Goldstein Family Foundation, Goldstein Sam Ttee in Spring Valley, New York (NY)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in New York
| Goldstein Family Foundation, Goldstein Sam Ttee | |
| Employer Identification Number (EIN) | 020581239 |
| Name of Organization | Goldstein Family Foundation |
| Secondary Name | Goldstein Sam Ttee |
| Address | 6 Vincent Rd, Spring Valley, NY 10977-3829 |
| Subsection | Charitable Organization |
| Ruling Date | 05/2002 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,849,596 |
| Amount of Income | $216,819 |
| Form 990 Revenue Amount | $165,802 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Named Trusts/Foundations (Not Elsewhere Classified) |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $170,783 | $18,287 | $18,287 | |
| Contributions, gifts, grants, etc., received | $152,496 | |||
| Interest on savings and temporary cash investments | $18,287 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $91,170 | $1,040 | $2,639 | $88,531 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $2,639 | $1,040 | $0 | |
| Contributions, gifts, grants paid | $88,531 | |||
| Excess of revenue over expenses and disbursements | $79,613 | |||
| Net investment income | $17,247 | |||
| Adjusted net income | $15,648 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,675,274 | $1,675,276 |
| Cash - non-interest-bearing | $505,197 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $1,170,077 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $1,675,274 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $345 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $345 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $1,909,496 |
| Net value of noncharitable-use assets | $1,880,860 |
| Minimum investment return | $94,043 |
| Distributable Amount (for 2012) | |
| Distributable amount | $93,698 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $93,698 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in New York | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Goldfinger Foundation For The Visual Arts | 220 Mead St, Waccabuc, NY 10597-1009 | NY | 1999-04 | $23,235 |
| 2 | Goldhirsch Foundation | 303 E 57th St 42f, New York, NY 10022-2947 | NY | 1960-04 | $36 |
| 3 | Goldin & Rivin Foundation | 225 Broadway Rm 1015, New York, NY 10007-3782 | NY | 1999-08 | $1 |
| 4 | Goldman Sachs Foundation | 200 West St 29th Fl, New York, NY 10282-2102 | NY | 1999-12 | $50,446,847 |
| 5 | Goldman Sachs Charitable Gift Fund | 200 West St 29th Fl, New York, NY 10282-2102 | NY | 2008-01 | $629,880,658 |
| 6 | Goldman-Sonnenfeldt Foundation Inc | C/O Ganer Ganer 1995 Broadway No 16, New York, NY 10023 | NY | 2000-06 | $2,675,165 |
| 7 | Goldner Family Charity Foundation | 1251 46th Street, Brooklyn, NY 11219-2086 | NY | 1998-04 | $11,010 |
| 8 | Goldsmith D & Mary B Johnes Home For Aged Couples Inc | 11 Balmville Rd, Newburgh, NY 12550-1911 | NY | 1935-02 | $1,155,636 |
| 9 | Goldsmith Foundation | One North Broadway Ste 10 Fl, White Plains, NY 10601-2310 | NY | 2008-12 | $1,390 |
| 10 | Goldstein Family Charitable Foundation Inc | 1 Rewe St, Brooklyn, NY 11211-1707 | NY | 2001-08 | $323,609 |
| 11 | Goldstein Family Foundation, Goldstein Sam Ttee | 6 Vincent Rd, Spring Valley, NY 10977-3829 | NY | 2002-05 | $216,819 |
| 12 | Goldstone Fund Inc | C/O Tanton Company Llp, New York, NY 10019 | NY | 1960-11 | $5,193,294 |
| 13 | Goldstreet Insurance Company | 200 Park Ave, New York, NY 10166-0005 | NY | 1998-09 | $6,370,041 |
| 14 | Goldwater Family Foundation | 8156 Laurel Park Ln, East Amherst, NY 14051-2531 | NY | 2007-03 | $64,518 |
| 15 | Henry J Carter Specialty Hospital Auxiliary Inc | 752 Park Ave, New York, NY 10021-4252 | NY | 1953-06 | $299,745 |
| 16 | Goliard Concerts Inc | 30-87 46th Street, Astoria, NY 11103 | NY | 1988-01 | $0 |
| 17 | Gollin Foundation | 535 E 86th St Ste 1c, New York, NY 10028-7533 | NY | 1953-01 | $152 |
| 18 | Gollust Foundation | 645 Madison Ave Fl 20, New York, NY 10022-1010 | NY | 1990-01 | $17,973 |
| 19 | Golnick Charity Association | 98 Sycamore Cir, Stony Brook, NY 11790-3167 | NY | 2000-09 | $2 |
| 20 | Golub Corporation Employees Benefit Trust | 461 Nott St, Schenectady, NY 12308-1812 | NY | 1988-11 | $72,371,006 |
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