PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION (EIN 20-8800325)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-04-15
- IRS object ID
- 202511059349101226
- Schema version
- 2023v6.0
- Note
- A later return for the same period supersedes this one.
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-15T18:03:18-04:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134038381 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERETZ RESNICK MITGANG & MARCUS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 SOUTH BROADWAY SUITE 105 | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105915410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208800325 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA & BERNARD GOLDSTEIN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 9149670410 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GOLDSTEIN 2 MANURSING WAY | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNARD GOLDSTEIN | PersonNm |
| Person Title | VP / DIR | PersonTitleTxt |
| Phone | 9149670410 | PhoneNum |
| Signature | 2025-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT D MITGANG | PreparerPersonNm |
| PTIN | P00363585 | PTIN |
| Phone | 9143325393 | PhoneNum |
| Preparation | 2025-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $24,174,984 | 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 | $13,158,955 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $72,866 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72,866 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $213,524 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $213,524 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $431,920 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,185,536 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $431,920 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,877,265 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $718,310 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $9,800 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $117,759 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $117,193 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $127,559 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117,193 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $521,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $521,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $648,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $117,193 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $521,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,228,706 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $601,117 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,827 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $3,536,692 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,514,873 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,589,137 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,094,800 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,645,238 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,251,289 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,480,081 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,239,514 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,334,558 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,138,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,399,625 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,174,984 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $32,519 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $32,519 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,138,400 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,367,106 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,138,400 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,367,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,138,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,399,625 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,138,400 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,228,706 | ExcessRevenueOverExpensesAmt |
| Subtotal | $22,367,106 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,367,106 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| STCG-UBS 5739 - AVAIL UPON REQUEST | P | $8,958,278 | $8,838,053 | $120,225 | $120,225 | |
| LTCG-UBS 5739 - AVAIL UPON REQUEST | P | $356,882 | $343,163 | $13,719 | $13,719 | |
| ELI LILLY & CO COMMON STOCK | P | $7,702,013 | $7,572,400 | $129,613 | $129,613 | 2024-04-11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $431,920 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $120,225 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,356 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,356 | SubtotalAmt |
| Tax Based On Investment Income | $8,356 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,546 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,546 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,810 | TaxDueAmt |
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 | NY | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | B GOLDSTEIN PERETZ RESNICK ET AL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9143325393 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 S BWAY SUITE 105 | AddressLine1Txt |
| City | TARRYTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10591 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICIA GOLDSTEIN | ||||||||
| 2 MANURSING WAY | RYE | NY | 10580 | PRES / DIR | 000.00 | $0 | $0 | $0 |
| BERNARD GOLDSTEIN | ||||||||
| 2 MANURSING WAY | RYE | NY | 10580 | VP / DIR | 000.00 | $0 | $0 | $0 |
| NANCY B REBOLD | ||||||||
| 15 ARROWHEAD WAY | WESTON | CT | 06883 | VP / DIR | 000.00 | $0 | $0 | $0 |
| MARK H GOLDSTEIN | ||||||||
| 2900 PARADISE DRIVE | TIBURON | CA | 94920 | TREAS / DIR | 000.00 | $0 | $0 | $0 |
| VICKIE NICHOLS GOLDSTEIN | ||||||||
| 4669 7TH AVE | BOULDER | CO | 80304 | SECY / DIR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1285 AVE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MGMT & ADVISORY | ServiceTypeTxt |
| Compensation | $112,975 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,146,546 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,180,443 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,180,443 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $212,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,967,736 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $698,387 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $698,387 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,356 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,356 | TotalTaxAmt |
| Distributable Before Adj | $690,031 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $690,031 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $690,031 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $521,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $521,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $690,031 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $345,283 | UndistributedIncomePYAmt |
| Qualifying Distributions | $521,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $345,283 | AppliedToYear1Amt |
| Applied To Current Year | $175,717 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $514,314 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | 5 | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE STMT ATTACHED | AddressLine1Txt |
| City | SEE STMT ATTACHED | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GEN'L | GrantOrContributionPurposeTxt |
| Amt | $521,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $521,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,866 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213,524 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $431,920 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $718,310 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $718,310 | 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 | PATRICIA GOLDSTEIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO MANURSING WAY | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,158,955 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | STOCK CONTRIBUTIONS | $69,360 | 2023-11-22 |
| 1 | STOCK CONTRIBUTIONS | $5,488,787 | 2023-11-24 |
| 1 | STOCK CONTRIBUTIONS | $7,572,400 | 2024-04-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,800 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS | StockNm |
| EOY Book Value | $3,645,238 | EOYBookValueAmt |
| EOYFMV | $4,251,289 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,514,873 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,589,137 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OPTIONS & ETFS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,239,514 | BookValueAmt |
| EOYFMV | $9,334,558 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| MISC EXP & OTHER FEES | $566 | |
| INVESTMENT MGMT & ADVISORY FE | $117,193 | $117,193 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| EOY Book Value | $32,519 | EOYBookValueAmt |
Comments