LEHMAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEHMAN FOUNDATION (EIN 20-8089328)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202501349349104280
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T14:42:35-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 EAST WEST HWY 900 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208143423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208089328 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEHMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRIS RUDISILL | InCareOfNm |
| Business Name Control | LEHM | BusinessNameControlTxt |
| Phone | 7034186095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1054 CREAMERY ROAD | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN LEHMAN | PersonNm |
| Person Title | CHAIRMAN/TREASURER | PersonTitleTxt |
| Phone | 7034186095 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD C SEAY | PreparerPersonNm |
| PTIN | P00474326 | PTIN |
| Phone | 3012726000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,389,627 | 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 | $350,124 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,417 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,417 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $95,533 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,533 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $295,526 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,019,281 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $295,526 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,743 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $752,343 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $397,476 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,212 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,606 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,606 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,473 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,473 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $30,244 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $244 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $68,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,606 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $233,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,606 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $518,414 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $361,153 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $78,444 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89,911 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89,911 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,268,885 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,765,179 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,289,510 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,019,109 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,025,382 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,010,206 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,366,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,880,472 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,389,627 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $646 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $646 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,361,438 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,879,826 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,361,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,879,826 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,366,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,880,472 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,361,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $518,414 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,879,852 | SubtotalAmt |
| Other Decreases | $26 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,879,826 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JPM ACCT 5005 | P | 2022-01-01 | 2024-06-03 | $582,635 | $397,928 | $184,707 | $184,707 |
| JPM ACCT 7003 | P | 2022-01-01 | 2024-06-30 | $436,646 | $325,827 | $110,819 | $110,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $295,526 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,020 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,020 | SubtotalAmt |
| Tax Based On Investment Income | $5,020 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,480 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $11,480 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,460 | OverpaymentAmt |
| Applied To ES Tax | $6,460 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS RUDISILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7034186095 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 N MOORE ST STE 1830 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN LEHMAN JR | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | CHAIRMAN/TREASURER | 1.0 | $0 | $0 | $0 |
| BARBARA LEHMAN | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | EXECUTIVE DIRECTOR | 1.0 | $0 | $0 | $0 |
| ALEXANDRA LEHMAN | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | ASSISTANT EXECUTIVE DIRECTOR | 1.0 | $0 | $0 | $0 |
| GRACE LEHMAN | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | SECRETARY | 1.0 | $0 | $0 | $0 |
| JOHN LEHMAN III | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | ASSISTANT TREASURER | 1.0 | $0 | $0 | $0 |
| HILARY Walton LEHMAN | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | CHAIRMAN PLANNING COMMITTEE | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,708,731 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,931 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,815,662 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,815,662 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,235 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,713,427 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $335,671 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $335,671 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,020 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,020 | TotalTaxAmt |
| Distributable Before Adj | $330,651 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $330,651 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $330,651 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,606 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $167,606 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $330,651 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $146,636 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $167,606 | QualifyingDistributionsAmt |
| Applied To Year1 | $146,636 | AppliedToYear1Amt |
| Applied To Current Year | $20,970 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $309,681 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN F LEHMAN JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Adobe Foundation Inc | |||||||
| 2905 Rose Place | Falls Church | VA | 22042 | N/A | PC | Charitable Support | $4,000 |
| American Himalayan Foundation | |||||||
| 909 Montgomery Street Ste 400 | San Francisco | CA | 94133 | N/A | PC | Charitable Support | $4,000 |
| Blaine County Recreation District | |||||||
| 1050 Fox Acres Road Ste 107 | Hailey | ID | 83333 | N/A | GOV | Charitable Support | $4,000 |
| Bowmans Hill Wildflower Preserve | |||||||
| Po Box 685 | New Hope | PA | 18938 | N/A | PC | Charitable Support | $5,000 |
| Bucks County Playhouse | |||||||
| 70 S Main St | New Hope | PA | 18938 | N/A | PC | Charitable Support | $7,000 |
| Community Library Association | |||||||
| 415 Spruce Ave | Ketchun | ID | 83340 | N/A | PC | Charitable Support | $10,000 |
| Fisherman's Mark | |||||||
| 37 South Main St | Lambertville | NJ | 08530 | N/A | PC | Charitable Support | $2,000 |
| Fountain House Inc | |||||||
| 425 West 47th Street | New York | NY | 10036 | N/A | PC | Charitable Support | $10,000 |
| Higher Ground Sun Valley | |||||||
| PO Box 6791 | Ketchum | ID | 83340 | N/A | PC | Charitable Support | $16,000 |
| Isabel O'Neil Foundation | |||||||
| 315 East 91st St | New York | NY | 10128 | N/A | PC | Charitable Support | $2,000 |
| Ketchum - Sun Valley Volunteer Association | |||||||
| Po Box 1262 | Ketchum | ID | 83340 | N/A | PC | Charitable Support | $2,000 |
| Lee Pesky Learning Center | |||||||
| 3324 Elder Street | Boise | ID | 83705 | N/A | PC | Charitable Support | $15,000 |
| Marine Corps Scholarship Foundation | |||||||
| 909 N Washington Street Ste 400 | Alexandria | VA | 22314 | N/A | PC | Charitable Support | $4,000 |
| Mint Theater Company | |||||||
| 412 W 42nd St | New York | NY | 10036 | N/A | PC | Charitable Support | $7,000 |
| Moore College of Art | |||||||
| 1916 Race ST | Philadelphia | PA | 19103 | N/A | PC | Charitable Support | $2,000 |
| Nepal Seeds | |||||||
| 800 Kansas Street | San Francisco | CA | 94107 | N/A | PC | Charitable Support | $4,000 |
| Perform Opera in Italy | |||||||
| 800 Kansas Street | San Francisco | CA | 94107 | N/A | PC | Charitable Support | $1,000 |
| School of American Ballet | |||||||
| 70 Lincoln Center | New York | NY | 10023 | N/A | PC | Charitable Support | $15,000 |
| Sun Valley Museum of Art | |||||||
| 70 Lincoln Center | New York | NY | 10023 | N/A | PC | Charitable Support | $10,000 |
| Sun Valley Music Festival | |||||||
| 191 5th St E | Ketchum | ID | 83340 | N/A | PC | Charitable Support | $8,000 |
| The Argyros Performing Arts Center | |||||||
| 120 North 2nd Ave Suite 120 | Ketchum | ID | 83340 | N/A | PC | Charitable Support | $7,000 |
| The Foundation for Cultural Review | |||||||
| 120 Main St S | Ketchum | ID | 83340 | n/A | PC | The New Criterion | $2,000 |
| The Mission Continues | |||||||
| 900 Broadway | New York | NY | 10003 | N/A | PC | Charitable Support | $5,000 |
| The Mountain Fund | |||||||
| 1141 South 7th Street | St Louis | MO | 63104 | N/A | PC | Charitable Support | $4,000 |
| Video Volunteers | |||||||
| 27 Sumption Rd | Sandia Park | NM | 87047 | N/A | PC | Charitable Support | $5,000 |
| Wood River Land Trust Co | |||||||
| 47 West 92nd Street | New York | NY | 10025 | N/A | PC | Charitable Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,417 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,533 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $295,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD REWARDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $4,743 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $402,219 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $402,219 | 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 |
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 | JOHN F LEHMAN JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1054 CREAMERY ROAD | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $350,124 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1056 shares of Verisk Analytics Inc | NoncashPropertyDesc |
| Fair Market Value | $250,124 | FairMarketValueAmt |
| Received | 2023-12-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,212 | Amt |
| Net Investment Income | $2,606 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,606 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERCK AND CO INC | $196,912 | $497,676 |
| SPDR S&P OIL AND GAS | $496,346 | $520,783 |
| VERISK ANALYTICS INC | $750,324 | $1,064,453 |
| BALL CORP | $99,534 | $159,053 |
| ORGANON & CO | $9,863 | $8,321 |
| ISHARES RUSSELL 2000 | $149,344 | $176,514 |
| VANGUARD DIVIDEND APPREC ETF | $204,870 | $281,127 |
| ENERGY SELECT SECTOR | $500,578 | $546,900 |
| JPM ACCT 5005 | $1,313,707 | $1,499,198 |
| JPM ACCT 7003 | $1,043,701 | $1,535,485 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BLACKROCK REIT - CLASS S | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,025,382 | BookValueAmt |
| EOYFMV | $1,010,206 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUST IN BROKERAGE ACCT | Desc |
| Amt | $26 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | credit cards rewards | Desc |
| Revenue And Expenses Per Books | $4,743 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD PAYABLE | $5,000 | $0 |
| DUE TO JFL | $0 | $646 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $33,473 | Amt |
| Net Investment Income | $33,473 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAID | $30,000 | |
| FOREIGN TAX PAID | $244 | $244 |
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