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Nonprofit · EIN 42-1467354

GOLDSTEIN FAMILY FOUNDATION

Tax-exempt · BETTENDORF, IA 52722

Financials

$1.4M$1.3M2023$1.2M$897K2024
Revenue Expenses · by fiscal year end
Financials of GOLDSTEIN FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,233,265$897,235$336,030$11,341,248$0$11,341,248
December 31, 2023990-PF$1,365,542$1,298,342$67,200$11,005,218$0$11,005,218
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$182,207
Interest
$7,043
Net gain from sales of assets
$803,679
Other income
$240,336

Expenses

Grants and similar amounts paid
$626,833
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$796,514
Excise tax on investment income
$16,203

Balance sheet and other

Total assets, start of year
$11,005,218
Total assets, end of year
$11,341,248
Total liabilities, end of year
$0
Net assets, end of year
$11,341,248
Fair market value of assets
$13,794,689
Qualifying distributions
$796,514
Net investment income
$1,247,619

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
RICHARD A GOLDSTEIN
2117 STATE STREET SUITE 300, BETTENDORF, IA 52722
PRESIDENT1$0
ROBERT S GOLDSTEIN
2117 STATE STREET SUITE 300, BETTENDORF, IA 52722
DIRECTOR1$0
KATHY E GOLDSTEIN
2117 STATE STREET SUITE 300, BETTENDORF, IA 52722
DIRECTOR1$0
MARC D GOLDSTEIN
2117 STATE STREET SUITE 300, BETTENDORF, IA 52722
TREASURER1$0
ABBY E GOLDSTEIN
2117 STATE STREET SUITE 300, BETTENDORF, IA 52722
SECRETARY1$0
ABIGAIL J MILLAN
2117 STATE STREET SUITE 300, BETTENDORF, IA 52722
VICE PRESIDENT1$0
NATHAN MILLAN
2117 STATE STREET SUITE 300, BETTENDORF, IA 52722
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
RICHARD A GOLDSTEIN
2117 STATE STREET SUITE 300, BETTENDORF, IA 52722
PRESIDENT1$0
ROBERT S GOLDSTEIN
2117 STATE STREET SUITE 300, BETTENDORF, IA 52722
DIRECTOR1$0
JEFFREY D GOLDSTEIN
2117 STATE STREET SUITE 300, BETTENDORF, IA 52722
SECRETARY1$0
KATHY E GOLDSTEIN
2117 STATE STREET SUITE 300, BETTENDORF, IA 52722
DIRECTOR1$0
MARC D GOLDSTEIN
2117 STATE STREET SUITE 300, BETTENDORF, IA 52722
TREASURER1$0
ABBY E GOLDSTEIN
2117 STATE STREET SUITE 300, BETTENDORF, IA 52722
DIRECTOR1$0
ABIGAIL J MILLAN
2117 STATE STREET SUITE 300, BETTENDORF, IA 52722
VICE PRESIDENT1$0

Address and contacts

Address (IRS master file)
CO CHRIS W 2117 STATE ST 300, BETTENDORF, IA 52722-0000
In care of
% CHRIS W
Signed the 990-PF
RICHARD A GOLDSTEIN, PRESIDENT
Phone
(563) 344-5202
Return prepared by
RSM US LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
42-1467354
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,341,248
Income (IRS master file)
$9,838,150

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,233,265$897,235$11,341,248XML
990-TDecember 2024–––IRS
990-PFDecember 2023$1,365,542$1,298,342$11,005,218XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 42-1467354).

Questions about GOLDSTEIN FAMILY FOUNDATION

What is the EIN of GOLDSTEIN FAMILY FOUNDATION?
The employer identification number (EIN) of GOLDSTEIN FAMILY FOUNDATION is 42-1467354.
Is GOLDSTEIN FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
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 2025 (the year ending December 31, 2025) is due May 15, 2026. 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 2024.
Who are the officers and directors of GOLDSTEIN FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 7 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, 2024 it reported revenue of $1,233,265, expenses of $897,235 and total assets of $11,341,248 at year end.

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