2024-01-26T11:10:24-08:00 2022-12-31 873025624 Satcher & Company PA 1030 W Canton Ave Ste 220 Winter Park FL 32789 990PF 2022-01-01 593690155 THE STEPHEN H GOLDMAN FOUNDATION INC STEP 4076221222 2009 VENETIAN WAY WINTER PARK FL 32789 STEPHEN H GOLDMAN President 2024-01-26 true STEPHEN H GOLDMAN 999009999 true DAVID A SATCHER P00074787 4078481901 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 2415348 X 2125 X 51558 51558 51558 36395 1026410 36406 90078 87964 51558 661 661 2850 2850 8155 1002 6004 6004 17670 10517 0 224500 224500 242170 10517 224500 -152092 77447 51558 102332 75569 75569 2628906 2503469 2339779 2731238 2579038 2415348 0 X 2731238 2579038 2731238 2579038 2731238 2579038 2731238 -152092 2579146 108 2579038 FIDELITY #3395 P 2022-01-01 2022-12-31 106672 113159 -6487 -6487 MORGAN STANLEY ADVANTAGE CL 1 P 2000-01-01 2022-06-08 12705 19674 -6969 -6969 CAPITAL GAIN DISTRIBUTIONS P 2000-01-01 2022-12-31 41723 41723 41723 ABBVIE D 2000-01-01 2022-04-05 118512 84274 34238 34238 ALPHABET D 2000-01-01 2022-04-05 112452 119962 -7510 -7510 AMAZON D 2000-01-01 2022-04-05 98144 110297 -12153 -12153 APPLE D 2000-01-01 2022-04-05 66305 61009 5296 5296 COSTCO D 2000-01-01 2022-04-05 57618 53379 4239 4239 MARVELL TECH INC D 2000-01-01 2022-04-05 6860 7458 -598 -598 MICROSOFT D 2000-01-01 2022-04-05 77697 85778 -8081 -8081 NVIDIA D 2000-01-01 2022-04-05 10381 6612 3769 3769 PEPSI D 2000-01-01 2022-04-05 16999 16381 618 618 SALESFORCE D 2000-01-01 2022-04-05 5241 7529 -2288 -2288 OAKMARK INTL FUND INSTL P 2000-01-01 2022-03-28 34008 35870 -1862 -1862 PIMCO INCOME FUND INSTITUTIONAL FUND P 2000-01-01 2022-06-08 63973 70336 -6363 -6363 VANGUARD TTL WORLD STK IDX ADMIRAL SHS P 2021-05-18 2022-06-08 25399 27493 -2094 -2094 AMG YACKTMAN FUND I P 2021-05-18 2022-06-08 84746 88485 -3739 -3739 BAIRD SHORT TERM BD FD INSTL P 2019-11-15 2022-03-28 3960 4166 -206 -206 INVESCO DEVELOPING MARKETS Y P 2000-01-01 2022-06-08 31515 33098 -1583 -1583 ISHARES TR MSCI USA QLT FCT P 2000-01-01 2022-06-08 51500 45055 6445 6445 Wash Sale 11 36406 -6487 1077 1077 1077 5604 5604 4527 4527 false false false false false false false true true FL true false false false false true N/A Barb Lombard 4076221222 2009 VENETIAN WAY WINTER PARK FL 32789 false false false false false false false false false false false false false false false false false false false false false false STEPHEN H GOLDMAN 2009 VENETIAN WAY WINTER PARK FL 32789 Director 10.00 0 BARBARA LOMBARD 1413 E ESTHER STREET ORLANDO FL 32806 Director 1.00 0 NONE NONE 2501736 124834 0 2626570 0 2626570 39399 2587171 129359 129359 1077 1077 128282 128282 128282 224500 224500 128282 1024 21580 129911 33376 185891 224500 0 128282 96218 282109 0 1024 281085 21580 129911 33376 96218 STEPHEN H GOLDMAN BARB LOMBARD 2009 VENETIAN WAY WINTER PARK FL 32789 4076221222 WRITTEN FORM INCLUDING THE PURPOSE OF THE GRANT, ETC. NONE NONE ORLANDO PHILHARMONIC 425 NORTH BUMBY AVENUE ORLANDO FL 32803 NONE 501(C)(3) COMMUNITY SUPPORT 4500 WHY U 2009 VENETIAN WAY WINTER PARK FL 32789 NONE POF EDUCATION 98000 NATIONAL YOUNG COMPOSERS CHALLENGE 2009 VENETIAN WAY WINTER PARK FL 32789 NONE POF SUPPORT OF THE ARTS 22500 IDEAS FOR US INC 1030 WEST KALEY AVE ORLANDO FL 32805 NONE PC COMMUNITY SUPPORT 5000 WINTER PARK LAND TRUST INC PO BOX 192 WINTER PARK FL 32790 NONE PC LAND PRESERVATION 1000 ORLANDO CONTEMPORARY CHAMBER ORCHES 600 N LAKE FORMOSA DRIVE ORLANDO FL 32803 NONE PC SUPPORT OF THE ARTS 500 ORLANDO SHAKES 812 E ROLLINS STREET ORLANDO FL 32803 NONE 501(C)(3) COMMUNITY SUPPORT 6000 WISDOM VR PROJECT 650 THROCKMORTON AVE MILL VALLEY CA 94941 NONE PF COMMUNITY SUPPORT 10000 CHAMBER MUSIC FESTIVAL OF BLACK HIL 3213 WEST MAIN ST 209 RAPID CITY SD 57702 NONE PC SUPPORT OF THE ARTS 500 TIMUCUA ARTS FOUNDATION 2000 SOUTH SUMMERLIN AVENUE ORLANDO FL 32806 NONE 501(C)(3) COMMUNITY SUPPORT 1000 UCF FOUNDATION INC 12424 RESEARCH PARKWAY SUITE 250 ORLANDO FL 32826 NONE PC EDUCATION 75500 224500 14 51558 18 36395 87953 87953 false false false false false false false false false false ACCOUNTING FEES 2850 2850 0 0 ATTORNEY FEES 661 661 0 0 OTHER DECREASES TO COST BASIS OF INVESTMENTS 108 BANK CHARGE 3879 3879 CONTRACT SERVICES 2125 2125 EXCISE TAX 7153 FOREIGN TAX 1002 1002