JOHN AND MARCIA GOLDMAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND MARCIA GOLDMAN FOUNDATION (EIN 94-3274370)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349108040
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases 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 | 2025-11-17T20:57:32-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18500 VON KARMAN AVE 10TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 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) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 4157448787 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 182 HOWARD STREET 8 | 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 | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN YACKER | PreparerPersonNm |
| PTIN | P00401346 | PTIN |
| Phone | 9492222999 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $335,164,392 | 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 | $1,353,499 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,677,899 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,925,376 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,975,588 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,151,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,662,486 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,391 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,504,730 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $24,033,377 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,083,132 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $433,366 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,668 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $411,698 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $571,101 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $571,101 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $263,477 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $263,477 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,686 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,686 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $156,364 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $104,764 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $51,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $788,599 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $782,552 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,047 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $989,690 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $409,036 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $64,036 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,031,537 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $117,159 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $117,159 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $251,136 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $251,136 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,024,151 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $908,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,748,940 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,744,858 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,762,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,769,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $908,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,511,865 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,264,368 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,174,148 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $307,225 | CashBOYAmt |
| Cash EOY | $504,207 | CashEOYAmt |
| Cash EOYFMV | $504,207 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,343,644 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,272,566 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,272,566 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $106,465 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $93,580 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $93,580 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $229,032,669 | CorporateStockBOYAmt |
| Corporate Stock EOY | $227,296,871 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $227,296,871 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $56,279,956 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $65,208,213 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $65,208,213 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $38,305,363 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,053,733 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $35,279,501 | LandBOYAmt |
| Land EOY | $34,251,630 | LandEOYAmt |
| Land EOYFMV | $34,251,630 | LandEOYFMVAmt |
| Other Assets BOY | $464,875 | OtherAssetsBOYAmt |
| Other Assets EOY | $537,325 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $537,325 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $328,814,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $335,164,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $335,164,392 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $85,123 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $201,179 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,661,633 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,643,566 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $18,922,637 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $10,162,313 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $30,329,452 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $30,344,652 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $50,998,845 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,351,710 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $276,790,180 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $290,812,682 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,025,310 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $277,815,490 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $290,812,682 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $328,814,335 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $335,164,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $277,815,490 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,264,368 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,735,895 | OtherIncreasesAmt |
| Subtotal | $290,815,753 | SubtotalAmt |
| Other Decreases | $3,071 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $290,812,682 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | P | 2024-01-01 | 2024-12-31 | $1,432,080 | $1,432,080 | $1,432,080 | |
| PUBLICLY TRADED SECURITIES | P | 2024-01-01 | 2024-12-31 | $55,194,506 | $16,705,202 | $16,705,202 | $38,489,304 |
| CAPITAL GAIN FROM PARTNERSHIPS | P | 2024-01-01 | 2024-12-31 | $525,204 | $525,204 | $525,204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,662,486 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $308,221 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $308,221 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $308,221 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $246,263 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $260,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $506,263 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $198,042 | OverpaymentAmt |
| Applied To ES Tax | $198,042 | 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 | CA | 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 | JMGOLDMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARIA KONG | IndividualWithBooksNm |
| Phone | 4157448787 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 182 HOWARD STREET SUITE 8 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | 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 (3 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 LYONS | ||||||||
| 182 HOWARD STREET SUITE 8 | SAN FRANCISCO | CA | 94105 | EXECUTIVE DIRECTOR | 37.50 | $433,366 | $67,184 | $0 |
| JOHN D GOLDMAN | ||||||||
| 182 HOWARD STREET SUITE 8 | SAN FRANCISCO | CA | 94105 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| MARCIA L GOLDMAN | ||||||||
| 182 HOWARD STREET SUITE 8 | SAN FRANCISCO | CA | 94105 | SECRETARY & TREASURER | 4.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SOPHIA COLAMARINO | ||||||||
| 182 HOWARD STREET SUITE 8 | SAN FRANCISCO | CA | 94105 | DIR, SCI & HEALTH | 37.50 | $223,978 | $40,437 | $0 |
| MARIA KONG | ||||||||
| 182 HOWARD STREET SUITE 8 | SAN FRANCISCO | CA | 94105 | DIR, GRANTS & OPS | 37.50 | $170,212 | $44,019 | $0 |
| TARA WILSON | ||||||||
| 182 HOWARD STREET SUITE 8 | SAN FRANCISCO | CA | 94105 | DIR, YOUTH DEVELOP. | 37.50 | $176,911 | $29,913 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC | |||||
| 1200 17TH ST 5TH FL | DENVER | CO | 80202 | INVESTMENT MANAGEMENT | $633,431 |
| PERSHING ADVISOR SOLUTIONS LLC | |||||
| ONE PERSHING PLAZA | JERSEY CITY | NJ | 07399 | INVESTMENT MANAGEMENT | $148,722 |
| TRAYNOR GROUP | |||||
| 384 COLUSA AVE SUITE 2 | KENSINGTON | CA | 94707 | ACCOUNTING | $69,519 |
| BAKER TILLY US LLP | |||||
| PO BOX 7398 | MADISON | WI | 537077398 | ACCOUNTING | $66,783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $382,457 | Expenses1Amt |
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 | $232,684,577 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,402,660 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $64,474,701 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $305,561,938 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $305,561,938 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,583,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $300,978,509 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,048,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,048,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $308,221 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $308,221 | TotalTaxAmt |
| Distributable Before Adj | $14,740,704 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,740,704 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,740,704 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,511,865 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,511,865 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,740,704 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,292,367 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $3,292,367 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,511,865 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,511,865 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,292,367 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,292,367 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $936,472 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN D GOLDMAN | ContributingManagerNm |
| Contributing Manager | MARCIA L GOLDMAN | ContributingManagerNm |
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 | 182 HOWARD STREET SUITE 8 | 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 (123 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMALGAMATED CHARITABLE FOUNDATION INC | ||||||||
| 1825 K ST NW | WASHINGTON | DC | 200061202 | NONE | PC | YOUTH POWER FUND | $250,000 | |
| AMBITION ANGELS | ||||||||
| 1265 BEECH STREET | E PALO ALTO | CA | 94303 | NONE | PC | MIDPENINSULA OUTREACH AND EXPANSION EFFORTS | $20,000 | |
| AMERICAN CONSERVATORY THEATRE FOUNDATION | ||||||||
| 415 GEARY ST | SAN FRANCISCO | CA | 941021222 | NONE | PC | 2024 ANNUAL GRANT | $10,000 | |
| AMERICAN JEWISH WORLD SERVICE INC | ||||||||
| 45 WEST 36TH STREET 10TH FLR | NEW YORK | NY | 100187641 | NONE | PC | 2024 ANNUAL GRANT FOR GENERAL SUPPORT AND DISASTER RELIEF AND DEVELOPMENT | $40,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 200065310 | NONE | PC | 2024 ANNUAL GRANT FOR DISASTER RELIEF IN UNITED STATES | $50,000 | |
| AMERICAN SYMPHONY ORCHESTRA LEAGUE | ||||||||
| 520 8TH AVENUE SUITE 2203 | NEW YORK | NY | 100184167 | NONE | PC | 2024 ANNUAL GRANT | $15,000 | |
| ARTHOUSE STUDIO | ||||||||
| 50 CLAYTON AVE | SAN JOSE | CA | 951102206 | NONE | PC | MENTAL HEALTH & SOCIAL EMOTIONAL LEARNING PROGRAMS | $35,000 | |
| ARTICLEGROUP ORG INC | ||||||||
| 1948 NORTH ALVARADO STREET | LOS ANGELES | CA | 90039 | NONE | PC | "SAVE THE HUMANS" CLIMATE COMMUNICATIONS PROGRAM | $225,000 | |
| ASIAN ART MUSEUM FOUNDATION OF SAN FRANCISCO | ||||||||
| 200 LARKIN ST | SAN FRANCISCO | CA | 941024734 | NONE | PC | 2024 ANNUAL GRANT | $5,000 | |
| BAY AREA CANCER CONNECTIONS | ||||||||
| 1511 S CLAREMONT ST | SAN MATEO | CA | 944022120 | NONE | PC | 30TH ANNIVERSARY FOUNDERS FUND | $100,000 | |
| BAY AREA DISCOVERY MUSEUM | ||||||||
| 557 MCREYNOLDS RD | SAUSALITO | CA | 949652601 | NONE | PC | SCHOOL AND COMMUNITY PROGRAMS | $10,000 | |
| BERKELEY ATHLETIC FUND | ||||||||
| PO BOX 11525 | BERKELEY | CA | 947122525 | NONE | PC | GENERAL SUPPORT | $195 | |
| BERKELEY REPERTORY THEATRE | ||||||||
| 999 HARRISON ST | BERKELEY | CA | 947101455 | NONE | PC | GENERAL SUPPORT | $250 | |
| BUILDING OPPORTUNITIES FOR SELF- SUFFICIENCY | ||||||||
| 1918 UNIVERSITY AVE 4 FL | BERKELEY | CA | 947047350 | NONE | PC | GENERAL SUPPORT | $100 | |
| BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT | ||||||||
| PO BOX 3316 | REDWOOD CITY | CA | 940643316 | NONE | PC | 2024 ANNUAL GRANT FOR BAY AREA PROGRAMS | $10,000 | |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||
| 55 MUSIC CONCOURSE DR | SAN FRANCISCO | CA | 941184503 | NONE | PC | CAREERS IN SCIENCE | $15,000 | |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||
| 55 MUSIC CONCOURSE DR | SAN FRANCISCO | CA | 941184503 | NONE | PC | 2024 ANNUAL GRANT | $50,000 | |
| CENTER FOR CARBON REMOVAL | ||||||||
| 1140 3RD STREET NE | WASHINGTON | DC | 200026274 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| CHRONICLE SEASON OF SHARING FUND | ||||||||
| 901 MISSION ST | SAN FRANCISCO | CA | 941032905 | NONE | PC | 2024 ANNUAL GRANT | $75,000 | |
| COLLEGE TRACK | ||||||||
| 483 9TH STREET SUITE 200 | OAKLAND | CA | 94607 | NONE | PC | 2024 ANNUAL GRANT FOR BAY AREA PROGRAMS | $5,000 | |
| COMMUNITY FOUNDATION OF LORAIN COUNTY | ||||||||
| 9080 LEAVITT RD | ELYRIA | OH | 440354210 | NONE | PC | OPENING NEW STEAM EDUCATION ENDOWMENTS | $100 | |
| COMMUNITY INITIATIVES | ||||||||
| 1000 BROADWAY STE 480 | OAKLAND | CA | 946074044 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| COMMUNITY SCIENCE WORKSHOP NETWORK | ||||||||
| 131 N 5TH ST | CHOWCHILLA | CA | 936102820 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CONGREGATION EMANU-EL | ||||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 941181423 | NONE | PC | EMANU-EL NEXT: INVESTING FOR OUR JEWISH FUTURE | $250,000 | |
| CONGREGATION EMANU-EL | ||||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 941181423 | NONE | PC | EMANU-EL NEXT: INVESTING FOR OUR JEWISH FUTURE | $250,000 | |
| CONTEMPORARY JEWISH MUSEUM | ||||||||
| 736 MISSION ST | SAN FRANCISCO | CA | 941033113 | NONE | PC | 2024 ANNUAL GRANT | $5,000 | |
| CORPORATION OF THE FINE ARTS MUSEUMS | ||||||||
| 50 HAGIWARA TEA GARDEN DR | SAN FRANCISCO | CA | 941184502 | NONE | PC | 2024 ANNUAL GRANT | $5,000 | |
| CURIODYSSEY | ||||||||
| 1651 COYOTE POINT DR | SAN MATEO | CA | 944011002 | NONE | PC | 2024 ANNUAL GRANT | $5,000 | |
| EARTHJUSTICE | ||||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 941114608 | NONE | PC | CLIMATE AND ENERGY PROGRAM | $50,000 | |
| EASTSIDE COLLEGE PREPARATORY SCHOOL INC | ||||||||
| 1041 MYRTLE ST | E PALO ALTO | CA | 943032013 | NONE | PC | 2024 ANNUAL GRANT | $10,000 | |
| ENVIRONMENTAL LAW ALLIANCE WORLDWIDE | ||||||||
| 1412 PEARL ST | EUGENE | OR | 974014036 | NONE | PC | CLIMATE PROGRAM | $50,000 | |
| EPACENTER | ||||||||
| 1950 BAY RD | E PALO ALTO | CA | 943031313 | NONE | PC | GENERAL SUPPORT | $1,400,000 | |
| EPACENTER | ||||||||
| 1950 BAY RD | E PALO ALTO | CA | 943031313 | NONE | PC | ANNUAL FUND | $100 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | ||||||||
| PO BOX 4184 | NEW YORK | NY | 101630000 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FIND YOUR LIGHT FOUNDATION | ||||||||
| PO BOX 48290 | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL SUPPORT | $200,000 | |
| FOODWISE COMMUNITY | ||||||||
| 1 FERRY BUILDING STE 250 | SAN FRANCISCO | CA | 941114231 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| FOODWISE COMMUNITY | ||||||||
| 1 FERRY BUILDING STE 250 | SAN FRANCISCO | CA | 941114231 | NONE | PC | 2024 SUNDAY SUPPER | $12,000 | |
| FRIENDS OF THE PALO ALTO JR MUSEUM AND ZOO | ||||||||
| 1451 MIDDLEFIELD RD | PALO ALTO | CA | 943013351 | NONE | PC | 2024 ANNUAL GRANT | $10,000 | |
| GLEN PARK PARENT TEACHER ORGANIZATION | ||||||||
| 151 LIPPARD AVE | SAN FRANCISCO | CA | 941313249 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| GOLDEN GATE STEM FAIR | ||||||||
| 28 PLAZA DEMIRA | NOVATO | CA | 949474011 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| HOPE SERVICES | ||||||||
| 30 LAS COLINAS LN | SAN JOSE | CA | 951191212 | NONE | PC | MENTAL HEALTH & SOCIAL-EMOTIONAL LEARNING PROGRAMS | $75,000 | |
| ILLUMINATE THE ARTS | ||||||||
| 228 LAIDLEY STREET | SAN FRANCISCO | CA | 949013252 | NONE | PC | 2024 ANNUAL GRANT | $10,000 | |
| ILLUMINATE THE ARTS | ||||||||
| 228 LAIDLEY STREET | SAN FRANCISCO | CA | 949013252 | NONE | PC | SUPPORT FOR FREE CONCERTS AT THE GOLDEN GATE BANDSHELL FOR THE 2024 SEASON | $50,000 | |
| IMMIGRANT LEGAL RESOURCE CENTER | ||||||||
| 1458 HOWARD STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | UNITED COALITION FOR IMMIGRATION SERVICES | $200,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 E 42ND ST 12TH FLOOR | NEW YORK | NY | 101681299 | NONE | PC | 2024 ANNUAL GRANT | $10,000 | |
| JASPER RIDGE FARM | ||||||||
| PO BOX 620924 | WOODSIDE | CA | 94062 | NONE | PC | MENTAL HEALTH & SOCIAL-EMOTIONAL LEARNING PROGRAMS | $35,000 | |
| JEWISH COMMUNITY FEDERATION OF SF MARIN PENINSULA & SONOMA COUNTIES | ||||||||
| 121 STEUART ST | SAN FRANCISCO | CA | 941051236 | NONE | PC | REPLENISH DAF FOR LORAIN COUNTY SCHOLARS FUND | $20,000 | |
| JEWISH COMMUNITY FEDERATION OF SF MARIN PENINSULA & SONOMA COUNTIES | ||||||||
| 121 STEUART ST | SAN FRANCISCO | CA | 941051236 | NONE | PC | REPLENISH DAF FOR LORAIN SCHOOL STEAM EDUCATION ENDOWMENTS | $156,000 | |
| JEWISH COMMUNITY FEDERATION OF SF MARIN PENINSULA & SONOMA COUNTIES | ||||||||
| 121 STEUART ST | SAN FRANCISCO | CA | 941051236 | NONE | PC | CONTRIBUTION TO THE AARON GOLDMAN PHILANTHROPIC FUND | $100,000 | |
| JEWISH COMMUNITY FEDERATION OF SF MARIN PENINSULA & SONOMA COUNTIES | ||||||||
| 121 STEUART ST | SAN FRANCISCO | CA | 941051236 | NONE | PC | 2024 ANNUAL CAMPAIGN | $250,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA | ||||||||
| 121 STEUART ST STE 301 | SAN FRANCISCO | CA | 941051221 | NONE | PC | 2024 ANNUAL GRANT | $25,000 | |
| JEWISH VOCATIONAL & CAREER COUNSELING SERVICE | ||||||||
| 548 MARKET ST PMB 37733 | SAN FRANCISCO | CA | 941045401 | NONE | PC | 2024 ANNUAL GRANT | $30,000 | |
| JOHN F KENNEDY CENTER FOR THE PERFORMING ARTS | ||||||||
| 2700 F ST NW | WASHINGTON | DC | 205660001 | NONE | PC | UNRESTRICTED CONTRIBUTION TO THE TOGETHER FOR THE ARTS ENDOWMENT CAMPAIGN | $500,000 | |
| KARA | ||||||||
| 457 KINGSLEY AVE | PALO ALTO | CA | 943013222 | NONE | PC | MENTAL HEALTH & SOCIAL-EMOTIONAL LEARNING PROGRAMS | $50,000 | |
| KIPP BAY AREA SCHOOLS | ||||||||
| 1000 BROADWAY STE 460 | OAKLAND | CA | 946074033 | NONE | PC | 2024 ANNUAL GRANT | $5,000 | |
| KQED INC | ||||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 941101426 | NONE | PC | ANNUAL FUND | $200 | |
| KQED INC | ||||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 941101426 | NONE | PC | 2024 ANNUAL GRANT | $25,000 | |
| LIFEMOVES | ||||||||
| 181 CONSTITUTION DR | MENLO PARK | CA | 940251106 | NONE | PC | 2024 ANNUAL GRANT | $25,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH | ||||||||
| 400 HAMILTON AVE STE 340 | PALO ALTO | CA | 943011805 | NONE | PC | TO CREATE A NEW ENDOWMENT CALLED THE GOLDMAN AUTISM FUND TO SUPPORT THE STANFORD EARLY INTERVENTION PROGRAM FOR AUTISM | $1,655,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH | ||||||||
| 400 HAMILTON AVE STE 340 | PALO ALTO | CA | 943011805 | NONE | PC | EARLY SUPPORT PROGRAM FOR AUTISM | $502,000 | |
| LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH | ||||||||
| 400 HAMILTON AVE STE 340 | PALO ALTO | CA | 943011805 | NONE | PC | 2024 ANNUAL GRANT FOR THE CHILDREN'S FUND | $10,000 | |
| LUPUS RESEARCH ALLIANCE INC | ||||||||
| 270 MADISON AVE RM 300 | NEW YORK | NY | 100160611 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| LUPUS RESEARCH ALLIANCE INC | ||||||||
| 270 MADISON AVE RM 300 | NEW YORK | NY | 100160611 | NONE | PC | 2024 ANNUAL GRANT | $25,000 | |
| MERCURY SOUL INC | ||||||||
| 130 NEWTON DR | BURLINGAME | CA | 940105929 | NONE | PC | 2024 ANNUAL GRANT | $25,000 | |
| MINDFUL LIFE PROJECT | ||||||||
| 1001 CANAL BLVD STE A | RICHMOND | CA | 948043524 | NONE | PC | MENTAL HEALTH & SOCIAL-EMOTIONAL LEARNING | $50,000 | |
| MUTTVILLE | ||||||||
| 222 6TH STREET | KANSAS CITY | MO | 641630000 | NONE | PC | CAPITAL CAMPAIGN | $100,000 | |
| NATIONAL KIDNEY FOUNDATION INC | ||||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 100165337 | NONE | PC | PROJECT ECHO WAITLIST MANAGEMENT PILOT | $20,000 | |
| NATIONAL KIDNEY FOUNDATION INC | ||||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 100165337 | NONE | PC | 2024 ANNUAL GRANT | $10,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 100114211 | NONE | PC | GENERAL SUPPORT | $100 | |
| NEW ISRAEL FUND | ||||||||
| 6 E 39TH ST STE 301 | NEW YORK | NY | 100160456 | NONE | PC | GENERAL SUPPORT | $180 | |
| ODC | ||||||||
| 351 SHOTWELL ST | SAN FRANCISCO | CA | 941101324 | NONE | PC | DEVELOPMENT CAPACITY GRANT | $50,000 | |
| ODC | ||||||||
| 351 SHOTWELL ST | SAN FRANCISCO | CA | 941101324 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ODC | ||||||||
| 351 SHOTWELL ST | SAN FRANCISCO | CA | 941101324 | NONE | PC | 2024 ANNUAL GRANT | $10,000 | |
| ONEGOAL | ||||||||
| 180 N WABASH AVE STE 800 | CHICAGO | IL | 606013608 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| OSHMAN FAMILY JEWISH COMMUNITY CENTER | ||||||||
| 3921 FABIAN WAY | PALO ALTO | CA | 943034606 | NONE | PC | 2024 ANNUAL GRANT | $15,000 | |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | ||||||||
| 800 BOYLSTON ST STE 300 | BOSTON | MA | 021997032 | NONE | PC | 2024 ANNUAL GRANT | $25,000 | |
| PENINSULA BRIDGE PROGRAM | ||||||||
| 177 BOVET RD SUITE 120 | SAN MATEO | CA | 944023116 | NONE | PC | 2024 ANNUAL GRANT | $10,000 | |
| PENINSULA OPEN SPACE TRUST | ||||||||
| 222 HIGH ST | PALO ALTO | CA | 943011040 | NONE | PC | 2024 ANNUAL GRANT | $100,000 | |
| PENINSULA OPEN SPACE TRUST | ||||||||
| 222 HIGH ST | PALO ALTO | CA | 943011040 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | ||||||||
| 1101 15TH ST NW STE 600 | WASHINGTON | DC | 200055023 | NONE | PC | GENERAL SUPPORT | $150 | |
| PHILANTHROPIC VENTURES FOUNDATION | ||||||||
| 1222 PRESERVATION PARK WAY | OAKLAND | CA | 946121204 | NONE | PC | SCIENCE RESOURCE GRANTS | $15,000 | |
| PROJECT OPEN HAND | ||||||||
| 730 POLK ST 3RD FLOOR | SAN FRANCISCO | CA | 941097813 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC | ||||||||
| 220 MIDDLEFIELD DRIVE | SAN FRANCISCO | CA | 941320000 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC | ||||||||
| 2425 STUART ST | BERKELEY | CA | 947051115 | NONE | PC | GENERAL SUPPORT | $1,200 | |
| RANDALL MUSEUM FRIENDS | ||||||||
| 199 MUSEUM WAY | SAN FRANCISCO | CA | 941141429 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| 2120 EUCLID AVE | E PALO ALTO | CA | 943031703 | NONE | PC | CERTIFICATED ARTS TEACHERS AND TEACHER TALENT INITIATIVE FOR RCSD | $75,000 | |
| REDWOOD CITY EDUCATION FOUNDATION | ||||||||
| PO BOX 3046 | REDWOOD CITY | CA | 94064 | NONE | PC | MENTAL HEALTH & SOCIAL-EMOTIONAL LEARNING PROGRAMS | $75,000 | |
| ROSE FOUNDATION FOR COMMUNITIES AND THE ENVIRONMENT | ||||||||
| 201 4TH ST APT 102 | OAKLAND | CA | 946074369 | NONE | PC | GENERAL SUPPORT | $1,200 | |
| SAN FRANCISCO BALLET ASSOCIATION | ||||||||
| 455 FRANKLIN ST 3RD FLR | SAN FRANCISCO | CA | 941024438 | NONE | PC | 2024 ANNUAL GRANT | $10,000 | |
| SAN FRANCISCO BOTANICAL GARDEN SOCIETY AT STRYBING ARBORETUM | ||||||||
| 1199 9TH AVE | SAN FRANCISCO | CA | 941222370 | NONE | PC | FLOWER PIANO 2024 | $35,000 | |
| SAN FRANCISCO CONSERVATORY OF MUSIC INC | ||||||||
| 50 OAK ST | SAN FRANCISCO | CA | 941026011 | NONE | PC | DISTINGUISHED PROFESSORSHIP FOR MICHAEL TILSON THOMAS | $50,000 | |
| SAN FRANCISCO FRIENDS SCHOOL | ||||||||
| 250 VALENCIA ST | SAN FRANCISCO | CA | 941032322 | NONE | PC | 2024 ANNUAL FUND GIFT | $15,000 | |
| SAN FRANCISCO JAZZ ORGANIZATION | ||||||||
| 201 FRANKLIN ST | SAN FRANCISCO | CA | 941025108 | NONE | PC | 2024 ANNUAL GRANT | $10,000 | |
| SAN FRANCISCO JEWISH COMM PUBLICATIONS | ||||||||
| 131 STEUART ST STE 600 | SAN FRANCISCO | CA | 941051238 | NONE | PC | 2024 ANNUAL GRANT | $5,000 | |
| SAN FRANCISCO MUSEUM OF MODERN ART | ||||||||
| 151 3RD ST | SAN FRANCISCO | CA | 941033107 | NONE | PC | 2024 ANNUAL GRANT | $10,000 | |
| SAN FRANCISCO OPERA ASSOCIATION | ||||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 941024509 | NONE | PC | 2024 ANNUAL GRANT | $10,000 | |
| SAN FRANCISCO SYMPHONY | ||||||||
| 201 VAN NESS AVE | SAN FRANCISCO | CA | 941024507 | NONE | PC | DSH RENOVATION AND TREASURE ISLAND CONCEPT | $250,000 | |
| SAN FRANCISCO SYMPHONY | ||||||||
| 201 VAN NESS AVE | SAN FRANCISCO | CA | 941024507 | NONE | PC | 2024 ANNUAL GRANT | $150,000 | |
| SCHMAHL SCIENCE WORKSHOPS | ||||||||
| 1650 SENTER RD | SAN JOSE | CA | 951122599 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| SCIENCE FROM SCIENTISTS INC | ||||||||
| 16 TOWER OFFICE PARK | WOBURN | MA | 018012113 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SCIENCE IS ELEMENTARY INC | ||||||||
| 2483 OLD MIDDLEFIELD WAY SUITE 170 | MOUNTAIN VIEW | CA | 940432359 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SECOND HARVEST OF SILICON VALLEY | ||||||||
| 4001 N FIRST STREET | SAN JOSE | CA | 95134 | NONE | PC | 2024 ANNUAL GRANT | $20,000 | |
| SHOTGUN PLAYERS INC | ||||||||
| 1901 ASHBY AVE | BERKELEY | CA | 947032505 | NONE | PC | GENERAL SUPPORT | $250 | |
| SILK ROAD PROJECT INC | ||||||||
| PO BOX 35460 | BRIGHTON | MA | 02135 | NONE | PC | 2024 ANNUAL GRANT | $10,000 | |
| SPHINX ORGANIZATION INC | ||||||||
| 2200 HUNT ST STE 461 | DETROIT | MI | 482075603 | NONE | PC | 2024 ANNUAL GRANT | $10,000 | |
| STERN GROVE FESTIVAL ASSOCIATION | ||||||||
| 2 MARINA BOULEVARD BUILDING C SUITE | SAN FRANCISCO | CA | 94123 | NONE | PC | 2024 ANNUAL GRANT | $25,000 | 370 |
| SUNDAY FRIENDS FOUNDATION | ||||||||
| 645 WOOL CREEK DR 2ND FL STE A | SAN JOSE | CA | 951120000 | NONE | PC | DREAM. BUILD.MENTOR PROGRAM | $20,000 | |
| THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC | ||||||||
| PO BOX 2599 | OAKLAND | CA | 946140599 | NONE | PC | GENERAL SUPPORT | $150 | |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | ||||||||
| 450 JANE STANFORD WAY | STANFORD | CA | 943052004 | NONE | PC | SPONSORSHIP OF BING FLING 2025 | $75,000 | |
| THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY | ||||||||
| 450 JANE STANFORD WAY | STANFORD | CA | 943052004 | NONE | PC | HAAS CENTER FOR PUBLIC SERVICE | $5,000 | |
| THE EXPLORATORIUM | ||||||||
| PIER 17 SUITE 100 | SAN FRANCISCO | CA | 941110000 | NONE | PC | 2024 ANNUAL GRANT | $10,000 | |
| THE NATIONAL CENTER FOR SCIENCE EDUCATION INC | ||||||||
| 230 GRAND AVENUE SUITE 101 | OAKLAND | CA | 946104589 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| THEATREWORKS SILICON VALLEY | ||||||||
| 901 SHASTA ST | REDWOOD CITY | CA | 940632127 | NONE | PC | 2024 ANNUAL GRANT | $30,000 | |
| TIDES CENTER | ||||||||
| 1014 TORNEY AVENUE | SAN FRANCISCO | CA | 941291755 | NONE | PC | YOUTH ART EXCHANGE | $250 | |
| TIPPING POINT COMMUNITY | ||||||||
| 220 MONTGOMERY ST STE 850 | SAN FRANCISCO | CA | 941043452 | NONE | PC | 2024 ANNUAL GRANT | $10,000 | |
| TIPPING POINT COMMUNITY | ||||||||
| 220 MONTGOMERY ST STE 850 | SAN FRANCISCO | CA | 941043452 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| TRUST FOR PUBLIC LAND | ||||||||
| 23 GEARY ST STE 1000 | SAN FRANCISCO | CA | 941085750 | NONE | PC | INDIA BASIN WATERFRONT PARK INITIATIVE, SPECIFICALLY TO SUPPORT THE FIRST TWO YEARS OF THE LIVE EVENTS SERIES, PRESENTING A SERIES OF 6 TO 10 SMALL PERFORMANCES HIGHLIGHTING LOCAL PERFORMERS | $50,000 | |
| UNION OF CONCERNED SCIENTISTS INC | ||||||||
| 2001 ADDISON STREET SUITE 200 | BERKELEY | CA | 94704 | NONE | PC | SUPPORT FOR VARIOUS CLIMATE FOCUSED PROGRAMS | $50,000 | |
| UNITED STATES OLYMPIC & PARALYMPIC COMMITTEE | ||||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 809095780 | NONE | PC | ENDOWMENT TO FUND A U.S. OLYMPIC ATHLETE ENDOWMENT | $100,000 | |
| UNITED WAY OF THE BAY AREA | ||||||||
| 550 KEARNY ST STE 510 | SAN FRANCISCO | CA | 941082524 | NONE | PC | 2024 ANNUAL GRANT | $10,000 | |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | ||||||||
| 2001 THE EMBARCADERO 3RD FLOOR | SAN FRANCISCO | CA | 941435200 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| URBAN SCHOOL OF SAN FRANCISCO | ||||||||
| 1563 PAGE ST | SAN FRANCISCO | CA | 941172017 | NONE | PC | ANNUAL FUND | $500 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLR | WASHINGTON | DC | 200011429 | NONE | PC | 2024 ANNUAL GRANT FOR THE MIDDLE EAST PROGRAM | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,762,925 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CALIFORNIA ACADEMY OF SCIENCES | |||||||
| 55 MUSIC CONCOURSE DR | SAN FRANCISCO | CA | 941184503 | NONE | PC | EDUCATION DIVISION | $1,000,000 |
| KENNEDY CENTER FOR THE PERFORMING ARTS | |||||||
| 2700 F ST NW | WASHINGTON | DC | 205660001 | NONE | PC | UNRESTRICTED FOR TOGETHER FOR THE ARTS ENDOWMENT CAMPAIGN | $2,000,000 |
| RAVENSWOOD EDUCATION FOUNDATION | |||||||
| 2120 EUCLID AVE | E PALO ALTO | CA | 943031703 | NONE | PC | RCSD ARTS TEACHERS/TEACHER TALENT INITIATIVE | $150,000 |
| SAN FRANCISCO CONSERVATORY OF MUSIC INC | |||||||
| 50 OAK ST | SAN FRANCISCO | CA | 941026011 | NONE | PC | DISTINGUISHED PROFESSORSHIP FOR MTT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,200,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,677,899 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,975,588 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| REFUNDS | 01 | $23,570 |
| SETTLEMENT INCOME | 01 | $1,463 |
| FLASH NETWORKS DISTRIBUTION | 01 | $1,358 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22,679,878 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,679,878 | 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 | JOHN AND MARCIA GOLDMAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 SERRANO DRIVE | AddressLine1Txt |
| City | ATHERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,352,645 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $656,791 | FairMarketValueAmt |
| Received | 2024-12-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $156,364 | Amt |
| Net Investment Income | $104,764 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $51,600 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | AcquiredAcquiredDt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | $3,186,092 | L | $0 | $0 | |||
| BUILDING | $34,671,792 | SL | $956,345 | $0 | 2021-01-01 | $2,815,203 | 39.000000000000 |
| COMPUTER EQUIPMENT | $118,078 | SL | $28,763 | $0 | 2017-11-30 | $72,850 | 4.000000000000 |
| FURNITURE AND EQUIPMENT | $329,401 | SL | $46,429 | $0 | 2021-01-01 | $134,143 | 7.000000000000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $227,296,871 | EOYBookValueAmt |
| EOYFMV | $227,296,871 | 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 | $65,208,213 | BookValueAmt |
| EOYFMV | $65,208,213 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $3,186,092 | $0 | $3,186,092 | $3,186,092 |
| BUILDING | $34,671,792 | $3,771,548 | $30,900,244 | $30,900,244 |
| COMPUTER EQUIPMENT | $118,078 | $101,613 | $16,465 | $16,465 |
| FURNITURE AND EQUIPMENT | $329,401 | $180,572 | $148,829 | $148,829 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,686 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,686 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | $69,118 | $65,012 | $65,012 |
| OTHER RECEIVABLES | $25,166 | $40,630 | $40,630 |
| DEFERRED COMPENSATION PLAN | $367,525 | $431,683 | $431,683 |
| ORGANIZATION COSTS | $3,066 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,071 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIPS | $23,000 | $0 | $23,000 |
| OFFICE EXPENSE | $14,191 | $0 | $14,191 |
| INSURANCE | $170,425 | $0 | $170,425 |
| IT | $33,990 | $0 | $33,990 |
| TRAVEL | $3,431 | $0 | $3,431 |
| MEAL | $13 | $0 | $13 |
| CONFERENCE | $3,898 | $0 | $3,898 |
| LOSS ON DISPOSAL | $2,188 | $0 | $2,188 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INVESTMENT LOSS | $0 | -$1,506,193 | $0 |
| REFUNDS | $23,570 | $0 | $0 |
| SETTLEMENT INCOME | $1,463 | $1,463 | $1,463 |
| FLASH NETWORKS DISTRIBUTION | $1,358 | $1,358 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $4,698,021 |
| AMORTIZATION OF BUILDING LEASE | $37,874 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| GRANTS PAYABLE (LEASE) | $28,783,843 | $28,745,969 |
| FEDERAL EXCISE TAXES PAYABLE | $27,000 | $73,000 |
| DEFERRED FEDERAL EXCISE TAXES | $1,034,000 | $1,094,000 |
| DEFERRED COMPENSATION | $376,284 | $431,683 |
| FSA LIABILITIES | $1,725 | $0 |
| ACCRUED VACATION PAYABLE | $106,600 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PROCESSING FEES | $5,216 | $0 | $5,216 |
| CONSULTING | $831 | $0 | $831 |
| INVESTMENT MANAGEMENT FEES | $782,552 | $782,552 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $345,000 | $0 | $0 |
| PROPERTY TAX | $64,036 | $0 | $64,036 |