MOLLY LOU FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MOLLY LOU FOUNDATION (EIN 13-4011378)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-28
- IRS object ID
- 202441809349100304
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases 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 | 2024-06-28T10:16:29-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | 134011378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MOLLYLOU FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOLL | BusinessNameControlTxt |
| Phone | 2122862600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELAINE LERNER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2122862600 | PhoneNum |
| Signature | 2024-06-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HELAINE | PersonFirstNm |
| Person Last | LERNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | THOMAS BLANEY | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2024-06-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $5,909,642 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,773 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $37,899 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,899 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,524,721 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,275,753 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,563,253 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$3,689 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,565,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,597,463 | 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 |
| Legal Fees Rev And Expnss | $2,416 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,416 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,106 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,106 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $119,650 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $119,650 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,306 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,306 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,705 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,705 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $162,183 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $132,183 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $905,712 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $905,712 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,067,895 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,037,895 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,497,498 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,597,463 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $80,677 | CashBOYAmt |
| Cash EOY | $163,042 | CashEOYAmt |
| Cash EOYFMV | $163,042 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $673,795 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,088,236 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,088,236 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,087,335 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,374,364 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,374,364 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $284,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $284,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $284,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,125,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,909,642 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,909,642 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,625 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,625 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,625 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,625 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,123,182 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,907,017 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,123,182 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,907,017 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,125,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,909,642 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,123,182 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,497,498 | ExcessRevenueOverExpensesAmt |
| Other Increases | $32,778 | OtherIncreasesAmt |
| Subtotal | $7,653,458 | SubtotalAmt |
| Other Decreases | $1,746,441 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,907,017 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 6 SHARES - BERKSHIRE HATHAWAY INC - CLASS A. | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $3,275,753 | GrossSalesPriceAmt |
| Cost Or Other Basis | $712,500 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,563,253 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,563,253 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,563,253 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,105 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,105 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,105 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,903 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $70,903 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $34,798 | OverpaymentAmt |
| Applied To ES Tax | $34,798 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122862600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVE STE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| HELAINE LERNER CO PKFOD ADVISORY | ||||||||
| 500 MAMARONECK AVENUE SUITE 301 | HARRISON | NY | 10528 | PRESIDENT, TREASURER, DIRECTOR | 3.00 | $0 | $0 | $0 |
| ETHEL GARDNER CO PKFOD ADVISORY | ||||||||
| 500 MAMARONECK AVENUE SUITE 301 | HARRISON | NY | 10528 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARLA MAIDENBAUM CO PKFOD ADVISORY | ||||||||
| 500 MAMARONECK AVENUE SUITE 301 | HARRISON | NY | 10528 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LESLIE SEFF CO PKFOD ADVISORY | ||||||||
| 500 MAMARONECK AVENUE SUITE 301 | HARRISON | NY | 10528 | SECRETARY, DIRECTOR | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEFFREY DEVELOPMENT GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 860 UNITED NATIONS PLAZA-SUITE 18B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | STRATEGIC ADVISORY/DEVELOPMENT | ServiceTypeTxt |
| Compensation | $78,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $4,776,754 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $985,847 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $284,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,046,601 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,046,601 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,955,902 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $297,795 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $297,795 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,105 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,105 | TotalTaxAmt |
| Distributable Before Adj | $261,690 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $261,690 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $261,690 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,037,895 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,037,895 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $261,690 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $669,293 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,093,208 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $386,816 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $20,193 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,169,510 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,037,895 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $261,690 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $776,205 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,945,715 | 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 | $669,293 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,276,422 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,093,208 | ExcessFromYear4Amt |
| Excess From Year3 | $386,816 | ExcessFromYear3Amt |
| Excess From Year1 | $20,193 | ExcessFromYear1Amt |
| Excess From Current Year | $776,205 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELAINE LERNER CO PKFOD ADVISORY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 20 WEST 26TH STREET 1100 | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 20 WEST 26TH STREET 1100 | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 20 WEST 26TH STREET 1100 | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $4,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CHARITIES AID FOUNDATION AMERICA | ||||||||
| 225 REINEKERS LANE 375 | ALEXANDRIA | VA | 22314 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| COMPASSION & CHOICES | ||||||||
| 8156 S WADSWORTH BOULEVARD STE | LITTLETON | CO | 80128 | N/A | PC | GENERAL SUPPORT | $1,000 | E-162 |
| EVELYN ALEXANDER WILDLIFE RESCUE CENTER INC | ||||||||
| 228 WEST MONTAUK HIGHWAY | HAMPTON BAYS | NY | 11946 | N/A | PC | GENERAL SUPPORT | $100 | |
| FACTS AND LOGIC ABOUT THE MIDDLE EAST INC | ||||||||
| PO BOX 3460 | BERKELEY | CA | 94703 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL SUPPORT | $360 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO PENINSULA MARIN & SONOM | ||||||||
| 121 STEUART STREET 301 | SAN FRANCISCO | CA | 94105 | N/A | PC | INSTITUTE FOR CURRICULUM SERVICES | $5,000 | |
| LEAGUE OF WOMEN VOTERS EDUCATION FUND | ||||||||
| 1233 20TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $500 | |
| LEAGUE OF WOMEN VOTERS EDUCATION FUND | ||||||||
| 1233 20TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $500 | |
| LEAGUE OF WOMEN VOTERS EDUCATION FUND | ||||||||
| 1233 20TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT | $500 | |
| MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION | ||||||||
| 415 CROSSWAYS PARK DRIVE D | WOODBURY | NY | 11797 | N/A | PC | GENERAL SUPPORT | $500 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MERCY SHIPS | ||||||||
| PO BOX 2020 | LINDALE | TX | 75771 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MERCY SHIPS | ||||||||
| PO BOX 2020 | LINDALE | TX | 75771 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MERCY SHIPS | ||||||||
| PO BOX 2020 | LINDALE | TX | 75771 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC | ||||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC | ||||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| SMILE TRAIN INC | ||||||||
| 633 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $500 | |
| SOUTH FORK NATURAL HISTORY SOCIETY | ||||||||
| PO BOX 455 | BRIDGEHAMPTON | NY | 11932 | N/A | PC | GENERAL SUPPORT | $500 | |
| SOUTH FORK NATURAL HISTORY SOCIETY | ||||||||
| PO BOX 455 | BRIDGEHAMPTON | NY | 11932 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| THE CHICAGO COMMUNITY FOUNDATION | ||||||||
| 33 SOUTH STATE STREET - SUTITE 750 | CHICAGO | IL | 60603 | N/A | PC | GENERAL SUPPORT | $850,637 | |
| THE FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY INC | ||||||||
| CO P H BARTELS 52 DRUID LANE | RIVERSIDE | CT | 06878 | N/A | PC | GENERAL SUPPORT | $100 | |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL SUPPORT | $500 | |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL SUPPORT | $200 | |
| TOSTAN INC | ||||||||
| 1199 NORTH FAIRFAX STREET 300 | ALEXANDRIA | VA | 22314 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| VISITING NURSE SERVICE OF NEW YORK | ||||||||
| 220 EAST 42ND STREET 6TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| WHOLESOME WAVE INC | ||||||||
| PO BOX 3968 | BRIDGEPORT | CT | 06605 | N/A | PC | GENERAL SUPPORT | $300 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | N/A | PC | GENERAL SUPPORT | $515 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| WOUNDED WARRIOR PROJECT INC | ||||||||
| 4899 BELFORT ROAD 300 | JACKSONVILLE | FL | 32256 | N/A | PC | GENERAL SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $905,712 | 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 | $37,899 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,524,721 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,562,620 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,562,620 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | $5,746 | $0 | $5,746 |
| WENDIE EIGEN-WEINSTEIN | $360 | $0 | $360 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TRANSFERS TO CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | FORM 990PF: PART VI-A LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF CONTROLLED ENTITY: BIORINGS LLCEMPLOYER ID NO: 74-3258795ADDRESS: 215 LEXINGTON AVE STE 1001 NEW YORK, NY 10016DESCRIPTION OF TRANSFER: N/ATOTAL AMOUNT OF TRANSFERS TO CONTROLLED ENTITIES: $0EXCESS BUSINESS HOLDING: [ ] YES [ X ] NO | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3 SHARES - BERKSHIRE HATHAWAY INC - CLASS A. | $1,627,875 | $1,627,875 |
| 2,093 SHARES - BERKSHIRE HATHAWAY INC - CLASS B. | $746,489 | $746,489 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 33.333% BIORINGS, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $284,000 | BookValueAmt |
| EOYFMV | $284,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DILWORTH & BARRESE, LLP | $1,500 | $0 | $1,500 |
| PATTERSON BELKNAP | $916 | $0 | $916 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $1,746,441 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER EXPENSE | $76 | $0 | $76 |
| FILING FEES | $500 | $0 | $500 |
| INSURANCE EXPENSE | $1,442 | $0 | $1,442 |
| MISCELLANEOUS EXPENES | $687 | $0 | $687 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PARTNERSHIP INCOME/(LOSS) | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$3,689 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN ON DISTRIBUTION OF SECURITIES AS GRANTS | Desc |
| Amt | $32,778 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DALE SIMPSON | $31,900 | $0 | $31,900 |
| MARILYN A DELUCA | $9,750 | $0 | $9,750 |
| THE JEFFREY DEVELOPMENT GROUP | $78,000 | $0 | $78,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES PAID | CategoryTxt |
| Amt | $30,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |