Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$13,821,094J 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) 250,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,970 1,970  
4 Dividends and interest from securities... 155,883 155,888  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 688,795
b Gross sales price for all assets on line 6a 6,405,608
7 Capital gain net income (from Part IV, line 2)... 688,795
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
List of Attached Documents:
// Content
268,894 267,157  
12 Total. Add lines 1 through 11........ 1,365,542 1,113,810  
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
List of Attached Documents:
// Content
160 0   160
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,600 9,450   3,150
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
185,353 43,905   141,448
17 Interest............... 9,735 9,735   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,584 3,084   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,834 0   2,834
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,743 9,217   7,458
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 234,009 75,391   155,050
25 Contributions, gifts, grants paid....... 1,064,333 1,064,333
26 Total expenses and disbursements. Add lines 24 and 25 1,298,342 75,391   1,219,383
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 67,200
b Net investment income (if negative, enter -0-) 1,038,419
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 679,196 277,364 277,364
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
848,491 		849,806
b Investments—corporate stock (attach schedule)....... 3,598,505 Click to see attachment
List of Attached Documents:
// Content
2,382,018 		2,814,145
c Investments—corporate bonds (attach schedule)....... 2,175,000 Click to see attachment
List of Attached Documents:
// Content
3,787,449 		3,783,542
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,485,317 Click to see attachment
List of Attached Documents:
// Content
3,703,769 		6,090,110
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
6,127 		Click to see attachment
List of Attached Documents:
// Content
6,127
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,938,018 11,005,218 13,821,094
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 10,938,018 11,005,218
29 Total net assets or fund balances (see instructions)..... 10,938,018 11,005,218
30 Total liabilities and net assets/fund balances (see instructions). 10,938,018 11,005,218
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
10,938,018
2
Enter amount from Part I, line 27a .....................
2
67,200
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,005,218
5
Decreases not included in line 2 (itemize) right arrow
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
11,005,218
Form 990-PF (2023)
Form 990-PF (2023)
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 BLACKROCK IMPACT OPPORTUNITIES FUND LP      
b CARLYLE CGI ELECTING INVESTORS C LP K-1      
c CEP IV DOLLAR FEEDER LP K-1      
d LANDMARK EQUITY PARTNERS XV LP K-1      
e PUBLICLY TRADED SECURITIES (PB STRATEGIC)      
PUBLICLY TRADED SECURITIES (UBS #417614)      
PUBLICLY TRADED SECURITIES (UBS #417616)      
PUBLICLY TRADED SECURITIES (UBS #417617)      
PUBLICLY TRADED SECURITIES (UBS #419001)      
PUBLICLY TRADED SECURITIES (UBS #424179)      
PUBLICLY TRADED SECURITIES (UBS #424655)      
PUBLICLY TRADED SECURITIES (UBS #425479)      
PUBLICLY TRADED SECURITIES (UBS #425480)      
PUBLICLY TRADED SECURITIES (UBS #425483)      
PUBLICLY TRADED SECURITIES (UBS #425485)      
PUBLICLY TRADED SECURITIES (UBS #425486)      
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       4
b       -3,817
c       21,799
d       1,369
e 42,326     42,326
536,674   266,233 270,441
1,942,557   1,851,673 90,884
627,479   514,096 113,383
1,000,000   1,000,000 0
507,024   452,618 54,406
196,039   211,939 -15,900
181,267   133,879 47,388
955,822   903,584 52,238
233,967   221,867 12,100
76,614   77,215 -601
105,235   103,064 2,171
604     604
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       4
b       -3,817
c       21,799
d       1,369
e       42,326
      270,441
      90,884
      113,383
      0
      54,406
      -15,900
      47,388
      52,238
      12,100
      -601
      2,171
      604
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 2 688,795
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
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 right arrow 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) 1 14,434
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 14,434
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 14,434
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 9,848
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,848
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,414
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,414 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowNONE
14
The books are in care ofright arrowCHRIS WIEDENHOEFT Telephone no.right arrow (563) 344-5202

Located atright arrow2117 STATE STREET SUITE 300BETTENDORFIA ZIP+4right arrow52722
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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 PRESIDENT
1.00 		0 0 0
2117 STATE STREET SUITE 300
BETTENDORF,IA52722
ROBERT S GOLDSTEIN DIRECTOR
1.00 		0 0 0
2117 STATE STREET SUITE 300
BETTENDORF,IA52722
JEFFREY D GOLDSTEIN SECRETARY
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 D GOLDSTEIN TREASURER
1.00 		0 0 0
2117 STATE STREET SUITE 300
BETTENDORF,IA52722
ABBY E GOLDSTEIN DIRECTOR
1.00 		0 0 0
2117 STATE STREET SUITE 300
BETTENDORF,IA52722
ABIGAIL J MILLAN VICE PRESIDENT
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
STRATEGIC PHILANTHROPY LTD PHILANTHROPIC ADVISORS 141,448
1700 WEST IRVING PARK ROAD
CHICAGO,IL60613
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
13,593,174
b
Average of monthly cash balances.......................
1b
237,306
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,830,480
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
13,830,480
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
207,457
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,623,023
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
681,151
Part X
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 IX, line 6..................
1
681,151
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
14,434
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,434
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
666,717
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
666,717
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 XII, line 1 ...
7
666,717
Part XI
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
1,219,383
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,219,383
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 666,717
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 94,678
b From 2019...... 112,432
c From 2020...... 109,324
d From 2021...... 87,558
e From 2022...... 96,515
f Total of lines 3a through e ........ 500,507
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,219,383
a Applied to 2022, 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 2023 distributable amount..... 666,717
e Remaining amount distributed out of corpus 552,666
5 Excess distributions carryover applied to 2023. 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 1,053,173
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		94,678
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		958,495
10 Analysis of line 9:
a Excess from 2019.... 112,432
b Excess from 2020.... 109,324
c Excess from 2021.... 87,558
d Excess from 2022.... 96,515
e Excess from 2023.... 552,666
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

CATHOLIC CHARITIES AND COMMUNITY SERVICES OF THE ARCHDIOCESE OF DENVER

6240 SMITH ROAD
DENVER,CO80216 		  PC SAMARITAN HOUSE HOMELESS SHELTER 1,500

CENTRAL REFORM CONGREGATION

5020 WATERMAN BLVD
ST LOUIS,MO63108 		  PC JEWISH PRESENCE IN THE CITY OF ST. LOUIS 3,000

CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION INC

PO BOX 1997 MS 900
MILWAUKEE,WI53201 		  PC FINANCIAL SUPPORT FOR CHILDREN'S HOSPITAL AND HEALTH SYSTEM AND ITS TAX EXEMPT AFFILIATES 2,500

COMMON CHORD

129 NORTH MAIN STREET
DAVENPORT,IA52801 		  PC PROVIDE CONCERTS, EDUCATIONAL PROGRAMS, AND COMMUNITY MUSIC PROGRAMS 5,000

CONGREGATION BETH SHALOM

14200 LAMAR AVENUE
OVERLAND PARK,KS66223 		  PC POLSKY RELIGIOUS SCHOOL TO START A PRE-K SUNDAY SCHOOL PROGRAM 5,000

CROHN'S & COLITIS FOUNDATION

733 THIRD AVENUE SUITE 510
NEW YORK,NY10017 		  PC SUPPORT CAMP OASIS 4,000

DYSTROPHIC EPIDERMOLYSIS BULLOSA RESEARCH ASSOCIATION (DEBRA) OF AMERICA

75 BROAD STREET SUITE 300
NEW YORK,NY10004 		  PC MEDICAL SUPPLIES ASSOCIATED WITH DYSTROPHIC EDIPERMOLYSIS BULLOSA 5,000

FIRST HEBREW CONGREGATION AND COMMUNITY CENTER OF SALINAS

1212 RIKER STREET
SALINAS,CA93901 		  PC TEMPLE BETH EL GENERAL OPERATING SUPPORT 3,000

FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC

301 WASHINGTON AVENUE
MIAMI BEACH,FL33139 		  PC SUPPORT JEWISH MUSEUM OF FLORIDA 5,000

FRIENDS OF CHARLIE'S PLACE

PO BOX 292
DUMONT,CO80436 		  PC PARTNER WITH CLEAR CREEK GILPIN COUNTY ANIMAL SHELTER TO SUPPORT THE PHYSICAL AND EMOTIONAL NEEDS OF THE SHELTER ANIMALS 1,500

FRIENDS OF UNITED HATZALAH

442 5TH AVENUE 1866
NEW YORK,NY10018 		  PC SUPPORT FOR UNITED HATZALAH'S RESPONSE TO THE WAR IN ISRAEL 200,000

HARRY AND ROSE SAMSON FAMILY JEWISH COMMUNITY CENTER INC

6255 NORTH SANTA MONICA BLVD
MILWAUKEE,WI53217 		  PC GAN AMI EARLY CHILDHOOD EDUCATION 3,500

HIAS INC

1300 SPRING STREET SUITE 500
SILVER SPRING,MD20910 		  PC PROVIDE VITAL SERVICES TO REFUGEES AND ASYLUM SEEKERS AROUND THE WORLD AND ADVOCATE FOR THEIR FUNDAMENTAL RIGHTS 3,000

ISRAEL CANCER RESEARCH FUND

52 VANDERBILT AVENUE SUITE 1410
NEW YORK,NY10017 		  PC CANCER RESEARCH 2,500

JEWISH FAMILY SERVICES OF SEATTLE

1601 16TH AVENUE
SEATTLE,WA98122 		  PC REFUGEE & IMMIGRANT SERVICES 5,000

JEWISH FAMILY SERVICES OF ST LOUIS

10950 SCHUETZ ROAD
ST LOUIS,MO63146 		  PC MAINTAIN THE NO-COST, SCHOOL-BASED SERVICES IN FOUR EARLY CHILDHOOD EDUCATION CENTERS FOR THE UPCOMING ACADEMIC YEAR AND THE FOLLOWING SUMMER 20,000

JEWISH FEDERATION OF GREATER KANSAS CITY

5801 WEST 115TH STREET 201
OVERLAND PARK,KS66211 		  PC SUSTAIN AND ENHANCE JEWISH LIFE AT HOME AND AROUND THE WORLD 5,000

JEWISH FEDERATION OF ST LOUIS

12 MILLSTONE CAMPUS DRIVE
ST LOUIS,MO63146 		  PC ANNUAL CAMPAIGN 77,000

JEWISH FEDERATION OF ST LOUIS

12 MILLSTONE CAMPUS DRIVE
ST LOUIS,MO63146 		  PC ISRAEL EMERGENCY FUND 300,000

JEWISH FEDERATION OF ST LOUIS

12 MILLSTONE CAMPUS DRIVE
ST LOUIS,MO63146 		  PC ST. LOUIS KAPLAN FELDMAN HOLOCAUST MUSEUM 83,333

JEWISH FEDERATION OF THE QUAD CITIES

2215 EAST KIMBERLY ROAD
DAVENPORT,IA52807 		  PC ANNUAL CAMPAIGN 35,000

LEGAL SERVICES OF EASTERN MISSOURI INC

701 MARKET STREET 1100
ST LOUIS,MO63101 		  PC ADVANCE JUSTICE THROUGH LEGAL REPRESENTATION, EDUCATION AND SUPPORTIVE SERVICES 2,500

MARY'S PLACE SEATTLE

1830 9TH AVENUE
SEATTLE,WA98101 		  PC VOICE FOR HOMELESS WOMEN, CHILDREN, AND FAMILIES IN EMERGENCY SITUATIONS 1,000

MISSOURI BAPTIST HEALTHCARE FOUNDATION

3015 NORTH BALLAS ROAD
ST LOUIS,MO63131 		  PC SUPPORT NURSING EDUCATION 2,500

MONTGOMERY COUNTY FOOD BANK INC

1 FOOD FOR LIFE WAY
CONROE,TX77385 		  PC UNITING OUR COMMUNITY TO FIGHT HUNGER 3,000

MOUNT SINAI MEDICAL CENTER FOUNDATION

4300 ALTON ROAD SUITE 100
MIAMI BEACH,FL33140 		  PC RAISE FUNDS TO SUPPORT MOUNT SINAI MEDICAL CENTER OF FLORIDA INC 7,500

NATIONAL ORGANIZATION FOR ALBINISM AND HYPOPIGMENTATION (NOAH)

PO BOX 959
EAST HAMPSTEAD,NH03826 		  PC PROVIDE INFORMATION ABOUT ALL ASPECTS OF LIVING WITH ALBINISM 2,500

NEW ISRAEL FUND

1320 19TH STREET 400
WASHINGTON,DC20036 		  PC STRENGTHEN ISRAELI DEMOCRACY 3,000

NURSES FOR NEWBORNS

3 SUNNEN DRIVE
ST LOUIS,MO63143 		  PC FUND HOME VISITS TO AT-RISK PREGNANT WOMEN, INFANTS AND CAREGIVERS LIVING IN RURAL COUNTIES 30,000

PARENTS AS TEACHERS

6 CITYPLACE DRIVE SUITE 100
CREVE COEUR,MO63141 		  PC SHOW ME STRONG FAMILIES 30,000

RICHARDS SCHOOL PTO

5812 N SANTA MONICA BLVD
WHITEFISH BAY,WI53217 		  PC GENERAL FUND 1,500

RONALD MCDONALD HOUSE CHARITIES OF SOUTH FLORIDA INC

1145 NW 14 TERRACE
MIAMI,FL33136 		  PC CREATE, FIND, AND SUPPORT PROGRAMS THAT DIRECTLY IMPROVE THE HEALTH OF CHILDREN 3,000

SIMON WIESENTHAL CENTER

1399 SOUTH ROXBURY DRIVE
LOS ANGELES,CA90035 		  PC COMBAT ANTISEMITISM, RACISM AND HATE 2,500

ST LOUIS CHILDREN'S HOSPITAL FOUNDATION

1001 HIGHLANDS PLAZA DRIVE WEST
SUITE 160
ST LOUIS,MO63110 		  PC SUPPORT AND ENCOURAGE CHILDREN'S HEALTH CARE AND RELATED SERVICES 66,000

ST LOUIS COMMUNITY FOUNDATION

2 OAK KNOLL PARK
ST LOUIS,MO63105 		  PC GATEWAY EARLY CHILDHOOD ALLIANCE FUND 20,000

THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

220 EAST 42ND STREET SUITE 400
NEW YORK,NY10017 		  PC JEWISH HUMANITARIAN ASSISTANCE 8,000

THE FOUNDATION FOR BARNES-JEWISH HOSPITAL

1001 HIGHLANDS PLAZA DRIVE WEST
SUITE 140
ST LOUIS,MO63110 		  PC SUPPORT THE DEVELOPMENT AND IMPLEMENTATION OF A COMMUNICATIONS STRATEGY TO LAUNCH BJC HEALTHCARE'S INAUGURAL COMMUNITY HEALTH IMPROVEMENT PLAN 6,500

THE FOUNDATION FOR BARNES-JEWISH HOSPITAL

1001 HIGHLANDS PLAZA DRIVE WEST
SUITE 140
ST LOUIS,MO63110 		  PC INNOVATION IN HEALTH EQUITY TRACKING AND ANALYTICS 50,000

THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC

383 MAIN AVENUE 5TH FLOOR
NORWALK,CT06851 		  PC MEDICAL RESEARCH 5,000

TULANE UNIVERSITY

1555 POYDRAS STREET SUITE 1000
NEW ORLEANS,LA70112 		  PC SUPPORT THE BERNARD GOLDSTEIN SCHOLARSHIP IN BUSINESS FUND 5,000

UNION FOR REFORM JUDAISM

3863 MORRISON ROAD
UTICA,MS39175 		  PC JACOBS MAGIC FUND 5,000

UNITED JEWISH COMMUNITY OF BROWARD COUNTY INC

5890 SOUTH PINE ISLAND ROAD
DAVIE,FL33328 		  PC HAWAIIAN WILDFIRES RELIEF FUND 5,000

WASHINGTON UNIVERSITY IN ST LOUIS

CAMPUS BOX 1082 1 BROOKINGS DRIVE
ST LOUIS,MO63130 		  PC LIFE OUTSIDE OF VIOLENCE PROGRAM 35,000
Total .................................right arrow 3a 1,064,333
bApproved for future payment

THE FOUNDATION FOR BARNES-JEWISH HOSPITAL
1001 HIGHLANDS PLAZA DRIVE WEST
SUITE 140
ST LOUIS,MO63110 		  PC INNOVATION IN HEALTH EQUITY TRACKING AND ANALYTICS 50,000
Total ................................. right arrow 3b 50,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 1,970  
4 Dividends and interest from securities ....     14 155,883  
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 .....   1,815 14 267,079  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 688,795  
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) .. 1,815 1,113,727 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,115,542
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE GOLDSTEIN FAMILY FOUNDATION
 
Employer identification number

42-1467354
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE GOLDSTEIN FAMILY FOUNDATION
  		Employer identification number
42-1467354
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ALTER TRADING CORPORATION
 
2117 STATE STREET SUITE 300
 
BETTENDORF, IA52722

$ 250,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE GOLDSTEIN FAMILY FOUNDATION
  		Employer identification number

42-1467354
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE GOLDSTEIN FAMILY FOUNDATION
  		Employer identification number

42-1467354
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE GOLDSTEIN FAMILY FOUNDATION
EIN:
42-1467354
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RSM US LLP 12,600 9,450   3,150

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE GOLDSTEIN FAMILY FOUNDATION
EIN:
42-1467354
Name of Bond End of Year Book Value End of Year Fair Market Value
ALPHABET 08/15/2030 28,852 29,039
AMERICAN EXPRESS CO 05/03/2029 29,526 29,728
BANK OF AMERICA 11/10/2028 31,240 31,313
BARCLAYS BANK PLC 04/03/2024 250,000 247,500
BARCLAYS BANK PLC 04/25/2024 225,000 227,700
CITIGROUP 05/27/2027 250,000 248,250
CITIGROUP 08/20/2026 750,000 761,250
CITIGROUP 11/03/2025 57,619 57,734
COMCAST CORP 02/15/2033 39,995 40,216
GENERAL MOTORS CO 10/15/2032 30,493 30,737
HSBC USA 02/20/2026 1,000,000 995,000
JPMORGAN CHASE & CO 10/22/2027 41,078 41,168
MORGAN STANLEY FINANCE 05/01/2024 200,000 200,700
MORGAN STANLEY FINANCE 10/28/2024 500,000 495,250
OWENS CORNING 08/15/2029 28,432 28,611
PNC FINANCISL SERVICES GROUP 01/26/2027 39,612 39,702
PROLOGIS 01/15/2033 39,920 40,253
TRUIST FINANCIAL CORP 03/02/2027 45,682 45,791
UBS AG 12/17/2026 200,000 193,600

TY 2023 InvestmentsCorpStockSchedule
Name:
THE GOLDSTEIN FAMILY FOUNDATION
EIN:
42-1467354
Name of Stock End of Year Book Value End of Year Fair Market Value
AALBERTS INDUSTRIES 4,070 3,643
ADOBE 9,808 16,705
ADVANCED MICO DEVICES 3,525 4,717
AGILENT TECHNOLOGIES 5,509 6,256
AIB GROUP 2,033 3,454
AIR PROD & CHEMICAL 53,913 52,570
ALCON 5,751 6,093
ALLEGRO MICROSYSTEMS 7,993 8,506
ALPHABET (A) 20,305 41,488
AMAZON.COM 19,857 32,211
AMERICAN EXPRESS CO 32,857 39,903
AMERICAN HEALTHCARE SERVICES 6,097 3,819
AMERICAN TOWER 42,113 40,585
AMERIPRISE FINANCIAL 6,226 8,356
ANALOG DEVICES 11,176 13,701
AON 7,942 8,149
APPLE 10,020 15,017
APTARGROUP 4,946 5,687
APTIV 8,930 6,729
ASHTEAD GROUP 4,711 5,361
ASML HOLDING 2,417 3,028
ASTRAZENECA 8,382 9,833
ATLASSIAN 7,509 13,082
AVANGRID 3,653 3,079
AXA 6,781 8,171
AZENTA 3,126 3,387
BALL 6,432 6,615
BANCO DE SABADELL 2,789 2,748
BANK IRELAND GROUP 4,189 5,038
BANK OF AMERICA 37,693 37,811
BARRY CALLEBAUT 4,475 3,369
BECTON DICKINSON & CO 26,886 27,553
BERKSHIRE HATHAWAY 22,720 27,463
BIONTECH 5,758 4,116
BJS WHOLESALE CLUB HOLDINGS 9,056 9,666
BLACKSTONE 9,494 16,496
BRAMBLES 4,824 6,115
BRIGHT HORIZONS FAMILY SOLUTIONS 4,840 6,785
BROADCOM 3,501 4,465
BUNGE 4,291 4,341
BURLINGTON STORES 8,685 8,752
CADENCE DESIGN SYSTEM 12,618 22,607
CAMDEN PROPERTY TR 9,657 5,957
CANADIAN PACIFIC KANSAS CITY 4,291 4,190
CF INDUSTRIES HOLDINGS 4,537 4,372
CHARTER COMMUNICATIONS 22,311 24,098
CHINA MENGNIU DAIRY CO 6,339 4,380
CHIPOTLE MEXICAN GRILL 10,376 16,009
COLUMBIA BKG SYS 6,980 5,443
COMCAST 22,787 27,012
COSTCO WHOLESALE 4,372 5,941
CUBESMART 3,922 4,635
CVS 19,913 21,161
CYBER-ARK SOFTWARE 6,733 9,638
DANAHER 44,502 46,962
DANONE 12,462 13,326
DARLING INTERNATIONAL 5,984 4,137
DCC 2,550 2,431
DECKERS OUTDOOR 5,478 14,705
DEERE & CO 13,107 13,196
DEXCOM 3,043 4,095
DOMINO'S PIZZA 5,419 5,771
DYNATRACE 9,687 13,782
EAST WEST BANCORP 8,616 9,641
EASTGROUP PROPERTIES 5,953 7,158
EATON 17,427 26,490
ECOLAB 14,463 18,248
EDISON INTERNATIONAL 24,894 29,454
EDWARDS LIFESCIENCES 21,131 15,707
ELEVANCE HEALTH 31,419 28,765
EQUINOR 12,163 12,340
ESSENTIAL UTILS 3,366 2,689
ETSY 8,887 6,970
EUROFINS SCIENTIFIC 2,604 2,541
FANUC 5,689 5,413
FEDERAL REALTY INVT TR 2,433 2,370
FIRST SOLAR 1,856 4,652
FIVE9 2,959 3,148
FORTIVE 13,819 15,389
FRESHPET 4,041 4,598
GALLAGHER ARTHUR J & CO 8,518 8,096
GARTNER 10,828 14,887
GENERAC HOLDINGS 4,186 2,456
GENMAB 3,934 4,012
GILDAN ACTIVEWEAR 4,479 4,761
HALEON PLC 18,291 21,999
HANOVER INSURANCE GROUP 7,555 6,800
HARGREAVES LANSDOWN 2,862 1,918
HENRY JACK & ASSOC 6,330 6,536
HEXCEL 5,750 7,817
HOME DEPOT 20,218 22,526
HORACE MANN EDUCATORS 4,821 3,891
HSBC HOLDLINGS 1,714 2,108
HUNT J B TRANS SVCS 7,175 7,590
ICON 5,593 7,643
IDEXX LABS 12,352 16,651
ILLINOIS TOOL WORKS 23,099 28,028
INFINEON TECHNOLOGIES 2,119 2,595
INFOSYS 2,029 1,728
INFRASTRUTTURE WIRELESS ITALIANE 1,714 2,175
INGEVITY 4,968 3,541
INTEL 49,747 71,556
INTERCONTINENTAL HOTELS GROUP 3,144 5,015
INTUIT 18,883 30,001
IPG PHOTONICS 7,241 7,815
ITOCHU 3,770 4,724
JAMES HARDIE INDUSTRIES 2,913 3,983
JOHNSON & JOHNSON 28,733 26,803
JONES LANG LASALLE 7,767 9,255
JPMORGAN CHASE & CO 45,096 56,643
KERRY GROUP 2,477 1,925
KEYENCE 6,520 7,491
KNORR BREMSE 2,705 2,145
KONINKLUKE PHILIPS 10,236 10,615
LAM RESEARCH 15,270 22,715
LAMB WESTON HOLDINGS 6,794 11,349
LEGAL & GENERAL GROUP 3,801 4,229
LEVI STRAUSS & CO 3,208 3,225
LINCOLN ELEC HOLDINGS 4,795 8,263
LINDE 2,802 4,107
LIVE OAK BANCSHARES 3,957 5,505
LKQ 3,433 3,584
LONDON STOCK EXCHANGE GROUP 4,453 6,148
LPL FINANCIAL HOLDINGS 8,635 10,926
LTC PROPERTIES INC REAL ESTATE INVESTMENT TR 4,221 3,919
LYFT 4,735 6,311
MANPOWERGROUP 4,279 3,973
MARSH & MCLENNAN COMPANIES 18,433 21,600
MARTIN MARIETTA MATERIALS 14,697 20,954
MARVELL TECHNOLOGY 10,036 15,379
MCCORMICK & CO 3,754 3,900
MCKESSON 25,362 30,557
MEITUAN 4,223 2,122
MERCK & CO 15,325 17,334
MERIT MEDICAL SYSTEM 7,704 9,267
META PLATFORMS 7,261 21,238
METSO OUTOTEC OYJ 1,605 1,854
MICHELIN COMPAGNIE GENERALE 3,234 3,370
MICRON TECHNOLOGY 3,680 3,840
MICROSOFT 26,748 55,654
MIDDLEBY 8,481 8,977
MITSUBISHI UFJ FINANCIAL GROUP 1,957 2,462
MONOLITHIC POWER SYSTEMS 10,240 18,293
MONTROSE ENVIRONMENTAL GROUP 1,901 1,510
MOTOROLA SOLUTIONS 29,592 36,945
MOWI 6,350 4,628
MSA SAFETY 10,837 13,675
MSCI 14,135 16,969
MYR GROUP 7,827 8,244
NIKE 20,419 18,565
NIPPON TELEG & TEL 3,205 3,412
NOVARTIS 3,299 4,140
NVIDIA 10,840 36,151
NY TIMES CO 5,908 8,622
OCI 5,947 6,203
OMNICELL 6,896 4,967
ON SEMICONDUCTOR 1,747 2,506
OPTION CARE HEALTH 4,383 5,694
ORACLE 12,818 17,607
ORMAT TECHNOLOGIES 5,502 5,987
OTIS WORLDWIDE 17,474 21,025
PALO ALTO NETWORKS 1,562 2,654
PAYLOCITY HOLDING 6,967 5,605
PENUMBRA 5,057 5,785
PEPSICO 23,297 22,249
PING AN INSURANCE (GROUP) CO OF CHINA 5,675 3,292
PRADA 2,536 2,287
PROGRESSIVE CORP OHIO 14,297 18,954
PRUDENTIAL 3,300 2,537
PRYSMIAN 6,569 9,641
PT BANK CENTRAL ASIA 5,384 5,821
PT BANK MANDIRI PERSEO 1,968 2,863
QUEST DIAGNOSTICS 7,810 8,135
REINSURANCE GROUP AMER 4,590 6,309
RIVIAN AUTOMOTIVE 3,139 3,871
ROGERS 5,784 5,283
ROYAL BANK OF CANADA 4,641 4,450
SAGE GROUP 3,497 5,934
SALESFORCE.COM 3,878 5,263
SANDOZ GROUP 2,514 2,721
SCHLUMBERGER 4,516 6,037
SCHNEIDER ELEC 1,318 1,606
SCHWAB CHARLES 33,495 39,629
SEMPRA 55,678 56,122
SENSIENT TECHNOLOGIES 5,939 5,610
SERVICENOW 17,337 28,966
SHERWIN WILLIAMS CO 17,310 23,392
SHIN ETSU CHEM CO 5,441 8,820
SLM 4,274 4,340
SMITH A O 4,395 5,359
SOFTBANK GROUP 1,752 1,872
SOLAREDGE TECHNOLOGIES 7,574 2,808
SONOCO PRODUCTS CO 4,034 3,967
SONY GROUP 5,077 4,829
SPECTRIS 7,677 8,896
SPLUNK 2,437 2,895
STIFEL FINANCIAL 5,665 5,463
SUZANO 2,625 2,647
TAIWAN SEMICONDUCTOR MFG CO 3,423 3,744
TC ENERGY 25,083 25,174
TE CONNECTIVITY 17,404 20,934
TETRA TECH 7,212 7,846
THERMO FISHER SCIENTIFIC 41,552 45,648
TOYOTA MOTOR 3,668 3,668
TRACTOR SUPPLY CO 8,232 9,031
TRAVELERS COS 22,185 23,811
TREX CO 3,260 4,967
TRIMBLE 7,710 6,331
UBER TECHNOLOGIES 12,677 17,055
UBI SOFT ENTMNT 5,078 2,680
UNILEVER 5,600 5,624
UNITED PARCEL SERVICE 36,573 33,647
UNITEDHEALTH GROUP 60,877 67,915
UNIVERSAL DISPLAY 2,473 3,060
UNIVERSAL MUSIC GROUP 2,428 2,652
US BANCORP 15,218 16,317
VALMONT INDUSTRIES 8,233 6,772
VARONIS SYS 2,451 2,672
VERALTO 33,033 36,688
VERISK ANALYTICS 11,509 15,287
VERTEX PHARMACEUTICAL 3,166 5,696
VINCI 4,802 5,778
VISA 37,345 57,017
WABTEC 7,909 10,787
WATTS WATER TECHNOLOGIES 2,847 4,167
WEBSTER FINANCIAL 9,654 8,629
WEC ENERGY GROUP 19,125 19,359
WEST JAPAN RAILWAY CO 4,219 4,249
WEST PHARMACEUTICAL SERVICES 9,746 14,085
WOLFSPEED 13,993 7,527
YAMAHA MOTOR CO 1,365 1,594
ZEBRA TECHNOLOGIES 3,106 3,007
ZOOM VIDO COMMUNICATIONS 5,812 5,897

TY 2023 InvestmentsGovtObligationsSch
Name:
THE GOLDSTEIN FAMILY FOUNDATION
EIN:
42-1467354
US Government Securities - End of Year Book Value:

817,022
US Government Securities - End of Year Fair Market Value:

818,397
State & Local Government Securities - End of Year Book Value:


31,469
State & Local Government Securities - End of Year Fair Market Value:


31,409


TY 2023 InvestmentsOtherSchedule2
Name:
THE GOLDSTEIN FAMILY FOUNDATION
EIN:
42-1467354
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALKEON INNOVATION OFFSHORE FUND II PRIVATE SERIES LP AT COST 102,000 91,233
BLACKROCK IMPACT OPPORTUNITIES FUND AT COST 387,415 413,341
BLACKSTONE REAL ESTATE INCOME TRUST AT COST 392,987 764,349
BLACKSTONE STRATEGIC PARTNERS IX LP AT COST 646,912 831,009
BLACKSTONE STRATEGIC PARTNERS OFFSHORE VIII LP AT COST 532,834 1,993,076
CARLYLE EUROPE PARTNERS IV DOLLAR FEEDER LP AT COST 166,312 159,847
CARLYLE GLOBAL INFRASTRUCTURE OPPORTUNITY AT COST 551,914 730,875
FHLMC PL SD8207 AT COST 42,402 42,795
FHLMC PL SD8244 AT COST 85,392 86,125
FHLMC PL SD8245 AT COST 63,329 63,742
FHLMC PL SD8299 AT COST 66,645 67,050
FHLMC PL SD8309 AT COST 36,190 36,417
FHLMC PL SD8316 AT COST 63,735 64,007
FHLMC PL SD8385 AT COST 32,219 32,575
FNMA PL FS4377 AT COST 55,866 56,518
FNMA PL MA4437 AT COST 110,474 111,568
FNMA PL MA4578 AT COST 82,227 83,180
ISHARES CORE MSCI EAFE ETF AT COST 51,331 58,039
ISHARES CORE MSCI EMERGING MARKETS ETF AT COST 23,067 17,855
ISHARES EMERGING MARKETS EQUITY FACTOR ETF AT COST 19,883 15,987
ISHARES MSCI EMERGING MARKETS ETF AT COST 42,885 45,598
ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF AT COST 42,619 37,523
LANDMARK EQUITY PARTNERS XV LP AT COST 80,185 110,385
PB STRATEGIC PARTNERS OFFSHORE FEEDER VI LP AT COST 0 156,196
VANGUARD FTSE ALL WORLD EX-US SMALL-CAP ETF AT COST 24,946 20,820

TY 2023 LegalFeesSchedule
Name:
THE GOLDSTEIN FAMILY FOUNDATION
EIN:
42-1467354
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CT CORPORATION 160 0   160


TY 2023 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
ACCRUED INTEREST PAID C/O TO 2024 0 6,127 6,127


TY 2023 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
INVESTMENT EXPENSES 356 288   0
DUES 815 0   815
GRANT MANAGEMENT SOFTWARE 6,420 0   6,420
OFFICE EXPENSES 223 0   223
PORTFOLIO DEDUCTIONS (FROM K-1'S) 8,929 8,929   0


TY 2023 OtherIncomeSchedule2
Name:
THE GOLDSTEIN FAMILY FOUNDATION
EIN:
42-1467354
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BLACKROCK IMPACT OPPORTUNITIES FUND LP -6,100 -6,025 -6,100
BLACKROCK IMPACT OPPORTUNITIES FUND LP (RECLASS UBTI)   5,385  
CEP IV DOLLAR FEEDER LP - K-1 INCOME -1,156 -1,156 -1,156
LANDMARK EQUITY PARTNERS XV LP - K-1 INCOME 7,055 7,058 7,055
LANDMARK EQUITY PARTNERS XV LP - K-1 INCOME (RECLASS UBTI & UDFI)   -7,200  
UBS #19001 - OTHER INCOME 232,695 232,695 232,695
UBS #424655 - OTHER INCOME 36,400 36,400 36,400


TY 2023 OtherProfessionalFeesSchedule
Name:
THE GOLDSTEIN FAMILY FOUNDATION
EIN:
42-1467354
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STRATEGIC PHILANTRHOPY - CONSULTING FEES 141,448 0   141,448
UBS - INVESTMENT MANAGEMENT FEES 43,905 43,905   0


TY 2023 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) 3,071 3,071   0
FOREIGN TAX PAID ON DIVIDENDS (K-1) 13 13   0
FEDERAL EXCISE TAX (FORM 990-PF) 3,500 0   0