Goldstein Family Foundation
- Assets
- $11.0m
- Revenue
- $1.4m
- Investments
- $10.7m
- Employees
- 0
- Location
- Bettendorf, IA
- Founding
- 04/1998
- Data as of
- 12/2023
- EIN
- 42-1467354
Organization Overview
Goldstein Family Foundation is located in Bettendorf, IA. The organization was established in 1998. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Goldstein Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Goldstein Family Foundation generated $1.4m in total revenue. This organization has experienced exceptional growth, as over the past 9 years, it has increased revenue by an average of 29.8% each year . All expenses for the organization totaled $1.3m during the year ending 12/2023. While expenses have increased by 8.7% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Goldstein Family Foundation has awarded 446 individual grants totaling $6,634,313. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Richard A Goldstein President | 1 | $0 | |
Robert S Goldstein Director | 1 | $0 | |
Jeffrey D Goldstein Secretary | 1 | $0 | |
Kathy E Goldstein Director | 1 | $0 | |
Marc D Goldstein Treasurer | 1 | $0 | |
Abby E Goldstein Director | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Strategic Philanthropy Ltd | 12/30/22 | $135,000 |
Ubs Financial Services Inc | 12/30/22 | $53,056 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $250,000 |
| Interest on Savings | $1,970 |
| Dividends & Interest | $155,883 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $688,795 |
| Capital Gain Net Income | $688,795 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $268,894 |
| Total Revenue | $1,365,542 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $9,735 |
| Taxes | $6,584 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $2,834 |
| Printing and publications | $0 |
| Other expenses | $16,743 |
| Total operating and administrative expenses | $234,009 |
| Contributions, gifts, grants paid | $1,064,333 |
| Total expenses and disbursements | $1,298,342 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $277,364 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $3,703,769 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $6,127 |
| Total assets | $11,005,218 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Goldstein Family Foundation has awarded $1,064,333 in support to 43 organizations.
| Grant Recipient | Amount |
|---|---|
CATHOLIC CHARITIES AND COMMUNITY SERVICES OF THE ARCHDIOCESE OF DENVER PURPOSE: SAMARITAN HOUSE HOMELESS SHELTER | $1,500 |
CENTRAL REFORM CONGREGATION PURPOSE: JEWISH PRESENCE IN THE CITY OF ST. LOUIS | $3,000 |
COMMON CHORD PURPOSE: PROVIDE CONCERTS, EDUCATIONAL PROGRAMS, AND COMMUNITY MUSIC PROGRAMS | $5,000 |
CONGREGATION BETH SHALOM PURPOSE: POLSKY RELIGIOUS SCHOOL TO START A PRE-K SUNDAY SCHOOL PROGRAM | $5,000 |
CROHN'S & COLITIS FOUNDATION PURPOSE: SUPPORT CAMP OASIS | $4,000 |
CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION INC PURPOSE: FINANCIAL SUPPORT FOR CHILDREN'S HOSPITAL AND HEALTH SYSTEM AND ITS TAX EXEMPT AFFILIATES | $2,500 |