SOL GOLDMAN CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SOL GOLDMAN CHARITABLE TRUST (EIN 13-3577310)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-12-13
- IRS object ID
- 202333479349100603
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-13T08:33:04-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CAMPUS DR | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079321041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133577310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOL GOLDMAN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOLG | BusinessNameControlTxt |
| Phone | 2122652280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 SIXTH AVENUE 10TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE GOLDMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122652280 | PhoneNum |
| Signature | 2023-12-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANE | PersonFirstNm |
| Person Last | GOLDMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN SCHEID | PreparerPersonNm |
| PTIN | P01379350 | PTIN |
| Phone | 9732364000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $120,622,827 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,469,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,472,455 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $795,252 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,945,783 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $795,252 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,057 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $231 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,274,304 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,267,938 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $35,290 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,290 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,960 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,960 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,586 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,070 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,836 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,320 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,975,074 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,975,074 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,085,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,320 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,976,574 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,811,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,190,618 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $766,418 | CashBOYAmt |
| Cash EOY | $201,118 | CashEOYAmt |
| Cash EOYFMV | $201,118 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $358,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $246,785 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $246,785 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,835,771 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,392,496 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,170,901 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $62,395,027 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,029,358 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $110,818,870 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,257,541 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,988,214 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,677,003 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,552,221 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,508,150 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,508,150 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $75,165,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,366,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $120,622,827 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $75,165,168 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $71,366,121 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,165,168 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $71,366,121 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,165,168 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,366,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,165,168 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,811,606 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,559 | OtherIncreasesAmt |
| Subtotal | $71,366,121 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $71,366,121 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| FRANKLIN MUTUAL SHARES FUND - CLASS Z LT CAPITAL GAIN DISTRIBUTION | P | 2022-12-31 | $725,253 | $725,253 | $725,253 | |
| THROUGH SILVER LAKE INVESTMENTS | P | 2022-12-31 | $448 | $448 | $448 | |
| JP MORGAN #2008 LT NONCOVERED | P | 2022-12-31 | $1,030 | -$8 | -$8 | $1,038 |
| JP MORGAN #3005 LT CAPITAL GAIN DISTRIBUTION | P | 2022-12-31 | $12,873 | $12,873 | $12,873 | |
| JP MORGAN #3005 ST COVERED | P | 2022-12-31 | $21,219 | $1,822 | $1,822 | $19,397 |
| THROUGH SILVER LAKE INVESTMENTS | P | 2022-12-31 | $88,851 | $88,851 | $88,851 | |
| JP MORGAN #2008 ST COVERED | P | 2022-12-31 | $97,137 | -$5,854 | -$5,854 | $102,991 |
| JP MORGAN #3005 LT COVERED | P | 2022-12-31 | $1,433,811 | $19,908 | $19,908 | $1,413,903 |
| JP MORGAN #2008 LT COVERED | P | 2022-12-31 | $1,865,685 | $37,110 | $37,110 | $1,828,575 |
| JP MORGAN #3005 LT NONCOVERED | P | 2022-12-31 | $2,699,476 | -$85,151 | -$85,151 | $2,784,627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $795,252 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,584 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,250 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58,250 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58,250 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,511 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $73,511 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $854 | EsPenaltyAmt |
| Overpayment | $14,407 | OverpaymentAmt |
| Applied To ES Tax | $14,407 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JANE GOLDMAN | IndividualWithBooksNm |
| Phone | 2122652280 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 SIXTH AVENUE 10TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JANE H GOLDMAN | ||||||||
| 1185 SIXTH AVENUE | NEW YORK | NY | 100362604 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LOUISA LITTLE | ||||||||
| 1185 SIXTH AVENUE | NEW YORK | NY | 100362604 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL U LEWIS | ||||||||
| 1185 SIXTH AVENUE | NEW YORK | NY | 100362604 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BENJAMIN H LEWIS | ||||||||
| 1185 SIXTH AVENUE | NEW YORK | NY | 100362604 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $119,051,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,852,968 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,916,532 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $124,821,274 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $124,821,274 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,872,319 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $122,948,955 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,147,448 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,147,448 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,250 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,250 | IncomeTaxAmt |
| Total Tax | $59,500 | TotalTaxAmt |
| Distributable Before Adj | $6,087,948 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,087,948 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,087,948 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,976,574 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,976,574 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,087,948 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $994,141 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,415 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,003,556 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,976,574 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,087,948 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,888,626 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,892,182 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,892,182 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $994,141 | ExcessFromYear2Amt |
| Excess From Year1 | $9,415 | ExcessFromYear1Amt |
| Excess From Current Year | $1,888,626 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANE H GOLDMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 SIXTH AVENUE 10TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2122652280 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION DOES NOT HAVE A FORMAL APPLICATION FORM. POTENTIAL GRANTEES ARE REQUIRED TO PROVIDE THE FOUNDATION DETAILS ON THE PURPOSE BEHIND THE GRANT AS WELL AS VERIFICATION OF THEIR TAX-EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS SUCH AS BY GEOGRAPHICAL AREAS, CHARITABLE FIELDS, KINDS OF INSTITUTIONS OR OTHER FACTORS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| VANDERBILT UNIVERSITY | ||||||||
| NO 357727 2301 VANDERBILT PLACE | NASHVILLE | TN | 37235 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 | |
| UNIVERSITY OF ST ANDREWS AMERICAN | ||||||||
| 1201 WEST PEACHTREE STREET | ATLANTA | GA | 30309 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 | |
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $2,238,074 | |
| THE SALVATION ARMY | ||||||||
| 1424 NORTHEAST EXPRESSWAY | BROOKHAVEN | GA | 30329 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 | |
| THE DANA FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02115 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| SUPPORTIVE LIVING INC | ||||||||
| 400 WEST CUMMINGS PARK SUITE 6100 | WOBURN | MA | 01801 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $3,500 | |
| STUYVESANT HIGH SCHOOL ALUMINI | ||||||||
| PO BOX 3531 | NEW YORK | NY | 10008 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 | |
| SOUTH HAMPTON HOSPITAL FOUNDATION | ||||||||
| 240 MEETING HOUSE LN | SOUTHAMPTON | NY | 11968 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $110,000 | |
| PARKINSON'S DISEASE FOUNDATION | ||||||||
| 1359 BROADWAY SUITE 1509 | NEW YORK | NY | 10018 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $35,000 | |
| OAK SQUARE YMCA OF GREATER BOSTON | ||||||||
| 615 WASHINGTON ST | BRIGHTON | MA | 02135 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| NORTON MUSEUM OF ART | ||||||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 | |
| NEUROENDOCRINE TUMOR RESEARCH FOUNDATION | ||||||||
| 321 COLUMBUS AVENUE SUITE 5R | BOSTON | MA | 02116 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| MAYO CLINIC JACKSONVILLE | ||||||||
| 4500 SAN PABLO RD S | JACKSONVILLE | FL | 32224 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $750,000 | |
| MANNES COLLEGE | ||||||||
| 66 WEST 12TH STREET | NEW YORK | NY | 10011 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $30,000 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3910 KESWICK ROAD SUITE N2100 | BALTIMORE | MD | 21211 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $750,000 | |
| JEWISH CENTER OF THE HAMPTONS | ||||||||
| 44 WOODS LN | EAST HAMPTON | NY | 11937 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 | |
| JEWISH BIG BROTHER BIG SISTER | ||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 | |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| 2121 I STREET NW | WASHINGTON | DC | 20052 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 | |
| CRADLES TO CRAYONS INC | ||||||||
| 281 NEWTONVILLE AVENUE | NEWTONVILLE | MA | 02460 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $15,000 | |
| CONGREGATION MISHKAN TEFILA | ||||||||
| 300 HAMMOND POND PKWY | CHESTNUT HILL | MA | 02467 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| COMBINED JEWISH PHILANTHROPIES | ||||||||
| KRAFT FAMILY BUILDING 126 HIGH | BOSTON | MA | 02110 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $2,000 | STREET |
| CITY HARVEST INC | ||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $655,000 | |
| CENTRAL PARK CONSERVANCY | ||||||||
| 14 E 60TH ST 8TH FL | NEW YORK | NY | 10022 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| CENTRAL FUND OF ISRAEL | ||||||||
| 461 CENTRAL AVENUE | CADARHURST | NY | 11516 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 | |
| BRIGHAM AND WOMENS HOSPITAL | ||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 | |
| BOSTON UNIVERSITY HILLEL HOUSE | ||||||||
| 213 BAY STATE RD | BOSTON | MA | 02115 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $15,000 | |
| CONGREGATION YAD SHAUL | ||||||||
| 810 7TH AVE 28TH FLOOR | NEW YORK | NY | 100199000 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 | |
| NEW YORK JUNIOR TENNIS AND LEARNING | ||||||||
| 36-36 33RD STREET SUITE 504 | LONG ISLAND CITY | NY | 11106 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 | |
| MET COUNCIL | ||||||||
| 77 WATER STREET 26TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $1,100,000 | |
| THE MUSEUM OF MODERN ART | ||||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 | |
| NYU LANGONE HEALTH | ||||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 | |
| SALK INSTITUTE FOR BIOLOGICAL STUDIES | ||||||||
| 10010 N TORREY PINES RD | LA JOLLA | CA | 92037 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $750,000 | |
| FRIENDS OF UNITED HATZALAH | ||||||||
| 208 E 51ST ST SUITE 303 | NEW YORK | NY | 10022 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $225,000 | |
| MELANOMA RESEARCH FOUNDATION | ||||||||
| 1420 K STREET NW 7TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $5,000 | |
| JEWISH FAMILY AND CHILDRENS SERVICE OF GREATER BOSTON | ||||||||
| 333 NAHANTON ST | NEWTON CENTRE | MA | 02459 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| AMERICAN FRIENDS OF LEKET ISRAEL | ||||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $140,000 | |
| THE VALTARESE FOUNDATION | ||||||||
| 23-01 33RD STREET | ASTORIA | NY | 11105 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 | |
| WARWICK VALLEY HUMANE SOCIETY | ||||||||
| PO BOX 61 | WARWICK | NY | 10990 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 | |
| CHABAD LUBAVITCH OF THE WESTSIDE INC | ||||||||
| 170 W 97TH ST | NEW YORK | NY | 10025 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 | |
| SHARSHERET | ||||||||
| TEANECK ROAD | TEANECK | NJ | 07666 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 | |
| PARNASSAH NETWORK | ||||||||
| 19 AROSA HILL | LAKEWOOD | NJ | 08701 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $66,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,975,074 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,469,995 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,057 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $795,252 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,274,304 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,274,304 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JPMORGAN CHASE CORP BONDS | BondNm |
| EOY Book Value | $2,988,214 | EOYBookValueAmt |
| EOYFMV | $2,677,003 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN CHASE | $51,425,984 | $100,667,006 |
| FRANKLIN TEMP MUTUAL | $9,603,374 | $10,151,864 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,392,496 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,170,901 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LTD PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,508,150 | BookValueAmt |
| EOYFMV | $1,508,150 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NYS FILING FEE | $1,500 | $0 | $0 | $1,500 |
| DEDUCTIONS FROM LP INVESTMENTS | $18,086 | $18,070 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET INCOME/(LOSS) FROM LP INVESTMENTS | $8,594 | $229 | $0 |
| FEDERAL REFUND | $463 | $2 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENTS | Desc |
| Amt | $12,559 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $35,290 | Amt |
| Net Investment Income | $35,290 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES ON INVESTMENT INCOME | $23,960 | $23,960 | $0 | $0 |
| FEDERAL EXCISE TAXES | $32,000 | $0 | $0 | $0 |
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