S AND A GOLDSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: S AND A GOLDSTEIN FAMILY FOUNDATION (EIN 47-4000598)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-09-28
IRS object ID: 201732719349100008
Schema version: 2016v3.0
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
Form 990-PF
Schedule B
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-09-28T09:47:26-07:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	STORMS KURZER GROUP LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4 EXECUTIVE BLVD STE 201	AddressLine1Txt
City	SUFFERN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	109018202	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2016-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	474000598	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	S & A GOLDSTEIN FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GOLD	BusinessNameControlTxt
Phone	8453577000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2770 S OCEAN BLVD	AddressLine1Txt
City	PALM BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33480	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOSHUA GOLDSTEIN	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	8453577000	PhoneNum
Signature	2017-05-08	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CHARLES B STORMS	PreparerPersonNm
Phone	8453698851	PhoneNum
Preparation	2017-09-28	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	96.56.21.138	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-09-28	IPDt
IP Tm	09:47:15	IPTm
IP Timezone	PD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	62A2320E01F8762763D3A13A495F325DCB6F81C7	AtSubmissionCreationDeviceId
At Submission Filing Device Id	9B506A34D54D8815F6B122B23C146A29B76DEE56	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$13,311	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	$84,800	ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$84,800	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Taxes Rev And Expnss	$863	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$50	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$913	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$76,250	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$77,163	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$0	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$7,637	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$5,674	CashBOYAmt
Cash EOY	$13,311	CashEOYAmt
Cash EOYFMV	$13,311	CashEOYFMVAmt
Total Assets BOY	$5,674	TotalAssetsBOYAmt
Total Assets EOY	$13,311	TotalAssetsEOYAmt
Total Assets EOYFMV	$13,311	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$5,674	UnrestrictedBOYAmt
Unrestricted EOY	$13,311	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,674	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$13,311	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,674	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$13,311	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,674	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$7,637	ExcessRevenueOverExpensesAmt
Subtotal	$13,311	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$13,311	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Adjusted Qlfy Distri Yr1	$20,000	AdjustedQlfyDistriYr1Amt
Adj Nonchrtbl Net Invst Incm Pct	$0	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$0	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

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	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	false	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	false	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	JEFFREY GOLDSTEIN	IndividualWithBooksNm
Phone	8453577000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	4 EXECUTIVE BLVD STE 200	AddressLine1Txt
City	SUFFERN	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10901	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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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
JOSHUA GOLDSTEIN
2 DONNER CT	MAHWAH	NJ	07430	TRUSTEE	5.00	$0	$0	$0
JEFFREY GOLDSTEIN
19 DAKOTA CT	SUFFERN	NY	10901	TRUSTEE	5.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$0	ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1	$20,000	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$20,000	TotalExcessDistributionCyovAmt
Total Corpus	$20,000	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$20,000	ExcessDistriCyovToNextYrAmt
Excess From Year1	$20,000	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
MET COUNCIL
120 BROADWAY	NEW YORK	NY	10271	EXEMPT	HELPINGFAMILIES	$10,000
FUND FOR THE AGED INC
120 W 106 STEET	NEW YORK	NY	10025	EXEMPT	DEVELOPEMENTGERIATRIC CAREERPROGRAM	$20,000
BETH HAVERIM SHIR SHALOM
280 RAMAPO VALLEY RD	MAHWAH	NJ	07430	EXEMPT	HELPING FAMILIES	$3,600
UJA OF PALM BEACH
4601 COMMUNITY DR	WEST PALM BEACH	FL	33417	EXEMPT	HELPING FAMILIES	$1,800
GRAND STREET SETTLEMENT
80 PITT STREET	NEW YORK	NY	10002	EXEMPT	HELPING FAMILIES	$7,500
CHINESE-AMERICAN PLANNING
150 ELIZABETH ST	NEW YORK	NY	10012	EXEMPT	HELPING FAMILIES	$3,000
ANGUILLA PROGRESSIVE ASSOC OF NY
579 MINEOLA AVE	CARLE PLACE	NY	11514	EXEMPT	HELPING FAMILIES	$1,950
JEWISH HOME & LIFE CARE
120 WEST 106TH STREET	NEW YORK	NY	10025	EXEMPT	HELPING FAMILIES	$10,000
CONGREGATION SHAAREY ISRAEL
18 MONTEBELLO RD	SUFFERN	NY	10901	EXEMPT	HELPING FAMILIES	$100
JEWISH FEDERATION OF SOUTH
9901 DONNA KLEIN BLVD	BOCA RATON	FL	33428	EXEMPT	HELPING FAMILIES	$10,000
MEALS ON WHEELS OF ROCKLAND
121 W NYACK RD	NANUET	NY	10954	EXEMPT	HELPING FAMILIES	$500
ELAINE RUTH BAILIN SCHOLORSHIP
1682 GLASCO TURNPIKE	WOODSTOCK	NY	12498	EXEMPT	EDUCATION	$1,000
HOME BASE FLA COMMUNITY BK
2325 VANDERBILT BEACH	NAPLES	FL	34109	EXEMPT	HELPING FAMILIES	$5,000
JEWISH NATIONAL FUND
42 E 69TH ST	NEW YORK	NY	10021	EXEMPT	HELPING FAMILIES	$1,800

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$76,250	TotalGrantOrContriPdDurYrAmt

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 (8 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
SUSAN GOLDSTEIN
1	4 EXECUTIVE BLVD STE 100	SUFFERN	NY	10901	$17,200	Yes (X)
ZACHERY GOLDSTEIN
2	4 EXECUTIVE BLVD STE 100	SUFFERN	NY	10901	$10,000	Yes (X)
ARLYNE GOLDSTEIN
3	2770 S OCEAN BLVD 603N	PALM BEACH	FL	33480	$32,000	Yes (X)
JEFFREY GOLDSTEIN
4	4 EXECUTIVE BLVD STE 100	SUFFERN	NY	10901	$5,000	Yes (X)
ASG MANAGEMENT INC
5	2770 S OCEAN BLVD S 603 N	PALM BEACH	FL	33480	$5,000	Yes (X)
CHESTER MALL PARTNERS LLC
6	4 EXECUTIVE BLVD STE 200	SUFFERN	NY	10901	$5,000	Yes (X)
TRENDS URBAN RENEWAL ASSOC
7	4 EXECUTIVE BLVD STE 200	SUFFERN	NY	10901	$5,000	Yes (X)
EXECUTIVE ASSOCIATES N LLC
8	4 EXECUTIVE BLVD STE 200	SUFFERN	NY	10901	$5,000	Yes (X)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	OFFICE EXPENSE	Desc
Revenue And Expenses Per Books	$50	RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	IRS	CategoryTxt
Amt	$863	Amt

S AND A GOLDSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2016

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (8 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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