Family Office / MFO IRS Form 990 Sched D Roadshow Hub: Rye, NY HQ: Rye, NY

Patricia & Bernard Goldstein Family Foundation

Name: Patricia & Bernard Goldstein Family Foundation Historical Private Markets Disclosure Dataset (2026)
Creator: Prilago
License: https://prilago.com/terms

$0.0B Total AUM · Institutional LP profile covering 2 historical fund disclosure records ($1.6M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout (investment geography mandates are evaluated separately from LP headquarters). 2 complete primary source trails are open below without registration.

Test Suitability Demo

Disclosed Records

2 Open Source Trails Below

Sum of Disclosed Rows

$1.6M

Total AUM: $0.0B

Median Holding / Carrying Value

$824K

Range: $793K – $824K

Disclosed Fund Multiples

IRR / TVPI Not Disclosed (0/2)

1 Gatekeepers · 1 Disclosed Strategies

Holdings & Invested-Cost Schedule Disclosure Note: The cited financial schedules for this allocator report period-end portfolio fair market value / carrying value or invested cost rather than original commitment check sizes. Figures below are labeled as holding or invested-cost values and are not used as original commitment tickets in check-size matching.

Historical Fund Disclosures — Patricia & Bernard Goldstein Family Foundation

2 Open Source Trails (No Registration)

Showing all 2 tracked historical disclosure records for Patricia & Bernard Goldstein Family Foundation (zero hidden commitment rows). Click Inspect Source on any row to view field-level substantiation.

Disclosed Fund / Vehicle	Strategy	Fund Vintage	Holding / Invested Value	Disclosed Performance	Primary Source Trail
First Eagle Global Funds	Buyout	2024	$824K Reported carrying value (Form 990-PF) · As of May 2025	Reported Carrying Value (990-PF) · Not Yet Page-Verified	Inspect Source · IRS Form 990 Sched D
Fpa Crescent Fund	Buyout	2024	$793K Reported carrying value (Form 990-PF) · As of May 2025	Reported Carrying Value (990-PF) · Not Yet Page-Verified	Inspect Source · IRS Form 990 Sched D

100% of Indexed Public Disclosure Rows Shown Above (2/2): Pilot workspace access unlocks LP 360° Allocation Gap & FY2026 Pacing, Decision-Maker Investment Contacts (3) & Proposal Intake Channels, Gatekeeper Consultants (1), and Affinity / Attio / HubSpot CRM Export.

Forward-Looking Searches, Pacing Plans & Governance Updates — Patricia & Bernard Goldstein Family Foundation

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Patricia & Bernard Goldstein Family Foundation

1 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Patricia & Bernard Goldstein Family Foundation (1 shared vehicles tracked; showing top 1 bilateral overlaps).

Explore Paths in Interactive Demo

1. Shared Fund Exposure: Documented for both LPs

2. LPAC Seat Overlap: Not disclosed in filings

3. Personal Relationship: Unknown (customer-supplied)

4. Intro Willingness: Unconfirmed potential path

#1 Shared-Fund Peer 1 Shared Vehicle

Sam L Cohen Foundation

Private Foundation Portland, ME

Resolved Shared Vehicle Recent Fund Cycle (2020–2026)

Fpa Crescent Fund (2024 Vintage)

Patricia & Bernard Goldstein Family Foundation: $793K (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D

Sam L Cohen Foundation: $921K (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)

Potential introduction path · LPAC unconfirmed View LP Profile →

Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Patricia & Bernard Goldstein Family Foundation

You are viewing 2 open public preview records — all 2 currently indexed public disclosure records for Patricia & Bernard Goldstein Family Foundation are shown openly above (zero hidden commitment rows). Request pilot workspace access to unlock LP 360° pacing, decision-maker contacts & intake channels, gatekeeper consultants, bilateral intro paths, and CRM export:

LP 360° Target-vs-Actual Allocation Gap & FY2026 Pacing Plan
Bilateral Shared-Fund Co-Investor Graph (1 connected LPs)
Decision-Maker Investment Contacts (3) & official proposal intake channels
Retained gatekeeper consultants (1) & Affinity / Attio / HubSpot CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Patricia & Bernard Goldstein Family Foundation and our interactive GP workspace.

Strategies Disclosed by Patricia & Bernard Goldstein Family Foundation

Buyout LPs →

Frequently Asked Questions: Patricia & Bernard Goldstein Family Foundation

What type of institutional allocator is Patricia & Bernard Goldstein Family Foundation and what is their typical disclosed ticket size?

Patricia & Bernard Goldstein Family Foundation is categorized under Family Office / MFO (Regional Roadshow Hub: Rye, NY; Headquarters: Rye, NY). Across 2 historical disclosure records tracked on Prilago ($1.6M total parsed USD across disclosed rows), the median disclosed amount is $824K (range: $793K to $824K).

Which private-market strategies appear in Patricia & Bernard Goldstein Family Foundation's public disclosures?

Patricia & Bernard Goldstein Family Foundation has disclosed records across Buyout. Open preview records include First Eagle Global Funds (2024 Vintage), Fpa Crescent Fund (2024 Vintage).

How are Patricia & Bernard Goldstein Family Foundation's historical records substantiated and separated from active searches on Prilago?

Records for Patricia & Bernard Goldstein Family Foundation cite primary public disclosures (IRS Form 990 Sched D), and visitors can inspect 2 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Patricia & Bernard Goldstein Family Foundation's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/patricia-and-bernard-goldstein-family-foundation or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Patricia & Bernard Goldstein Family Foundation?

In Prilago's bilateral commitment graph, Patricia & Bernard Goldstein Family Foundation shares resolved underlying fund vehicles with 1 institutional LPs across 1 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Sam L Cohen Foundation (1 shared vehicle, e.g. Fpa Crescent Fund (2024 Vintage)).

Related Family Office / MFO & Rye, NY Institutional LPs

Hall Capital Partners (22)Abele Family Foundation (12)Addicus Advisory, LLC (12)Aegis Capital Corp. (12)Alpha Square Group S, LLC (12)Anderson Growth Partners, LLC (12)Autumn Lane Advisors (12)BBR Partners (12)Battery Global Advisors (12)Beck, Mack & Oliver (12)