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
- 2026-01-29
- IRS object ID
- 202630299349100623
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-29T14:29:13-06:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131833422 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASH & PARSONT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 EAST 42ND STREET SUITE 1507 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101681599 | 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 | CO 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 | PATRICIA GOLDSTEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9149670410 | PhoneNum |
| Signature | 2026-01-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEIL D ASH | PreparerPersonNm |
| PTIN | P00110544 | PTIN |
| Phone | 2129531250 | PhoneNum |
| Preparation | 2026-01-27 | 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) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,189,561 | 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 | $4,759,120 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,185,536 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,759,120 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,204,465 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,045,510 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,800 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $117,759 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $117,193 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $127,559 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117,193 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,800 | 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 | $530,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,555,906 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,928,317 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,827 | CashBOYAmt |
| US Government Obligations BOY | $3,536,692 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,514,873 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,589,136 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,094,800 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,645,239 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,251,290 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,484,571 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,253,293 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,349,135 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,142,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,413,405 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,189,561 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,490 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $46,299 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,490 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,299 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| 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 | $9,142,890 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,413,405 | 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 | $17,555,906 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,694,306 | SubtotalAmt |
| Other Decreases | $4,327,200 | OtherDecreasesAmt |
| 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 (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICALY TRADED SECURITIES | P | $8,958,278 | $8,838,053 | $120,225 | $120,225 | ||
| PUBLICALY TRADED SECURITIES | P | $356,882 | $343,163 | $13,719 | $13,719 | ||
| 10,000 SHARES ELI LILLY | D | $7,702,013 | $3,245,200 | $4,456,813 | $4,456,813 | 2023-03-13 | 2024-04-11 |
| CAPITAL GAINS DIVIDENDS | P | $168,363 | $168,363 | $168,363 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,759,120 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $68,504 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $68,504 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $68,504 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,546 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,356 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $60,148 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAXPAYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129531250 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ASH PARSONT-122 EAST 42 STREET | AddressLine1Txt |
| Address Line2 | 1507 | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10168 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| BERNARD GOLDSTEIN | ||||||||
| 2 MANURSING WAY | RYE | NY | 10580 | VP/DIRECTOR | 0.00 | $0 | $0 | $0 |
| NANCY B REBOLD | ||||||||
| 15 ARROWHEAD WAY | WESTON | CT | 06883 | VP/DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARK H GOLDSTEIN | ||||||||
| 2900 PARADISE DRIVE | TIBURIN | CA | 94920 | TREASURER/DIRECTOR | 0.00 | $0 | $0 | $0 |
| VICKIE NICHOLS GOLDSTEIN | ||||||||
| 4669 7TH AVE | BOULDER | CO | 80304 | SECRETARY/DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1285 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT & ADVISORY | ServiceTypeTxt |
| Compensation | $112,975 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| 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 | $68,504 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $68,504 | TotalTaxAmt |
| Distributable Before Adj | $629,883 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $629,883 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $629,883 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $530,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $530,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $629,883 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $345,283 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $530,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $345,283 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $185,517 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $444,366 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION BOULDER COUNTY | |||||||
| 1123 SPRUCE STREET | BOULDER | CO | 80302 | NONE | PC | FOR OPERATIONS | $125,000 |
| REDWOOD HIGH SCHOOL FOUNDATION | |||||||
| 395 DOHERTY DR | LAKESPUR | CA | 94939 | NONE | PC | FOR OPERATIONS | $20,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | FOR OPERATIONS | $25,000 |
| DIGITAL HEALTH HUB FOUNDATION | |||||||
| 2900 PARADISE DRIVE | TIBURON | CA | 94920 | NONE | PC | FOR OPERATIONS | $30,000 |
| ED SNIDER YOUTH HOCKEY FOUNDATION | |||||||
| 2900 PARADISE DRIVE | TIBURON | CA | 94920 | NONE | PC | FOR OPERATIONS | $25,000 |
| SON OF SAINT | |||||||
| 2308 ST PHILLIPS STREET | NEW ORLEANS | LA | 70119 | NONE | PC | FOR OPERATIONS | $10,000 |
| KIDSMART | |||||||
| 4216 IBERVILLE ST | NEW ORLEANS | LA | 70119 | NONE | PC | FOR OPERATIONS | $25,000 |
| HER JUSTICE | |||||||
| 100 BROADWAY | NEW YORK | NY | 10005 | NONE | PC | FOR OPERATIONS | $15,000 |
| VIDEO VELOCITY | |||||||
| 3020 ROYAL STREET | NEW ORLEANS | LA | 70017 | NONE | PC | FOR OPERATIONS | $25,000 |
| SON OF SAINT | |||||||
| 2308 ST PHILLIPS ST | NEW ORLEANS | LA | 70019 | NONE | PC | FOR OPERATIONS | $5,000 |
| WINSTON RHEA SCHOLARS | |||||||
| POB 850601 | NEW ORLENS | LA | 70185 | NONE | PC | FOR OPERATIONS | $10,000 |
| TULANE CENTER FOR PUBLIC SERVICE | |||||||
| 1555 POYDRAS STREET | NEW ORLEANS | LA | 70112 | NONE | PC | FOR OPERATIONS | $45,000 |
| NY HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | FOR OPERATIONS | $25,000 |
| OCEAN FOUNDATION | |||||||
| 1320 19TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | FOR OPERATIONS | $10,000 |
| MT SINAI | |||||||
| 1 GUSTAVE LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | FOR OPERATIONS | $50,000 |
| ROUNDABOUT THEATRE | |||||||
| 231 W 39 STREET | NEW YORK | NY | 10018 | NONE | PC | FOR OPERATIONS | $50,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | PC | FOR OPERATIONS | $1,000 |
| SMITH COLLEGE | |||||||
| 33 ELM STREET | NORTHAMPTON | MA | 01063 | NONE | PC | FOR OPERATIONS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $521,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
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 | 18 | ExclusionCd |
| Exclusion | $4,759,120 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,045,510 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,045,510 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ESTATE OF BERNARD GOLDSTEIN | ||||||
| 1 | 2 MANURSING WAY | RYE | NY | 10580 | $69,360 | Yes (X) |
| ESTATE OF BERNARD GOLDSTEIN | ||||||
| 2 | 2 MANURSING WAY | RYE | NY | 10580 | $5,488,787 | Yes (X) |
| PATRICIA GOLDSTEIN | ||||||
| 3 | 2 MANURSING WAY | RYE | NY | 10580 | $7,572,400 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,000 SHARES HEINZ CO | $69,360 | 2023-11-22 |
| 2 | 342,193.673 SHARES FIDELITY CONTRAFUND | $5,488,787 | 2023-11-24 |
| 3 | 10,000 SHARES ELI LILLY | $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 |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET | $68,031 | $173,960 |
| AMERICAN INTERNATIONAL GROUP | $20,980 | $39,410 |
| BARRICK GOLD | $101,138 | $102,540 |
| COCO COLA | $193,474 | $251,720 |
| COLGATE PALMOLIVE | $62,630 | $92,960 |
| CVS HEALTH | $201,825 | $178,800 |
| DUPONT DE NEMOURS | $169,802 | $205,400 |
| EQUITY RESIDENTIAL | $83,770 | $65,030 |
| GENERAL MILLS | $300,264 | $481,250 |
| KIMBERLY CLARK | $121,280 | $133,300 |
| KINDER MORGAN | $75,243 | $97,450 |
| KRAFT HEINZ | $481,087 | $318,330 |
| MEDTRONIC | $127,205 | $81,370 |
| META PLATFORMS | $29,843 | $70,025 |
| NESTLE | $215,419 | $318,900 |
| NEWMONT | $120,105 | $96,462 |
| PFIZER | $160,660 | $143,300 |
| PHILLIPS 66 | $223,909 | $426,330 |
| RAYTHEON TECHNOLOGIES | $158,526 | $215,620 |
| WELLS FARGO | $32,265 | $59,920 |
| 3M CO | $71,676 | $50,070 |
| BRISTOL MYERS SQUIBB | $209,194 | $164,360 |
| SOLVENTUM | $13,169 | $7,418 |
| WILLIAMS COS | $403,744 | $477,365 |
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 | $10,589,136 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES US REAL ESTATE | AT COST | $86,140 | $86,670 |
| ISHARES MSCI EMERGING MARKETS | AT COST | $108,965 | $104,475 |
| SPDR S&P BIOTECH | AT COST | $131,952 | $89,130 |
| UTILITIES SECTOR SPDR | AT COST | $242,335 | $290,880 |
| VANGUARD REAL ESTATE ETF | AT COST | $81,049 | $83,240 |
| DFA JAPANESE SMALL COMPANY | AT COST | $172,658 | $150,253 |
| MATTHEWS ASIA DIVIDEND | AT COST | $229,336 | $141,331 |
| TWEEDY, BROWNE INTERNATIONAL | AT COST | $250,518 | $284,144 |
| DOUBLE LINE TOTAL RETURN | AT COST | $541,386 | $490,809 |
| FIRST EAGLE GLOBAL FUNDS | AT COST | $223,734 | $223,864 |
| FPA CRESCENT FUND | AT COST | $292,211 | $326,559 |
| PERMANENT PORTFOLIO | AT COST | $78,877 | $90,733 |
| EIC VALUE | AT COST | $150,000 | $151,997 |
| FIDELITY CONTRAFUND | AT COST | $5,664,132 | $6,835,050 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS OF FAIR MARKET VALUE OVER COST ON DONATED SECURITIES | Desc |
| Amt | $4,327,200 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $566 | $0 | $0 |
| INVESTMENT FEES | $117,193 | $117,193 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CASH OVERDRAFT | $0 | $32,519 |
| CALLS AND OPTIONS | $4,490 | $13,780 |