LENKE FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LENKE FAMILY FOUNDATION (EIN 20-3309702)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-09
IRS object ID
202501299349101695
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-09T13:26:06-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN934340136PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EAG BROADWAY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203309702EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LENKE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLENKBusinessNameControlTxt
Phone2124532500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 WEST 61ST STREET 30AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10023ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAWRENCE G LENKEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2124532500PhoneNum
Signature2025-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD KOENIGSBERGPreparerPersonNm
PTINP00300383PTIN
Phone2124532500PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$822,097FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$254,642ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$387InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$387InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,297DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,297DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$127,725NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$651,540GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$127,725CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$392,051TotalRevAndExpnssAmt
Total Net Invst Incm$137,409TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,205AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,205AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$460TaxesRevAndExpnssAmt
Taxes Net Invst Incm$460TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$28OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,693TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,693TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$385,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$385,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$391,693TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,693TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$385,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$358ExcessRevenueOverExpensesAmt
Net Investment Income$130,716NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,272SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$139,439SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$139,439SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$593,064CorporateStockBOYAmt
Corporate Stock EOY$327,305CorporateStockEOYAmt
Corporate Stock EOYFMV$682,658CorporateStockEOYFMVAmt
Total Assets BOY$596,336TotalAssetsBOYAmt
Total Assets EOY$466,744TotalAssetsEOYAmt
Total Assets EOYFMV$822,097TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$596,336AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$466,744AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$596,336TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$466,744TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$596,336TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$466,744TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$596,336TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$358ExcessRevenueOverExpensesAmt
Other Increases$516OtherIncreasesAmt
Subtotal$597,210SubtotalAmt
Other Decreases$130,466OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$466,744TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
CHARLES SCHWAB 6547 ST TRANSACTIONS2024-07-012024-12-31$117,435$106,454$10,981$10,981
CHARLES SCHWAB 6547 LT TRANSACTIONS2020-04-012024-12-31$525,709$417,361$108,348$108,348
CAPITAL GAINS DIVIDENDS$8,396$8,396$8,396P
FieldValueIRS element (for citing)
Capital Gain Net Income$127,725CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$10,981NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,817InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,817SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,817TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$971EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$971TotalPaymentsAndCreditsAmt
Es Penalty$21EsPenaltyAmt
Tax Due$867TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLAWRENCE LENKEIndividualWithBooksNm
Phone2124532500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115 WEST 61ST STREET APT 30AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10023ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAWRENCE G LENKE
15 WEST 61ST STREET APT 30ANEW YORKNY10023TRUSTEE1.00$0$0$0
ELIZABETH A LENKE
15 WEST 61ST STREET APT 30ANEW YORKNY10023TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$764,158AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$106,739AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$870,897TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$870,897AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,063CashDeemedCharitableAmt
Net Vl Noncharitable Assets$857,834NetVlNoncharitableAssetsAmt
Minimum Investment Return$42,892MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$42,892MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,817TaxBasedOnInvestmentIncomeAmt
Total Tax$1,817TotalTaxAmt
Distributable Before Adj$41,075DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$41,075DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$41,075DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$385,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$385,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,075DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$832,901ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$758,184ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$816,126ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$582,624ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$572,400ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,562,235TotalExcessDistributionCyovAmt
Qualifying Distributions$385,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$41,075AppliedToCurrentYearAmt
Remaining Distri From Corpus$343,925RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,906,160TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$832,901ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,073,259ExcessDistriCyovToNextYrAmt
Excess From Year4$758,184ExcessFromYear4Amt
Excess From Year3$816,126ExcessFromYear3Amt
Excess From Year2$582,624ExcessFromYear2Amt
Excess From Year1$572,400ExcessFromYear1Amt
Excess From Current Year$343,925ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLAWRENCE G LENKEContributingManagerNm
Contributing ManagerELIZABETH A LENKEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CITY HARVEST
6 EAST 32ND ST 5TH FLOORNEW YORKNY10016PCUNRESTRICTED USE IN EXEMPT PURPOSE$20,000
CREIGHTON UNIVERSITY
2500 CALIFORNIA PLAZAOMAHANE68178PCUNRESTRICTED USE IN EXEMPT PURPOSE$200,000
FELICIAN UNIVERSITY
1 FELICIAN WAYRUTHERFORDNJ07070PCUNRESTRICTED USE IN EXEMPT PURPOSE$10,000
FOOD BANK FOR NEW YORK CITY
39 BROADWAY 10TH FLOORNEW YORKNY10006PCUNRESTRICTED USE IN EXEMPT PURPOSE$30,000
GLOBAL SPINE OUTREACH
12701 WEST 143RD STREET SUITE 110HOMER GLENIL60491PCUNRESTRICTED USE IN EXEMPT PURPOSE$25,000
GOD'S LOVE WE DELIVERY
166 6TH AVENEW YORKNY10013PCUNRESTRICTED USE IN EXEMPT PURPOSE$20,000
ST ANDREW'S CHARITABLE FOUNDATION
1001 CRAIG RDST LOUISMO63146PCUNRESTRICTED USE IN EXEMPT PURPOSE$10,000
THE CAMPAIGN AGAINST HUNGER
2010 FULTON STBROOKLYNNY11233PCUNRESTRICTED USE IN EXEMPT PURPOSE$20,000
VILLA DUCHESNE & OAK HILL
801 S SPOEDE RDST LOUISMO63131PCUNRESTRICTED USE IN EXEMPT PURPOSE$5,000
KEEP MEMORY ALIVE
888 W BONNEVILLE AVELAS VEGASNV89106PCUNRESTRICTED USE IN EXEMPT PURPOSE$25,000
THE MARFAN FOUNDATION
22 MANHASSET AVENUEPORT WASHINGTONNY11050PCUNRESTRICTED USE IN EXEMPT PURPOSE$5,000
FAMILIAL DYSAUTONOMIA FOUNDATION
315 W 39TH STREET 701NEW YORKNY10018PCUNRESTRICTED USE IN EXEMPT PURPOSE$1,500
MISSOURI STATE THESPIANS
419 SORRENTO DRBALLWINMO63021PCUNRESTRICTED USE IN EXEMPT PURPOSE$1,000
NATIONAL SPINE HEALTH FOUNDATION
11800 SUNRISE VALLEY DRIVE SUITERESTONVA20191PCUNRESTRICTED USE IN EXEMPT PURPOSE$10,000330
AMERICAN SPINAL INJURY ASSOCIATION
9702 GAYTON RD SUITE 306RICHMONDVA23238PCUNRESTRICTED USE IN EXEMPT PURPOSE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$385,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$387ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,297ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$127,725ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$137,409ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$137,409TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
LAWRENCE LENKE
115 WEST 61ST STREET APT 30ANEW YORKNY10023$5,625Yes (X)
LAWRENCE LENKE
215 WEST 61ST STREET APT 30ANEW YORKNY10023$249,016Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$249,016FairMarketValueAmt
Received2024-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,205Amt
Net Investment Income$6,205NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC$25,915$100,168
BAIRD SHORT TERM BD FD INSTL$27,279$27,680
BERKSHIRE HATHAWAY INC CLASS B$114,989$236,612
COHEN & STEERS INSTITUTIONAL REALTY SHARES$25,017$27,086
DODGE & COX INTERNATIONAL STOCK I$9,992$12,468
DRAFTKINGS INC CLASS A$4,734$14,880
GOLDMAN SACHS EM MKTS EQ INSGHTS INTL$6,916$6,508
META PLATFORMS INC$34,711$64,406
ROBINHOOD MKTS INC$18,076$65,205
SCHWAB EMERGING MARKETS EQUITY ETF$7,210$7,217
SPDR BLOOMBERG 1-3 MONTH T-BILL$12,982$12,983
VANGUARD INFORMATION TECHNOLOGY$30,123$93,270
WCM FOCUSED INTL GROWTH$9,361$14,175

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCEDesc
Amt$130,466Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER FEESDesc
Revenue And Expenses Per Books$28RevenueAndExpensesPerBooksAmt
Net Investment Income$28NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUST FAIR VALUE TO BOOK VALUE OF DONATED STOCKDesc
Amt$516Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$460Amt
Net Investment Income$460NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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