Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE GOLDSTEIN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO CHRIS W 2117 STATE ST NO 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BETTENDORF, IA52722
A Employer identification number

42-1467354
B Telephone number (see instructions)

(563) 344-5202
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$13,382,820J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 220 220  
4 Dividends and interest from securities... 127,159 127,159  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 779,424
b Gross sales price for all assets on line 6a 3,987,933
7 Capital gain net income (from Part IV, line 2)... 778,998
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 147,662 143,339  
12 Total. Add lines 1 through 11........ 1,054,465 1,049,716  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 504 0   504
b Accounting fees (attach schedule)....... Click to see attachment 17,950 13,463   4,487
c Other professional fees (attach schedule).... Click to see attachment 179,086 108,586   70,500
17 Interest............... 3,095 3,095   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,095 1,195   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 19,200 15,220   3,980
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 221,930 141,559   79,471
25 Contributions, gifts, grants paid....... 621,400 621,400
26 Total expenses and disbursements. Add lines 24 and 25 843,330 141,559   700,871
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 211,135
b Net investment income (if negative, enter -0-) 908,157
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 698,989 196,718 196,718
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,861,815 Click to see attachment4,381,478 6,071,643
c Investments—corporate bonds (attach schedule)....... 1,820,000 Click to see attachment2,395,000 2,339,715
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,051,681 Click to see attachment3,670,424 4,755,420
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment19,324 Click to see attachment19,324
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,432,485 10,662,944 13,382,820
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................   19,324
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 19,324
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 10,432,485 10,643,620
29 Total net assets or fund balances (see instructions)..... 10,432,485 10,643,620
30 Total liabilities and net assets/fund balances (see instructions). 10,432,485 10,662,944
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,432,485
2
Enter amount from Part I, line 27a .....................
2
211,135
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,643,620
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,643,620
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a STATE OF ISRAEL BOND      
b SPF SECURITIZED PRODUCTS FUND      
c UBS #17616 - PUBLICLY TRADED SECURITIES      
d UBS #17617 - PUBLICLY TRADED SECURITIES      
e UBS #17618 - PUBLICLY TRADED SECURITIES      
UBS #19001 - PUBLICLY TRADED SECURITIES      
UBS #21302 - PUBLICLY TRADED SECURITIES      
CEP IV DOLLAR FEEDER LP P    
LANDMARK EQUITY PARTNERS XV LP P    
LANDMARK EQUITY PARTNERS XV LP (SECTION 1202 EXCLUSION) P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 10,000   10,000 0
b 743,703   461,987 281,716
c 894,020   837,634 56,386
d 512,577   427,825 84,752
e 607,781   437,570 170,211
700,000   700,000 0
518,216   457,039 61,177
      103,235
      20,311
      -426
1,636     1,636
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       0
b       281,716
c       56,386
d       84,752
e       170,211
      0
      61,177
      103,235
      20,311
      -426
      1,636
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 778,998
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 12,623
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 12,623
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,623
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 9,046
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,046
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 16,423
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet16,423 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNONE
    14
    The books are in care ofbulletCHRIS WIEDENHOEFT Telephone no.bullet (563) 344-5202

    Located atbullet2117 STATE STREET SUITE 300BETTENDORFIA ZIP+4bullet52722
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    RICHARD A GOLDSTEIN VICE PRESIDENT/SECRETARY
    1.00     		0 0 0
    2117 STATE STREET SUITE 300
    BETTENDORF,IA52722
    ROBERT S GOLDSTEIN TREASURER
    1.00     		0 0 0
    2117 STATE STREET SUITE 300
    BETTENDORF,IA52722
    JEFFREY D GOLDSTEIN PRESIDENT
    1.00     		0 0 0
    2117 STATE STREET SUITE 300
    BETTENDORF,IA52722
    KATHY E GOLDSTEIN DIRECTOR
    1.00     		0 0 0
    2117 STATE STREET SUITE 300
    BETTENDORF,IA52722
    MARC GOLDSTEIN DIRECTOR
    1.00     		0 0 0
    2117 STATE STREET SUITE 300
    BETTENDORF,IA52722
    ABBY GOLDSTEIN DIRECTOR
    1.00     		0 0 0
    2117 STATE STREET SUITE 300
    BETTENDORF,IA52722
    ABIGAIL MILLAN DIRECTOR
    1.00     		0 0 0
    2117 STATE STREET SUITE 300
    BETTENDORF,IA52722
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    12,030,551
    b
    Average of monthly cash balances.......................
    1b
    230,781
    c
    Fair market value of all other assets (see instructions)................
    1c
    19,324
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,280,656
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    12,280,656
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    184,210
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,096,446
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    604,822
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    604,822
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    12,623
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    652
    c
    Add lines 2a and 2b............................
    2c
    13,275
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    591,547
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    591,547
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    591,547
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    700,871
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    700,871
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    700,871
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 591,547
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017...... 98,124
    d From 2018...... 94,678
    e From 2019...... 112,432
    fTotal of lines 3a through e........ 305,234
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 700,871
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 591,547
    e Remaining amount distributed out of corpus 109,324
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 414,558
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		414,558
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 98,124
    c Excess from 2018.... 94,678
    d Excess from 2019.... 112,432
    e Excess from 2020.... 109,324
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CHRIS WIEDENHOEFT
    2117 STATE STREET SUITE 300
    BETTENDORF,IA52722
    (563) 344-5119
    bThe form in which applications should be submitted and information and materials they should include:
    NO PARTICULAR FORM REQUIRED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    DISTRIBUTIONS FOR CHARITABLE PURPOSES DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3).
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AFFINIA HEALTHCARE
    1717 BIDDLE STREET
    ST LOUIS,MO63106     		NONE PC GENERAL FUND 30,000
    BIG SUR LAND TRUST
    PO BOX 4071
    MONTEREY,CA93942     		NONE PC GENERAL FUND 3,000
    BOYS & GIRLS CLUBS OF GREATER ST LOUIS
    2901 NORTH GRAND AVENUE
    ST LOUIS,MO63107     		NONE PC ANNUAL FUND 1,000
    BROWARD PARTNERSHIP FOR THE HOMELESS INC
    920 NW 7TH AVENUE
    FT LAUDERDALE,FL33311     		NONE PC GENERAL FUND 2,500
    CAMP RAINBOW FOUNDATION
    13990 OLIVE BLVD SUITE 201
    CHESTERFIELD,MO63017     		NONE PC GENERAL FUND 2,500
    CAPITAL AREA FOOD BANK INC
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017     		NONE PC GENERAL FUND 3,000
    CENTRAL REFORM CONGREGATION
    5020 WATERMAN BLVD
    ST LOUIS,MO63108     		NONE PC GENERAL FUND 3,000
    CHILDRENS HOSPITAL FOUNDATION INC
    PO BOX 1997 MS 3050
    MILWAUKEE,WI53201     		NONE PC CHILDREN'S WISCONSIN FOUNDATION 5,000
    COVENANT PLACE FOUNDATION
    8 MILLSTONE CAMPUS DRIVE SUITE 2000
    ST LOUIS,MO63146     		NONE PC GENERAL FUND 2,500
    CROHN'S & COLITIS FOUNDATION
    9 LAKE BELLEVUE DR SUITE 203
    BELLEVUE,WA98005     		NONE PC CAMP OASIS 5,000
    CRUSADER COMMUNITY HEALTH FOUNDATION
    1200 WEST STATE STREET
    ROCKFORD,IL61102     		NONE PC GENERAL FUND 15,000
    DES MOINES AREA COMMUNITY COLLEGE FOUNDATION
    2006 SOUTH ANKENY BLVD
    ANKENY,IA50023     		NONE PC GOLDSTEIN FAMILY FOUNDATION SCHOLARSHIP 25,400
    DYSTROPHIC EPIDERMOLYSIS BULLOSA RESEARCH ASSOCIATION OF AMERICA (DEBRA)
    75 BROAD STREET SUITE 300
    NEW YORK,NY10004     		NONE PC GENERAL FUND 5,000
    FEEDING SOUTH FLORIDA INC
    2501 SW 32 TERRACE
    PEMBROKE PARK,FL33023     		NONE PC GENERAL FUND 3,000
    GREATER MILWAUKEE FOUNDATION
    101 WEST PLEASANT STREET SUITE 210
    MILWAUKEE,WI53212     		NONE PC VIOLENCE PREVENTION FUND 27,500
    ILLINOIS CENTRAL COLLEGE EDUCATIONAL FOUNDATION
    1 COLLEGE DRIVE
    EAST PEORIA,IL61635     		NONE PC TRUCK DRIVER TRAINING PROGRAM FUND 17,500
    IOWA JOBS FOR AMERICA'S GRADUATES INC
    1111 9TH STREET SUITE 268
    DES MOINES,IA50314     		NONE PC GENERAL FUND 34,000
    ISRAEL CANCER RESEARCH FUND
    52 VANDERBILT AVENUE SUITE 1510
    NEW YORK,NY10017     		NONE PC GENERAL FUND 2,000
    JEWISH FAMILY & CHILDREN'S SERVICE
    10950 SCHUETZ ROAD
    ST LOUIS,MO63146     		NONE PC COVID-19 PANDEMIC COMMUNITY RESPONSE, POLACK FOOD BANK, & GENERAL FUND 35,000
    JEWISH FEDERATION OF LAS VEGAS
    2317 RENAISSANCE DRIVE
    LAS VEGAS,NV89119     		NONE PC PJ LIBRARY 1,400
    JEWISH FEDERATION OF ST LOUIS
    12 MILLSTONE CAMPUS DRIVE
    ST LOUIS,MO63146     		NONE PC ANNUAL CAMPAIGN & GENERAL FUND 75,000
    JEWISH FEDERATION OF THE QUAD CITIES
    2715 30TH STREET
    ROCK ISLAND,IL61201     		NONE PC ANNUAL CAMPAIGN 35,000
    JUNIOR ACHIEVEMENT ROCKY MOUNTAIN INC
    1445 MARKET STREET SUITE 200
    DENVER,CO80202     		NONE PC JA PROGRAMMING 3,000
    JUNIOR LEAGUE OF LAS VEGAS
    861 BRIDGER AVENUE
    LAS VEGAS,NV89101     		NONE PC GENERAL FUND 5,000
    LIFT FOR LIFE ACADEMY
    1731 SOUTH BROADWAY
    ST LOUIS,MO63104     		NONE PC GENERAL FUND 2,000
    MERCY HEALTH FOUNDATION OF ST LOUIS
    615 S NEW BALLAS RD
    ST LOUIS,MO63141     		NONE SO II CHILD LIFE ENDOWMENT 2,500
    MISSOURI BAPTIST HEALTHCARE FOUNDATION
    3015 NORTH BALLAS ROAD
    ST LOUIS,MO63131     		NONE PC GENERAL FUND 9,500
    MOUNT SINAI MEDICAL CENTER FOUNDATION
    4300 ALTON ROAD SUITE 100
    MIAMI BEACH,FL33140     		NONE PC GENERAL FUND 7,500
    MULTIPLE MYELOMA RESEARCH FOUNDATION INC
    383 MAIN AVENUE 5TH FLOOR
    NORWALK,CT06851     		NONE PC GENERAL FUND 5,000
    NATIONAL ORGANIZATION FOR ALBINISM AND HYPOPIGMENTATION
    POBOX 959
    EAST HAMPSTEAD,NH038260959     		NONE PC GENERAL FUND 3,750
    NURSES FOR NEWBORNS
    7259 LANSDOWNE AVENUE SUITE 100
    ST LOUIS,MO63119     		NONE PC GENERAL FUND 30,000
    PARENTS AS TEACHERS NATIONAL CENTER
    2228 BALL DRIVE
    ST LOUIS,MO63146     		NONE PC SHOW ME STRONG FAMILIES 30,000
    RIVER MUSIC EXPERIENCE
    129 NORTH MAIN STREET
    DAVENPORT,IA52801     		NONE PC GENERAL FUND 5,000
    ST LOUIS CHILDREN'S HOSPITAL FOUNDATION
    1001 HIGHLANDS PLAZA DRIVE WEST
    SUITE 160
    ST LOUIS,MO63110     		NONE PC GENERAL FUND & INTELLECTUAL AND DEVELOPMENTAL DISABILITIES PEDIATRIC RESEARCH 56,250
    ST LOUIS COMMUNITY FOUNDATION
    2 OAK KNOLL PARK
    ST LOUIS,MO63105     		NONE PC EARLY CHILDHOOD EDUCATION REGIONAL COODINATING NETWORK FUND 20,000
    STL YOUTH JOBS
    4818 WASHINGTON BLVD SUITE 106
    ST LOUIS,MO63108     		NONE PC GENERAL FUND 15,000
    TEMPLE SINAI LAS VEGAS INC
    9001 HILLPOINTE ROAD
    LAS VEGAS,NV89134     		NONE PC GNERAL FUND 3,600
    THE FOUNDATION FOR BARNES-JEWISH HOSPITAL
    1001 HIGHLANDS PLAZA DRIVE SUITE
    140
    ST LOUIS,MO63110     		NONE PC INNOVATION AND COLLABORATION FUND & CARDIOTHORACIC SURGERY FELLOWS 50,000
    THE ROOTS OF MUSIC
    2624 BURGANDY STREET
    NEW ORLEANS,LA70117     		NONE PC GENERAL FUND 5,000
    THE STATE UNIVERSITY OF IOWA FOUNDATION
    1 WEST PARK ROAD
    IOWA CITY,IA52242     		NONE GOV UNIVERSITY OF IOWA STEAD FAMILY CHILDREN'S HOSPITAL BUILDING FUND 20,000
    UNION FOR REFORM JUDAISM
    3863 MORRISON ROAD
    UTICA,MS39175     		NONE PC HENRY S JACOBS CAMP - ROAD TO WELCOME HOME CAMPAIGN 2,000
    UNITED WAY THE QUAD CITIES AREA
    852 MIDDLE ROAD SUITE 401
    BETTENDORF,IA52722     		NONE PC GENERAL FUND 5,000
    UNIVERSITY OF MINNESOTA FOUNDATION
    200 OAK STREET SUITE 500
    MINNEAPOLIS,MN55455     		NONE GOV NICU FAMILIES & MEDICAL TEAM 3,000
    WASHINGTON UNIVERSITY IN ST LOUIS
    CAMPUS BOX 1082 1 BROOKINGS DRIVE
    ST LOUIS,MO63130     		NONE PC DR BRAD RACETTE FUND 5,000
    Total .................................bullet 3a 621,400
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 220  
    4 Dividends and interest from securities....     14 127,159  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 147,662  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 779,424  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,054,465 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,054,465
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE GOLDSTEIN FAMILY FOUNDATION
    EIN:
    42-1467354
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RSM US LLP 17,950 13,463   4,487

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE GOLDSTEIN FAMILY FOUNDATION
    EIN:
    42-1467354
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BARCLAYS BANK PLC 11/24/2023 250,000 236,750
    CREDIT SUISSE AG 09/10/2021 500,000 487,000
    GS FINANCE CORP 08/24/2023 300,000 295,800
    GS FINANCE CORP 09/15/2023 220,000 216,040
    GS FINANCE CORP 10/19/2023 425,000 418,625
    UBS AG 08/25/2023 100,000 98,700
    UBS AG 10/27/2023 500,000 488,000
    UBS AG 12/01/2023 100,000 98,800

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE GOLDSTEIN FAMILY FOUNDATION
    EIN:
    42-1467354
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE 96,329 171,093
    ADOBE SYSTEMS 23,747 78,519
    ADVANCE AUTO PARTS 26,973 26,462
    AKAMAI TECHNOLOGIES 20,429 26,352
    ALEXANDRIA REAL ESTATE EQUITIES 39,453 45,446
    ALPHABET (A) 116,379 182,275
    AMAZON.COM 128,792 221,471
    AMERICAN ELECTRIC POWER CO 28,517 26,480
    AMERICAN TOWER 51,684 60,604
    AMERICAN WATER WORKS CO 23,930 33,150
    AMERIPRISE FINANCIAL 77,252 109,019
    AMETEK 36,677 46,320
    AMGEN 76,101 70,585
    APPLE 119,353 156,309
    BLACKROCK 48,043 71,432
    BOOZ ALLEN HAMILTON HOLDING 17,842 25,892
    BRIGHT HORIZONS FAMILY SOLUTIONS 22,696 27,159
    BURLINGTON STORES 31,838 40,540
    CENTENE 21,024 27,854
    CHUBB 69,861 81,270
    CHURCH & DWIGHT CO 15,114 17,969
    CISCO SYSTEM 89,473 92,319
    CITIZENS FINANCIAL GROUP 43,956 47,668
    COCA COLA 83,273 96,518
    COMCAST 120,666 162,754
    COSTCO WHOLESALE 16,525 27,128
    CRANE 27,223 27,181
    CURTISS WRIGHT 36,015 35,021
    DANAHER 25,065 51,759
    DARDEN RESTAURANTS 45,421 48,839
    DIAGEO 49,134 58,283
    DOLLAR GENERAL 37,730 41,639
    EPAM SYSTEMS 20,988 51,244
    FACEBOOK 90,678 148,872
    FIDELITY NATIONAL INFORMATION SERVICES 60,033 62,667
    FIRST REP BANK 34,359 47,311
    FMC 46,829 59,764
    FORTINET 16,702 33,568
    FORTIVE 53,031 57,223
    HOME DEPOT 91,289 135,201
    HONEYWELL INTERNATIONAL 36,615 51,686
    HOULIHAN LOKEY 32,981 45,044
    INTEL 64,779 74,929
    INTERCONTINENTALEXCHANGE GROUP 25,385 39,429
    JAZZ PHARMACEUTICALS 28,779 30,204
    JOHNSON & JOHNSON 90,906 99,307
    JPMORGAN CHASE & CO 66,577 76,369
    KANSAS CITY SOUTHERN 29,018 51,849
    LABORATORY CORP AMER HOLDINGS 41,834 48,648
    LAUDER ESTEE COS 15,451 26,087
    LINDE 51,008 73,519
    LOCKHEED MARTIN 50,250 58,217
    LOGITECH INTERNATIONAL 10,820 22,937
    LOWES COMPANIES 26,320 51,524
    MARSH & MCLENNAN COMPANIES 42,698 64,701
    MASIMO 12,565 24,423
    MATCH GROUP 15,589 34,471
    MCCORMICK & CO 17,696 28,298
    MCDONALD'S 50,441 75,747
    MEDTRONIC 122,163 163,176
    MICROSOFT 218,733 435,721
    MONDELEZ INTERNATIONAL 28,866 35,725
    NEXTERA ENERGY 25,776 42,278
    NORTHERN TRUST 36,858 36,977
    NOVARTIS 65,905 73,939
    OLLIE'S BARGAIN OUTLET HOLDING 31,248 33,935
    O'REILLY AUTOMOTIVE 32,753 52,498
    PALO ALTO NETWORKS 23,758 36,250
    PARKER HANNIFIN 40,765 59,113
    PROCTER & GAMBLE CO 61,892 77,223
    RAYTHEON TECHNOLOGIES 37,103 42,977
    REPUBLIC SERVICES 29,970 37,653
    ROCKWELL AUTOMATION 50,481 70,728
    RPM INTERNATIONAL 29,885 37,764
    SALESFORCE.COM 50,183 57,413
    SERVICE CORP INTERNATIONAL 36,907 49,935
    SHERWIN WILLIAMS CO 33,867 44,829
    SS&C TECHNOLOGIES HOLDINGS 13,407 18,769
    TAKE-TWO INTERACTIVE SOFTWARE 16,837 28,883
    TELEFLEX 44,109 53,093
    TEXAS INSTRUMENTS 64,997 89,943
    THERMO FISHER SCIENTIFIC 38,243 83,840
    TIMKEN 28,290 28,391
    TJX COMPANIES 47,931 74,778
    TRUIST FINANCIAL 36,970 36,906
    UNION PACIFIC 49,444 71,628
    UNITED PARCEL SERVICE 44,003 44,963
    UNITEDHEALTH GROUP 89,495 120,985
    V F 53,545 71,659
    VISA 58,493 100,616
    VONTIER 20,914 22,512
    VOYA FINANCIAL 27,551 27,994

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE GOLDSTEIN FAMILY FOUNDATION
    EIN:
    42-1467354
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKSTONE REAL ESTATE INCOME TRUST AT COST 805,317 1,054,471
    CARLYLE GLOBAL INFRASTRUCTURE OPPORTUNITY AT COST 113,303 56,980
    CEP IV DOLLAR FEEDER LP AT COST 427,162 516,864
    INVESCO PDF ETF AT COST 61,555 66,259
    INVESCO SENIOR LN ETF AT COST 118,680 124,835
    ISHARES 20+ YEAR TREAS BOND ETF AT COST 40,431 48,896
    ISHARES BROAD USD HIGH YIELD BOND EFT AT COST 141,244 150,269
    ISHARES BROAD USD INVT GRADE CORPORATE BOND ETF AT COST 249,030 281,406
    ISHARES CMBS ETF AT COST 160,610 164,828
    ISHARES IBOXX USD INVT GRADE CORPORATE BOND ETF AT COST 50,362 61,330
    ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF AT COST 179,085 200,177
    ISHARES MBS ETF AT COST 125,332 131,165
    LANDMARK EQUITY PARTNERS XV LP AT COST 221,037 296,027
    PB STRATEGIC PARTNERS OFFSHORE FEEDER VI LP AT COST 43,691 272,803
    STRATEGIC PARTNERS VIII LP AT COST 533,582 926,160
    VANECK VECTORS JP MORGAN EM LOCAL CURRENCY BOND ETF AT COST 50,225 50,703
    VANGUARD INTER TERM TREAS ETF AT COST 165,056 162,790
    VANGUARD SHORT-TERM INFLATION PROTECTED SEC INDEX FUND ETF AT COST 160,020 165,002
    VANGUARD SHORT-TERM TREAS ETF AT COST 24,702 24,455

    TY 2020 LegalFeesSchedule
    Name:
    THE GOLDSTEIN FAMILY FOUNDATION
    EIN:
    42-1467354
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CT CORPORATION 148 0   148
    LEVENFELD PEARLSTEIN LLC 356 0   356


    TY 2020 OtherAssetsSchedule
    Name:
    THE GOLDSTEIN FAMILY FOUNDATION
    EIN:
    42-1467354
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    RECEIVABLE - SPF SECURITIZED PRODUCTS 0 19,324 19,324


    TY 2020 OtherExpensesSchedule
    Name:
    THE GOLDSTEIN FAMILY FOUNDATION
    EIN:
    42-1467354
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 8 8   0
    PORTFOLIO DEDUCTIONS (FROM K-1'S) 15,212 15,212   0
    DUES 3,765 0   3,765
    OFFICE SUPPLIES 215 0   215


    TY 2020 OtherIncomeSchedule2
    Name:
    THE GOLDSTEIN FAMILY FOUNDATION
    EIN:
    42-1467354
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LANDMARK EQUITY PARTNERS XV LP - K-1 INCOME 3,343 3,377 3,343
    LANDMARK EQUITY PARTNERS XV LP - RECLASS TO UBTI & UDFI   -4,357  
    UBS #17616 - OTHER INCOME 3 3 3
    UBS #17617 - OTHER INCOME 3 3 3
    UBS #17618 - OTHER INCOME 1 1 1
    UBS #19001 - OTHER INCOME 144,759 144,759 144,759
    CEP IV DOLLAR FEEDER LP - K-1 INCOME -447 -447 -447


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE GOLDSTEIN FAMILY FOUNDATION
    EIN:
    42-1467354
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISSION BRIDGE PHILANTHROPY - CONSULTING FEES 70,500 0   70,500
    INVESTMENT MANAGEMENT FEES 108,586 108,586   0


    TY 2020 TaxesSchedule
    Name:
    THE GOLDSTEIN FAMILY FOUNDATION
    EIN:
    42-1467354
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID ON DIVIDENDS (BROKER) 1,177 1,177   0
    FOREIGN TAX PAID ON DIVIDENDS (K-1) 18 18   0
    STATE OF IA (UBI - FORM 990T) 900 0   0