2017-11-14T10:16:39-06:00 2016-12-31 GRANT THORNTON LLP 757 THIRD AVENUE 4TH FLOOR NEW YORK NY 100172013 990PF 2016-01-01 137048279 THE LILLIAN GOLDMAN CHARITABLE TRUST % HOLLAND & KNIGHT LLP LILL 2125133200 31 West 52nd Street NEW YORK NY 10019 D GOLDSMITH Officer 2125133200 2017-11-13 true Scott Thompsett P00741490 2125990100 2017-11-13 38.69.39.117 26377520173185000006 2017-11-14 P B037F7FD06864C2B438A8A10E270289707D4995F C8C4688EC72A735915B1B9C06A2F4F4B08C16E7B 2016 2017-02-10 21:41:12Z X 11809978 X 0 X 251499 251499 727083 7208427 727083 -7814 628 970768 979210 0 158910 15891 0 143019 42884 3288 0 38596 83313 83313 0 0 2924 2924 16310 810 0 0 2574 2574 31841 31091 0 750 338756 137317 0 184939 5347860 5347860 5686616 137317 0 5532799 -4715848 841893 1929385 47978 47978 259175 1211964 1211964 3090071 1975981 1956816 9758843 6885518 8066873 326191 402227 511358 19832 14989 14989 15383497 10538657 11809978 0 0 X 15383497 10538657 15383497 10538657 15383497 10538657 15383497 -4715848 10667649 128992 10538657 PUBLICLY TRADED SECURITIES 5710534 5083834 634047 626700 PUBLICLY TRADED SECURITIES 1497893 1412529 93365 85364 1231 GAINS FROM LPS 2689 -2689 -2689 CAPITAL GAIN DISTRIBUTION 2360 2360 2360 727083 false 5157991 17045625 0.302599 6173838 22234263 0.277672 4012607 26337827 0.152351 3602312 25852343 0.139342 3396852 29506859 0.115121 0.987085 0.197417 12007295 2370444 8419 2378863 5532799 X 8419 8419 8419 25622 25622 17203 17203 false false false false false true true false true true NY true false false false false true N/A HOLLAND & KNIGHT LLP 2125133200 31 WEST 52ND STREET new york NY 10019 false false false false true false false false false false false false false false false false false false false false false AMY GOLDMAN FOWLER 164 mountain view road rhinebeck NY 12572 TRUSTEE 3.0 0 0 0 DONALD A GOLDSMITH ESQ 31 West 52nd Street New York NY 10019 TRUSTEE 3.0 0 0 0 NEIL HAMILTON 31810 timber ridge trail WAUKEE IA 50263 TRUSTEE (Thru 04/20/2016) 3.0 0 0 0 Cary Fowler 164 mountain view road rhinebeck NY 12572 trustee 3.0 0 0 0 Sara Goldman Arno 164 mountain view road rhinebeck NY 12572 trustee 3.0 0 0 0 Robin Kemper 1136 fifth avenue 3A new york NY 10128 trustee 3.0 0 0 0 Carroll Stevens 250 Perry street Mill valley CA 94941 trustee 3.0 0 0 0 Stephanie Goldman 331 Westwind Court Norwood NJ 07648 Trustee (From 04/20/2016) 3.0 0 0 0 paul comstock partners 1120 avenue of the americas 4th fl NEW YORK NY 10036 INVESTMENT SERVICES 83313 Holland & Knight LLP 31 west 52nd street NEW YORK NY 10019 legal services 158910 NONE 10866090 797710 526347 12190147 0 12190147 182852 12007295 600365 600365 8419 8419 591946 591946 591946 5532799 0 0 0 0 5532799 8419 5524380 591946 0 2014 2013 2012 0 1934785 2747739 2739680 5117873 4350508 16890585 5532799 0 591946 4940853 21831438 0 0 0 0 1934785 19896653 2747739 2739680 5117873 4350508 4940853 NONE NONE X Planned Parenthood Federation of America 434 West 33rd Street New York NY 10001 None PC charitable 200000 Kitchen Gardeners International 3 Powderhorn Drive Scarborough ME 04074 None PC charitable 25000 United Community Centers Inc 1200 E Maddox Avenue Fort Worth TX 76104 None PC charitable 25000 Food Corps Inc 1201 Broadway Suite 411 New York NY 10001 None PC charitable 10000 University of Kentucky College of Law 620 S Limestone 209 Lexington KY 40508 None PC educational 40000 Georgetown College 400 East College Street Georgetown KY 40324 None PC Educational 20000 Americans for Oxford 500 Fifth Avenue 32nd Floor New York NY 10110 None PC educational 20000 WNET 825 Eighth Avenue 14th Floor New York NY 10019 None PC charitable 150000 Purdue University Dauch Alumni Center 403 West Wood West Lafayette IN 47907 None PC educational 10000 Democracy North Carolina 1821 Green Street Durham NC 27705 None PC charitable 450000 Planned Parenthood of the Mid Hudson Valley 178 Church Street Poughkeepsie NY 12601 None PC charitable 50000 American Livestock Breeds Conservancy PO Box 477 33 Hillsborough Street Pittsboro NC 27312 None PC charitable 75000 The Center for Jewish History 15 West 16th Street New York NY 10011 None PC religious 520000 Columbia University 622 West 113th Street Mail Code 4524 new york NY 10025 None PC educational 200000 Seed Savers Exchange 3094 North Winn Road Decorah IA 52101 none PC charitable 215000 PKD Foundation 1001 E 101st Terrace Suite 220 Kansas City MO 64131 NONE PC Charitable 100000 Friends of ETC group 1003B Lamond Ave Durham NC 27701 none PC educational 100000 Rocky Mountain Seed Alliance PO Box 4736 Ketchum ID 83340 none PC charitable 25000 Books for Africa Inc 26 East Exchange Street Suite 411 Saint Paul MN 55101 none PC charitable 5000 THE SABLE PROJECT 588 TAGGART HILL ROAD STOCKBRIDGE VT 05772 NONE PC CHARITABLE 5000 Voyageur Outward Bound School 1400 ENERGY PARK DRIVE 18 ST PAUL MN 55108 none PC EDUCATIONAL 20000 Environmental Grantmakers Association 475 RIVERSIDE DRIVE NEW YORK NY 10115 none PC CHARITABLE 12860 Temperate Orchard Conservancy PO BOX 529 MOLALLA OR 97038 none PC CHARITABLE 125000 Iowa Natural Heritage Foundation 505 5TH AVE 444 DES MOINES IA 50309 none PC CHARITABLE 10000 Furry Friends Refuge 1211 GRAND AVE WEST DES MOINES IA 50265 none PC CHARITABLE 7500 Drake University - Agricultural Law Center 2507 UNIVERSITY AVE DES MOINES IA 50311 none PC CHARITABLE 90000 Above and Beyond Cancer 1915 GRAND AVE DES MOINES IA 50309 none PC CHARITABLE 10000 The Voter Participation Center 1707 L STREET NW SUITE 300 WASHINGTON DC 20036 none PC CHARITABLE 250000 Des Moines Art Center 4700 Grand Avenue Des Moines IA 50312 none PC educational 7500 Achievement First 335 ADAMS STREET SUITE 700 BROOKLYN NY 11201 none PC educational 20000 Thomas Jefferson Foundaton PO BOX 316 CHARLOTTESVILLE VA 22902 none PC CHARITABLE 100000 Slow Money Inc 320 WASHINGTON STREET 4TH FLOOR BROOKLINE MA 02445 none PC CHARITABLE 100000 Global Justice Center 25 East 21st Street 10th Floor new york NY 10010 none PC charitable 200000 Children's Hospital of Wisconsin Foundation PO box 1997 MSC 900 Milwaukee WI 53201 none PC charitable 200000 Metropolitan Museum of Art 1000 5TH AVENUE NEW YORK NY 10028 none PC CHARITABLE 50000 Bowdoin College 255 MAINE STREET BRUNSWICK ME 04011 none PC EDUCATIONAL 50000 Parkinson's Disease Foundation 1359 Broadway Suite 1509 New York NY 10018 none PC scientific 50000 Yale University PO BOX 2038 NEW HAVEN CT 06521 none PC EDUCATIONAL 200000 University of California - Santa Barbara 588 Broadway Room 303 new york NY 10012 none PC charitable 200000 Southern Poverty Law Center 400 Washington Avenue Montgomery AL 36104 none PC CHARITABLE 200000 ARM of Care 1839 Ygnacio Valley Road 216 Walnut Creek CA 94598 none PC charitable 35000 National Young Farmers Coalition PO BOX 1074 HUDSON NY 12534 none PC CHARITABLE 10000 Everytown for Gun Safety Support Fund PO BOX 4184 NEW YORK NY 10163 none PC CHARITABLE 100000 Cary Institute of Ecosystem Studies 2801 SHARON TURNPIKE MILLBROOK NY 12545 none PC CHARITABLE 50000 The New York Botanical Garden 200th Street and Kazimiroff Blvd bronx NY 10458 none PC charitable 450000 Hudsonia Limited PO BOX 5000 ANNANDALE NY 125045000 none PC CHARITABLE 25000 PEN American Center 588 Broadway Room 303 New York NY 10012 none PC charitable 100000 Johns Hopkins University 3910 KESWICK ROAD SUITE N2100 BALTIMORE MD 21211 none PC EDUCATIONAL 100000 Breast Cancer Research Foundation 60 E 56TH ST 8TH FL NEW YORK NY 10022 none PC CHARITABLE 100000 ENGLEWOOD HOSPITAL AND MEDICAL CENTER 350 ENGLE ST ENGLEWOOD NJ 07631 none PC CHARITABLE 30000 Rhodes College 2000 N Parkway Memphis TN 38112 none PC educational 200000 5347860 14 251499 18 727083 OTHER INCOME FROM INVESTMENT IN LP -8442 01 628 -8442 979210 970768 false false false false false false false false false false GRANT THORNTON ACCOUNTING FEES 42884 3288 0 38596 *PUBLICLY TRADED SECURITIES IN ARISTOTLE 1280268 1778753 POLEN CAPITAL 707306 1021880 RIVERBRIDGE 414895 516804 MUTUAL FUNDS 3046626 3070513 ITHAKA 739050 998806 TIETON 697373 680117 1975981 1956816 INVESTMENT IN LIMITED PARTNERSHIP 402227 511358 HOLLAND & KNIGHT LLP 158910 15891 0 143019 ACCRUED INTEREST/DIVIDEND 19832 14989 14989 RECEIVABLE TIMING OF CHECKS AND TRANSFERS 128992 NYS FILING FEES 750 0 0 750 OTHER LP EXPENSES 25001 25001 0 0 MISC. EXPENSES 6090 6090 0 0 other income from LP investments -7814 628 INVESTMENT MANAGEMENT FEES 56173 56173 0 0 CUSTODIAN FEES 27140 27140 0 0 FOREIGN TAX 810 810 0 0 FEDERAL EXCISE TAX 15500 0 0 0