Lisa And Douglas Goldman Fund
- Assets
- $270.3m
- Revenue
- $10.1m
- Investments
- $269.0m
- Employees
- 0
- Location
- San Francisco, CA
- Founding
- 05/1994
- Data as of
- 12/2023
- EIN
- 94-3167546
Organization Overview
Lisa And Douglas Goldman Fund is located in San Francisco, CA. The organization was established in 1994. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lisa And Douglas Goldman Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Lisa And Douglas Goldman Fund generated $10.1m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (7.1%) each year. All expenses for the organization totaled $25.4m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Lisa And Douglas Goldman Fund has awarded 2,693 individual grants totaling $142,212,092. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nancy Kami Exec Director | 40 | $425,000 | |
Douglas E Goldman President | 1.6 | $0 | |
Lisa M Goldman Secretary | 0.4 | $0 | |
Jennifer R Goldman Treasurer | 0.5 | $0 | |
Jason E Goldman Board Member | 0.5 | $0 | |
Matthew W Goldman Board Member | 0.5 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Regis Management Co Llc | 12/30/23 | $344,592 |
Capital Guardian | 12/30/23 | $150,613 |
Traynor Group | 12/30/23 | $56,202 |
Aperio Group Llc | 12/30/23 | $64,217 |
Dodge & Cox | 12/30/23 | $56,587 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $5,157,283 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $4,956,774 |
| Capital Gain Net Income | $5,149,503 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $10,114,057 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $502,067 |
| Other employee salaries and wages | $611,842 |
| Pension plans, employee benefits | $150,699 |
| Interest | $0 |
| Taxes | $980,874 |
| Depreciation | $7,032 |
| Occupancy | $298,413 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,001,084 |
| Total operating and administrative expenses | $4,745,405 |
| Contributions, gifts, grants paid | $20,671,554 |
| Total expenses and disbursements | $25,416,959 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,778 |
| Savings and temporary cash investments | $441,813 |
| Net Accounts receivable | $76,430 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $63,747 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $49,958,847 |
| Net Land, buildings, and equipment | $18,963 |
| Other assets | $683,312 |
| Total assets | $270,254,108 |
| Accounts payable and accrued expenses | $172,191 |
| Grants payable | $12,955,583 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $1,523,576 |
| Total liabilities | $14,651,350 |
Grants Awarded
Over the last fiscal year, Lisa And Douglas Goldman Fund has awarded $24,343,450 in support to 320 organizations.
| Grant Recipient | Amount |
|---|---|
MOISHE HOUSE PURPOSE: GENERAL OPERATING SUPPORT | $50,000 |
NATURE CONSERVANCY HAWAI'I & PALMYRA PURPOSE: GENERAL OPERATING SUPPORT | $50,000 |
TOWN OF ATHERTON PURPOSE: GENERAL OPERATING SUPPORT | $45,000 |
PLANNED PARENTHOOD NC PURPOSE: GENERAL OPERATING SUPPORT | $100,000 |
UNIVERSITY OF SOUTHERN CALIFORNIA PURPOSE: GENERAL OPERATING SUPPORT | $100,000 |
SAN FRANCISCO FOOD BANK PURPOSE: GENERAL OPERATING SUPPORT | $60,000 |