AMY P GOLDMAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AMY P GOLDMAN FOUNDATION (EIN 20-4853144)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349107581
- Schema version
- 2020v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- 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 | 2021-11-15T15:27:54-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & CO LLP | 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 | 2020-01-01 | 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 | 2021-11-12 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J BARRECA | PreparerPersonNm |
| PTIN | P00310073 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2021-11-12 | 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 | 2020 | 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 | $17,019,728 | 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 | $3,367 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,367 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $210,707 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $210,429 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $510,590 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,900,979 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $510,590 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$3,062 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$18 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,221,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $724,368 | 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 | $183,066 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,307 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $164,759 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,663 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $820 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,843 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100,410 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100,410 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $66,806 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $653 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,044 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,294 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $372,989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $128,484 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $178,352 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,590,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,590,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,962,989 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $128,484 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,768,352 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$741,387 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $595,884 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,769,299 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,859,900 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,859,900 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,235,718 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,366,963 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,869,620 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,803,805 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,969,938 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,208,277 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $222,715 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $80,644 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $80,644 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,283 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,287 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,287 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,032,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,278,732 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,019,728 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,032,820 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,278,732 | 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 | $14,032,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,278,732 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,032,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,278,732 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,032,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$741,387 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,291,433 | SubtotalAmt |
| Other Decreases | $12,701 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,278,732 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CITI 8768 POLEN | P | $46,423 | $27,140 | $19,283 | $19,283 |
| CITI 8768 POLEN | P | $667,075 | $473,914 | $193,161 | $193,161 |
| CITI 3768 | P | $107,051 | $157,430 | -$50,379 | -$50,379 |
| CITI 3768 ARISTOTLE | P | $277,635 | $302,937 | -$25,302 | -$25,302 |
| CITI 3768 ARISTOTLE | P | $246,155 | $202,110 | $44,045 | $44,045 |
| CITI 0768 | P | $1,526,327 | $1,472,499 | $53,828 | $53,828 |
| CITI 0768 | P | $804,770 | $754,359 | $50,411 | $50,411 |
| BOWSIDE CAPITAL FUND III, L.P. | P | $194,914 | $194,914 | $194,914 | |
| CAPITAL GAINS DIVIDENDS | P | $30,629 | $30,629 | $30,629 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $510,590 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,283 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,283 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,283 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,292 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,292 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,009 | OverpaymentAmt |
| Applied To ES Tax | $16,009 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HOLLAND KNIGHT LLP | IndividualWithBooksNm |
| Phone | 2125133200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| HOLLAND & KNIGHT LLP | ||||||
| 31 WEST 52ND STREET | NEW YORK | NY | 10019 | LEGAL & MANAGEMENT SERVICES | $183,066 | |
| PAUL COMSTOCK PARTNERS | ||||||
| 1120 AVENUE OF THE AMERICAS 4TH | NEW YORK | NY | 10036 | INVESTMENT SERVICES | $97,554 | FLOOR |
| 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 | $13,162,806 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,359,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $150,806 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,672,762 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,672,762 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $235,091 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,437,671 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $771,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $771,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,283 | TotalTaxAmt |
| Distributable Before Adj | $763,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $763,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $763,601 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,768,352 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,768,352 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,768,352 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $763,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $172,408 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,623,611 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,000,529 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,110,324 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,906,872 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,768,352 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $763,601 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,004,751 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,911,623 | 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 | $172,408 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,739,215 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,623,611 | ExcessFromYear3Amt |
| Excess From Year2 | $2,000,529 | ExcessFromYear2Amt |
| Excess From Year1 | $2,110,324 | ExcessFromYear1Amt |
| Excess From Current Year | $3,004,751 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| RHODES COLLEGE | ||||||
| 2000 N PARKWAY | MEMPHIS | TN | 38112 | PC | EDUCATIONAL | $500,000 |
| THE NEW YORK BOTANICAL GARDEN | ||||||
| 200TH STREET AND KAZIMIROFF BLVD | BRONX | NY | 10458 | PC | CHARITABLE | $500,000 |
| UNIVERSITY OF CALIFORNIA - SANTA BARBARA | ||||||
| 588 BROADWAY ROOM 303 | NEW YORK | NY | 10012 | PC | CHARITABLE | $300,000 |
| 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 |
| SEED SAVERS EXCHANGE | ||||||
| 3094 NORTH WINN ROAD | DECORAH | IA | 52101 | PC | CHARITABLE | $200,000 |
| THE CENTER FOR JEWISH HISTORY | ||||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | PC | RELIGIOUS | $150,000 |
| BROOKLYN BOTANIC GARDEN | ||||||
| 1000 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | PC | CHARITABLE | $125,000 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | PC | CHARITABLE | $100,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PC | CHARITABLE | $100,000 |
| BARNARD COLLEGE | ||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | PC | EDUCATIONAL | $100,000 |
| JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE | ||||||
| 3910 KESWICK ROAD SUITE N2100 | BALTIMORE | MD | 21211 | PC | EDUCATIONAL | $100,000 |
| DEMOCRACY NORTH CAROLINA | ||||||
| 1821 GREEN STREET | DURHAM | NC | 27705 | PC | CHARITABLE | $100,000 |
| MICROBIOTA VAULT | ||||||
| CITIBANK NA 153 EAST 53RD ST | NEW YORK | NY | 10043 | PC | CHARITABLE | $100,000 |
| THE VOTER PARTICIPATION CENTER | ||||||
| 1707 L STREET NW SUITE 300 | WASHINGTON | DC | 20036 | PC | CHARITABLE | $100,000 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | ||||||
| 284 LINCOLN STREET | LANDER | WY | 82520 | PC | EDUCATIONAL | $66,000 |
| THE UNION OF CONCERNED SCIENTISTS INC | ||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | PC | CHARITABLE | $50,000 |
| PLANNED PARENTHOOD OF THE MID HUDSON VALLEY | ||||||
| 178 CHURCH STREET | POUGHKEEPSIE | NY | 12601 | PC | CHARITABLE | $50,000 |
| GLOBAL JUSTICE CENTER | ||||||
| 25 EAST 21ST STREET 10TH FLOOR | NEW YORK | NY | 10010 | PC | CHARITABLE | $50,000 |
| CAMPAIGN LEGAL CENTER | ||||||
| 1101 14TH STREET NW NO 400 | WASHINGTON | DC | 20005 | PC | CHARITABLE | $50,000 |
| AMERICAN CONSTITUTION SOCIETY FOR LAW & POLICY | ||||||
| 1333 H STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | PC | CHARITABLE | $50,000 |
| THE LIVESTOCK CONSERVANCY | ||||||
| 33 HILLSBORO STREET | PITTSBORO | NC | 27312 | PC | CHARITABLE | $50,000 |
| HIAS | ||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | PC | CHARITABLE | $50,000 |
| VOTE 70 INC | ||||||
| 99 N MAIN ST APT 901 | MEMPHIS | TN | 38103 | PC | EDUCATIONAL | $40,000 |
| DELAWARE ART MUSEUM | ||||||
| 2301 KENTMERE PARKWAY | WILMINGTON | DE | 19806 | PC | CHARITABLE | $40,000 |
| PHILADELPHIA ORCHESTRA | ||||||
| ONE SOUTH BROAD STREET 14TH STREET | PHILADELPHIA | PA | 19107 | PC | CHARITABLE | $25,000 |
| THE INSTITUTE FOR SOUTHERN STUDIES | ||||||
| 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 |
| THE SABLE PROJECT | ||||||
| 588 TAGGART HILL ROAD | STOCKBRIDGE | VT | 05772 | PC | CHARITABLE | $20,000 |
| HARVEST NOW | ||||||
| 96 HILLSPOINT RD | WESTPORT | CT | 06880 | PC | CHARITABLE | $10,000 |
| RIVERKEEPER INC | ||||||
| 20 SECOR ROAD OSSINING | NEW YORK | NY | 10562 | PC | EDUCATIONAL | $5,000 |
| PROJECT DRAWDOWN | ||||||
| 3450 SACRAMENTO STREET 506 | SAN FRANCISCO | CA | 94118 | PC | CHARITABLE | $5,000 |
| NEW EYES FOR THE NEEDY | ||||||
| 549 MILBURN AVENUE | SHORT HILLS | NJ | 07078 | PC | CHARITABLE | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,590,000 | 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 | $3,367 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $210,707 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $510,590 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOWSIDE CAPITAL FUND III, LP. | Desc |
| Unrelated Business Taxbl Incm | -$3,044 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$18 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$3,044 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $724,646 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $721,602 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,663 | Amt |
| Net Investment Income | $820 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,843 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITI 0768 - SEE ATTACHED SCHEDULE | $3,570,230 | $3,763,387 |
| CITI 13768 - SEE ATTACHED SCHEDULE | $399,708 | $444,890 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITI 8768 POLEN - SEE ATTACHED SCHEDULE | $2,651,836 | $4,852,430 |
| CITI 3768 - SEE ATTACHED SCHEDULE | $2,397,830 | $3,159,397 |
| CITI 13768 - SEE ATTACHED SCHEDULE | $2,317,297 | $2,857,793 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIP INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $80,644 | BookValueAmt |
| EOYFMV | $80,644 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOLLAND & KNIGHT LLP | CategoryTxt |
| Legal Fees | $183,066 | LegalFeesAmt |
| Net Investment Income | $18,307 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $164,759 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION RECEIVABLES | Desc |
| BOY Book Value | $1,283 | BOYBookValueAmt |
| EOY Book Value | $1,287 | EOYBookValueAmt |
| EOYFMV | $1,287 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $12,701 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOWSIDE CAPITAL FUND III, L.P. - EXPENSES | $8,294 | $8,294 | $0 |
| ANNUAL FILING FEE | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOWSIDE CAPITAL FUND III, LP. | Desc |
| Revenue And Expenses Per Books | -$3,062 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$18 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$3,062 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $97,554 | $97,554 | $0 |
| CUSTODIAN FEES | $2,856 | $2,856 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $653 | $653 | $0 |
| FEDERAL TAXES | $66,153 | $0 | $0 |