2024-11-15T12:21:24-06:00 2023-12-31 Baker Tilly Advisory Group LP THREE LAGOON DR STE 400 REDWOOD CITY CA 94065 990PF 2023-01-01 943274370 JOHN AND MARCIA GOLDMAN FOUNDATION % MARIA KONG JOHN 4157448787 182 HOWARD STREET Suite 8 SAN FRANCISCO CA 94105 Amy Lyons EXECUTIVE DIRECTOR 4157448787 2024-11-15 true true MICHAEL S GOLDSTEIN P01252695 6503654646 2024-11-15 2023 2024-10-15 13:58:12Z X 328814335 X 1452344 8772810 8774253 2440230 33494013 2840770 1300266 122796 13965650 11737819 394970 20393 387474 551007 549951 197127 205910 129516 0 0 130978 184340 140204 0 69056 472144 414727 56278 1240075 137576 648840 121074 1045385 54244 74645 1525487 1125935 350512 6443135 1838835 0 1945878 7366951 7401145 13810086 1838835 0 9347023 155564 9898984 2167600 307225 307225 3714468 7343644 7343644 184655 106465 106465 207446455 229032669 229032669 46973934 56279956 56279956 38486248 3206747 37747690 35279501 35279501 441144 464875 464875 298675946 328814335 328814335 123941 85123 1743850 1661633 17820138 18922637 29914635 30329452 49602564 50998845 X 248048072 276790180 1025310 1025310 249073382 277815490 298675946 328814335 249073382 155564 30376164 279605110 1789620 277815490 TOTAL CAPITAL GAIN/LOSS FROM PARTNERSHIPS, S-CORPS, AND TRUSTS P 182215 0 182215 182215 PUBLICLY TRADED SECURITIES P 33494013 30836594 2657419 2657419 TOTAL CAPITAL GAIN DISTRIBUTION P 1136 1136 1136 2840770 137596 137596 137596 144859 0 64000 208859 X 0 71263 71263 false false false false false true true false true true CA true false false false false true JMGOLDMANFOUNDATION.ORG MARIA KONG 4157448787 182 HOWARD STREET SUITE 8 SAN FRANCISCO CA 94105 false false false false true false false false false false false false false false false false false false false false false false JOHN D GOLDMAN 182 HOWARD STREET SUITE 8 SAN FRANCISCO CA 94105 PRESIDENT 4.0 0 0 0 MARCIA L GOLDMAN 182 HOWARD STREET SUITE 8 SAN FRANCISCO CA 94105 SECRETARY & TREASURER 4.0 0 0 0 AMY LYONS 182 HOWARD STREET SUITE 8 SAN FRANCISCO CA 94105 EXECUTIVE DIRECTOR 37.5 407867 66364 0 SOPHIA COLAMARINO 182 HOWARD STREET SUITE 8 SAN FRANCISCO CA 94105 DIR, SCI & HEALTH 37.5 205409 38852 TARA WILSON 182 HOWARD STREET SUITE 8 SAN FRANCISCO CA 94105 DIR, YOUTH DEVELOP. 37.5 173480 29928 MARIA KONG 182 HOWARD STREET SUITE 8 SAN FRANCISCO CA 94105 DIR, GRANTS & OPS 37.5 161333 44109 ADLER & COLVIN 135 MAIN STREET 20TH FLOOR SAN FRANCISCO CA 94105 LEGAL SERVICES 14305 SEILER LLP 3 LAGOON DRIVE SUITE 400 REDWOOD CITY CA 94065 ACCOUNTING 118163 TRAYNOR GROUP 384 COLUSA AVE SUITE 2 KENSINGTON CA 94707 ACCOUNTING SERVICES 94969 MANATT PHELPS & PHILLIPS LLP ONE EMBARCADERO CENTER 30TH FLR SAN FRANCISCO CA 94111 LEGAL SERVICES 113145 CARLA BEFERA COMPANY 3600 W BAYSHORE RD 201 PALO ALTO CA 94303 CONSULTING 48140 EPACENTER ARTS - PROVIDE FREE ART & MUSIC PROGRAMS THAT ENGAGE YOUTH AND ADULTS, AGES 8-25, IN A RANGE OF CREATIVE PROCESSES TO DEVELOP CRITICAL THINKING SKILLS TO SUCCEED. 563577 NOT APPLICABLE 269418087 6693167 0 276111254 0 276111254 4141669 271969585 13598479 13598479 137596 137596 13460883 13460883 13460883 9347023 0 0 0 0 9347023 13460883 0 2021 2020 2019 0 782754 6623473 7406227 9347023 0 9347023 0 4113860 4113860 3292367 0 0 0 0 3292367 3292367 JOHN D AND MARCIA L GOLDMAN NA AMY LYONS 182 HOWARD STREET SUITE 8 SAN FRANCISCO CA 94105 4157448787 NONE NONE NONE SEE ATTACHMENT 4 182 HOWARD STREET SUITE 8 SAN FRANCISCO CA 94105 GRANTS PAID 7401145 7401145 SEE ATTACHMENT 5 182 HOWARD STREET SUITE 8 SAN FRANCISCO CA 94105 GRANTS APPROVED 800000 800000 14 8772810 523000 47 18 2440183 OTHER INCOME 523000 -470632 01 1770898 -470585 12983891 12513306 false false false false false false false false false false X X 1 JOHN AND MARCIA GOLDMAN 455 MARKET STREET SUITE 1690 SAN FRANCISCO CA 94105 522211 X 2 JOHN AND MARCIA GOLDMAN 455 MARKET STREET SUITE 1690 SAN FRANCISCO CA 94105 930133 X 1 1,114 SHS APPLE INC 244 SHS ARCELLX INC 95 SHS NVIDIA CORP 2,790 SHS TESLA INC 930133 2023-12-13 ACCOUNTING FEES 184340 140204 69056 ADLER COLVIN MANAGEMENT SEILER LLP ACCOUNTING COMPUTER SOFTWARE 2007-12-31 3277 3277 SL 5 DELL COMPUTER 2009-08-17 681 681 SL 5 SEE ATTACHMENT 1 229032669 229032669 SEE ATTACHMENT 2 FMV 56279956 56279956 LEGAL FEES 129516 130978 ORGANIZATION COSTS 3068 3066 3066 DEPOSIT-DEFERRED COMPENSATION 264065 367525 367525 DIVIDENDS AND INT RECEIVABLE 70561 69118 69118 OTHER RECEIVABLE 103450 25166 25166 IN-KIND GRANT EXPENSE 1789620 OFFICE EXPENSE 23249 23377 PAYROLL PROCESSING FEES 4842 4842 D & O INSURANCE 10015 14464 SUPPORT 27399 42749 YAMC PROGRAM & ADMIN EXPENSES 22060 22060 MEMBERSHIPS 13300 13600 TELEPHONE 1624 2443 WORKERS COMPENSATION WEBSITE & LOGO DESIGN COMMUNICATIONS 58140 48140 EVENTS DEVELOPMENT 2% PORT DEDUCTIONS FROM PSHIPS 832091 832091 INVESTMENT ADVISORY FEES 293844 293844 OTHER EXPENSES 238923 178837 PARTNERSHIP LOSS -402710 67922 PROPERTY TAX REFUND 4171 OTHER INCOME 54874 54874 GAIN/LOSS DISPOSAL ASSETS 1643931 IN-KIND RENTAL INCOME 1884196 UNREALIZED GAIN 28491968 IN-KIND GRANTS PAYABLE (LEASE) 28812974 28783843 FSA LIABILITIES 4967 1725 DEFERRED COMPENSATION PAYABLE 264919 376284 SECURITY DEPOSITS 20000 0 DEFERRED EXCISE TAX LIABILITY 657000 1034000 DEFERRED RENT LIABILITY 12549 0 ACCRUED VACATION PAYABLE 115226 106600 FEDERAL EXCISE TAX 27000 27000 CONSTRUCTION PAYABLE 0 HUMAN RESOURCE SERVICES 400 400 CUSTODY/ INVESTMENT MGMT FEE 51057 51057 INVESTMENT ADVISORY CONSULTANT 363670 363670 OTHER CONTRACT LABOR 57017 55878 PAYROLL TAXES 53051 53397 DEFERRED EXCISE TAX 528112 OTHER TAXES 800 800 PROPERTY TAX 63036 63036 FOREIGN TAX 3841 3841