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Nonprofiteer
← JACK GOLDSTEIN CHARITABLE TRUST

Form 990 for tax year 2024

Filed by JACK GOLDSTEIN CHARITABLE TRUST.

Totals

Total revenue
$1,423,632
Total expenses
$1,855,746
Contributions and grants received
$0
Grants paid
$1,838,274
Program service revenue
$0
Investment income
$1,406,120
Other revenue
$17,512
Total assets, end of year
$7,577,185
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,577,185
Program services expenses (Part IX)
$1,846,911
Management and general expenses
$8,835
Fundraising expenses
$0
Program service expenses (Part III)
$1,846,911

Program services were 99.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $1,406,120 · excluded $1,406,120

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: SETTLEMENT INCOME

    total $16,750 · excluded $16,750

  • 11b · Other revenue: S-CORPORATION INCOME

    total $762 · unrelated business $762

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $17,512

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,838,274 · program services $1,838,274

  • 11c · Fees: accounting

    total $8,190 · management and general $8,190

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 14 · Information technology

    total $645 · management and general $645

  • 24a · Other expenses: Other Taxes

    total $8,637 · program services $8,637

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $5,271,284 · end of year $4,838,407

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $2,735,994 · end of year $2,738,778

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $0 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $8,007,278 · end of year $7,577,185

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

NONE

Activities or mission (Part I)

Distribution of funds to supported organizations.

  • DISTRIBUTION OF FUNDS TO SUPPORTED ORGANIZATIONS.

    Expenses $1,846,911 · Grants $1,838,274

As filed on the 2024 return.

Listed in Part VII

  • Dirk Daveline

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Jake Wassenberg

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • James Gordon

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Lowell Kohlmeier

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Matt Crocker

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Neil Horton

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CRUT(1)

    Trust · CHARITABLE TRUST · MO · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
12 May 2025
IRS schema version
2024v5.1
Source object
202541329349301739

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