AMY P GOLDMAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AMY P GOLDMAN FOUNDATION (EIN 20-4853144)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349107600
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:53:30-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 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 KNIGHT 31 WEST 52ND ST | 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 | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | PersonFirstNm |
| Person Last | GOLDSMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW DEANER | PreparerPersonNm |
| PTIN | P01435044 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,709,198 | 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 | $2,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,531 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,531 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $284,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $284,527 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $376,364 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,622,662 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $376,369 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,747 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,941 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,169,169 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $666,368 | 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 | $187,350 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,735 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $168,615 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,534 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $872 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,662 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $127,656 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $127,656 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,537 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,537 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,412 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,938 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $352,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $167,738 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $183,777 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,670,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,670,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,022,489 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $167,738 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,853,777 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $146,680 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $498,630 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,436,697 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,192,751 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,192,751 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $38,255 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $35,846 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,211,065 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,687,924 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,351,256 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,282,212 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,173,074 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,928,729 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $35,273 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,330 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $200,616 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,287 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,966,534 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,112,334 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,709,198 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,966,534 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,112,334 | 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 | $15,966,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,112,334 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,966,534 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,112,334 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,966,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $146,680 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,113,214 | SubtotalAmt |
| Other Decreases | $880 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,112,334 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PASSTHROUGH K-1 CAPITAL GAIN | P | $4,913 | $4,913 | $4,913 | |
| PUBLICLY TRADED SECURITIES | P | $4,617,749 | $371,456 | $371,456 | $4,246,293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $376,369 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,931 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,931 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,931 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $322 | EsPenaltyAmt |
| Overpayment | $7,747 | OverpaymentAmt |
| Applied To ES Tax | $7,747 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 31 WEST 52ND STREET | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| AMY GOLDMAN FOWLER | ||||||||
| 164 MOUNTAIN VIEW ROAD | RHINEBECK | NY | 12572 | TRUSTEE, PRESIDENT | 3.00 | $0 | $0 | $0 |
| DONALD A GOLDSMITH ESQ | ||||||||
| 31 WEST 52ND STREET | 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 |
| MORGAN C FOWLER | ||||||||
| 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 | 31 WEST 52ND STREET | 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 | $187,350 | 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 | $15,527,462 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,997,346 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $200,616 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,725,424 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,725,424 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $265,881 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,459,543 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $872,977 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $872,977 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,931 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,931 | TotalTaxAmt |
| Distributable Before Adj | $866,046 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $866,046 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $866,046 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,853,777 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,853,777 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $866,046 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,623,611 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,000,529 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,110,324 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,004,751 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,679,744 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,418,959 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,853,777 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $866,046 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,987,731 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,406,690 | 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 | $1,623,611 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,783,079 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,000,529 | ExcessFromYear4Amt |
| Excess From Year3 | $2,110,324 | ExcessFromYear3Amt |
| Excess From Year2 | $3,004,751 | ExcessFromYear2Amt |
| Excess From Year1 | $1,679,744 | ExcessFromYear1Amt |
| Excess From Current Year | $1,987,731 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE GEORGE WASHINGTON FOUNDATION | ||||||
| 1201 WASHINGTON AVENUE | FREDERICKSBURG | VA | 22401 | PC | CHARITABLE | $10,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS INC | ||||||
| LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | CHARITABLE | $10,000 |
| THE BAY PARK CONSERVANCY INC | ||||||
| 655 N TAMLAMI TRAIL | SARASOTA | FL | 34236 | PC | CHARITABLE | $25,000 |
| GIVIO CHARITABLE FOUNDATION | ||||||
| 1900 CAMPUS COMMONS DR STE 100 | RESTON | VA | 20191 | PC | CHARITABLE | $25,000 |
| INSTITUTE FOR SOUTHERN STUDIES INC | ||||||
| PO BOX 531 | DURHAM | NC | 27702 | PC | CHARITABLE | $25,000 |
| IOWA INTERFAITH POWER & LIGHT | ||||||
| 505 5TH AVENUE SUITE 333 | DES MOINES | IA | 50309 | PC | CHARITABLE | $25,000 |
| PHILADELPHIA ORCHESTRA | ||||||
| ONE SOUTH BROAD STREET 14TH STREET | PHILADELPHIA | PA | 19107 | PC | CHARITABLE | $25,000 |
| PROTECT OUR AQUIFER | ||||||
| 1910 MADISON AVENUE 130 | MEMPHIS | TN | 38104 | PC | CHARITABLE | $50,000 |
| SMART SURFACES COALITION | ||||||
| 6109 32ND PL NW | WASHINGTON | DC | 20015 | PC | CHARITABLE | $50,000 |
| THE SABLE PROJECT | ||||||
| 588 TAGGART HILL ROAD | STOCKBRIDGE | VT | 05772 | PC | CHARITABLE | $50,000 |
| THE UNION OF CONCERNED SCIENTISTS INC | ||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | PC | CHARITABLE | $50,000 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||
| 120 GARRETT STREET SUITE 400 | CHARLOTTESVILLE | VA | 22902 | PC | CHARITABLE | $50,000 |
| DELAWARE ART MUSEUM | ||||||
| 2301 KENTMERE PARKWAY | WILMINGTON | DE | 19806 | PC | CHARITABLE | $50,000 |
| NEW YORK FOUNDATION FOR THE ART INC | ||||||
| 20 JAY STREET SUITE 740 | BROOKLYN | NY | 11201 | PC | CHARITABLE | $50,000 |
| DRAKE UNIVERSITY - AGRICULTURAL LAW CENTER | ||||||
| 2507 UNIVERSITY AVENUE | DES MOINES | IA | 50311 | PC | EDUCATIONAL | $75,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| UNIVERSITY WAY | LOS ANGELES | CA | 90007 | PC | CHARITABLE | $100,000 |
| AMERICAN CONSTITUTION SOCIETY FOR LAW & POLICY | ||||||
| 1333 H STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | PC | CHARITABLE | $100,000 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | CHARITABLE | $100,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PC | CHARITABLE | $100,000 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | PC | CHARITABLE | $100,000 |
| PARKINSON'S DISEASE FOUNDATION | ||||||
| 1359 BROADWAY SUITE 1509 | NEW YORK | NY | 10018 | PC | SCIENTIFIC | $100,000 |
| GLOBAL JUSTICE CENTER | ||||||
| 25 EAST 21ST STREET 10TH FLOOR | NEW YORK | NY | 10010 | PC | CHARITABLE | $100,000 |
| VOYAGEUR OUTWARD BOUND SCHOOL | ||||||
| 1400 ENERGY PARK DRIVE 18 | ST PAUL | MN | 55108 | PC | EDUCATIONAL | $100,000 |
| HOPEWELL FUND | ||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | PC | CHARITABLE | $100,000 |
| THE CENTER FOR JEWISH HISTORY | ||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | PC | RELIGIOUS | $150,000 |
| THE VOTER PARTICIPATION CENTER | ||||||
| 1707 L STREET NW SUITE 300 | WASHINGTON | DC | 20036 | PC | CHARITABLE | $250,000 |
| YALE UNIVERSITY | ||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | PC | EDUCATIONAL | $250,000 |
| CENTER FOR AMERICAN PROGRESS | ||||||
| 1333 H STREET NW 10TH FLOOR | WASHINGTON | DC | 20005 | PC | CHARITABLE | $250,000 |
| UNIVERSITY OF CALIFORNIA - SANTA BARBARA | ||||||
| 588 BROADWAY ROOM 303 | NEW YORK | NY | 10012 | PC | CHARITABLE | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,670,000 | 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 | $3,531 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $284,527 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$5 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $376,369 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH K-1 INCOME | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$602 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,349 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$607 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $669,776 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $669,169 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY GOLDMAN FOWLER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HOLLAND KNIGHT 31 WEST 52ND STR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION | CategoryTxt |
| Amt | $14,534 | Amt |
| Net Investment Income | $872 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,662 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PASSTHROUGH K-1 CAPITAL LOSS - UBI | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Basis | $5 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$5 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DEVELOPED INVESTMENT GRADE BONDS | $110,288 | $96,553 |
| OTHER FIXED INCOME | $399,708 | $353,507 |
| US INVESTMENT GRADE BONDS | $2,663,078 | $2,478,669 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DEVELOPED EQUITIES (EX-US) | $1,396,461 | $1,563,928 |
| EMERGING MARKET EQUITIES | $625,329 | $455,931 |
| OTHER EQUITIES | $1,242,505 | $1,179,768 |
| US LARGE CAP EQUITIES | $6,391,572 | $7,213,922 |
| US SMID CAP EQUITIES | $1,032,057 | $937,707 |
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 | $38,255 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $35,846 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BOWSIDE CAPITAL FUND III, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $20,330 | BookValueAmt |
| EOYFMV | $200,616 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE, COUNSEL AND MANAGEMENT SERVICES | CategoryTxt |
| Legal Fees | $187,350 | LegalFeesAmt |
| Net Investment Income | $18,735 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $168,615 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION RECEIVABLES | Desc |
| BOY Book Value | $1,287 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INTEREST | Desc |
| Amt | $880 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PASSTHROUGH K-1 EXPENSES | $6,468 | $5,494 | $0 |
| STATE FILING FEES | $1,500 | $0 | $1,500 |
| OTHER INVESTMENT EXPENSES | $444 | $444 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH K-1 INCOME | Desc |
| Revenue And Expenses Per Books | $4,747 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,941 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,747 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $127,656 | Amt |
| Net Investment Income | $127,656 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $14,537 | Amt |
| Net Investment Income | $14,537 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |