The Goldie Anna Charitable Trust
EIN 132897474Total Given 2020–2023
$4.3M
3 grants · $1.1M avg/year
based on 4 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$1.4M
typical big bets · $1.3M–$1.6M
grant size
100%
deep partner · 1/1 multi-year
repeat
$31.4M
Assets (2023)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(631) 477-0810
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $30.4M | $1.3M | N/A |
| 2020 | $1.7M | $30.6M | $891K | 1 |
| 2022 | $1.2M | $29.7M | $1.3M | 1 |
| 2023 | $1.4M | $31.4M | $1.2M | 1 |
Grant Size Distribution
Based on 3 grants on record
Minimum
$1.2M
25th Pctl
$1.3M
Median
$1.4M
Average
$1.4M
75th Pctl
$1.6M
Maximum
$1.7M
Geographic Distribution
Officers & Directors
KS
Kenneth L Stein
4+ yrs
Co-Trustee
ES
Eric C Stein
4+ yrs
Co-Trustee
PS
Peter C Stein
4+ yrs
Co-Trustee
ES
Emily C Sharko
4+ yrs
Co-Trustee
NS
Nancy C Stein
4+ yrs
Co-Trustee
KS
Kenneth L Stein
4+ yrs
Co-Trustee
NS
Nancy C Stein
4+ yrs
Co-Trustee
ES
Emily C Sharko
4+ yrs
Co-Trustee
PS
Peter C Stein
4+ yrs
Co-Trustee
ES
Eric C Stein
4+ yrs
Co-Trustee
KS
Kenneth L Stein
4+ yrs
Co-Trustee
ES
Eric C Stein
4+ yrs
Co-Trustee
PS
Peter C Stein
4+ yrs
Co-Trustee
ES
Emily C Sharko
4+ yrs
Co-Trustee
NS
Nancy C Stein
4+ yrs
Co-Trustee
KS
Kenneth L Stein
4+ yrs
Co-Trustee
NS
Nancy C Stein
4+ yrs
Co-Trustee
ES
Emily C Sharko
4+ yrs
Co-Trustee
PS
Peter C Stein
4+ yrs
Co-Trustee
ES
Eric C Stein
4+ yrs
Co-Trustee
Grants Awarded (3 total)
| Purpose | ||||
|---|---|---|---|---|
| See Attachment # 2 - Addressess Can Be Provided Upon Request | East Marion, NY | $1,706,191 | GENERAL OPERATING SUPPORT AND SPECIFIED CHARITABLE PURPOSES | 2020 |
| See Attachment # 2 - Addressess Can Be Provided Upon Request | East Marion, NY | $1,410,800 | GENERAL OPERATING SUPPORT AND SPECIFIED CHARITABLE PURPOSES | 2023 |
| See Attachment # 2 - Addressess Can Be Provided Upon Request | East Marion, NY | $1,226,591 | GENERAL OPERATING SUPPORT AND SPECIFIED CHARITABLE PURPOSES | 2022 |