SOL GOLDMAN CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SOL GOLDMAN CHARITABLE TRUST (EIN 13-3577310)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349105431
- 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
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:45:00-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | 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 | 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 | 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 | STEPHANIE HINES | PreparerPersonNm |
| PTIN | P00191243 | PTIN |
| Phone | 2129498700 | PhoneNum |
| 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 | $126,170,094 | 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 | $3,254,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,254,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,323,617 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,238,733 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,323,617 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$2,725 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $10,575,886 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,578,434 | 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 |
| Legal Fees Rev And Expnss | $380 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $190 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $34,904 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,904 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $92,956 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,956 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,074 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,574 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $145,314 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,434 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,690 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,745,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,745,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,890,814 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,434 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,747,190 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,314,928 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,505,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,816,101 | CashBOYAmt |
| Cash EOY | $741,399 | CashEOYAmt |
| Cash EOYFMV | $741,399 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,230,863 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,413,197 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,413,197 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,279,733 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,443,662 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,493,692 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $55,850,958 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,884,829 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $110,186,712 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,222,413 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,416,572 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,412,714 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,736,899 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,922,380 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,922,380 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $70,136,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,822,039 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $126,170,094 | 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 | $70,136,967 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $68,822,039 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,136,967 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,822,039 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,136,967 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,822,039 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,136,967 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,314,928 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $68,822,039 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $68,822,039 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| THROUGH SILVER LAKE INVESTMENTS | P | 2024-12-31 | -$3,846 | -$3,846 | ||
| THROUGH SILVER LAKE INVESTMENTS | P | 2024-12-31 | $275,311 | $275,311 | $275,311 | |
| JP MORGAN #2008 ST COVERED | P | 2024-12-31 | $0 | $0 | $598 | $598 |
| JP MORGAN #2008 LT COVERED | P | 2024-12-31 | -$11,572 | -$11,572 | $1,205,877 | $1,217,449 |
| JP MORGAN #3005 LT COVERED | P | 2024-12-31 | $2,461,630 | $2,461,630 | $4,058,739 | $1,597,109 |
| JP MORGAN #3005 LT NONCOVERED | P | 2024-12-31 | $3,835,286 | $3,835,286 | $6,931,400 | $3,096,114 |
| FRANKLIN TEMPLETON | P | 2024-12-31 | $755,299 | $755,299 | $755,299 | |
| JP MORGAN #3005 LTCGD | P | 2024-12-31 | $11,509 | $11,509 | $11,509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,323,617 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,846 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $146,020 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $146,020 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $146,020 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,816 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $182,816 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3,473 | EsPenaltyAmt |
| Overpayment | $33,323 | OverpaymentAmt |
| Applied To ES Tax | $33,323 | 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 | $121,882,694 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,582,261 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,763,735 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $129,228,690 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $129,228,690 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,938,430 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $127,290,260 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,364,513 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,364,513 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $146,020 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,108 | IncomeTaxAmt |
| Total Tax | $148,128 | TotalTaxAmt |
| Distributable Before Adj | $6,216,385 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,216,385 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,216,385 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,745,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,745,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,216,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $994,141 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,415 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,888,626 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,943,074 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,835,256 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,745,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,216,385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,529,115 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,364,371 | 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 | $11,364,371 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $994,141 | ExcessFromYear4Amt |
| Excess From Year3 | $9,415 | ExcessFromYear3Amt |
| Excess From Year2 | $1,888,626 | ExcessFromYear2Amt |
| Excess From Year1 | $2,943,074 | ExcessFromYear1Amt |
| Excess From Current Year | $5,529,115 | 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 | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF BISHVILAYCH | ||||||||||||
| 1074 EAST 19TH STREET | BROOKLYN | NY | 11230 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $60,000 | |||||
| AMERICAN FRIENDS OF LEKET ISRAEL INC | ||||||||||||
| PO BOX 2090 | TEANECK | NJ | 07661 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $250,000 | |||||
| AMERICAN FRIENDS OF RAMOT TORAH SCHOOLS INC | ||||||||||||
| 2229 85TH STREET | BROOKLYN | NY | 11214 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 | |||||
| AMERICAN FRIENDS OF SHEBA MEDICAL CENTER | ||||||||||||
| 6505 WILSHIRE BLVD SUITE 615 | LOS ANGELES | CA | 90048 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 | |||||
| BEEKMAN PLACE ASSOCIATION | ||||||||||||
| 55 W GOETHE STREET | CHICAGO | IL | 60610 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |||||
| BOSTON UNIVERSITY HILLEL HOUSE | ||||||||||||
| 213 BAY STATE RD | BOSTON | MA | 02115 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $15,000 | |||||
| BRIGHAM AND WOMENS HOSPITAL | ||||||||||||
| 116 HUNTINGTON AVE 3RD FL | BOSTON | MA | 02116 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $200,000 | |||||
| CITY HARVEST INC | ||||||||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $400,000 | |||||
| COLUMBIA UNIVERSITY | ||||||||||||
| 116TH STREET AND BROADWAY | NEW YORK | NY | 10027 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION | $1,000,000 | |||||
| COMBINED JEWISH PHILANTHROPIES | ||||||||||||
| KRAFT FAMILY BUILDING 126 HIGH | BOSTON | MA | 02110 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $2,000 | STREET | ||||
| CONGREGATION MISHKAN TEFILA | ||||||||||||
| 300 HAMMOND POND PKWY | CHESTNUT HILL | MA | 02467 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |||||
| CRADLES TO CRAYONS INC | ||||||||||||
| 155 NORTH BEACON STREET | BRIGHTON | MA | 02135 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $5,000 | |||||
| ENGLEWOOD HOSPITAL FOUNDATION | ||||||||||||
| 350 ENGLE STREET | ENGLEWOOD | NJ | 07631 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 | |||||
| FRIENDS OF UNITED HATZALAH | ||||||||||||
| 442 5TH AVENUE 1866 | NEW YORK | NY | 10018 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $1,250,000 | |||||
| JEWBELONG INC | ||||||||||||
| 37 WEST 20TH STREET STE 307 | NEW YORK | NY | 10011 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |||||
| JEWISH BIG BROTHER BIG SISTER | ||||||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |||||
| JEWISH CENTER OF THE HAMPTONS | ||||||||||||
| 44 WOODS LN | EAST HAMPTON | NY | 11937 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 | |||||
| JEWISH FAMILY AND CHILDRENS SERVICE OF GREATER BOSTON | ||||||||||||
| 1340 CENTER STREET | NEWTON | MA | 02459 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |||||
| MANNES COLLEGE | ||||||||||||
| 150 W 85TH ST | NEW YORK | NY | 10024 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $30,000 | |||||
| MAYO CLINIC | ||||||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $750,000 | |||||
| NATIONAL BREAST CANCER COALITION | ||||||||||||
| 2001 L STREET NW STE 500 PMB 50111 | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 | |||||
| NEUROENDOCRINE TUMOR RESEARCH FOUNDATION | ||||||||||||
| 31 ST JAMES AVENUE 365 | BOSTON | MA | 02116 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |||||
| NEW ENGLAND CONNECTION FOR PKU AND ALLIED DISORDERS INC | ||||||||||||
| PO BOX 3235 | WOBURN | MA | 01888 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $5,000 | |||||
| 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. | $75,000 | |||||
| NEW YORK PRESBYTERIAN FUND INC | ||||||||||||
| 850 THIRD AVENUE 12TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION | $5,000,000 | |||||
| OAK SQUARE YMCA OF GREATER BOSTON | ||||||||||||
| 615 WASHINGTON ST | BRIGHTON | MA | 02135 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |||||
| PARKINSON'S DISEASE FOUNDATION | ||||||||||||
| 1359 BROADWAY SUITE 1509 | NEW YORK | NY | 10018 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $70,000 | |||||
| PET RES-Q | ||||||||||||
| 24 W RAILROAD AVE | TENAFLY | NJ | 07670 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $40,000 | |||||
| SALK INSTITUTE FOR BIOLOGICAL STUDIES | ||||||||||||
| 10010 NORTH TORREY PINES ROAD | LA JOLLA | CA | 92037 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $750,000 | |||||
| SHARSHERET | ||||||||||||
| 1086 TEANECK ROAD | TEANECK | NJ | 07666 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 | |||||
| STEPHEN WISE FREE SYNAGOGUE | ||||||||||||
| 30 WEST 68TH STREET | NEW YORK | NY | 10023 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 | |||||
| SUPPORTIVE LIVING INC | ||||||||||||
| 400 WEST CUMMINGS PARK SUITE 6100 | WOBURN | MA | 01801 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $3,500 | |||||
| THE DANA FARBER CANCER INSTITUTE | ||||||||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |||||
| THE DEBORAH PROJECT | ||||||||||||
| PO BOX 212 | MERION STATION | PA | 19066 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 | |||||
| THE VALTARESE FOUNDATION INC | ||||||||||||
| 23-01 33RD STREET | ASTORIA | NY | 11105 | 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. | $1,000,000 | |||||
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||||||
| 60 EAST 42ND STREET SUITE 1000 | NEW YORK | NY | 10165 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION | $100,000 | |||||
| UNIVERSITY OF ST ANDREWS AMERICAN | ||||||||||||
| NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 | 91 NORTH STREET ST ANDREWS FIFE | SCOTLAND | EI | KY16 9AJ | |||||
| WNET | ||||||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 | |||||
| YALE UNIVERSITY | ||||||||||||
| 149 ELM STREET | NEW HAVEN | CT | 06511 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 | |||||
| YESHIVA UNIVERSITY | ||||||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,745,500 | 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 | $3,254,994 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,323,617 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,578,611 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,578,611 | 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 | $1,416,572 | EOYBookValueAmt |
| EOYFMV | $1,412,714 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN CHASE | $40,530,951 | $97,832,834 |
| FRANKLIN TEMP MUTUAL | $12,353,878 | $12,353,878 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,443,662 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,493,692 | 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 | $2,922,380 | BookValueAmt |
| EOYFMV | $2,922,380 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $380 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $190 | DisbursementsCharitablePrpsAmt |
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 | $15,574 | $15,574 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCOME/(LOSS) FROM LP INVESTMENTS | Desc |
| Revenue And Expenses Per Books | -$2,725 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $34,904 | Amt |
| Net Investment Income | $34,904 | 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 | $22,956 | $22,956 | $0 | $0 |
| FEDERAL EXCISE TAXES | $70,000 | $0 | $0 | $0 |
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