LYNTON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LYNTON FOUNDATION (EIN 13-3743511)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202441369349102389
- Schema version
- 2023v5.0
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T10:36:24-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 HUDSON BLVD E SUITE 2200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133743511 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LYNTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYNT | BusinessNameControlTxt |
| Phone | 2128403456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CAROL LYNTON - 33 W 81ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL LYNTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128403456 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROL | PersonFirstNm |
| Person Last | LYNTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN TEICHER CPA CFP | PreparerPersonNm |
| PTIN | P00226488 | PTIN |
| Phone | 2126976900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $8,377,429 | 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 | $904,049 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $59 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $59 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $153,231 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,528 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,120 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $221,719 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,684 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,131 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,131 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,152,590 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $230,402 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,899 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,924 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,833 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,833 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,662 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,662 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,644 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,470 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,174 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $98,041 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,041 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,685 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,470 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,215 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,031,905 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $213,932 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $12,075 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,600 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,600 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,031,253 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,351,829 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,351,829 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,044,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,377,429 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,377,429 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,044,831 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,377,429 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,044,831 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,377,429 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,044,831 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,377,429 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,044,831 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,031,905 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,300,693 | OtherIncreasesAmt |
| Subtotal | $8,377,429 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,377,429 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 310 SHARES AMPLITUDE INC CLASS S 03213A104 | D | 2023-12-19 | 2023-12-28 | $4,069 | $192 | $3,877 | $3,877 |
| AMERICAN FDL FD CL F3 | P | 2021-11-30 | 2023-10-18 | $3,890 | $3,890 | $0 | $0 |
| AMERICAN FDL FD CL F3 | P | 2021-11-30 | 2023-12-04 | $1,326 | $1,326 | $0 | $0 |
| AMERICAN FDL FD CL F3 | P | 2021-08-04 | 2023-12-12 | $2,661 | $2,661 | $0 | $0 |
| AMERICAN FDL FD CL F3 | P | 2021-11-30 | 2023-12-12 | $193 | $193 | $0 | $0 |
| AMERICAN FDL FD CL F3 | P | 2022-02-14 | 2023-12-12 | $1,064 | $1,064 | $0 | $0 |
| AMERICAN FDL FD CL F3 | P | 2021-08-04 | 2023-12-21 | $162 | $162 | $0 | $0 |
| AMERICAN FDL FD CL F3 | P | 2023-12-15 | 2023-12-21 | $1,334 | $1,334 | $0 | $0 |
| AMERICAN FDL FD CL F3 | P | 2023-06-14 | 2023-10-18 | $665 | $665 | $0 | $0 |
| AMERICAN FDL FD CL F3 | P | 2023-06-14 | 2023-10-18 | $641 | $641 | $0 | $0 |
| AMERICAN FDL FD CL F3 | P | 2023-06-14 | 2023-10-18 | $3,856 | $3,856 | $0 | $0 |
| AMERICAN FDL FD CL F3 | P | 2023-09-13 | 2023-10-18 | $1,330 | $1,330 | $0 | $0 |
| AMERICAN FDL FD CL F3 | P | 2023-09-28 | 2023-10-18 | $1,330 | $1,356 | -$26 | -$26 |
| AMERICAN GLOBAL INSI CL F3 | P | 2021-11-30 | 2023-04-12 | $2,853 | $3,018 | -$165 | -$165 |
| AMERICAN GLOBAL INSI CL F3 | P | 2021-11-30 | 2023-04-19 | $2,276 | $2,379 | -$103 | -$103 |
| AMERICAN GLOBAL INSI CL F3 | P | 2021-11-30 | 2023-04-19 | $1,795 | $1,876 | -$81 | -$81 |
| AMERICAN GLOBAL INSI CL F3 | P | 2020-12-15 | 2023-12-04 | $1,223 | $1,108 | $115 | $115 |
| AMERICAN GLOBAL INSI CL F3 | P | 2021-11-30 | 2023-12-04 | $5,049 | $5,049 | $0 | $0 |
| AMERICAN GLOBAL INSI CL F3 | P | 2023-09-28 | 2023-10-18 | $12,153 | $12,178 | -$25 | -$25 |
| AMERICAN GROWTH FD A CL F3 | P | 2021-11-30 | 2023-07-19 | $3,044 | $3,848 | -$804 | -$804 |
| AMERICAN GROWTH FD A CL F3 | P | 2021-11-30 | 2023-12-04 | $5,082 | $5,082 | $0 | $0 |
| AMERICAN GROWTH FD A CL F3 | P | 2021-08-04 | 2023-12-12 | $610 | $610 | $0 | $0 |
| AMERICAN GROWTH FD A CL F3 | P | 2021-11-30 | 2023-12-12 | $3,776 | $3,776 | $0 | $0 |
| AMERICAN GROWTH FD A CL F3 | P | 2023-12-15 | 2023-12-21 | $2,860 | $2,860 | $0 | $0 |
| AMERICAN GROWTH FD A CL F3 | P | 2022-09-09 | 2023-04-12 | $289 | $303 | -$14 | -$14 |
| AMERICAN GROWTH FD A CL F3 | P | 2023-09-28 | 2023-10-18 | $284 | $285 | -$1 | -$1 |
| AMERICAN GROWTH FD A CL F3 | P | 2023-09-28 | 2023-10-18 | $8,329 | $8,351 | -$22 | -$22 |
| AMERICAN HIGH INCOME D CL F3 | P | 2023-01-31 | 2023-11-10 | $1,084 | $1,084 | $0 | $0 |
| AMERICAN HIGH INCOME D CL F3 | P | 2023-07-31 | 2023-11-10 | $265 | $265 | $0 | $0 |
| AMERICAN INT D OF AMERICA | P | 2023-04-28 | 2023-11-10 | $3,648 | $3,648 | $0 | $0 |
| AMERICAN NEW PERSPECTIVE CL F3 | P | 2021-12-17 | 2023-04-12 | $1,510 | $1,853 | -$343 | -$343 |
| AMERICAN NEW PERSPECTIVE CL F3 | P | 2021-12-17 | 2023-04-19 | $647 | $785 | -$138 | -$138 |
| AMERICAN NEW PERSPECTIVE CL F3 | P | 2021-12-17 | 2023-04-19 | $1,795 | $2,176 | -$381 | -$381 |
| AMERICAN NEW PERSPECTIVE CL F3 | P | 2021-12-17 | 2023-12-12 | $3,770 | $3,770 | $0 | $0 |
| AMERICAN NEW PERSPECTIVE CL F3 | P | 2021-12-17 | 2023-12-21 | $2,406 | $2,406 | $0 | $0 |
| AMERICAN NEW PERSPECTIVE CL F3 | P | 2023-09-28 | 2023-10-18 | $12,962 | $13,041 | -$79 | -$79 |
| AMERICAN NEW WORLD CL F3 | P | 2021-11-30 | 2023-03-02 | $1,078 | $1,405 | -$327 | -$327 |
| AMERICAN NEW WORLD CL F3 | P | 2021-11-30 | 2023-04-12 | $348 | $443 | -$95 | -$95 |
| AMERICAN NEW WORLD CL F3 | P | 2021-11-30 | 2023-04-19 | $63 | $79 | -$16 | -$16 |
| AMERICAN NEW WORLD CL F3 | P | 2021-11-30 | 2023-04-19 | $449 | $567 | -$118 | -$118 |
| AMERICAN NEW WORLD CL F3 | P | 2023-09-28 | 2023-10-18 | $1,285 | $1,299 | -$14 | -$14 |
| AMERICAN SMALL-CAP W CL F3 | P | 2021-11-30 | 2023-03-02 | $165 | $235 | -$70 | -$70 |
| AMERICAN SMALL-CAP W CL F3 | P | 2021-11-30 | 2023-12-04 | $2,318 | $2,469 | -$151 | -$151 |
| AMERICAN SMALL-CAP W CL F3 | P | 2021-11-30 | 2023-12-12 | $1,919 | $2,626 | -$707 | -$707 |
| AMERICAN SMALL-CAP W CL F3 | P | 2023-12-19 | 2023-12-21 | $1,139 | $1,552 | -$413 | -$413 |
| AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F3 | P | 2022-02-14 | 2023-10-18 | $4,555 | $4,555 | $0 | $0 |
| AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F3 | P | 2022-02-14 | 2023-12-12 | $1,007 | $1,004 | $3 | $3 |
| AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F3 | P | 2023-09-13 | 2023-10-18 | $725 | $725 | $0 | $0 |
| AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F3 | P | 2023-09-13 | 2023-10-18 | $273 | $273 | $0 | $0 |
| AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F3 | P | 2023-09-28 | 2023-10-18 | $725 | $727 | -$2 | -$2 |
| CG EMERGING GROWTH FUND CL F3 | P | 2021-08-04 | 2023-01-19 | $2,584 | $2,679 | -$95 | -$95 |
| CG EMERGING GROWTH FUND CL F3 | P | 2021-04-23 | 2023-03-02 | $1,632 | $2,468 | -$836 | -$836 |
| CG EMERGING GROWTH FUND CL F3 | P | 2021-08-04 | 2023-03-02 | $2,315 | $3,558 | -$1,243 | -$1,243 |
| CG EMERGING GROWTH FUND CL F3 | P | 2021-11-30 | 2023-03-02 | $2,516 | $3,635 | -$1,119 | -$1,119 |
| CG EMERGING GROWTH FUND CL F3 | P | 2022-12-23 | 2023-03-02 | $2,292 | $3,315 | -$1,023 | -$1,023 |
| CAPITAL GAINS DIVIDENDS | P | $94,100 | $94,100 | $94,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,684 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,974 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,974 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,974 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,668 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,668 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,694 | OverpaymentAmt |
| Applied To ES Tax | $5,694 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CAROL LYNTON | IndividualWithBooksNm |
| Phone | 2126976900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 HUDSON BLVD E - SUITE 2200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL LYNTON | ||||||||
| 33 WEST 81ST STREET | NEW YORK | NY | 10024 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MICHAEL LYNTON | ||||||||
| C/O BT US 66 HUDSON BLVD E-STE 2200 | NEW YORK | NY | 10001 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,847,897 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,565 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,852,462 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,852,462 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,787 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,749,675 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $337,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $337,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,974 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,974 | TotalTaxAmt |
| Distributable Before Adj | $334,510 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $334,510 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $334,510 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,215 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $104,215 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $334,510 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,861,200 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,431,724 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,268,854 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,074,748 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $390,697 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,027,223 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,215 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,215 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $230,295 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $230,295 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,796,928 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,630,905 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,166,023 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,431,724 | ExcessFromYear4Amt |
| Excess From Year3 | $2,268,854 | ExcessFromYear3Amt |
| Excess From Year2 | $1,074,748 | ExcessFromYear2Amt |
| Excess From Year1 | $390,697 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL LYNTON | ContributingManagerNm |
| Contributing Manager | MICHAEL LYNTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AVENUE FOR JUSTICE | |||||||
| 100 CENTRE STREET ROOM 1541 | NEW YORK | NY | 10013 | NONE | 501(C)(3) | ACHIEVE CHARITABLE PURPOSE | $5,000 |
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | 501(C)(3) | ACHIEVE CHARITABLE PURPOSE | $4,041 |
| JJ GUGENHEIM FOUNDATION | |||||||
| 90 PARK AVENUE 33RD FLOOR | NEW YORK | NY | 10016 | NONE | 501(C)(3) | ACHIEVE CHARITABLE PURPOSE | $50,000 |
| PLAYWRIGHT HORIZON | |||||||
| 416 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | 501(C)(3) | ACHIEVE CHARITABLE PURPOSE | $10,000 |
| THE ASSOCIATION OF PANGASINENSES IN AMERICA FDN INC (APAFI) | |||||||
| 6910 ROOSEVELT AVENUE FLOOR 2 | WOODSIDE | NY | 11377 | NONE | 501(C)(3) | ACHIEVE CHARITABLE PURPOSE | $5,500 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 E 70TH ST | NEW YORK | NY | 10021 | NONE | 501(C)(3) | ACHIEVE CHARITABLE PURPOSE | $2,500 |
| ST ADALBERT PARISH | |||||||
| 52-29 83RD ST | ELMHURST | NY | 11373 | NONE | 501(C)(3) | ACHIEVE CHARITABLE PURPOSE | $1,000 |
| ASSOCIATION TO BENEFIT CHILDREN | |||||||
| 419 E 86TH ST | NEW YORK | NY | 10028 | NONE | 501(C)(3) | ACHIEVE CHARITABLE PURPOSE | $5,000 |
| WORKING IN THE SCHOOLS | |||||||
| 150 N WACKER DR STE 1120 | CHICAGO | IL | 60606 | NONE | 501(C)(3) | ACHIEVE CHARITABLE PURPOSE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $98,041 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $153,231 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,131 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $94,120 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $248,541 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $248,541 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LYNTON CLAT | |||||||
| 1 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $900,000 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 2 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $4,049 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 310 SHARES AMPLITUDE INC | NoncashPropertyDesc |
| Fair Market Value | $4,049 | FairMarketValueAmt |
| Received | 2023-12-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES (BAKER TILLY US LLP) | CategoryTxt |
| Amt | $7,899 | Amt |
| Net Investment Income | $1,975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,924 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 6435.86 SHS GROWTH FUND OF AMERICA CL F3 | FMV | $406,425 | $406,425 |
| 6650.609 SHS FUNDAMENTAL INVESTORS CL F3 | FMV | $475,053 | $475,053 |
| 37890.468 SHS AMERICAN GLOBAL INSIGHT FUND CLASS F3 | FMV | $812,372 | $812,372 |
| 4707.899 SHS AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F3 | FMV | $269,104 | $269,104 |
| 29995.536 SHS CAPITAL GROUP EMERGING MARKETS GROWTH FUND CL F3 | FMV | $197,971 | $197,971 |
| 3057.347 SHS SMALLCAP WORLD FUND CL F3 | FMV | $206,982 | $206,982 |
| 27899.602 SHS AMERICAN HIGH INCOME TRUST CL F3 | FMV | $265,046 | $265,046 |
| 2701.572 SHS NEW WORLD FUND CL F3 | FMV | $202,618 | $202,618 |
| 141988.876 SHS AMERICAN FUNDS STRATEGIC BOND FUND CLASS F3 | FMV | $1,319,077 | $1,319,077 |
| 14560.448 SHS NEW PERSPECTIVE FUND CL F3 | FMV | $813,929 | $813,929 |
| 134788.829 SHS AMERICAN INTERMEDIATE BOND FUND OF AMERICA CLASS F3 | FMV | $1,690,252 | $1,690,252 |
| 100,000 SHS SNAP | FMV | $1,693,000 | $1,693,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM SHORES FOUNDATION | $750 | $0 | $0 |
| DUE FROM LM FOUNDATION | $750 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT INCOME | Desc |
| Revenue And Expenses Per Books | $1,131 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,131 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,131 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN - SNAP | $798,000 |
| UNREALIZED GAIN - OTHER | $502,693 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES (CAPITAL GROUP) | CategoryTxt |
| Amt | $11,833 | Amt |
| Net Investment Income | $11,833 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $2,662 | Amt |
| Net Investment Income | $2,662 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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