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Nonprofit · EIN 20-8800325

PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION

Tax-exempt · RYE, NY 10580

Financials

$308K$609K2022$18.2M$649K2023$1.4M$10.8M2024
Revenue Expenses · by fiscal year end
Financials of PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$1,443,032$10,825,750-$9,382,718$13,013,039$28,651$12,984,388
May 31, 2024990-PF (amended)$18,204,465$648,559$17,555,906$22,413,405$46,299$22,367,106
May 31, 2023990-PF$308,207$609,193-$300,986$9,138,400$0$9,138,400
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$319,721
Interest
$123,613
Net gain from sales of assets
$999,698

Expenses

Grants and similar amounts paid
$10,675,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$10,685,300
Excise tax on investment income
$18,145

Balance sheet and other

Total assets, start of year
$22,413,405
Total assets, end of year
$13,013,039
Total liabilities, end of year
$28,651
Net assets, end of year
$12,984,388
Fair market value of assets
$15,301,378
Qualifying distributions
$10,685,300
Net investment income
$1,443,032

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
PATRICIA GOLDSTEIN
2 MANURSING WAY, RYE, NY 10580
PRESIDENT/DIRECTOR0$0
NANCY B REBOLD
15 ARROWHEAD WAY, WESTON, CT 06883
VP/DIRECTOR0$0
MARK H GOLDSTEIN
2900 PARADISE DRIVE, TIBURIN, CA 94920
TREASURER/DIRECTOR0$0
VICKIE NICHOLS GOLDSTEIN
4669 7TH AVE, BOULDER, CO 80304
SECRETARY/DIRECTOR0$0
990-PF for the year ended May 31, 2024: 5 people
NameTitleHours / weekCompensation
PATRICIA GOLDSTEIN
2 MANURSING WAY, RYE, NY 10580
PRESIDENT/DIRECTOR0$0
BERNARD GOLDSTEIN
2 MANURSING WAY, RYE, NY 10580
VP/DIRECTOR0$0
NANCY B REBOLD
15 ARROWHEAD WAY, WESTON, CT 06883
VP/DIRECTOR0$0
MARK H GOLDSTEIN
2900 PARADISE DRIVE, TIBURIN, CA 94920
TREASURER/DIRECTOR0$0
VICKIE NICHOLS GOLDSTEIN
4669 7TH AVE, BOULDER, CO 80304
SECRETARY/DIRECTOR0$0
990-PF for the year ended May 31, 2023: 5 people
NameTitleHours / weekCompensation
PATRICIA GOLDSTEIN
2 MANURSING WAY, RYE, NY 10580
PRES / DIR0$0
BERNARD GOLDSTEIN
2 MANURSING WAY, RYE, NY 10580
VP / DIR0$0
NANCY B REBOLD
15 ARROWHEAD WAY, WESTON, CT 06883
VP / DIR0$0
MARK H GOLDSTEIN
2900 PARADISE DRIVE, TIBURON, CA 94920
TREAS / DIR0$0
VICKIE NICHOLS GOLDSTEIN
4669 7TH AVE, BOULDER, CO 80304
SECY / DIR0$0

Address and contacts

Address (IRS master file)
CO GOLDSTEIN-2 MANURSING WAY, RYE, NY 10580-0000
In care of
% GOLDSTEIN
Signed the 990-PF
PATRICIA GOLDSTEIN, PRESIDENT
Phone
(914) 967-0410
Return prepared by
ASH & PARSONT LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

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

IRS record

EIN
20-8800325
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2007
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$13,013,039
Income (IRS master file)
$9,786,307

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$1,443,032$10,825,750$13,013,039XML
990-PFMay 2024$18,204,465$648,559$22,413,405XML
990-PFMay 2023$308,207$609,193$9,138,400XML
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8800325).

Questions about PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION

What is the EIN of PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION?
The employer identification number (EIN) of PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION is 20-8800325.
Is PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION?
The 990-PF for the year ended May 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does PATRICIA & BERNARD GOLDSTEIN FAMILYFOUNDATION have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $1,443,032, expenses of $10,825,750 and total assets of $13,013,039 at year end.

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