LALENA FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: LALENA FOUNDATION (EIN 87-6824723)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-04
IRS object ID: 202423099349101232
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
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-04T18:04:16-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	133747570	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WEISS & COMPANY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	18 EAST 41ST STREET	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100176270	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	876824723	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LALENA FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LALE	BusinessNameControlTxt
Phone	2123023400	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2630 TUSKAWILLA ROAD	AddressLine1Txt
City	OVIEDO	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	327658505	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LAVI HAREL	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	2123023400	PhoneNum
Signature	2024-11-04	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ABRAHAM WEISS	PreparerPersonNm
PTIN	P00020893	PTIN
Phone	2123023400	PhoneNum
Preparation	2024-11-04	PreparationDt

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	$763,511	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$70	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$70	InterestOnSavNetInvstIncmAmt
Total Rev And Expnss	$70	TotalRevAndExpnssAmt
Total Net Invst Incm	$70	TotalNetInvstIncmAmt
Other Expenses Rev And Expnss	$93	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$93	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$93	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$93	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$124,927	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$124,927	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$125,020	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$125,020	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$124,950	ExcessRevenueOverExpensesAmt
Net Investment Income	$70	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$763,511	CashBOYAmt
Cash EOY	$638,561	CashEOYAmt
Cash EOYFMV	$763,511	CashEOYFMVAmt
Total Assets BOY	$763,511	TotalAssetsBOYAmt
Total Assets EOY	$638,561	TotalAssetsEOYAmt
Total Assets EOYFMV	$763,511	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$763,511	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$638,561	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$763,511	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$638,561	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$763,511	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$638,561	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$763,511	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$124,950	ExcessRevenueOverExpensesAmt
Subtotal	$638,561	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$638,561	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1	InvestmentIncomeExciseTaxAmt
Subtotal	$1	SubtotalAmt
Tax Based On Investment Income	$1	TaxBasedOnInvestmentIncomeAmt
Tax Due	$1	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	LAVI HAREL	IndividualWithBooksNm
Phone	2123023400	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2630 TUSKAWILLA ROAD	AddressLine1Txt
City	OVIEDO	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	327658505	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	LAVI HAREL	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2630 TUSKAWILLA ROAD	AddressLine1Txt
City	OVIEDO	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	327658505	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	1.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$707,338	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$707,338	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$707,338	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$10,610	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$696,728	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$34,836	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$34,836	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1	TotalTaxAmt
Distributable Before Adj	$34,835	DistributableBeforeAdjAmt
Distributable Before Ded	$34,835	DistributableBeforeDedAmt
Distributable As Adjusted	$34,835	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$125,020	ExpensesAndContributionsAmt
Qualifying Distributions	$125,020	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$34,835	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1	$690,089	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$690,089	TotalExcessDistributionCyovAmt
Qualifying Distributions	$125,020	QualifyingDistributionsAmt
Applied To Current Year	$34,835	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$90,185	RemainingDistriFromCorpusAmt
Total Corpus	$780,274	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$780,274	ExcessDistriCyovToNextYrAmt
Excess From Year1	$690,089	ExcessFromYear1Amt
Excess From Current Year	$90,185	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Txt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN FRIENDS OF SHAMIR
(ASSAF HAROFEH) MEDICAL CENTER	61A 9TH STREET - SUITE 14	BROOKLYN	NY	112152736	CHARITABLE	$58,000
THE LENN FOUNDATION
	102 WEST MAIN ST 523	NEW ALBANY	OH	430549167	CHARITABLE	$41,500
CHABAD ISRAELI CENTER
	4276 CHAMBLEE DUNWOODY RD	ATLANTA	GA	303411455	CHARITABLE	$10,000
CHILDREN MATTER THERAPY 4 KIDS LLC
	298 POPLAR ROAD	MILLERSVILLE	MD	211081254	CHARITABLE	$6,900
CHABAD OF NORTH ORLANDO
	1701 MARKHAM WOODS ROAD	LONGWOOD	FL	327792726	CHARITABLE	$4,500
FRIENDS F ISRAEL SCOUTS CO INC
	575 8TH AVENUE - 11TH FL	NEW YORK	NY	100183011	CHARITABLE	$4,027

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$124,927	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$70	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$70	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$70	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
OFFICE EXPENSES	$93	$93

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