STRATEGY STUDIO / PUBLIC DATA EXPLORER

GOLDSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
GOLDSTEIN FAMILY FOUNDATION (EIN 20-5758402)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-08
IRS object ID
201923129349100137
Schema version
2018v3.1
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)
Return2019-11-08T09:20:33-08:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS W KAWAMURA CPAPreparerPersonNm
PTINP00037439PTIN
Phone8186375000PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$33,829FMVAssetsEOYAmt
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$731DividendsRevAndExpnssAmt
Dividends Net Invst Incm$731DividendsNetInvstIncmAmt
Total Rev And Expnss$732TotalRevAndExpnssAmt
Total Net Invst Incm$732TotalNetInvstIncmAmt
Taxes Rev And Expnss$22TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$15TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,832TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,825TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,100ExcessRevenueOverExpensesAmt
Net Investment Income$732NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,877SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$242SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$242SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$39,705CorporateStockBOYAmt
Corporate Stock EOY$33,587CorporateStockEOYAmt
Corporate Stock EOYFMV$33,587CorporateStockEOYFMVAmt
Total Assets BOY$41,582TotalAssetsBOYAmt
Total Assets EOY$33,829TotalAssetsEOYAmt
Total Assets EOYFMV$33,829TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$41,582UnrestrictedBOYAmt
Unrestricted EOY$33,829UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$41,582TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$33,829TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$41,582TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$33,829TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$41,582TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,100ExcessRevenueOverExpensesAmt
Subtotal$40,482SubtotalAmt
Other Decreases$6,653OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$33,829TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,243AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$39,365NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.08238DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,693AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$31,876NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.08448DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,390AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$37,077NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.06446DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,491AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$43,086NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05782DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$43,976NetVlNoncharitableAssetsYr5Amt
Total Distribution0.289142TotalDistributionRt
Average Distribution0.072286AverageDistributionRt
Net Vl Noncharitable Assets$41,238NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,981AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,988AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,825QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15InvestmentIncomeExciseTaxAmt
Subtotal$15SubtotalAmt
Tax Based On Investment Income$15TaxBasedOnInvestmentIncomeAmt
Tax Due$15TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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$40,073AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,793AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$41,866TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$41,866AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$628CashDeemedCharitableAmt
Net Vl Noncharitable Assets$41,238NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,062MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,062MinimumInvestmentReturnAmt
Tax Based On Investment Income$15TaxBasedOnInvestmentIncomeAmt
Total Tax$15TotalTaxAmt
Distributable Before Adj$2,047DistributableBeforeAdjAmt
Distributable Before Ded$2,047DistributableBeforeDedAmt
Distributable As Adjusted$2,047DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,825ExpensesAndContributionsAmt
Qualifying Distributions$1,825QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,825AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,047DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$355ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$556ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,137ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,048TotalExcessDistributionCyovAmt
Qualifying Distributions$1,825QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,825AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$222ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$222ExcessDistributionCyovAppCYAmt
Total Corpus$1,826TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,826ExcessDistriCyovToNextYrAmt
Excess From Year4$133ExcessFromYear4Amt
Excess From Year3$556ExcessFromYear3Amt
Excess From Year2$1,137ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
NAMI WESTSIDE LOS ANGELES
921 WESTWOOD BLVD 236LOS ANGELESCA90024NCNAMI, ACRONYM FOR NATIONAL ALLIANCE ON MENTAL ILLNESS, IS A GRASS-ROOTS, EDUCATION, SUPPORT AND ADVOCACY ORGANIZATION DEDICATED TO IMPROVING THE LIVES OF FAMILIES WHO HAVE RELATIVES WITH BRAIN DISORDER.$650
ASPCA GUARDIANS
424 EAST 92ND STREETNEW YORKNY10128THE 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$400
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037THE WORLD'S LEADING CONSERVATION ORGANIZATION, WORLD WILDLIFE FUND (WWF) HAS BEEN PROTECTING THE FUTURE OF NATURE FOR 50 YEARS.$50
THE AMANDA FOUNDATION
351 FOOTHILL ROADBEVERLY HILLSCA90210PCTO ASSIST WITH THE AMANDA FOUNDATION'S MISSION OF RECUING ABUSED, ABANDONED AND UNWANTED ANIMALS AND ADOPT THEM TO LOVING FAMILIES WITH PERMANENT HOMES.$700NONE
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion$1ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$731ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$732ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$732TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$33,587EOYBookValueAmt
EOYFMV$33,587EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
Desc0Desc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

AmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtCategoryCategoryTxt
$15$15
$7TAXES