AMY P GOLDMAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AMY P GOLDMAN FOUNDATION (EIN 20-4853144)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349102420
- Schema version
- 2024v5.2
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T10:13:56-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 BROADHOLLOW RD SUITE 401 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204853144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY P GOLDMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMYP | BusinessNameControlTxt |
| Phone | 2125133200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HOLLAND KNIGHT787 SEVENTH AVE 31 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD A GOLDSMITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125133200 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW DEANER | PreparerPersonNm |
| PTIN | P01435044 | PTIN |
| Phone | 6319305000 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,922,210 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,342,111 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $383,631 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $383,631 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $645,343 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,137,061 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $645,343 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,892 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,696 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,373,992 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,026,293 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $244,743 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $24,474 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $220,269 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $138,460 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $138,460 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,038 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,038 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,838 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,838 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $403,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $182,810 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $220,269 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,915,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,915,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,318,079 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $182,810 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,135,269 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,913 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $843,483 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,983,179 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,341,988 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,341,988 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,378,504 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $820,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $828,176 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,599,017 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,412,829 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,308,929 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,854,107 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,397,708 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,368,778 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $29,162 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $950,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,074,339 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,843,969 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,922,525 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,922,210 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $13,985 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,985 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,843,969 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,908,540 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,843,969 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,908,540 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,843,969 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,922,525 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,843,969 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,913 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,658 | OtherIncreasesAmt |
| Subtotal | $15,908,540 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,908,540 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PASSTHROUGH K-1 CAPITAL GAINS | P | $64,357 | $64,357 | $64,357 | |
| PUBLICLY TRADED SECURITIES | $4,916,770 | $425,052 | $425,052 | $4,491,718 | |
| CAPITAL GAINS DIVIDENDS | P | $155,934 | $155,934 | $155,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $645,343 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,724 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,724 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,724 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,549 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,549 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,825 | OverpaymentAmt |
| Applied To ES Tax | $13,825 | 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 | HOLLAND KNIGHT LLP | IndividualWithBooksNm |
| Phone | 2125133200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 787 SEVENTH AVE 31ST FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| AMY GOLDMAN FOWLER | ||||||||
| 164 MOUNTAIN VIEW ROAD | RHINEBECK | NY | 12572 | TRUSTEE, PRESIDENT | 3.00 | $0 | $0 | $0 |
| DONALD A GOLDSMITH ESQ | ||||||||
| 787 SEVENTH AVENUE 31ST FLOOR | NEW YORK | NY | 10019 | TRUSTEE, TREASURER | 3.00 | $0 | $0 | $0 |
| SARA GOLDMAN ARNO | ||||||||
| 164 MOUNTAIN VIEW ROAD | RHINEBECK | NY | 12572 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| SOLINA LEWIS | ||||||||
| 10 SULLIVAN STREET | NEW YORK | NY | 10012 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLAND & KNIGHT LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 787 SEVENTH AVENUE 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL & MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $244,743 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $17,506,165 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,291,068 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,074,339 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,871,572 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,871,572 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $298,074 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,573,498 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $978,675 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $978,675 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,724 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,724 | TotalTaxAmt |
| Distributable Before Adj | $966,951 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $966,951 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $966,951 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,135,269 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,135,269 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $966,951 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,110,324 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,004,751 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,679,744 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,987,731 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,270,574 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,053,124 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,135,269 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $966,951 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,168,318 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,221,442 | 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 | $2,110,324 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,111,118 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,004,751 | ExcessFromYear4Amt |
| Excess From Year3 | $1,679,744 | ExcessFromYear3Amt |
| Excess From Year2 | $1,987,731 | ExcessFromYear2Amt |
| Excess From Year1 | $1,270,574 | ExcessFromYear1Amt |
| Excess From Current Year | $1,168,318 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | AMY GOLDMAN FOWLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CAMPAIGN LEGAL CENTER | ||||||
| 1101 14TH STREET NW NO 400 | WASHINGTON | DC | 20005 | PC | CHARITABLE | $100,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PC | CHARITABLE | $50,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PC | CHARITABLE | $100,000 |
| UPSTATE FILMS LTD | ||||||
| 6415 MONTGOMERY STREET | RHINEBACK | NY | 12572 | PC | CHARITABLE | $75,000 |
| PLANNED PARENTHOOD OF GREATER NY | ||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | PC | CHARITABLE | $50,000 |
| OKLAHOMA STATE UNIVERSITY ENDOWMENT | ||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | PC | CHARITABLE | $50,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||
| 2001 THE EMBARCADERO 3RD FLOOR | SAN FRANCISCO | CA | 94133 | PC | EDUCATIONAL | $100,000 |
| VOYAGEUR OUTWARD BOUND SCHOOL | ||||||
| 1400 ENERGY PARK DRIVE 18 | ST PAUL | MN | 55108 | PC | EDUCATIONAL | $100,000 |
| RUTGERS UNIVERSITY FOUNDATION | ||||||
| 335 GEORGE STREET | NEW BRUNSWICK | NJ | 08901 | PC | EDUCATIONAL | $100,000 |
| THE UNION OF CONCERNED SCIENTISTS INC | ||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | PC | CHARITABLE | $50,000 |
| THE SABLE ARTS PROJECTS INC | ||||||
| 588 TAGGART HILL ROAD | STOCKBRIDGE | VT | 05772 | PC | CHARITABLE | $55,000 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||
| 120 GARRETT STREET SUITE 400 | CHARLOTTESVILLE | VA | 22902 | PC | CHARITABLE | $50,000 |
| VICTORIA AND ALBERT MUSEUM AMERICAS FOUNDATION | ||||||
| 1301 AVENUE OF THE AMERICAS 23022 | NEW YORK | NY | 10019 | PC | CHARITABLE | $10,000 |
| BROOKLYN BOTANIC GARDEN | ||||||
| 1000 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | PC | CHARITABLE | $75,000 |
| PHILADELPHIA ORCHESTRA | ||||||
| ONE SOUTH BROAD STREET 14TH STREET | PHILADELPHIA | PA | 19107 | PC | CHARITABLE | $35,000 |
| DELAWARE ART MUSEUM | ||||||
| 2301 KENTMERE PARKWAY | WILMINGTON | DE | 19806 | PC | CHARITABLE | $35,000 |
| MARIE SELBY BOTANICAL GARDEN | ||||||
| 1534 MOUND STREET | SARASOTA | FL | 34236 | PC | CHARITABLE | $10,000 |
| THE LIVESTOCK CONSERVANCY | ||||||
| 33 HILLSBORO STREET | PITTSBORO | NC | 27312 | PC | CHARITABLE | $50,000 |
| BAY PARK CONSERVANCY | ||||||
| 655 N TAMIAMI TRIAL | SARASOTA | FL | 34236 | PC | CHARITABLE | $15,000 |
| NEW YORK FOUNDATION FOR THE ART INC | ||||||
| 20 JAY STREET SUITE 740 | BROOKLYN | NY | 11201 | PC | CHARITABLE | $55,000 |
| GLOBAL JUSTICE CENTER | ||||||
| 25 EAST 21ST STREET 10TH FLOOR | NEW YORK | NY | 10010 | PC | CHARITABLE | $50,000 |
| UNIVERSITY OF CALIFORNIA - SANTA BARBARA | ||||||
| 588 BROADWAY ROOM 303 | NEW YORK | NY | 10012 | PC | CHARITABLE | $250,000 |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | EDUCATIONAL | $350,000 |
| AMERICAN CONSTITUTION SOCIETY FOR LAW & POLICY | ||||||
| 1333 H STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | PC | CHARITABLE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,915,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $383,631 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $595 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $645,343 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH K-1 INCOME | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,588 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$3,291 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $6,183 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,025,698 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,031,881 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| AMY GOLDMAN FOWLER | |||||||
| 1 | C/O HOLLAND KNIGHT 787 SEVENTH AVEN | NEW YORK | NY | 10019 | $1,200,000 | Yes (X) | |
| AMY GOLDMAN FOWLER | |||||||
| 2 | C/O HOLLAND KNIGHT 787 SEVENTH AVEN | NEW YORK | NY | 10019 | $142,111 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | STOCK | NoncashPropertyDesc |
| Fair Market Value | $142,111 | FairMarketValueAmt |
| Received | 2024-12-27 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OTHER FIXED INCOME | $399,708 | $372,745 |
| CORPORATE BOND | $998,000 | $996,033 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $11,412,829 | EOYBookValueAmt |
| EOYFMV | $16,308,929 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $820,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $828,176 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOWSIDE CAPITAL FUND III, LP | AT COST | $0 | $116,644 |
| COMPUTERSHARE | AT COST | $950,000 | $957,695 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE, COUNSEL AND MANAGEMENT SERVICES | CategoryTxt |
| Legal Fees | $244,743 | LegalFeesAmt |
| Net Investment Income | $24,474 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $220,269 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH K-1 EXPENSES | Desc |
| Revenue And Expenses Per Books | $5,838 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,838 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $595 | $595 | $595 |
| PASSTHROUGH K-1 INCOME | $2,297 | -$3,291 | $2,297 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENT | Desc |
| Amt | $8,658 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOWSIDE CAPITAL FUND III, LP | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $13,985 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $138,460 | Amt |
| Net Investment Income | $138,460 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $14,038 | Amt |
| Net Investment Income | $14,038 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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