Civic Intelligence

Kaia and Jonathan Goldstein Family Foundation

EIN 82-3700388 • Wilmington, DE

Pub. 78 Eligible
Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

83rd percentile

19%

Faster asset growth than 83% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

87%

Faster revenue growth than 86% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$22,090,513

Up $3,492,238 (+19%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$22,090,513

Up $3,492,238 (+19%) from 2023

Revenue

Up

$4,509,746

Up $2,092,074 (+87%) from 2023

Expenses

Up

$1,017,508

Up $128,564 (+14%) from 2023

Net Income

Up

$3,492,238

Up $1,963,510 (+128%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2018: $5,882,611Liabilities 2018: $0Net Assets 2018: $5,882,6112018Assets 2019: $11,378,336Liabilities 2019: $1Net Assets 2019: $11,378,3362019Assets 2020: $14,630,381Liabilities 2020: $1Net Assets 2020: $14,630,3812020Assets 2021: $14,944,243Liabilities 2021: $1Net Assets 2021: $14,944,2432021Assets 2022: $17,069,547Liabilities 2022: $1Net Assets 2022: $17,069,5472022Assets 2023: $18,598,275Liabilities 2023: $1Net Assets 2023: $18,598,2752023Assets 2024: $22,090,513Liabilities 2024: $0Net Assets 2024: $22,090,5132024

Highlighted filing

2024

Assets$22,090,513
Liabilities$0
Net Assets$22,090,513

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0Revenue 2018: $1,803,605Expenses 2018: $85,222Net Income 2018: $1,718,3832018Revenue 2019: $5,701,329Expenses 2019: $205,604Net Income 2019: $5,495,7252019Revenue 2020: $3,578,915Expenses 2020: $326,870Net Income 2020: $3,252,0452020Revenue 2021: $1,046,683Expenses 2021: $732,821Net Income 2021: $313,8622021Revenue 2022: $2,980,274Expenses 2022: $854,970Net Income 2022: $2,125,3042022Revenue 2023: $2,417,672Expenses 2023: $888,944Net Income 2023: $1,528,7282023Revenue 2024: $4,509,746Expenses 2024: $1,017,508Net Income 2024: $3,492,2382024

Highlighted filing

2024

Revenue$4,509,746
Expenses$1,017,508
Net Income$3,492,238

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 9, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan GoldsteinDir, Pres, Treas-$0--
Kaia Miller GoldsteinDir, Sec-$0--
Filing and Contact Details

Filer

Filer Name
Kaia and Jonathan Goldstein Family Foundation
EIN
82-3700388
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Jonathan Goldstein
Title
President
Phone
8008391754
Signed
2025-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ELLINGTON PRIVATE OPPORTUNITIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8NINETEEN77 GLOBAL MERGER ARBIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9RREF V DEBT DOMESTIC INVESTORS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01054903
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1381454
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22669205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31068734
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4522286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5272109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt678161
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7482961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8632698
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9107789
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0444891
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0845904
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt031245
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1INCOME FROM A&Q ALTERNATIVE YIELD FUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2INCOME FROM CLOVER PCO ORIGINATION II
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3INCOME FROM CLOVER PCO SECONDARY II
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt092704
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt169079
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt243255
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt320471
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01547549
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01547549
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04120727
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0840000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0840000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02962197
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0444891
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0444891
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03492238
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07979541
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0178
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt031245
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt031245
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0178
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0845904
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04704157
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt041984
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt022621
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt064614
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0225509
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0225509
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt087451
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt087451
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07965
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025265
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0881984
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0118215
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01017508
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04822372
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04509746
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt041984
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0118215
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0177508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03744705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1120385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04208580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-94129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04208580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-94129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07953285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt126256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2York Cred Opp Unit Trust
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04120727
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03492238
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt022090513
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018598275
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt022090513
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01030718
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01030718
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01030718
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01096106
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt065388
IRS990PF/DistributableAmountGrp/TotalTaxAmt065388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt031048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt035400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt065388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt065388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt065388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt066448
IRS990PF/FMVAssetsEOYAmt024329107
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt02623
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02623
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt02623
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012485031
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt015844703
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt016870029
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05871242
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06057032
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt07270300
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt018598275
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt022090513
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0242002
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0186155
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0186155
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt018598275
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt022090513
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt024329107
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt018598275
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt022090513
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt018598275
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt022090513
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt022255952
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0853662
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014138939
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0333839
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt07263351
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01096106
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt021922113
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt022255952
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0UBS Financial Services
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt087451
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0ONE POST OFFICE SQUARE 35TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0021092106
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10

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