JOHN AND MARCIA GOLDMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND MARCIA GOLDMAN FOUNDATION (EIN 94-3274370)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349109883
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2022-11-15T17:59:08-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943274370 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND MARCIA GOLDMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARIA KONG | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 4157448787 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET Suite 1625 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Amy Lyons | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4157448787 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Amy | PersonFirstNm |
| Person Last | Lyons | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA K MCCALL | PreparerPersonNm |
| PTIN | P00998198 | PTIN |
| Phone | 6503654646 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $375,972,772 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $786,722 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,280,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,163,580 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,268,402 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,480,211 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,821,147 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,021,741 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,071,773 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,314,180 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,912,954 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $358,138 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,583 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $353,083 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,274,670 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,010,296 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $247,938 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $249,982 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $228,334 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $250,121 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $221,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $128,641 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $63,359 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,163,265 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $503,062 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $357,410 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $346,425 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $52,400 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,087,485 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $106,609 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $958,270 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $153,080 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $190,180 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $256 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $554 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,060,499 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $741,181 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $175,100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,099,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,443,867 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,756,694 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,263,696 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,877,555 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,363,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,443,867 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,634,249 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,950,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,469,087 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $929,316 | CashBOYAmt |
| Cash EOY | $1,255,701 | CashEOYAmt |
| Cash EOYFMV | $1,255,701 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,326,012 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,810,207 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,810,207 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $142,298 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $216,791 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $216,791 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $268,796,028 | CorporateStockBOYAmt |
| Corporate Stock EOY | $285,807,766 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $285,807,766 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $35,113,263 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,362,263 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,362,263 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $40,016,303 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,183,179 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $39,412,950 | LandBOYAmt |
| Land EOY | $38,833,124 | LandEOYAmt |
| Land EOYFMV | $38,833,124 | LandEOYFMVAmt |
| Other Assets BOY | $1,364,653 | OtherAssetsBOYAmt |
| Other Assets EOY | $686,920 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $686,920 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $350,084,520 | TotalAssetsBOYAmt |
| Total Assets EOY | $375,972,772 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $375,972,772 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $37,405 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $372,516 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,835,381 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,854,411 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $28,206,216 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $30,200,981 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $5,744,336 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,435,490 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $36,823,338 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,863,398 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $311,892,872 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $339,084,064 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,368,310 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,025,310 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $313,261,182 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $340,109,374 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $350,084,520 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $375,972,772 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $313,261,182 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,950,799 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,897,393 | OtherIncreasesAmt |
| Subtotal | $340,109,374 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $340,109,374 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| TOTAL CAPITAL GAIN/LOSS FROM PARTNERSHIPS, S-CORPS, AND TRUSTS | P | $1,316,795 | $0 | $1,316,795 | $1,316,795 |
| PUBLICLY TRADED SECURITIES | P | $45,567,824 | $40,274,456 | $5,293,368 | $5,293,368 |
| JW CHILDS III - SECTION 731 LOSS | P | $0 | $267,397 | -$267,397 | -$267,397 |
| STEVENSON STREET ASP IV - SECTION 731 LOSS | P | $0 | $117,211 | -$117,211 | -$117,211 |
| CAPITAL GAIN DIVIDENDS | P | $1,595,592 | |||
| CAPITAL GAIN DIVIDENDS | P | $1,595,592 | |||
| CAPITAL GAIN DIVIDENDS | P | $1,595,592 | |||
| CAPITAL GAIN DIVIDENDS | P | $1,595,592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,821,147 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $228,920 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $228,920 | SubtotalAmt |
| Tax Based On Investment Income | $228,920 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $223,811 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $223,811 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $36 | EsPenaltyAmt |
| Tax Due | $5,145 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | JMGOLDMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIA KONG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4157448787 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 1625 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN D GOLDMAN | ||||||||
| 101 SECOND STREET | SAN FRANCISCO | CA | 94105 | PRESIDENT | 2.0 | $0 | $0 | $0 |
| MARCIA L GOLDMAN | ||||||||
| 101 SECOND STREET | SAN FRANCISCO | CA | 94105 | SECRETARY & TREASURER | 2.0 | $0 | $0 | $0 |
| AARON D GOLDMAN | ||||||||
| 101 SECOND STREET | SAN FRANCISCO | CA | 94105 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JESSICA L GOLDMAN FOUNG | ||||||||
| 101 SECOND STREET | SAN FRANCISCO | CA | 94105 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| AMY LYONS | ||||||||
| 101 SECOND STREET | SAN FRANCISCO | CA | 94105 | EXECUTIVE DIRECTOR | 37.5 | $358,138 | $44,600 | $0 |
| ALEJANDRO W FOUNG | ||||||||
| 101 SECOND STREET | SAN FRANCISCO | CA | 94105 | Director | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| SOPHIA COLAMARINO | |||||||
| 2924 STEINER STREET | SAN FRANCISCO | CA | 94123 | DIR, SCI & HEALTH | 37.5 | $209,137 | $23,840 |
| TARA WILSON | |||||||
| 101 SECOND STREET SUITE 1625 | SAN FRANCISCO | CA | 94105 | DIR, YOUTH DEVELOP | 37.5 | $153,938 | $17,520 |
| MARIA KONG | |||||||
| 101 SECOND STREET SUITE 1625 | SAN FRANCISCO | CA | 94105 | DIR, GRANTS & OPER | 37.5 | $163,794 | $17,040 |
| MATT O'GRADY | |||||||
| 101 SECOND STREET SUITE 1625 | SAN FRANCISCO | CA | 94105 | YAMC INTER MAN DIREC | 30.0 | $153,502 | |
| NADINE RAMBEAU | |||||||
| 101 SECOND STREET SUITE 1625 | SAN FRANCISCO | CA | 94105 | YAMC LLC DIRECTOR | 37.5 | $197,319 | $22,600 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| REGIS MANAGEMENT CO LLC | |||||
| 300 HAMILTON AVE 4TH FLOOR | PALO ALTO | CA | 94301 | MANAGEMENT | $430,060 |
| SEILER LLP | |||||
| 3 LAGOON DRIVE SUITE 400 | REDWOOD CITY | CA | 94065 | ACCOUNTING | $62,116 |
| CCS FUNDRAISING | |||||
| 100 MONTGOMERY STREET SUITE 2270 | SAN FRANCISCO | CA | 94104 | CONSULTING | $96,000 |
| MANATT PHELPS & PHILLIPS LLP | |||||
| ONE EMBARCADERO CENTER 30TH FLOOR | SAN FRANCISCO | CA | 94111 | CONSULTING | $171,016 |
| TRAYNOR GROUP | |||||
| 6500 FAIRMOUNT AVENUE SUITE 11 | EL CERRITO | CA | 94530 | CONSULTING | $78,259 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 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. | Description1Txt |
| Expenses1 | $2,488,055 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $319,956,633 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,417,706 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $325,374,339 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $325,374,339 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,880,615 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $320,493,724 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,024,686 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,024,686 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $228,920 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $228,920 | TotalTaxAmt |
| Distributable Before Adj | $15,795,766 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,795,766 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,795,766 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,634,249 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $8,634,249 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,795,766 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,463,484 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $194,860 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,795,962 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,506,601 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,623,473 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,584,380 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,634,249 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $8,634,249 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,161,517 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,161,517 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,422,863 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $12,422,863 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,799,390 | ExcessFromYear2Amt |
| Excess From Year1 | $6,623,473 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN D AND MARCIA L GOLDMAN | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMY LYONS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND ST SUITE 1625 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4157448787 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT 25 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 1625 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | GRANTS PAID | GrantOrContributionPurposeTxt |
| Amt | $6,027,555 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,027,555 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT 26 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 1625 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | GRANTS APPROVED | GrantOrContributionPurposeTxt |
| Amt | $1,700,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,700,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,280,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $98,114 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,171,022 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME/(LOSS) FROM PARTNERSHIPS | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$22,475 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $75,639 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,451,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,527,458 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | JOHN AND MARCIA GOLDMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 MARKET STREET SUITE 1690 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $786,722 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $221,325 | Amt |
| Net Investment Income | $128,641 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $63,359 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (5 entries)
| ExplanationExplanationTxt |
|---|
| REGIS MANAGEMENT CO LLC |
| MANAGEMENT |
| SEILER LLP |
| ACCOUNTING |
| CCS FUNDRAISING |
| CONSULTING |
| MANATT PHELPS PHILLIPS LLP |
| CONSULTING |
| TRAYNOR GROUP |
| CONSULTING |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| COMPUTER SOFTWARE | 2007-12-31 | $3,277 | $3,277 | SL | 5 |
| DELL COMPUTER | 2009-08-17 | $681 | $681 | SL | 5 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $285,807,766 | EOYBookValueAmt |
| EOYFMV | $285,807,766 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $43,362,263 | BookValueAmt |
| EOYFMV | $43,362,263 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $228,334 | LegalFeesAmt |
| Disbursements Charitable Prps | $250,121 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ORGANIZATION COSTS | $3,068 | $3,068 | $3,068 |
| DEPOSIT-DEFERRED COMPENSATION | $220,170 | $300,453 | $300,453 |
| DIVIDENDS AND INT RECEIVABLE | $85,930 | $89,843 | $89,843 |
| OTHER RECEIVABLE | $1,055,485 | $293,556 | $293,556 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OFFICE EXPENSE | $19,894 | $34,053 | |
| PAYROLL PROCESSING FEES | $3,938 | $3,938 | |
| D & O INSURANCE | $8,063 | $8,899 | |
| INTERNET EXPENSE | $1,317 | $1,317 | |
| SUPPORT | $81,543 | $65,567 | |
| YAMC PROGRAM & ADMIN EXPENSES | $51,906 | $49,373 | |
| MEMBERSHIPS | $20,106 | $20,164 | |
| TELEPHONE | $5,788 | $5,789 | |
| WORKERS COMPENSATION | $5,937 | $6,428 | |
| WEBSITE & LOGO DESIGN | $30,663 | $30,663 | |
| COMMUNICATIONS | $36,500 | $36,500 | |
| EVENTS | $21,257 | $21,257 | |
| DEVELOPMENT | $96,000 | $94,903 | |
| 2% PORT DEDUCTIONS FROM PSHIPS | $415,414 | $741,181 | |
| OTHER EXPENSE | $262,173 | -$203,751 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SEC 1231 LOSS - PARTNERSHIP | -$4 | -$4 |
| OTHER INCOME - PARTNERSHIP | -$1,088,748 | -$1,088,748 |
| OTHER INCOME - UBTI | -$22,475 | $0 |
| OTHER INCOME | $89,486 | $16,979 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $18,897,393 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (11 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| AMOUNTS DUE ON PURCHASE OF INV | $1,112,346 | $0 |
| FSA LIABILITIES | $3,154 | $2,367 |
| DEFERRED COMPENSATION PAYABLE | $220,170 | $300,453 |
| SECURITY DEPOSITS | $0 | $20,000 |
| FEDERAL EXCISE TAX PAYABLE | $40,000 | $0 |
| DEFERRED EXCISE TAX LIABILITY | $1,169,000 | $1,456,000 |
| DEFERRED RENT LIABILITY | $124,979 | $88,690 |
| ACCRUED VACATION PAYABLE | $152,277 | $135,445 |
| OTHER PAYABLE | $11,133 | $18,840 |
| FEDERAL EXCISE TAX | $0 | $68,500 |
| CONSTRUCTION PAYABLE | $2,911,277 | $1,345,195 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| HUMAN RESOURCE SERVICES | $81,244 | $64,382 | |
| CUSTODY/ INVESTMENT MGMT FEE | $73,002 | $0 | $73,002 |
| INVESTMENT ADVISORY CONSULTANT | $430,060 | $430,060 | |
| OTHER CONTRACT LABOR | $578,959 | $293,028 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PAYROLL TAXES | $106,209 | $106,209 |
| DEFERRED EXCISE TAX EXPENSE | $530,579 | $0 |
| OTHER TAXES | $800 | $0 |
| PROPERTY TAX | $449,897 | $400 |