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$474,742DistributableAsAdjustedAmt
Undistributed Income PY$370,541UndistributedIncomePYAmt
Qualifying Distributions$500,000QualifyingDistributionsAmt
Applied To Year1$370,541AppliedToYear1Amt
Applied To Current Year$129,459AppliedToCurrentYearAmt
Undistributed Income CY$345,283UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient Person5RecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE STMT ATTACHEDAddressLine1Txt
CitySEE STMT ATTACHEDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10580ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposeGEN'LGrantOrContributionPurposeTxt
Amt$500,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$500,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$203ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$148,844ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$159,160ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$308,207ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$308,207TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$10,380Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKSStockNm
EOY Book Value$3,094,800EOYBookValueAmt
EOYFMV$3,463,250EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,536,692USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,557,032USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOPTIONS & ETFSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,480,081BookValueAmt
EOYFMV$2,277,821EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MISC EXP & OTHER FEES$6,586
INVESTMENT MGMT & ADVISORY FE$81,313$81,313

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
NYS FILING FEE$250
IRS TAXES$10,664

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