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GOLDSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GOLDSTEIN FAMILY FOUNDATION (EIN 20-5758402)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-15
IRS object ID
202131359349100603
Schema version
2020v4.0
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)
Return2021-05-15T03:55:55-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN950858589PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUTCHINSON AND BLOODGOOD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1550 N BRAND BLVD 14th FloorAddressLine1Txt
CityGLENDALECityNm
State AbbreviationCAStateAbbreviationCd
ZIP91203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205758402EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GOLDSTEIN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGOLDBusinessNameControlTxt
Phone3105534746PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18912 BURTON WAYAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES GOLDSTEINPersonNm
Person TitlePresidentPersonTitleTxt
Signature2021-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLESPersonFirstNm
Person LastGOLDSTEINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS W KAWAMURA CPAPreparerPersonNm
PTINP00037439PTIN
Phone8186375000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$27,108FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$697DividendsRevAndExpnssAmt
Dividends Net Invst Incm$697DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$10,506NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$95,532GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$55CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$9,809TotalRevAndExpnssAmt
Total Net Invst Incm$752TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,250AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,250AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$195TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$195TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,455TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,455TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,855TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,855TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,664ExcessRevenueOverExpensesAmt
Net Investment Income$752NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$523SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,177SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,177SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$36,981CorporateStockBOYAmt
Corporate Stock EOY$25,931CorporateStockEOYAmt
Corporate Stock EOYFMV$25,931CorporateStockEOYFMVAmt
Total Assets BOY$37,504TotalAssetsBOYAmt
Total Assets EOY$27,108TotalAssetsEOYAmt
Total Assets EOYFMV$27,108TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$37,504NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$37,504TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$27,108TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$37,504TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$27,108TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$37,504TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,664ExcessRevenueOverExpensesAmt
Other Increases$4,268OtherIncreasesAmt
Subtotal$27,108SubtotalAmt
Tot Net Ast Or Fund Balances EOY$27,108TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BANK OF AMERICA CORP COMP2020-01-012020-12-31$94,909$105,470-$10,561-$10,561
BANK OF AMERICA CORP COMP2018-09-122020-01-06$623$568$55$55
Wash Sale$10,561
FieldValueIRS element (for citing)
Capital Gain Net Income$55CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10InvestmentIncomeExciseTaxAmt
Subtotal$10SubtotalAmt
Tax Based On Investment Income$10TaxBasedOnInvestmentIncomeAmt
Tax Due$10TaxDueAmt

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 StateCAOrgReportOrRegisterStateCd
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 Line1JOSEPH GOLDSTEINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3105534746PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18912 BURTON WAYAddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90211ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CHARLES H GOLDSTEIN
8912 BURTON WAYBEVERLY HILLSCA90211Chairman0.00$0
FRANCINE GOLDSTEIN
8912 BURTON WAYBEVERLY HILLSCA90211Vice President0.00$0
JONATHAN A GOLDSTEIN
8912 BURTON WAYBEVERLY HILLSCA90211Secretary0.00$0
JOSEPH A GOLDSTEIN
8912 BURTON WAYBEVERLY HILLSCA90211Chief Financial1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$25,262AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,579AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$26,841TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$26,841AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$403CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,438NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,322MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,322MinimumInvestmentReturnAmt
Tax Based On Investment Income$10TaxBasedOnInvestmentIncomeAmt
Total Tax$10TotalTaxAmt
Distributable Before Adj$1,312DistributableBeforeAdjAmt
Distributable Before Ded$1,312DistributableBeforeDedAmt
Distributable As Adjusted$1,312DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,855ExpensesAndContributionsAmt
Qualifying Distributions$4,855QualifyingDistributionsAmt
Adjusted Qualifying Distri$4,855AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,312DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$556ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,137ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$5,436ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,129TotalExcessDistributionCyovAmt
Qualifying Distributions$4,855QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,312AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,543RemainingDistriFromCorpusAmt
Total Corpus$10,672TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$556ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,116ExcessDistriCyovToNextYrAmt
Excess From Year4$1,137ExcessFromYear4Amt
Excess From Year1$5,436ExcessFromYear1Amt
Excess From Current Year$3,543ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASPCA GUARDIANS
424 EAST 92ND STREETNEW YORKNY10128NONEPCTHE MISSION OF AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (ASPCA)IS TO PROVIDE EFFECTIVE MEANS FOR THE PREVENTION OF CRUELTY TO ANIMALS THROUGHOUT THE UNITED STATES$200
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037NONEPCTHE WORLD'S LEADING CONSERVATION ORGANIZATION, WORLD WILDLIFE FUND (WWF) HAS BEEN PROTECTING THE FUTURE OF NATURE FOR 50 YEARS.$200
THE AMANDA FOUNDATION
351 FOOTHILL ROADBEVERLY HILLSCA90210NONEPCTO ASSIST WITH THE AMANDA FOUNDATION'S MISSION OF RECUING ABUSED, ABANDONED AND UNWANTED ANIMALS AND ADOPT THEM TO LOVING FAMILIES WITH PERMANENT HOMES.$600
SHRINERS HOSPITAL FOR CHILDREN
909 S FAIR OAKS AVEPASADENACA91105NONETO ASSIST SHRINERS HOSPITAL'S MISSION TO PROVIDE QUALITY CARE TO CHILDREN WITH NEUROMUSCULOSKELETAL CONDITIONS, BURN INJURIES AND OTHER SPECIAL HEALTHCARE NEEDS.$700
ST JUDE CHILDRENS RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONETO ASSIST WITH ST. JUDE'S MISSION TO ADVANCE CURES, AND MEANS OF PREVENTION, FOR PEDIATRIC CATASTROPHIC DISEASES THROUGH RESEARCH AND TREATMENT.$700
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$697ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion-$10,506ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$9,809ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$9,809TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,250DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPOSTAGEDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$195Amt
Disbursements Charitable Prps$195DisbursementsCharitablePrpsAmt