Sol Goldman Charitable Trust

Sol Goldman Charitable Trust consistently expends more than its annual revenue, drawing from substantial assets.

EIN: 133577310 · New York, NY · Updated: 2026-03-28

$16.5MRevenue
$68.8MAssets
90/100Mission Score (Excellent)
Sol Goldman Charitable Trust Financial Summary
MetricValue
Total Revenue$16.5M
Total Expenses$6.3M
Program Spending95%
Net Assets$75.2M
Transparency Score90/100

Is Sol Goldman Charitable Trust Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Sol Goldman Charitable Trust directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Sol Goldman Charitable Trust

Sol Goldman Charitable Trust (EIN: 133577310) is a nonprofit organization based in New York, NY. The organization reported total revenue of $16.5M and total assets of $68.8M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sol Goldman Charitable Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

36Years Operating
LargeSize Classification
9Years of Filings
MixedRevenue Trajectory

Sol Goldman Charitable Trust is a large nonprofit that has been operating for 36 years, with 9 years of IRS 990 filings on record (2011–2021). Revenue has grown at a compound annual rate of 1.6%.

Key Financial Metrics (2021)

From the most recent IRS 990 filing on record:

Total Revenue$4.5M
Total Expenses$6.3M
Surplus / Deficit$-1,820,116
Total Assets$75.2M
Total Liabilities$1
Net Assets$75.2M
Operating Margin-40.7%
Debt-to-Asset Ratio0.0%
Months of Reserves143.4 months

Financial Health Grade: B

In 2021, Sol Goldman Charitable Trust reported a deficit of $1.8M with expenses exceeding revenue, holds 143.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 9 years of filings (2011–2021), Sol Goldman Charitable Trust's revenue has grown at a compound annual growth rate (CAGR) of 1.6%.

YearRevenue ChangeExpense ChangeAsset Change
2021+22.8%-9.7%-2.4%
2020-19.4%+67.8%-4.3%
2019+19.8%-39.7%-3.5%
2015-49.5%-4.1%-3.6%
2014+73.9%+2.1%+0.3%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1990

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Sol Goldman Charitable Trust demonstrates a consistent pattern of distributing more in expenses than it generates in revenue across most of its reported periods, indicating a reliance on its substantial asset base. For instance, in 2021, expenses were $6,288,914 against revenues of $4,468,798. This is typical for a grant-making foundation that draws down on its endowment. The organization maintains a very low liability profile, often reporting only $1 in liabilities, which suggests strong financial management regarding debt. Its assets have seen a gradual decline over the decade, from $93,546,610 in 2011 to $68,822,039 currently, reflecting its grant-making activities. The absence of officer compensation reported across all filings indicates a lean administrative structure or that compensation is covered by other entities, contributing to efficient spending. The trust's financial health appears stable, supported by its significant assets, despite the consistent operational deficit.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Sol Goldman Charitable Trust with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 5%
  • programs: 95%
  • fundraising: 0%

According to IRS 990 filings, Sol Goldman Charitable Trust allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2021)

From the most recent IRS 990 filing on record:

$4.5MTotal Revenue
$6.3MTotal Expenses
$75.2MTotal Assets
$1Total Liabilities
$75.2MNet Assets
  • The organization reported a deficit of $1.8M, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that executive leadership is either unpaid, compensated by a related entity, or that the trust operates with a volunteer or very low-cost administrative structure, which is highly efficient for a charitable trust of its size.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Sol Goldman Charitable Trust's IRS 990 filings:

  • Consistent decline in total assets over the past decade, from $93.5M in 2011 to $68.8M currently, indicating significant asset distribution without full replenishment.

Strengths

The following positive indicators were identified for Sol Goldman Charitable Trust:

  • Zero reported officer compensation across all filings, indicating highly efficient administrative spending.
  • Extremely low liabilities (often $0 or $1), demonstrating strong financial health and no reliance on debt.
  • Substantial asset base ($68,822,039) provides long-term stability for grant-making activities.
  • Consistent distribution of funds, often exceeding annual revenue, indicating active charitable giving.

Frequently Asked Questions about Sol Goldman Charitable Trust

Is Sol Goldman Charitable Trust a legitimate charity?

Sol Goldman Charitable Trust (EIN: 133577310) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 90/100. It has 9 years of IRS 990 filings on record. Total revenue: $16.5M. 1 red flag identified. 4 strengths noted. Financial health grade: B.

How does Sol Goldman Charitable Trust spend its money?

Sol Goldman Charitable Trust directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Sol Goldman Charitable Trust tax-deductible?

Sol Goldman Charitable Trust is registered as a tax-exempt nonprofit (EIN: 133577310). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is Sol Goldman Charitable Trust located?

Sol Goldman Charitable Trust is headquartered in New York, New York and files with the IRS under EIN 133577310.

How many years of IRS 990 filings does Sol Goldman Charitable Trust have?

Sol Goldman Charitable Trust has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $16.5M in total revenue.

How does the Sol Goldman Charitable Trust sustain its operations given consistent expense-to-revenue deficits?

The trust sustains its operations by drawing from its substantial asset base, which was $68,822,039 as of the latest filing. This is common for charitable trusts and foundations that operate as grant-making entities.

What is the primary focus of the Sol Goldman Charitable Trust's spending?

Given the nature of a charitable trust and the absence of officer compensation, it is highly probable that the vast majority of its expenses are directed towards program services (grants and charitable distributions), with minimal administrative overhead.

Why are the liabilities consistently reported as $1 or $0?

Consistently low liabilities ($0 or $1) indicate extremely strong financial management and a lack of reliance on debt. This is a positive indicator of financial stability and prudent fiscal practices.

Filing History

IRS 990 filing history for Sol Goldman Charitable Trust showing financial trends over 9 years of public records:

Over 9 years of IRS 990 filings (2011–2021), Sol Goldman Charitable Trust's revenue has grown by 17.6%, moving from $3.8M to $4.5M. Total assets decreased by 19.6% over the same period, from $93.5M to $75.2M. Total functional expenses rose by 26%, from $5.0M to $6.3M. In its most recent filing year (2021), Sol Goldman Charitable Trust reported a deficit of $1.8M, with expenses exceeding revenue. The organization holds $1 in liabilities against $75.2M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $75.2M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2021 $4.5M $6.3M $75.2M $1 View 990
2020 $3.6M $7.0M $77.0M $1 View 990
2019 $4.5M $4.1M $80.4M $1 View 990
2015 $3.8M $6.9M $83.3M $1 View 990
2014 $7.5M $7.2M $86.4M $0 View 990
2013 $4.3M $7.0M $86.1M $0 View 990
2012 $3.3M $5.1M $88.8M $0 View 990
2012 $3.2M $6.1M $90.7M $2K View 990
2011 $3.8M $5.0M $93.5M $2K View 990

Year-by-Year Financial Summary

  • 2021: Revenue of $4.5M, expenses of $6.3M, and assets of $75.2M (revenue +22.8% year-over-year).
  • 2020: Revenue of $3.6M, expenses of $7.0M, and assets of $77.0M (revenue -19.4% year-over-year).
  • 2019: Revenue of $4.5M, expenses of $4.1M, and assets of $80.4M (revenue +19.8% year-over-year).
  • 2015: Revenue of $3.8M, expenses of $6.9M, and assets of $83.3M (revenue -49.5% year-over-year).
  • 2014: Revenue of $7.5M, expenses of $7.2M, and assets of $86.4M (revenue +73.9% year-over-year).
  • 2013: Revenue of $4.3M, expenses of $7.0M, and assets of $86.1M (revenue +30.5% year-over-year).
  • 2012: Revenue of $3.3M, expenses of $5.1M, and assets of $88.8M (revenue +2.2% year-over-year).
  • 2012: Revenue of $3.2M, expenses of $6.1M, and assets of $90.7M (revenue -15.4% year-over-year).
  • 2011: Revenue of $3.8M, expenses of $5.0M, and assets of $93.5M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Sol Goldman Charitable Trust:

2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Sol Goldman Charitable Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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