LEHMAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LEHMAN FOUNDATION (EIN 20-8089328)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202401359349105905
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T17:41:49-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST WEST HWY 900 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208143423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208089328 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEHMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRIS RUDISILL | InCareOfNm |
| Business Name Control | LEHM | BusinessNameControlTxt |
| Phone | 7034186095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1054 CREAMERY ROAD | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN LEHMAN | PersonNm |
| Person Title | CHAIRMAN/TREASURER | PersonTitleTxt |
| Phone | 7034186095 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | LEHMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD C SEAY | PreparerPersonNm |
| PTIN | P00474326 | PTIN |
| Phone | 3012726000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,258,343 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $600,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,464 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,464 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $101,624 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $101,624 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $513,187 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,947,509 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,201,488 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,219,475 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,307,576 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,866 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,433 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,433 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,174 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,174 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $43,900 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $126 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $16,605 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,605 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $87,545 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,338 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,433 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $243,924 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $243,924 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $331,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,338 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $246,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $888,006 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,266,238 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $45,479 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $78,444 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $78,444 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,427,953 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,287,994 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,179,899 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,473,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,366,438 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,258,343 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,473,432 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,361,438 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,473,432 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,361,438 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,473,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,366,438 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,473,432 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $888,006 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,361,438 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,361,438 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 5704 SHRS VERISK ANALYTICS | D | $1,079,067 | $16,884 | $1,062,183 | $1,062,183 |
| 1890 SHRS BALL CORP | D | $100,009 | $65,322 | $34,687 | $34,687 |
| JPM ACCT 5005 | P | $298,218 | $267,653 | $30,565 | $30,565 |
| JPM ACCT 5005 | P | $220,401 | $146,796 | $73,605 | $73,605 |
| JPM ACCT 7003 | P | $249,814 | $249,366 | $448 | $448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,201,488 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,601 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,601 | SubtotalAmt |
| Tax Based On Investment Income | $17,601 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $919 | EsPenaltyAmt |
| Overpayment | $11,480 | OverpaymentAmt |
| Applied To ES Tax | $11,480 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS RUDISILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7034186095 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 N MOORE ST STE 1830 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN LEHMAN JR | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | CHAIRMAN/TREASURER | 1.0 | $0 | $0 | $0 |
| BARBARA LEHMAN | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | EXECUTIVE DIRECTOR | 1.0 | $0 | $0 | $0 |
| ALEXANDRA LEHMAN | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | ASSISTANT EXECUTIVE DIRECTOR | 1.0 | $0 | $0 | $0 |
| GRACE LEHMAN | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | SECRETARY | 1.0 | $0 | $0 | $0 |
| JOHN LEHMAN III | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | ASSISTANT TREASURER | 1.0 | $0 | $0 | $0 |
| HILARY Walton LEHMAN | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | CHAIRMAN PLANNING COMMITTEE | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,680,410 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,437 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,699,847 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,699,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,498 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,644,349 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $182,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $182,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,601 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,601 | TotalTaxAmt |
| Distributable Before Adj | $164,616 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $164,616 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $164,616 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $246,357 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $246,357 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $164,616 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $228,234 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $246,357 | QualifyingDistributionsAmt |
| Applied To Year1 | $228,234 | AppliedToYear1Amt |
| Applied To Current Year | $18,123 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $146,493 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN F LEHMAN JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Adobe Foundation Inc | |||||||
| 2905 Rose Place | Falls Church | VA | 22042 | N/A | PC | Charitable Support | $12,000 |
| American Himalayan Foundation | |||||||
| 909 Montgomery Street Ste 400 | San Francisco | CA | 94133 | N/A | PC | Charitable Support | $12,000 |
| Blaine County Recreation District | |||||||
| 1050 Fox Acres Road Ste 107 | Hailey | ID | 83333 | N/A | GOV | Charitable Support | $7,000 |
| Bowmans Hill Wildflower Preserve | |||||||
| Po Box 685 | New Hope | PA | 18938 | N/A | PC | Charitable Support | $2,500 |
| Bucks County Playhouse | |||||||
| 70 S Main St | New Hope | PA | 18938 | N/A | PC | Charitable Support | $5,000 |
| Community Library Association | |||||||
| 415 Spruce Ave | Ketchun | ID | 83340 | N/A | PC | Charitable Support | $10,000 |
| Fisherman's Mark | |||||||
| 37 South Main St | Lambertville | NJ | 08530 | N/A | PC | Charitable Support | $6,000 |
| Fountain House Inc | |||||||
| 425 West 47th Street | New York | NY | 10036 | N/A | PC | Charitable Support | $5,273 |
| Higher Ground Sun Valley | |||||||
| PO Box 6791 | Ketchum | ID | 83340 | N/A | PC | Charitable Support | $5,000 |
| Ketchum - Sun Valley Volunteer Association | |||||||
| Po Box 1262 | Ketchum | ID | 83340 | N/A | PC | Charitable Support | $5,000 |
| Lee Pesky Learning Center | |||||||
| 3324 Elder Street | Boise | ID | 83705 | N/A | PC | Charitable Support | $5,000 |
| Liberty Theatre Company | |||||||
| PO Box 2001 | Hailey | ID | 83333 | N/A | PC | Charitable Support | $10,000 |
| Marine Corps Scholarship Foundation | |||||||
| 909 N Washington Street Ste 400 | Alexandria | VA | 22314 | N/A | PC | Charitable Support | $5,000 |
| Moore College of Art | |||||||
| 1916 Race ST | Philadelphia | PA | 19103 | N/A | PC | Charitable Support | $5,000 |
| Nepal Seeds | |||||||
| 800 Kansas Street | San Francisco | CA | 94107 | N/A | PC | Charitable Support | $7,000 |
| Partnership to end Addiction | |||||||
| 711 3rd Ave 5th floor | New York | NY | 10017 | N/A | PC | Charitable Support | $10,282 |
| School of American Ballet | |||||||
| 70 Lincoln Center | New York | NY | 10023 | N/A | PC | Charitable Support | $25,000 |
| Ballet Sun Valley | |||||||
| PO Box 555 | Sun Valley | ID | 83353 | N/a | PC | Charitable Support | $2,500 |
| Sun Valley Museum of Art | |||||||
| 191 5th St E | Ketchum | ID | 83340 | N/A | PC | Charitable Support | $62,256 |
| Sun Valley Summer Symphony | |||||||
| 120 North 2nd Ave Suite 120 | Ketchum | ID | 83340 | N/A | PC | Support music festival | $3,000 |
| The Argyros Performing Arts Center | |||||||
| 120 Main St S | Ketchum | ID | 83340 | N/A | PC | Charitable Support | $5,000 |
| The Foundation for Cultural Review | |||||||
| 900 Broadway | New York | NY | 10003 | n/A | PC | The New Criterion | $2,000 |
| The Mission Continues | |||||||
| 1141 South 7th Street | St Louis | MO | 63104 | N/A | PC | Charitable Support | $5,000 |
| The Mountain Fund | |||||||
| 27 Sumption Rd | Sandia Park | NM | 87047 | N/A | PC | Charitable Support | $7,000 |
| Video Volunteers | |||||||
| 47 West 92nd Street | New York | NY | 10025 | N/A | PC | Charitable Support | $10,000 |
| Wood River Land Trust Co | |||||||
| 119 E Bullion Street | Hailey | ID | 83333 | N/A | PC | Charitable Support | $10,113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $243,924 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,464 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,624 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $513,187 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $619,275 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $619,275 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN F LEHMAN JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1054 CREAMERY ROAD | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $600,200 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2893 shrs of Verisk Analytics | NoncashPropertyDesc |
| Fair Market Value | $500,200 | FairMarketValueAmt |
| Received | 2022-12-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,866 | Amt |
| Net Investment Income | $2,433 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,433 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERCK AND CO INC | $196,912 | $463,868 |
| SPDR S&P OIL AND GAS | $496,346 | $461,211 |
| VERISK ANALYTICS INC | $500,200 | $653,905 |
| BALL CORP | $99,534 | $154,257 |
| ORGANON & CO | $9,863 | $8,366 |
| ISHARES RUSSELL 2000 | $149,344 | $162,925 |
| VANGUARD DIVIDEND APPREC | $204,870 | $250,142 |
| ENERGY SELECT SECTOR | $500,578 | $487,020 |
| JPM ACCT 5005 | $996,212 | $1,267,285 |
| JPM ACCT 7003 | $1,115,026 | $1,266,660 |
| BLACKROCK REAL ESTATE INCOME T | $1,019,109 | $1,004,260 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OVERDRAFT FEES | $1,605 | $1,605 |
| HEDGE FUND ORIGINATION FEES | $15,000 | $15,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $5,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $22,174 | Amt |
| Net Investment Income | $22,174 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX EXT PAID | $43,774 | |
| FOREIGN TAX PAID | $126 | $126 |
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