LENKE FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LENKE FAMILY FOUNDATION (EIN 20-3309702)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202413189349100441
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T08:40:36-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 934340136 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAG BROADWAY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 203309702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LENKE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LENK | BusinessNameControlTxt |
| Phone | 2124532500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 WEST 61ST STREET 30A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE G LENKE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124532500 | PhoneNum |
| Signature | 2024-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD KOENIGSBERG | PreparerPersonNm |
| PTIN | P00300383 | PTIN |
| Phone | 2124532500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $853,665 | 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 | $45,167 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $859 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $859 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,447 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,518 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $608,391 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,518 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $156,990 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,824 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $637,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $637,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $637,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $637,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$480,020 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,814 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $79,713 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,272 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,272 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $997,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $593,064 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $850,393 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,077,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $596,336 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $853,665 | 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 | $1,077,633 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $596,336 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,077,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $596,336 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,077,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $596,336 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,077,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$480,020 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $597,613 | SubtotalAmt |
| Other Decreases | $1,277 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $596,336 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB 6547 ST TRANSACTIONS | 2022-04-07 | 2023-12-31 | $57,682 | $60,271 | -$2,589 | -$2,589 | |
| CHARLES SCHWAB 6547 LT TRANSACTIONS | 2018-08-01 | 2023-12-31 | $548,517 | $454,602 | $93,915 | $93,915 | |
| CAPITAL GAINS DIVIDENDS | $2,192 | $2,192 | $2,192 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,518 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,589 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,554 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,554 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,554 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,525 | 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 | $2,525 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $971 | OverpaymentAmt |
| Applied To ES Tax | $971 | 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 | MO | 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 | LAWRENCE LENKE | IndividualWithBooksNm |
| Phone | 2124532500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 WEST 61ST STREET APT 30A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE G LENKE | ||||||||
| 15 WEST 61ST STREET APT 30A | NEW YORK | NY | 10023 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH A LENKE | ||||||||
| 15 WEST 61ST STREET APT 30A | NEW YORK | NY | 10023 | TRUSTEE | 1.00 | $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 | $1,163,355 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,864 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,343,219 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,343,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,148 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,323,071 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,554 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,554 | TotalTaxAmt |
| Distributable Before Adj | $64,600 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,600 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,600 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $637,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $637,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,600 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,078,961 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $832,901 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $758,184 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $816,126 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $582,624 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,068,796 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $637,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,600 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $572,400 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,641,196 | 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 | $1,078,961 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,562,235 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $832,901 | ExcessFromYear4Amt |
| Excess From Year3 | $758,184 | ExcessFromYear3Amt |
| Excess From Year2 | $816,126 | ExcessFromYear2Amt |
| Excess From Year1 | $582,624 | ExcessFromYear1Amt |
| Excess From Current Year | $572,400 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE G LENKE | ContributingManagerNm |
| Contributing Manager | ELIZABETH A LENKE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CREIGHTON UNIVERSITY | |||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $200,000 | |
| FELICIAN UNIVERSITY | |||||||
| 1 FELICIAN WAY | RUTHERFORD | NJ | 07070 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $1,000 | |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $20,000 | |
| GLOBAL SPINE OUTREACH | |||||||
| 12701 WEST 143RD STREET SUITE 110 | HOMER GLEN | IL | 60491 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $35,000 | |
| GOD'S LOVE WE DELIVERY | |||||||
| 166 6TH AVE | NEW YORK | NY | 10013 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $20,000 | |
| MEDICAL CENTER NEIGHBORHOOD FUND | |||||||
| 51 AUDUBON AVENUE | NEW YORK | NY | 10032 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $5,000 | |
| NY COMMON PANTRY | |||||||
| 8 E 109TH ST | NEW YORK | NY | 10029 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $20,000 | |
| SETTING SCOLIOSIS STRAIGHT | |||||||
| 2535 CAMINO DEL RIO S | SAN DIEGO | CA | 92108 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $10,000 | |
| ST ANDREW'S CHARITABLE FOUNDATION | |||||||
| 1001 CRAIG RD | ST LOUIS | MO | 63146 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $5,000 | |
| STAGES ST LOUIS | |||||||
| 1023 CHESTERFIELD PKWY E | CHESTERFIELD | MO | 63017 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $2,500 | |
| THE CAMPAIGN AGAINST HUNGER | |||||||
| 2010 FULTON ST | BROOKLYN | NY | 11233 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $20,000 | |
| UNIVERSITY OF NOTRE DAME | |||||||
| 100 CAMPUS DISTRIBUTION CENTER | NOTRE DAME | IN | 46556 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $200,000 | |
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $50,000 | |
| SHOOTING STAR PRODUCTIONS | |||||||
| 374 S 2ND STREET 7 | BROOKLYN | NY | 11211 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $3,000 | |
| NATIONAL SPINE HEALTH FOUNDATION | |||||||
| 11800 SUNRISE VALLEY SRIVE SUITE | RESTON | VA | 20191 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $10,000 | 330 |
| CAMP SUNRISE INC | |||||||
| 16203 CORBETT VILLAGE LANE | MONKTON | MD | 21111 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $2,500 | |
| GATEWAY TO HOPE | |||||||
| 3114 SUTTON BOULEVARD | MAPLEWOOD | MO | 63143 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $5,000 | |
| PELICAN UNIVERSITY | |||||||
| 733 THIRD AVENUE C/O EISNERAMPER | NEW YORK | NY | 10017 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $3,000 | |
| THE JERICHO PROJECT | |||||||
| 245 W 29TH ST 9 | NEW YORK | NY | 10001 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $637,000 | 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 | $859 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,446 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $93,518 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS EXCISE TAX REFUND | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $111,823 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,823 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LAWRENCE LENKE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 WEST 61ST STREET APT 30A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $45,167 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $25,915 | $77,012 |
| ARTISAN HIGH INCOME-INST | $6,854 | $6,445 |
| BAIRD AGGREGATE BOND INSTL | $74,693 | $75,200 |
| BAYERISCHE MOTOREN WERKE AG SPONS ADR | $5,612 | $13,027 |
| BERKSHIRE HATHAWAY INC CLASS B | $53,200 | $106,998 |
| BLACKSTONE INC | $4,842 | $16,365 |
| DODGE & COX INTL STOCK FD | $60,038 | $69,952 |
| GOLDMAN SACHS EM MKTS EQ INSGHTS INTL | $32,366 | $28,509 |
| HARDING LOEVNER INSTL EMERG MKTS | $26,572 | $28,934 |
| HILTON WORLDWIDE HOLDINGS INC | $6,305 | $18,209 |
| HOTCHKIS & WILEY SMALL CAP DIVERSIFIED VALUE I | $26,085 | $30,919 |
| MSCI INC | $5,432 | $11,313 |
| MULTI MANAGER GLOBAL LISTED INFRASTRUCTURE | $35,814 | $33,769 |
| NATIONAWIDE GENEVA SM CAP | $28,031 | $34,957 |
| PENN ENTERTAINMENT INC | $17,370 | $31,224 |
| SCHWAB US LARGE CAP ETF | $9,023 | $15,803 |
| SCHWAB US MID CAP | $31,760 | $42,441 |
| VANGUARD INFORMATION TECHNOLOGY | $30,123 | $72,600 |
| WCM FOCUSED INTL GROWTH | $59,302 | $83,430 |
| PRINCIPAL REAL ESTATE SECS INSTL | $53,727 | $53,286 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUST FAIR VALUE TO BOOK VALUE OF DONATED STOCK | $357 |
| TIMING DIFFERENCE | $920 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER FEES | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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