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GOLDSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
GOLDSTEIN FAMILY FOUNDATION (EIN 20-5758402)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-22
IRS object ID
202031749349100213
Schema version
2019v5.0
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)
Return2020-06-22T10:22:53-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-06-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS W KAWAMURA CPAPreparerPersonNm
PTINP00037439PTIN
Phone8186375000PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$37,504FMVAssetsEOYAmt
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$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$595DividendsRevAndExpnssAmt
Dividends Net Invst Incm$595DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,810NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$40,929GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,237CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$573NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$19,406TotalRevAndExpnssAmt
Total Net Invst Incm$18,833TotalNetInvstIncmAmt
Total Adj Net Incm$573TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,360AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$4,360AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$30TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$30TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,400TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,400TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,100TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,306ExcessRevenueOverExpensesAmt
Net Investment Income$18,833NetInvestmentIncomeAmt
Adjusted Net Income$573AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$242SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$523SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$523SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$33,587CorporateStockBOYAmt
Corporate Stock EOY$36,981CorporateStockEOYAmt
Corporate Stock EOYFMV$36,981CorporateStockEOYFMVAmt
Total Assets BOY$33,829TotalAssetsBOYAmt
Total Assets EOY$37,504TotalAssetsEOYAmt
Total Assets EOYFMV$37,504TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$33,829NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$33,829TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$37,504TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$33,829TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$37,504TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$33,829TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,306ExcessRevenueOverExpensesAmt
Subtotal$46,135SubtotalAmt
Other Decreases$8,631OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$37,504TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$18,237CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$573NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,825AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$41,238NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04426DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,243AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$39,365NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.08238DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,693AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$31,876NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.08448DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,390AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$37,077NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.06446DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,491AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$43,086NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05782DistributionYr5Rt
Total Distribution0.333397TotalDistributionRt
Average Distribution0.066679AverageDistributionRt
Net Vl Noncharitable Assets$37,044NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,470AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$188NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,658AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$188InvestmentIncomeExciseTaxAmt
Subtotal$188SubtotalAmt
Tax Based On Investment Income$188TaxBasedOnInvestmentIncomeAmt
Tax Due$188TaxDueAmt

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$33,938AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,670AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$37,608TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$37,608AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$564CashDeemedCharitableAmt
Net Vl Noncharitable Assets$37,044NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,852MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,852MinimumInvestmentReturnAmt
Tax Based On Investment Income$188TaxBasedOnInvestmentIncomeAmt
Total Tax$188TotalTaxAmt
Distributable Before Adj$1,664DistributableBeforeAdjAmt
Distributable Before Ded$1,664DistributableBeforeDedAmt
Distributable As Adjusted$1,664DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,100ExpensesAndContributionsAmt
Qualifying Distributions$7,100QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$188PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,912AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,664DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$133ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$556ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,137ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$1,826TotalExcessDistributionCyovAmt
Qualifying Distributions$7,100QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,664AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,436RemainingDistriFromCorpusAmt
Total Corpus$7,262TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$133ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,129ExcessDistriCyovToNextYrAmt
Excess From Year4$556ExcessFromYear4Amt
Excess From Year3$1,137ExcessFromYear3Amt
Excess From Current Year$5,436ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
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.$1,100
JUNIOR BLIND OF AMERICA
5300 ANGELES VISTA BOULEVARDLOS ANGELESCA90043NONETO ASSIST BLIND YOUTH IN LOS ANGELES$1,300
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD STE 300JACKSONVILLEFL32256NONETO SUPPORT WOUNDED VETERANS$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$595ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$18,810ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$19,406ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,406TotalIncomeProducingActyAmt

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 (2 entries)

AmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
$2,160$0$0$2,160
$2,200$0$0$2,200

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 (2 entries)

AmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtCategoryCategoryTxt
$15$15
$15$15TAXES