AMY P GOLDMAN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AMY P GOLDMAN FOUNDATION (EIN 20-4853144)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-09
- IRS object ID
- 201803139349100215
- Schema version
- 2017v2.3
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-09T09:31:30-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 529 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100174683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | 2018-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J BARRECA | PreparerPersonNm |
| PTIN | P00310073 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2018-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.108.113.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-08 | IPDt |
| IP Tm | 10:37:50 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 550991060D27F8B8F13706945C93B19BA9B1F832 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 389CF529E4123B35E62565E4748E0AB964C29CE0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,694,197 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $148,149 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,149 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $561,034 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,673,093 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $561,034 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $340 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,561 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,709,523 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $713,744 | 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 | $124,621 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,462 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $112,159 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,313 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,879 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,434 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,109 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,109 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,249 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $249 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,435 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $256,477 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98,134 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142,343 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,253,278 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,253,278 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,509,755 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98,134 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,395,621 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $199,768 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $615,610 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,127,840 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,698,245 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,698,245 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,914,895 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,599,403 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,526,256 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $201,281 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,146,136 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,469,696 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,244,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,443,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,694,197 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $12,244,016 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,443,784 | 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 | $12,244,016 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,443,784 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,244,016 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,443,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,244,016 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $199,768 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,443,784 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,443,784 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CITI 8768 - POLEN (SEE ATTACHED SCHEDULE) | P | $1,013,640 | $800,307 | $213,333 | $213,333 |
| CITI 8768 (SEE ATTACHED SCHEDULE) | P | $328,552 | $311,752 | $16,800 | $16,800 |
| CITI 8768 (SEE ATTACHED SCHEDULE) | P | $1,258,943 | $1,000,000 | $258,943 | $258,943 |
| BOWSIDE CAPITAL FUND III, L.P. | P | $284 | $284 | $284 | |
| CAPITAL GAINS DIVIDENDS | P | $71,674 | $71,674 | $71,674 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $561,034 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $140,701 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,449,679 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.013465 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $582,583 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,553,371 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068112 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $575,502 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,588,956 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067005 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $635,247 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,875,994 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071569 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $491,854 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,840,329 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062734 | DistributionYr5Rt |
| Total Distribution | 0.282885 | TotalDistributionRt |
| Average Distribution | 0.056577 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,563,320 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $880,526 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,156 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $886,682 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,395,621 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,156 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,156 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,156 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,204 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $31,204 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $25,048 | OverpaymentAmt |
| Applied To ES Tax | $25,048 | 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 |
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 |
| DIANA M GURIEVA DECEASED | ||||||||
| 509 SLATE QUARRY ROAD | RHINEBECK | NY | 12572 | TRUSTEE, SECRETARY | 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 |
| 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 | $124,621 | |
| PAUL COMSTOCK PARTNERS | ||||||
| 1120 AVENUE OF THE AMERICAS 4TH | NEW YORK | NY | 10036 | INVESTMENT SERVICES | $58,296 | 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 | $12,856,691 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,533,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $410,135 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,800,325 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,800,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $237,005 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,563,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $778,166 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $778,166 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,156 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,156 | TotalTaxAmt |
| Distributable Before Adj | $772,010 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $772,010 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $772,010 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,395,621 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,395,621 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,156 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,389,465 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $772,010 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,386 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $202,293 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $155,220 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $172,408 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $537,307 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,395,621 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $772,010 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,623,611 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,160,918 | 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 | $7,386 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,153,532 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $202,293 | ExcessFromYear4Amt |
| Excess From Year3 | $155,220 | ExcessFromYear3Amt |
| Excess From Year2 | $172,408 | ExcessFromYear2Amt |
| Excess From Current Year | $1,623,611 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DELAWARE ART MUSEUM | ||||||
| 2301 KENTMERE PARKWAY | WILMINGTON | DE | 19806 | PC | CHARITABLE | $5,000 |
| PHILADELPHIA MUSEUM OF ART | ||||||
| BOX 7646 | PHILADELPHIA | PA | 19101 | PC | CHARITABLE | $5,000 |
| THE SABLE PROJECT | ||||||
| 588 TAGGART HILL ROAD | STOCKBRIDGE | VT | 05772 | PC | CHARITABLE | $10,000 |
| SUSTAINABLE SOUTH BRONX | ||||||
| 1647 MACOMBS ROAD GROUND FL | BRONX | NY | 10453 | PC | CHARITABLE | $10,000 |
| COUNCIL ON THE EVNVIRONMENT DBA GROWNYC | ||||||
| 100 GOLD STREET - SUITE 3300 | NEW YORK | NY | 10038 | PC | CHARITABLE | $10,000 |
| HISPANIC FEDERATION | ||||||
| 55 EXCHANGE PLACE - 5TH FLOO | NEW YORK | NY | 10005 | PC | CHARITABLE | $10,000 |
| NEW EYES FOR THE NEEDY | ||||||
| 549 MILBURN AVENUE | SHORT HILLS | NJ | 07078 | PC | CHARITABLE | $10,000 |
| PHILADELPHIA ORCHESTRA | ||||||
| ONE SOUTH BROAD STREET 14TH STREET | PHILADELPHIA | PA | 19107 | PC | CHARITABLE | $15,000 |
| WNET | ||||||
| 825 EIGHTH AVENUE 14TH FLOOR | NEW YORK | NY | 10019 | PC | CHARITABLE | $18,000 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | ||||||
| 3401 CIVIC CENTER BOULEVARD | PHILADELPHIA | PA | 19104 | PC | CHARITABLE | $25,000 |
| NORTH CAROLINA COASTAL FEDERATION | ||||||
| 3609 HIGHWAY 24 | NEWPORT | NC | 28570 | PC | CHARITABLE | $30,000 |
| GLOBAL JUSTICE CENTER | ||||||
| 25 EAST 21ST STREET 10TH FLOOR | NEW YORK | NY | 10010 | PC | CHARITABLE | $50,000 |
| PLANNED PARENTHOOD OF THE MID HUDSON VALLEY | ||||||
| 178 CHURCH STREET | POUGHKEEPSIE | NY | 12601 | PC | CHARITABLE | $50,000 |
| THE LIVESTOCK CONSERVANCY | ||||||
| 33 HILLSBORO STREET | PITTSBORO | NC | 27312 | PC | CHARITABLE | $50,000 |
| AMERICAN CONSTITUTION SOCIETY FOR LAW & POLICY | ||||||
| 1333 H ST NW 11TH FLOOR | WASHINGTON | DC | 20005 | PC | CHARITABLE | $50,000 |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 60 E 56TH STREET 8TH FL | NEW YORK | NY | 10022 | PC | CHARITABLE | $100,000 |
| DEMOCRACY NORTH CAROLINA | ||||||
| 1821 GREEN STREET | DURHAM | NC | 27705 | PC | CHARITABLE | $100,000 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | PC | CHARITABLE | $100,000 |
| JOHNS HOPKINS UNIVERSITY SCHOOL OF MEDICINE | ||||||
| 3910 KESWICK ROAD SUITE N2100 | BALTIMORE | MD | 21211 | PC | EDUCATIONAL | $100,000 |
| SLOW MONEY INC | ||||||
| 320 WASHINGTON STREET 4TH FLOOR | BROOKLINE | MA | 02445 | PC | CHARITABLE | $100,000 |
| HUDSON VALLEY HOSPICE FOUNDATION | ||||||
| 374 VIOLET AVENUE | POUGHKEEPSIE | NY | 12601 | PC | CHARITABLE | $100,000 |
| CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION | ||||||
| PO BOX 1997 MSC 900 | MILWAUKEE | WI | 53201 | PC | CHARITABLE | $155,278 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA (SANTA BARBARA) | ||||||
| 4119 CHEADLE HALL | SANTA BARBARA | CA | 93106 | PC | CHARITABLE | $200,000 |
| 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 |
| THE NEW YORK BOTANICAL GARDEN | ||||||
| 200TH STREET AND KAZIMIROFF BLVD | BRONX | NY | 10458 | PC | CHARITABLE | $450,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,253,278 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $148,149 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $561,034 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOWSIDE CAPITAL FUND III, LP. | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$4,221 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $4,561 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$4,221 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $713,744 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $709,523 | 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 KNIGHT31 WEST 52ND STRE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | 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 | $31,313 | Amt |
| Net Investment Income | $1,879 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,434 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITI 8768 - SEE ATTACHED SCHEDULE | $3,990,773 | $4,810,172 |
| CITI 8768 POLEN - SEE ATTACHED SCHEDULE | $2,608,630 | $2,716,084 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIP INVESTMENT | AT COST | $316,702 | $503,567 |
| CITI 8768 - SEE ATTACHED SCHEDULE | AT COST | $2,829,434 | $2,966,129 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HOLLAND & KNIGHT LLP | CategoryTxt |
| Legal Fees | $124,621 | LegalFeesAmt |
| Net Investment Income | $12,462 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $112,159 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL FILING FEE | $750 | $0 | $750 |
| BOWSIDE CAPITAL FUND III, L.P. - EXPENSES | $16,435 | $16,435 | $0 |
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 | $340 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,561 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $340 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $58,296 | $58,296 | $0 |
| CUSTODY FEES | $8,813 | $8,813 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $16,000 | $0 | $0 |
| FOREIGN TAXES | $249 | $249 | $0 |