Civic Intelligence

The Sol Goldman Charitable Trust

990PF • Fiscal year 2020 • EIN 13-3577310

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 17, 2021

Organization Profile
1185 Sixth Avenue 10th FloorNew York, NY 10036-2604

(212) 265-2280

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

5th percentile

-91%

Higher net margin than 5% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

12th percentile

-4.3%

Faster asset growth than 12% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

19th percentile

-19%

Faster revenue growth than 19% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$76,980,653

Down $3,426,280 (-4.3%) from 2019

Net Assets

Down

$76,980,653

Down $3,426,280 (-4.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin5th percentile

Revenue

Down

$3,639,060

Down $874,259 (-19%) from 2019

Expenses

Up

$6,961,642

Up $2,813,538 (+68%) from 2019

Net Income

Down

-$3,322,582

Down $3,687,797 (-1010%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2011: $93,546,610Liabilities 2011: $1,8592011Assets 2012: $90,656,965Liabilities 2012: $1,719Net Assets 2012: $90,655,2462012Assets 2013: $86,106,684Liabilities 2013: $02013Assets 2014: $86,397,089Liabilities 2014: $02014Assets 2015: $83,287,794Liabilities 2015: $0Net Assets 2015: $83,287,7942015Assets 2016: $82,816,390Liabilities 2016: $0Net Assets 2016: $82,816,3902016Assets 2017: $83,099,542Liabilities 2017: $0Net Assets 2017: $83,099,5422017Assets 2018: $82,814,158Liabilities 2018: $0Net Assets 2018: $82,814,1582018Assets 2019: $80,406,933Liabilities 2019: $0Net Assets 2019: $80,406,9332019Assets 2020: $76,980,653Liabilities 2020: $0Net Assets 2020: $76,980,6532020Assets 2021: $75,165,168Liabilities 2021: $0Net Assets 2021: $75,165,1682021Assets 2022: $71,366,121Liabilities 2022: $0Net Assets 2022: $71,366,1212022Assets 2023: $70,136,967Liabilities 2023: $0Net Assets 2023: $70,136,9672023Assets 2024: $68,822,039Liabilities 2024: $0Net Assets 2024: $68,822,0392024

Highlighted filing

2020

Assets$76,980,653
Liabilities$0
Net Assets$76,980,653
Open 2020 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,798,867Expenses 2011: $4,989,372Net Income 2011: -$1,190,5052011Expenses 2012: $6,102,2872012Revenue 2013: $4,287,456Expenses 2013: $7,021,688Net Income 2013: -$2,734,2322013Revenue 2014: $7,457,208Expenses 2014: $7,166,803Net Income 2014: $290,4052014Revenue 2015: $3,767,238Expenses 2015: $6,876,533Net Income 2015: -$3,109,2952015Revenue 2016: $3,929,355Expenses 2016: $4,390,148Net Income 2016: -$460,7932016Revenue 2017: $5,341,452Expenses 2017: $5,020,443Net Income 2017: $321,0092017Revenue 2018: $4,595,971Expenses 2018: $4,841,473Net Income 2018: -$245,5022018Revenue 2019: $4,513,319Expenses 2019: $4,148,104Net Income 2019: $365,2152019Revenue 2020: $3,639,060Expenses 2020: $6,961,642Net Income 2020: -$3,322,5822020Revenue 2021: $4,468,798Expenses 2021: $6,288,914Net Income 2021: -$1,820,1162021Revenue 2022: $4,274,304Expenses 2022: $8,085,910Net Income 2022: -$3,811,6062022Revenue 2023: $7,715,094Expenses 2023: $8,944,248Net Income 2023: -$1,229,1542023Revenue 2024: $10,575,886Expenses 2024: $11,890,814Net Income 2024: -$1,314,9282024

Highlighted filing

2020

Revenue$3,639,060
Expenses$6,961,642
Net Income-$3,322,582
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 17, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE H GOLDMANTrustee-$0--
ALLAN H GOLDMANTrustee-$0--
LOUISA LITTLETrustee-$0--
MICHAEL U LEWISTrustee-$0--
BENJAMIN H LEWISTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOLUMBIA UNIVERSITYTO SUPPORT THE CHARITY'S MISSION.PCNEW YORK, NY, US$2,000,000
Paid GrantYALE LAW SCHOOLTO SUPPORT THE CHARITY'S MISSION.PCNEW HAVEN, CT, US$2,000,000
Paid GrantMETROPOLITAN COUNCIL ON JEWISH POVERTYTO SUPPORT THE CHARITY'S MISSION.PCNEW YORK, NY, US$1,000,000
Paid GrantCITY HARVEST INCTO SUPPORT THE CHARITY'S MISSION.PCNEW YORK, NY, US$150,000
Paid GrantNYP FUND INCTO SUPPORT THE CHARITY'S MISSION.PCNEW YORK, NY, US$150,000
Paid GrantBRIGHAM AND WOMENS HOSPITALTO SUPPORT THE CHARITY'S MISSION.PCBOSTON, MA, US$100,000
Paid GrantJEWISH CENTER OF THE HAMPTONSTO SUPPORT THE CHARITY'S MISSION.PCEAST HAMPTON, NY, US$100,000
Paid GrantMAYO CLINIC JACKSONVILLETO SUPPORT THE CHARITY'S MISSION.PCJACKSONVILLE, FL, US$100,000
Paid GrantNEW YORK CITY POLICETO SUPPORT THE CHARITY'S MISSION.PCNEW YORK, NY, US$100,000
Paid GrantUJA FEDERATION OF NEW YORKTO SUPPORT THE CHARITY'S MISSION.PCNEW YORK, NY, US$100,000
Paid GrantCENTRAL FUND OF ISRAELTO SUPPORT THE CHARITY'S MISSION.PCCADARHURST, NY, US$75,000
Paid GrantJOHNS HOPKINS UNIVERSITYTO SUPPORT THE CHARITY'S MISSION.PCBALTIMORE, MD, US$62,500
Paid GrantHOSPITAL FOR SPECIAL SURGERYTO SUPPORT THE CHARITY'S MISSION.PCNEW YORK, NY, US$50,000
Paid GrantCRADLES TO CRAYONS INCTO SUPPORT THE CHARITY'S MISSION.PCNEWTONVILLE, MA, US$35,000
Paid GrantPARKINSON'S DISEASE FOUNDATIONTO SUPPORT THE CHARITY'S MISSION.PCNEW YORK, NY, US$35,000
Paid GrantJEWISH FEDERATION OF NORTHERNTO SUPPORT THE CHARITY'S MISSION.PCNEW YORK, NY, US$30,000
Paid GrantMANNES COLLEGETO SUPPORT THE CHARITY'S MISSION.PCNEW YORK, NY, US$30,000
Paid GrantNORTH SHORE-LIJ HEALTH SYSTEMTO SUPPORT THE CHARITY'S MISSION.PCWESTBURY, NY, US$30,000
Paid GrantSYRACUSE UNIVERSITYTO SUPPORT THE CHARITY'S MISSION.PCSYRACUSE, NY, US$30,000
Paid GrantFIDELITY CHARITABLETO SUPPORT THE CHARITY'S MISSION.PCBOSTON, MA, US$25,000
Paid GrantMAKE A WISH FOUNDATION OF METROTO SUPPORT THE CHARITY'S MISSION.PCPHOENIX, AZ, US$25,000
Paid GrantNORTON MUSEUM OF ARTTO SUPPORT THE CHARITY'S MISSION.PCWEST PALM BEACH, FL, US$25,000
Paid GrantUNIVERSITY OF ST ANDREWS AMERICANTO SUPPORT THE CHARITY'S MISSION.PCATLANTA, GA, US$25,000
Paid GrantWOUNDED WARRIOR PROJECTTO SUPPORT THE CHARITY'S MISSION.PCJACKSONVILLE, FL, US$25,000
Paid GrantGEORGE WASHINGTON UNIVERSITYTO SUPPORT THE CHARITY'S MISSION.PCWASHINGTON, DC, US$20,000
Paid GrantJEWISH COMMUNITY CENTER OFTO SUPPORT THE CHARITY'S MISSION.PCSCHENECTADY, NY, US$20,000
Paid GrantMILL NECK MANOR SCHOOL FOR THE DEAFTO SUPPORT THE CHARITY'S MISSION.PCMILL NECK, NY, US$20,000
Paid GrantNY TIMES NEEDIEST CASES FUNDTO SUPPORT THE CHARITY'S MISSION.PCNEW YORK, NY, US$20,000
Paid GrantST FRANCIS HOSPITALTO SUPPORT THE CHARITY'S MISSION.PCROSLYN, NY, US$20,000
Paid GrantSTUYVESANT HIGH SCHOOL ALUMINITO SUPPORT THE CHARITY'S MISSION.PCNEW YORK, NY, US$20,000
Paid GrantTHE SALVATION ARMYTO SUPPORT THE CHARITY'S MISSION.PCBROOKHAVEN, GA, US$20,000
Paid GrantVANDERBILT UNIVERSITYTO SUPPORT THE CHARITY'S MISSION.PCNASHVILLE, TN, US$20,000
Paid GrantPET RES-QTO SUPPORT THE CHARITY'S MISSION.PCTENAFLY, NJ, US$15,000
Paid GrantBOSTON UNIVERSITY HILLEL HOUSETO SUPPORT THE CHARITY'S MISSION.PCBOSTON, MA, US$10,000
Paid GrantCENTRAL PARK CONSERVANCYTO SUPPORT THE CHARITY'S MISSION.PCNEW YORK, NY, US$10,000
Paid GrantCONGREGATION MISHKAN TEFILATO SUPPORT THE CHARITY'S MISSION.PCCHESTNUT HILL, MA, US$10,000
Paid GrantGANN ACADEMYTO SUPPORT THE CHARITY'S MISSION.PCWALTHAM, MA, US$10,000
Paid GrantGREAT NECK PUBLIC SCHOOLSTO SUPPORT THE CHARITY'S MISSION.PCGREAT NECK, NY, US$10,000
Paid GrantJEWISH FAMILY AND CHILDRENSTO SUPPORT THE CHARITY'S MISSION.PCNEW YORK, NY, US$10,000
Paid GrantLOCUST VALLEY FIRE DEPARTMENTTO SUPPORT THE CHARITY'S MISSION.PCLOCUST VALLEY, NY, US$10,000
Paid GrantLONG ISLAND UNIVERSITYTO SUPPORT THE CHARITY'S MISSION.PCGREENVALE, NY, US$10,000
Paid GrantNATIONAL GEOGRAPHIC SOCIETYTO SUPPORT THE CHARITY'S MISSION.PCWASHINGTON, DC, US$10,000
Paid GrantNEUROENDOCRINE TUMOUR RESEARCHTO SUPPORT THE CHARITY'S MISSION.PCBOSTON, MA, US$10,000
Paid GrantNEW YORK UNIVERSITYTO SUPPORT THE CHARITY'S MISSION.PCNEW YORK, NY, US$10,000
Paid GrantNYU WINTHROP HOSPITALTO SUPPORT THE CHARITY'S MISSION.PCMINEOLA, NY, US$10,000
Paid GrantOLD BROOKVILLE PBA HOLIDAY FUNDTO SUPPORT THE CHARITY'S MISSION.PCGLEN HEAD, NY, US$10,000
Paid GrantSOUTH HAMPTON HOSPITALTO SUPPORT THE CHARITY'S MISSION.PCSOUTHAMPTON, NY, US$10,000
Paid GrantTHE DANA FARBER CANCER INSTITUTETO SUPPORT THE CHARITY'S MISSION.PCBOSTON, MA, US$10,000
Paid GrantWNETTO SUPPORT THE CHARITY'S MISSION.PCNEW YORK, NY, US$10,000
Paid GrantBAYVILLE FIRE COMPANY 1TO SUPPORT THE CHARITY'S MISSION.PCBAYVILLE, NJ, US$5,000
Paid GrantNEW ENGLAND CONNECTION FOR PKUTO SUPPORT THE CHARITY'S MISSION.PCRAYNHAM, MA, US$5,000
Paid GrantOYSTER BAY FIRE DEPARTMENTTO SUPPORT THE CHARITY'S MISSION.PCOYSTER BAY, NY, US$5,000
Paid GrantBOSTON MEDICAL LIBRARYTO SUPPORT THE CHARITY'S MISSION.PCBOSTON, MA, US$3,500
Paid GrantCOMBINED JEWISH PHILANTHROPIESTO SUPPORT THE CHARITY'S MISSION.PCBOSTON, MA, US$1,500
Paid GrantSUPPORTIVE LIVING INCTO SUPPORT THE CHARITY'S MISSION.PCWOBURN, MA, US$1,000
Filing and Contact Details

Filer

Filer Name
The Sol Goldman Charitable Trust
EIN
13-3577310
Phone
2122652280
Address
1185 SIXTH AVENUE 10TH FLOOR, NEW YORK, NY 10036-2604

Signing Officer

Name
Jane Goldman
Title
Trustee
Phone
2122652280
Signed
2021-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
300 MADISON AVE, NEW YORK, NY 10017
Preparer
Mark T Nash
Phone
6464713000
Raw XML AppendixShowing 400 of 971 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0JPMORGAN CHASE CORP BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt04932806
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt04885247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt053922039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17646785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt093280795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18771806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JPMORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FRANKLIN TEMP MUTUAL
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt06947589
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt07290482
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01568417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LTD PARTNERSHIP INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01568417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03297883
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt036944
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0354757
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt049857
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0232
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03652872
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt086801
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03739673
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0283872
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06658500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06658500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03254841
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03297883
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3322582
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09238282
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0354757
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03441150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt018808
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022936
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0149
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-13580
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt061493
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt062047
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt017411
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0218159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06660000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt097712
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06961642
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03538862
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03639060
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt097712
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0303142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06586778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt168463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2908983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt319948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4184505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt649844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt71001130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt846294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt967448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1021004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt073614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt247935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt422705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-4496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt65
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7172595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt83487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-358218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10155703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-28861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1287034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14112191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt073614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt247935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt422705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-4496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt65
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7172595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-358218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10155703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-28861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1287034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14112191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06660392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt168393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2956918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt319804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt422705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5180009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7222439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9642912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10201997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1138587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12108038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14112191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0JP MORGAN #2001 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JP MORGAN #2001 LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2JP MORGAN #2001 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3JP MORGAN #2001 ST NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4JP MORGAN #4006 LT CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5JP MORGAN #4006 LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6THROUGH SILVER LAKE INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7THROUGH SILVER LAKE INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8WELLS FARGO #8623 LT CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9WELLS FARGO #8623 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10WELLS FARGO #8623 LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11WELLS FARGO #8623 ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12WELLS FARGO #8623 LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13JP MORGAN #4006 LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14FRANKLIN MUTUAL SHARES FUND - CLASS Z LT CAPITAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0283872
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt018935
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3322582
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0109814
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt06116
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt077090467
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt080406933
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt076980653
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05655859
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05655859
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05655859
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05703691
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt047832
IRS990PF/DistributableAmountGrp/TotalTaxAmt047832
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt060319
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08911
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0100000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt047832
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt060319
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt047832
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt047832
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0108911
IRS990PF/FMVAssetsEOYAmt0117759764
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt080406933
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt076980653
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0234705
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01104526
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01104526
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04961558
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04932806
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04885247
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt061542133
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt061568824
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0102052601
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01774030
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01568417
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01568417
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01128959
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0858491
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0858491
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt080406933
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt076980653
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0117759764
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt080406933
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt076980653
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt080406933
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt076980653
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt010765548
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt06947589
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt07290482
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0115810988
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01181958
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0111366696
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01737165
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03262334
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05703691
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0114073823
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0115810988
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JANE H GOLDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALLAN H GOLDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LOUISA LITTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHAEL U LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BENJAMIN H LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01185 SIXTH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11185 SIXTH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21185 SIXTH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31185 SIXTH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41185 SIXTH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0100362604
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1100362604
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2100362604
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3100362604
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd4100362604
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06660000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06660000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06660000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JANE GOLDMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01185 SIXTH AVENUE 10TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0100362604
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02122652280
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE FOUNDATION DOES NOT HAVE A FORMAL APPLICATION FORM. POTENTIAL GRANTEES ARE REQUIRED TO PROVIDE THE FOUNDATION DETAILS ON THE PURPOSE BEHIND THE GRANT AS WELL AS VERIFICATION OF THEIR TAX-EXEMPT STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JANE H GOLDMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02122652280
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01185 SIXTH AVENUE 10TH FLOOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010036
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS SUCH AS BY GEOGRAPHICAL AREAS, CHARITABLE FIELDS, KINDS OF INSTITUTIONS OR OTHER FACTORS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THERE ARE NO SUBMISSION DEADLINES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt475000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1035000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1550000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1720000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1930000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2062500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2430000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2620000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt295000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt30100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3110000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,980,653
Liabilities
$0
Net assets
$76,980,653
Revenue
$3,639,060
Expenses
$6,961,642
Net income
-$3,322,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$68.8$0.00$68.8$10.6$11.9$1.31
2023Detailed filing. Detailed filing data is available for this year.$70.1$0.00$70.1$7.72$8.94$1.23
2022Detailed filing. Detailed filing data is available for this year.$71.4$0.00$71.4$4.27$8.09$3.81
2021Detailed filing. Detailed filing data is available for this year.$75.2$0.00$75.2$4.47$6.29$1.82
2020Detailed filing. Detailed filing data is available for this year.$77.0$0.00$77.0$3.64$6.96$3.32
2019Detailed filing. Detailed filing data is available for this year.$80.4$0.00$80.4$4.51$4.15$0.37
2018Detailed filing. Detailed filing data is available for this year.$82.8$0.00$82.8$4.60$4.84$0.25
2017Detailed filing. Detailed filing data is available for this year.$83.1$0.00$83.1$5.34$5.02$0.32
2016Detailed filing. Detailed filing data is available for this year.$82.8$0.00$82.8$3.93$4.39$0.46
2015Detailed filing. Detailed filing data is available for this year.$83.3$0.00$83.3$3.77$6.88$3.11
2014Summary only. Only limited summary data is available for this year.$86.4$0.00$7.46$7.17$0.29
2013Summary only. Only limited summary data is available for this year.$86.1$0.00$4.29$7.02$2.73
2012Detailed filing. Detailed filing data is available for this year.$90.7$0.00$90.7$6.10
2011Summary only. Only limited summary data is available for this year.$93.5$0.00$3.80$4.99$1.19