Nonprofit · EIN 20-5937387
GOLDSTEIN FAMILY FOUNDATION
Tax-exempt · CINCINNATI, OH 45262
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $512,634 | $286,927 | $225,707 | $1,094,949 | $0 | $1,094,949 |
| December 31, 2024 | 990-PF | $326,720 | $252,768 | $73,952 | $869,445 | $0 | $869,445 |
| December 31, 2023 | 990-PF | $222,824 | $50,663 | $172,161 | $795,593 | $0 | $795,593 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $450,000
- Dividends
- $10,296
- Interest
- $15,753
- Net gain from sales of assets
- $36,585
Expenses
- Grants and similar amounts paid
- $283,588
- Disbursements for charitable purposes
- $283,588
- Excise tax on investment income
- $836
Balance sheet and other
- Total assets, start of year
- $869,445
- Total assets, end of year
- $1,094,949
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,094,949
- Fair market value of assets
- $1,202,045
- Qualifying distributions
- $283,588
- Net investment income
- $62,634
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Edwin P Goldstein 2300 Kemper Road, Cincinnati, OH 45241 | Manager and Tru | 1.5 | $0 |
| US Bank Trust Department 425 Walnut Street, Cincinnati, OH 45202 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Edwin P Goldstein 2300 Kemper Road, Cincinnati, OH 45241 | Manager and Tru | 1 | $0 |
| US Bank Trust Department 425 Walnut Street, Cincinnati, OH 45202 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Edwin P Goldstein 2300 Kemper Road, Cincinnati, OH 45241 | Manager and Tru | 1 | $0 |
| Richard M Schwartz 441 Vine Street, Cincinnati, OH 45202 | Trustee | 0.5 | $0 |
| Debbe Levin 2444 Madison Road Ste 102, Cincinnati, OH 45208 | Trustee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 62008, CINCINNATI, OH 45262-0008
- In care of
- % EDWIN GOLDSTEIN
- Signed the 990-PF
- Edwin P Goldstein, Manager and Tru
- Return prepared by
- Coworth Financial Services LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-5937387
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,094,949
- Income (IRS master file)
- $947,090
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $512,634 | $286,927 | $1,094,949 | IRS |
| 990-PF | December 2024 | $326,720 | $252,768 | $869,445 | IRS |
| 990-PF | December 2023 | $222,824 | $50,663 | $795,593 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5937387).
Questions about GOLDSTEIN FAMILY FOUNDATION
- What is the EIN of GOLDSTEIN FAMILY FOUNDATION?
- The employer identification number (EIN) of GOLDSTEIN FAMILY FOUNDATION is 20-5937387.
- Is GOLDSTEIN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to GOLDSTEIN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GOLDSTEIN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GOLDSTEIN FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GOLDSTEIN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of GOLDSTEIN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does GOLDSTEIN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $512,634, expenses of $286,927 and total assets of $1,094,949 at year end.
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