SOL GOLDMAN CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SOL GOLDMAN CHARITABLE TRUST (EIN 13-3577310)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-12-19
- IRS object ID
- 202203539349100105
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- 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 | 2022-12-19T09:53:23-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-12-19 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL MALAKOFF | PreparerPersonNm |
| PTIN | P00582469 | PTIN |
| Phone | 6464713000 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $132,903,947 | 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 | $3,317,548 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,312,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,013,384 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,650,676 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $993,043 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $137,866 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,793 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,468,798 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,312,287 | 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 |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,979 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,979 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $139,693 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,310 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,075 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,241 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $207,747 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,530 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,081,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,081,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,288,914 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,530 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,086,667 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,820,116 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,230,757 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,114,526 | CashBOYAmt |
| Cash EOY | $766,418 | CashEOYAmt |
| Cash EOYFMV | $766,418 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $858,491 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $358,190 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $358,190 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,947,589 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,835,771 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,955,607 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $61,568,824 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,395,027 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $120,117,805 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,932,806 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,257,541 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,153,706 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,568,417 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,552,221 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,552,221 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $76,990,653 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,165,168 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $132,903,947 | 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 | $76,990,653 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $75,165,168 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $76,990,653 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $75,165,168 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,990,653 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,165,168 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $76,990,653 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,820,116 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,426 | OtherIncreasesAmt |
| Subtotal | $75,177,963 | SubtotalAmt |
| Other Decreases | $12,795 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $75,165,168 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| JP MORGAN #3005 CIL | P | 2021-12-31 | $31 | $31 | $31 | ||
| JP MORGAN #4006 LT COVERED | P | 2021-12-31 | $181,113 | -$2,510 | -$2,510 | $183,623 | |
| JP MORGAN #4006 CIL | P | 2021-12-31 | $103 | $103 | $103 | ||
| JP MORGAN #2008 LT COVERED | P | 2021-12-31 | $832,266 | -$648 | -$648 | $832,914 | |
| JP MORGAN #2008 LT NONCOVERED | P | 2021-12-31 | $21,399 | -$157 | -$157 | $21,556 | |
| JP MORGAN #3005 LT CAPITAL GAIN DISTRIBUTION | P | 2021-12-31 | $18,686 | $18,686 | $18,686 | ||
| FRANKLIN MUTUAL SHARES FUND - CLASS Z LT CAPITAL GAIN DISTRIBUTION | P | 2021-12-31 | $747,799 | $747,799 | $747,799 | ||
| THROUGH SILVER LAKE INVESTMENTS | P | 2021-12-31 | $191,778 | $171,413 | $171,413 | $20,365 | |
| UBS-BARCLAYS COML MTG TR (JP MORGAN #2001) | P | 2021-01-12 | $3,336 | $0 | $0 | $3,336 | 2019-06-12 |
| JP MORGAN #2001 ST COVERED | P | 2021-12-31 | $125,955 | $4,557 | $4,557 | $121,398 | |
| JP MORGAN #2001 LT COVERED | P | 2021-12-31 | $1,510,490 | $53,899 | $53,899 | $1,456,591 | |
| JPMORGAN #2001 LT NONCOVERED | P | 2021-12-31 | $17,720 | -$130 | -$130 | $17,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $993,043 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,557 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,808 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58,808 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58,808 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,319 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $32,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $92,319 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $33,511 | OverpaymentAmt |
| Applied To ES Tax | $33,511 | 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 (5 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 |
| ALLAN 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 | $119,473,532 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,318,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,797,953 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $124,590,041 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $124,590,041 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,868,851 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $122,721,190 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,136,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,136,060 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,808 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,808 | TotalTaxAmt |
| Distributable Before Adj | $6,077,252 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,077,252 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,077,252 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,086,667 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,086,667 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,077,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $994,141 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $994,141 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,086,667 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,077,252 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,415 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,003,556 | 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 | $1,003,556 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $994,141 | ExcessFromYear1Amt |
| Excess From Current Year | $9,415 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| YALE LAW SCHOOL | ||||||||
| 127 WALL ST | NEW HAVEN | CT | 06511 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $2,000,000 | |
| JACKSON HEALTH FOUNDATION | ||||||||
| 1500 NW 12TH AVE SUITE 1117 EAST | MIAMI | FL | 33136 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $1,000,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 622 WEST 113TH STREET MAIL | NEW YORK | NY | 10025 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $1,000,000 | |
| METROPOLITAN COUNCIL ON JEWISH POVERTY | ||||||||
| 77 WATER STREET 26TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $636,000 | |
| WORLD TRADE CENTER PERFORMING ARTS | ||||||||
| ONE LIBERTY PLAZA 29TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $566,667 | |
| THE SPECIAL CHILDREN'S CENTER | ||||||||
| 1400 PROSPECT ST | LAKEWOOD | NJ | 08701 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $125,000 | |
| JEWISH CENTER OF THE HAMPTONS | ||||||||
| 44 WOODS LN | EAST HAMPTON | NY | 11937 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 | |
| THE AMY BAKER LAB FOR BREAST CANCER | ||||||||
| 3322 WEST END AVENUE SUITE 900 | NASHVILLE | TN | 37203 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 | |
| THE UCLA JONSSON CANCER CENTER | ||||||||
| PO BOX 951780 | LOS ANGELES | CA | 90095 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 | |
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 | |
| JEWISH FEDERATION OF NORTHERN | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $35,000 | |
| PARKINSON'S DISEASE FOUNDATION | ||||||||
| 1359 BROADWAY SUITE 1509 | NEW YORK | NY | 10018 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $35,000 | |
| MANNES COLLEGE | ||||||||
| 66 WEST 12TH STREET | NEW YORK | NY | 10011 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $30,000 | |
| THE ISRAEL HEALTHCARE FOUNDATION | ||||||||
| 25 W 45TH ST STE 504 | NEW YORK | NY | 10036 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 | |
| JEWISH BIG BROTHER BIG SISTER | ||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 | |
| THE NEW YORK LANDMARKS CONSERVANCY INC | ||||||||
| 1 WHITEHALL ST FL 21 | NEW YORK | NY | 10004 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 | |
| OAK SQUARE YMCA OF GREATER BOSTON | ||||||||
| 615 WASHINGTON ST | BRIGHTON | MA | 02135 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 | |
| PET RES-Q | ||||||||
| 24 WEST RAILROAD AVE | TENAFLY | NJ | 07670 | 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. | $20,000 | |
| CRADLES TO CRAYONS INC | ||||||||
| 281 NEWTONVILLE AVENUE | NEWTONVILLE | MA | 02460 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $15,000 | |
| BOSTON UNIVERSITY HILLEL HOUSE | ||||||||
| 213 BAY STATE RD | BOSTON | MA | 02115 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $15,000 | |
| GANN ACADEMY | ||||||||
| 333 FOREST ST | WALTHAM | MA | 02452 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| CITY HARVEST INC | ||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| CONGREGATION MISHKAN TEFILA | ||||||||
| 300 HAMMOND POND PKWY | CHESTNUT HILL | MA | 02467 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| JEWISH COMMUNITY CENTER OF | ||||||||
| 2565 BALLTOWN RD | SCHENECTADY | NY | 12309 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| JEWISH FAMILY AND CHILDRENS | ||||||||
| 135 WEST 50TH STREET 6TH FLOOR | NEW YORK | NY | 10020 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| LYMPHOMA RESEARCH FOUNDATION | ||||||||
| 88 PINE STREET SUITE 2400 | NEW YORK | NY | 10005 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| NEUROENDOCRINE TUMOUR RESEARCH | ||||||||
| 321 COLUMBUS AVENUE SUITE 5R | BOSTON | MA | 02116 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| THE DANA FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02115 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| NEW ENGLAND CONNECTION FOR PKU | ||||||||
| 27 MURRAY CIRCLE | RAYNHAM | MA | 02767 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $5,000 | |
| COMBINED JEWISH PHILANTHROPIES | ||||||||
| KRAFT FAMILY BUILDING 126 HIGH | BOSTON | MA | 02110 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $2,000 | STREET |
| SUPPORTIVE LIVING INC | ||||||||
| 400 WEST CUMMINGS PARK SUITE 6100 | WOBURN | MA | 01801 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,081,167 | 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 |
| Unrelated Business Taxbl Incm | $400 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,317,548 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $10,048 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,866 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $21,036 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,013,384 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $31,484 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,468,798 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,500,282 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JPMORGAN CHASE CORP BONDS | BondNm |
| EOY Book Value | $4,257,541 | EOYBookValueAmt |
| EOYFMV | $4,153,706 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN CHASE | $53,672,493 | $109,649,297 |
| FRANKLIN TEMP MUTUAL | $8,722,534 | $10,468,508 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,835,771 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,955,607 | 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 | $1,552,221 | BookValueAmt |
| EOYFMV | $1,552,221 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| JPMORGAN #4006 BASIS ADJUSTMENTS | $8,952 |
| JPMORGAN #2008 BASIS ADJUSTMENTS | $3,843 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 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 | $17,566 | $17,232 | $0 | $0 |
| JPM #4006 - FX LOSS | $9 | $9 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET INCOME/(LOSS) FROM LP INVESTMENTS | $2,169 | $0 | $0 |
| TAX REFUND | $128,904 | $0 | $0 |
| MISC. INCOME | $6,793 | $6,793 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JPMORGAN #2001 BASIS ADJUSTMENTS | Desc |
| Amt | $7,426 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $40,979 | Amt |
| Net Investment Income | $40,979 | 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 | $19,693 | $19,310 | $0 | $0 |
| FEDERAL EXCISE TAXES | $120,000 | $0 | $0 | $0 |
Comments