PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION (EIN 20-8800325)
Tax period
2021-06-01 to 2022-05-31
Filed
2022-09-02
IRS object ID
202212459349100806
Schema version
2021v4.0
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)
Return2022-09-02T11:56:21-05:00ReturnTs
Tax Period End2022-05-31TaxPeriodEndDt

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 Begin2021-06-01TaxPeriodBeginDt

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
Signature2022-09-02SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID RESNICKPreparerPersonNm
PTINP00006102PTIN
Phone9143325393PhoneNum
Preparation2022-09-02PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,993,496FMVAssetsEOYAmt
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$255InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$255InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$160,482DividendsRevAndExpnssAmt
Dividends Net Invst Incm$160,482DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$554,315NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,413,570GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$554,315CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$715,052TotalRevAndExpnssAmt
Total Net Invst Incm$715,052TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$10,250AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$750TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$89,842OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$89,822OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$100,842TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$89,822TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$602,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$602,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$702,842TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$89,822TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$602,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,210ExcessRevenueOverExpensesAmt
Net Investment Income$625,230NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$786,372SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,096SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,096SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,499,949USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,945,915USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,947,138USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,365,707CorporateStockBOYAmt
Corporate Stock EOY$3,057,199CorporateStockEOYAmt
Corporate Stock EOYFMV$3,698,929CorporateStockEOYFMVAmt
Other Investments BOY$1,775,148OtherInvestmentsBOYAmt
Other Investments EOY$2,400,176OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,311,333OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,427,176TotalAssetsBOYAmt
Total Assets EOY$9,439,386TotalAssetsEOYAmt
Total Assets EOYFMV$9,993,496TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$9,427,176RetainedEarningBOYAmt
Retained Earning EOY$9,439,386RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,427,176TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,439,386TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,427,176TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,439,386TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,427,176TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,210ExcessRevenueOverExpensesAmt
Subtotal$9,439,386SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,439,386TotNetAstOrFundBalancesEOYAmt

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
PUBLICLY TRADED-STCG-SEE STMT 155P$9,111,966$9,016,418$95,548$95,548
PUBLICLY TRADED-LTCG-SEE STMT 155P$2,223,206$1,842,837$380,369$380,369
FieldValueIRS element (for citing)
Capital Gain Net Income$554,315CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$95,548NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,691InvestmentIncomeExciseTaxAmt
Subtotal$8,691SubtotalAmt
Tax Based On Investment Income$8,691TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,727EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,727TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1,964TaxDueAmt

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$89,762CompensationAmt

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$8,944,964AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,467,057AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,412,021TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$10,412,021AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$156,180CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,255,841NetVlNoncharitableAssetsAmt
Minimum Investment Return$512,792MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$512,792MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,691TaxBasedOnInvestmentIncomeAmt
Total Tax$8,691TotalTaxAmt
Distributable Before Adj$504,101DistributableBeforeAdjAmt
Distributable Before Ded$504,101DistributableBeforeDedAmt
Distributable As Adjusted$504,101DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$602,000ExpensesAndContributionsAmt
Qualifying Distributions$602,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$504,101DistributableAsAdjustedAmt
Undistributed Income PY$468,440UndistributedIncomePYAmt
Qualifying Distributions$602,000QualifyingDistributionsAmt
Applied To Year1$468,440AppliedToYear1Amt
Applied To Current Year$133,560AppliedToCurrentYearAmt
Undistributed Income CY$370,541UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE STMT 160BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SEE STMT 160AddressLine1Txt
CitySEE STMTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10580ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposeGEN'LGrantOrContributionPurposeTxt
Amt$602,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$602,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$255ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$160,482ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$554,315ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$715,052ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$715,052TotalIncomeProducingActyAmt

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$10,250Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCK PER STMT 151StockNm
EOY Book Value$3,057,199EOYBookValueAmt
EOYFMV$3,698,929EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,945,915USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,947,138USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOPTIONS & ETFS PER STMTS 152 & 153CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,400,176BookValueAmt
EOYFMV$2,311,333EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
PUBLICATION & OTHER FEES$80$60
INVESTMENT MGMT & ADVISORY FE$89,762$89,762

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNYS FILING FEECategoryTxt
Amt$750Amt

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