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Nonprofit · EIN 61-1272090

ISADORE AND ROSE GOLDSTEIN FAMILY FOUNDATION INC

Tax-exempt · LOUISVILLE, KY 40242

Financials

$237K$47K2023$102K$46K2024$145K$47K2025
Revenue Expenses · by fiscal year end
Financials of ISADORE AND ROSE GOLDSTEIN FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$144,711$46,972$97,739$862,389$0$862,389
December 31, 2024990-PF$101,897$45,809$56,088$839,008$0$839,008
December 31, 2023990-PF$236,639$46,997$189,642$782,920$0$782,920
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$75,950
Dividends
$35,404
Interest
$472
Net gain from sales of assets
$32,885

Expenses

Grants and similar amounts paid
$29,558
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$31,682
Excise tax on investment income
$761

Balance sheet and other

Total assets, start of year
$839,008
Total assets, end of year
$862,389
Total liabilities, end of year
$0
Net assets, end of year
$862,389
Fair market value of assets
$1,522,520
Qualifying distributions
$31,682
Net investment income
$68,761

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

Officers, directors and key employees

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

NameTitleHours / weekCompensation
DAVID H GOLDSTEIN
2403 CHATTESWORTH CT, LOUISVILLE, KY 40242
PRESIDENT/DIRECTOR0$0
NICOLE GOLDSTEIN
2403 CHATTESWORTH CT, LOUISVILLE, KY 40242
SECRETARY/DIRECTOR0$0
JONATHAN W GOLDSTEIN
9905 FRINGE TREE CT, LOUISVILLE, KY 40241
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
DAVID H GOLDSTEIN
2403 CHATTESWORTH CT, LOUISVILLE, KY 40242
PRESIDENT/DIRECTOR0$0
NICOLE GOLDSTEIN
2403 CHATTESWORTH CT, LOUISVILLE, KY 40242
SECRETARY/DIRECTOR0$0
JONATHAN W GOLDSTEIN
9905 FRINGE TREE CT, LOUISVILLE, KY 40241
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
DAVID H GOLDSTEIN
2403 CHATTESWORTH CT, LOUISVILLE, KY 40242
PRESIDENT/DIRECTOR0$0
NICOLE GOLDSTEIN
2403 CHATTESWORTH CT, LOUISVILLE, KY 40242
SECRETARY/DIRECTOR0$0
JONATHAN W GOLDSTEIN
9905 FRINGE TREE CT, LOUISVILLE, KY 40241
DIRECTOR0$0

Address and contacts

Address (IRS master file)
2403 CHATTESWORTH CT, LOUISVILLE, KY 40242-0000
In care of
% ROSE GOLDSTEIN
Signed the 990-PF
DAVID GOLDSTEIN, PRESIDENT
Phone
(502) 426-8336
Return prepared by
LOUIS T ROTH & CO PLLC

What it must file and when

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
61-1272090
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$862,389
Income (IRS master file)
$234,383

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$144,711$46,972$862,389XML
990-PFDecember 2024$101,897$45,809$839,008XML
990-PFDecember 2023$236,639$46,997$782,920XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 61-1272090).

Questions about ISADORE AND ROSE GOLDSTEIN FAMILY FOUNDATION INC

What is the EIN of ISADORE AND ROSE GOLDSTEIN FAMILY FOUNDATION INC?
The employer identification number (EIN) of ISADORE AND ROSE GOLDSTEIN FAMILY FOUNDATION INC is 61-1272090.
Is ISADORE AND ROSE GOLDSTEIN FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to ISADORE AND ROSE GOLDSTEIN FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ISADORE AND ROSE GOLDSTEIN FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ISADORE AND ROSE GOLDSTEIN FAMILY FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ISADORE AND ROSE GOLDSTEIN FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of ISADORE AND ROSE GOLDSTEIN FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does ISADORE AND ROSE GOLDSTEIN FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $144,711, expenses of $46,972 and total assets of $862,389 at year end.

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