Nonprofit · EIN 94-3167546
LISA AND DOUGLAS GOLDMAN FUND
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $16,531,464 | $15,160,712 | $1,370,752 | $277,401,064 | $11,056,830 | $266,344,234 |
| December 31, 2023 | 990-PF | $10,114,057 | $25,416,959 | -$15,302,902 | $270,254,108 | $14,651,350 | $255,602,758 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $5,324,470
- Net gain from sales of assets
- $11,206,994
Expenses
- Grants and similar amounts paid
- $10,851,110
- Compensation of officers, directors and key employees
- $544,057
- Salaries, compensation and benefits (total)
- $640,265
- Disbursements for charitable purposes
- $16,292,334
- Excise tax on investment income
- $206,158
Balance sheet and other
- Total assets, start of year
- $270,254,108
- Total assets, end of year
- $277,401,064
- Total liabilities, end of year
- $11,056,830
- Net assets, end of year
- $266,344,234
- Fair market value of assets
- $277,078,607
- Qualifying distributions
- $16,292,334
- Net investment income
- $16,944,995
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NANCY KAMI 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | EXEC DIRECTOR | 40 | $450,000 | $91,645 |
| DEBORAH E FINDLING 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | STRATEGIC PHILANTHRO Highest-paid employee | 32 | $300,000 | $73,536 |
| PAMELA J ALLEN 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | SENIOR PROGRAM OFFIC Highest-paid employee | 40 | $234,000 | $61,241 |
| HEATHER HART 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | COORDINATOR Highest-paid employee | 40 | $112,000 | $31,648 |
| DOUGLAS E GOLDMAN 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | PRESIDENT | 1.6 | $0 | $0 |
| LISA M GOLDMAN 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | SECRETARY | 0.4 | $0 | $0 |
| JENNIFER R GOLDMAN 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | TREASURER | 0.5 | $0 | $0 |
| JASON E GOLDMAN 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | BOARD MEMBER | 0.5 | $0 | $0 |
| MATTHEW W GOLDMAN 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | BOARD MEMBER | 0.5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| NANCY KAMI 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | EXEC DIRECTOR | 40 | $425,000 | $86,518 |
| DEBORAH E FINDLING 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | STRATEGIC PHILANTHRO Highest-paid employee | 32 | $284,000 | $68,635 |
| PAMELA J ALLEN 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | SENIOR PROGRAM OFFIC Highest-paid employee | 40 | $221,000 | $56,755 |
| HEATHER HART 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | COORDINATOR Highest-paid employee | 40 | $106,000 | $24,712 |
| DOUGLAS E GOLDMAN 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | PRESIDENT | 1.6 | $0 | $0 |
| LISA M GOLDMAN 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | SECRETARY | 0.4 | $0 | $0 |
| JENNIFER R GOLDMAN 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | TREASURER | 0.5 | $0 | $0 |
| JASON E GOLDMAN 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | BOARD MEMBER | 0.5 | $0 | $0 |
| MATTHEW W GOLDMAN 1 MONTGOMERY STREET 3440, SAN FRANCISCO, CA 94104 | BOARD MEMBER | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 MONTGOMERY ST STE 3440, SAN FRANCISCO, CA 94104-4534
- Signed the 990-PF
- NANCY KAMI, EXECUTIVE DIRECTOR
- Phone
- (415) 771-1717
- Website
- WWW.LDGFUND.ORG
- Return prepared by
- BPM LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3167546 or by the name LISA AND DOUGLAS GOLDMAN FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3167546
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $277,401,064
- Income (IRS master file)
- $50,916,102
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $16,531,464 | $15,160,712 | $277,401,064 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $10,114,057 | $25,416,959 | $270,254,108 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3167546).
Questions about LISA AND DOUGLAS GOLDMAN FUND
- What is the EIN of LISA AND DOUGLAS GOLDMAN FUND?
- The employer identification number (EIN) of LISA AND DOUGLAS GOLDMAN FUND is 94-3167546.
- Is LISA AND DOUGLAS GOLDMAN FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to LISA AND DOUGLAS GOLDMAN FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LISA AND DOUGLAS GOLDMAN FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LISA AND DOUGLAS GOLDMAN FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LISA AND DOUGLAS GOLDMAN FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LISA AND DOUGLAS GOLDMAN FUND?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 4 received compensation from the organization, the highest $450,000 (NANCY KAMI, EXEC DIRECTOR).
- How much revenue does LISA AND DOUGLAS GOLDMAN FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $16,531,464, expenses of $15,160,712 and total assets of $277,401,064 at year end.
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