Cause IQ organization profile

The Goldstone Family Foundation

Form 990s | Financials | Vendors | Personnel | Peers

The Goldstone Family Foundation is a private foundation based in Ridgefield, CT that was founded in 2000. As of 2019 they had $80,441 in revenue and $22 million in assets.

The Goldstone Family Foundation makes grants to other organizations, such as $255,000 to University of Pennsylvania (Penn) for "Resticted"; $175,000 to Roundabout Theatre Company for "General Use"; $40,000 to Marc Community Resources for "General Use"; $36,000 to Habitat For Humanity - Housatonic HFH for "Restricted"; and $27,000 to Keeler Tavern Museum and History Center for "General Use".

EIN:

06-1596255

City:

Ridgefield

State:

Connecticut

Metro:

Bridgeport-Stamford-Norwalk, CT

Founded:

2000

Type:

501(c)(3)

NTEE:

T20: Private foundations

Revenue:

$80,441

Assets:

$22,123,566

Fiscal year end:

December

Revenue trends:

Asset trends:

Form 990s for The Goldstone Family Foundation

Fiscal year ending	Date received by IRS	Form	PDF link
2018-12	Jan 16, 2020	990PF	View PDF
2017-12	Feb 21, 2019	990PF	View PDF
2016-12	Jan 18, 2018	990PF	View PDF
2015-12	Apr 12, 2017	990PF	View PDF
2014-12	Feb 10, 2016	990PF	View PDF
...and six more Form 990 PDFs

Financials for The Goldstone Family Foundation

Field	2018	2017	% Change
Total grants, contributions, etc.	$0	$0
Investment income and dividends	$425,078	$271,808	56.4%
Net rental income	$0	$0
Net gain from sale of non-inventory assets	$-13,611	$591,998	-102.3%
Gross sales of inventory	$0	$0
Miscellaneous revenues	$-331,026	$561,873	-158.9%
Total revenues	$80,441	$1,425,679	-94.4%

Field	2018	2017	% Change
Compensation of current officers, etc.	$0	$0
Non-officer salaries and wages	$75,000	$75,000
Pension/retirement accruals and contributions	$0	$26,060	-100%
Legal fees	$0	$0
Accounting fees	$10,000	$10,675	-6.3%
Other fee-for-service	$86,979	$74,086	17.4%
Interest	$1,459	$33,285	-95.6%
Depreciation, amortization, etc.	$0	$0
Occupancy	$44,251	$43,217	2.4%
Travel	$0	$0
Office expenses
Grants to all govts., orgs., and individuals	$860,162	$843,271	2.0%
All other expenses	$148,463	$138,166	7.5%
Total expenses	$1,226,314	$1,243,760	-1.4%

Field	2018	2017	% Change
Cash (non-interest-bearing)	$409,702	$1,236,550	-66.9%
Savings, short-term investments, etc.	$3,480,566	$6,370,338	-45.4%
Accounts receivable	$0	$0
Pledges and grants receivable	$0	$0
Loans receivable from officers, directors, etc.	$0	$0
Notes and loans receivable	$0	$0
Inventories for use	$0	$0
Prepaid expenses and deferred charges	$0	$0
Investments in government obligations	$0	$0
Investments in corporate stock	$9,024,681	$7,494,439	20.4%
Investments in corporate bonds	$0	$0
Investments in land, buildings, and equipment	$0	$215,064	-100%
Investments in mortgage loans	$0	$0
Other types of investments	$9,132,392	$9,014,556	1.3%
Buildings, equipment, etc. post-depreciation	$0	$0
Other assets	$76,225	$450,369	-83.1%
Total assets	$22,123,566	$24,781,316	-10.7%

Field	2018	2017	% Change
Accounts payable and accrued expenses	$0	$0
Grants payable	$0	$0
Deferred revenue	$0	$0
Loans payable to officers and disqualified persons	$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0
Other liabilities	$1,394	$0	999%
Total liabilities	$1,394	$0	999%

Field	2018	2017	% Change
Unrestricted net assets	$22,122,172	$24,781,316	-10.7%
Temporarily restricted net assets	$0	$0
Permanently restricted net assets	$0	$0

Vendors for The Goldstone Family Foundation

Vendor	Services	Amount paid	Date
DDK and Company LLP	Tax accounting		2018-11-14

Personnel at The Goldstone Family Foundation

Name	Title	Compensation	Most recent data
Kerri Glass	Manager	$75,000	Dec. 31, 2017

Peer private foundations

	Name	Type	Revenue	Location
1	George J and Jessica Harris Foundation	501(c)(3)	$167,360	Stamford, CT
2	C F Roe Slade Foundation Attn L Franciscovich	501(c)(3)	$148,967	New York, NY
3	The Pucilowski Foundation	501(c)(3)	$174,396	Bronx, NY
4	Nelsons Family Foundation	501(c)(3)	$120,113	Redding, CT
5	William H Chapman Foundation	501(c)(3)	$229,583	New London, CT
6	Jacob L and Lewis Fox Foundation	501(c)(3)	$276,599	Hartford, CT
7	Carle C Conway Scholarship Foundation	501(c)(3)	$186,536	Stamford, CT
8	United Bank Foundation Massachusetts	501(c)(3)	$314,321	Hartford, CT
9	The Brightwater Fund	501(c)(3)	$138,909	Darien, CT
10	Donaghue Ethel F Trust for Elizabeth Park L Garner and Bank of America Tstee	501(c)(3)	$122,431	East Hartford, CT
11	Gloria Gray Foundation	501(c)(3)	$91,874	Sandy Hook, CT
12	Maltempo Family Charitable Foundation	501(c)(3)	$140,605	Colchester, CT
13	The Ocean View Foundation	501(c)(3)	$170,122	Cos Cob, CT
14	Ethel and Abe Lapides Foundation	501(c)(3)	$43,430	New Haven, CT
15	The Sara and David Carson Family Foundation	501(c)(3)	$24,548	West Hartford, CT
16	Harris J and Geraldine S Nelson Foundation	501(c)(3)	$111,675	Bronxville, NY
17	Thomas William and Dorothy Griffiths Scharf	501(c)(3)	$55,039	Wheeling, WV
18	Alfred and Mary Douty Foundation Provident Bank	501(c)(3)	$209,442	Philadelphia, PA
19	Jay R Monroe Memorial Foundation Monroe	501(c)(3)	$109,316	Hopewell, NJ
20	Peck Stacpoole Foundation	501(c)(3)	$317,586	New York, NY
21	Joan and Clyde Hampton Foundation	501(c)(3)	$157,735	Wilmington, DE
22	Adams Foundation	501(c)(3)	$30,773	South Hadley, MA
23	The Constance Dundas Foundation	501(c)(3)	$234,831	Richmond, VA
24	Thorne-Rider Foundation	501(c)(3)	$101,160	Sheridan, WY
25	Ruth Kern Foundation	501(c)(3)	$154,527	Sunland, CA

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Cause IQ organization profile

The Goldstone Family Foundation

Form 990s for The Goldstone Family Foundation

Financials for The Goldstone Family Foundation

Vendors for The Goldstone Family Foundation

Personnel at The Goldstone Family Foundation

Peer private foundations

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