LINDY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LINDY FOUNDATION (EIN 46-4222159)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349101844
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T10:10:51-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233060583 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISCHER CUNNANE & ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 TURNER LN | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193804805 | 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 | 464222159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | ALAN/FRANK/ELAINE LINDY TRUSTEES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 2158868030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 OLD YORK ROAD SUITE 211 | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE LINDY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2024-11-14 | 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 | ROBERT J FEENAN CPA | PreparerPersonNm |
| PTIN | P00968659 | PTIN |
| Phone | 6104311003 | PhoneNum |
| Preparation | 2024-11-14 | 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 | $10,905,601 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $702,375 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $303,651 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $303,651 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $303,651 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $50,703 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,703 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,703 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,175 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $865,398 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $212,631 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $212,631 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,284,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $354,354 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $566,985 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $83,951 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,255 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $69,696 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $244 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $543,228 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $2,634 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $540,594 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $627,423 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,255 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,634 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $610,290 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $532,742 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $532,742 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,160,165 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,255 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,634 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,143,032 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $124,370 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $340,099 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $564,351 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,055,414 | CashBOYAmt |
| Cash EOY | $7,739,481 | CashEOYAmt |
| Cash EOYFMV | $7,739,481 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,538,136 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,849,813 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,938,898 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,041,810 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,227,222 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,227,222 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,635,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,816,516 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,905,601 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $35,440 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $11,068 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $32,414 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,068 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,854 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,624,292 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,748,662 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,624,292 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,748,662 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,635,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,816,516 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,624,292 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $124,370 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,748,662 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,748,662 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,727 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,727 | SubtotalAmt |
| Tax Based On Investment Income | $4,727 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,841 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,841 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,886 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Individual With Books | ELAINE LINDY | IndividualWithBooksNm |
| Phone | 2158868030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 914 SPRUCE STREET 9 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ELAINE LINDY | ||||||||
| 914 SPRUCE STREET 9 | PHILADELPHIA | PA | 19107 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| ALAN LINDY | ||||||||
| 117 CHESTON LANE | AMBLER | PA | 19002 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| FRANK LINDY | ||||||||
| 8364 FISHER ROAD | ELKINS | PA | 19027 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| 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 | $1,870,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,197,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,278,392 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,345,631 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,345,631 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $155,184 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,190,447 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $509,522 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $509,522 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,727 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,727 | TotalTaxAmt |
| Distributable Before Adj | $504,795 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $504,795 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $504,795 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,143,032 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,143,032 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $504,795 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $82,103 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $82,103 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,143,032 | QualifyingDistributionsAmt |
| Applied To Current Year | $504,795 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $638,237 | RemainingDistriFromCorpusAmt |
| Total Corpus | $720,340 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $720,340 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $82,103 | ExcessFromYear1Amt |
| Excess From Current Year | $638,237 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRANK LINDY | ContributingManagerNm |
| Contributing Manager | ELAINE LINDY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DREXEL UNIVERSITY | |||||||
| DREXEL UNIVERITY | 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | NONE | GENERAL | $500,000 |
| WEITZMAN NATIONAL MUSEUM | |||||||
| WEITZMAN NATIONAL MUSEUM | 101 S INDEPENDENCE MALL | PHILADEPHIA | PA | 19106 | NONE | GENERAL | $10,000 |
| COMMUNITY COLLEGE OF PHILADELPHIA | |||||||
| COMMUNITY COLLEGE OF PHILADELPHIA | 1700 SPRING GARDEN STREET | PHILADELPHIA | PA | 19130 | NONE | GENERAL | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $530,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STORIES TO GROW BY LLC- | Desc |
| Related Or Exempt Function Incm | $526 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $303,651 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,703 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,175 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Z BRISTOL LLC | 34 | $55,624 | ||
| LINDY-ZELL POCOMOKE LLC | 34 | -$2,235 | ||
| LINDY POCCOMOKE LLC | 34 | $121,399 | ||
| STORIES TO GROW BY - AD REV | 541800 | $37,317 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $37,317 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $174,788 | ExclusionAmt |
| Related Or Exempt Function Incm | $370,055 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $582,160 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ELAINE LINDY | |||||||
| 1 | 810 LOCUST STREET | UNIT 203 | PHILADELPHIA | PA | 19017 | $174,350 | Yes (X) |
| FRANK LINDY | |||||||
| 2 | 8364 FISHER ROAD | ELKINS PARK | PA | 19027 | $506,000 | Yes (X) | |
| ODELL STUDNER | |||||||
| 3 | 309 YORK ROAD | JENKINTOWN | PA | 19046 | $12,500 | Yes (X) | |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (15 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| INVESCO OPTIMUN YLD ETF | 2023-03 | PURCHASE | 2023-12 | $5,449 | $5,866 | -$417 |
| ISHARES CORE TOTAL ETF | 2023-01 | PURCHASE | 2023-03 | $15,942 | $16,372 | -$430 |
| VANGUARD DIVIDEND ETF | 2023-01 | PURCHASE | 2023-08 | $1,660 | $1,542 | $118 |
| VANGUARD TOTAL BOND ETF | 2022-12 | PURCHASE | 2023-01 | $177,801 | $174,423 | $3,378 |
| XTRACKERS USD HIGH ETF | 2020-10 | PURCHASE | 2023-01 | $44,393 | $50,111 | -$5,718 |
| GOLDMAN SACHS ETF | 2019-08 | PURCHASE | 2023-08 | $11,356 | $7,577 | $3,779 |
| INVESTCO OPTIMUN YLD ETF | 2020-04 | PURCHASE | 2023-12 | $77,644 | $77,032 | $612 |
| ISHARES CORE S & P TOTAL ETF | 2020-03 | PURCHASE | 2023-08 | $80,947 | $53,286 | $27,661 |
| ISHARES CORE S & P 500 ETF | 2020-12 | PURCHASE | 2023-01 | $23,763 | $21,750 | $2,013 |
| ISHARES RUSSELL 1000 VALUE ETF | 2021-07 | PURCHASE | 2023-01 | $62,176 | $62,916 | -$740 |
| ISHARES RUSSELL 2000 ETF | 2021-03 | PURCHASE | 2023-08 | $58,434 | $65,633 | -$7,199 |
| ISHARES CORE S&P SMALL CAP ETF | 2021-04 | PURCHASE | 2023-01 | $37,992 | $40,920 | -$2,928 |
| ISHARES IBOXX HIGH YIELD CORP BOND E | 2020-12 | PURCHASE | 2023-01 | $35,627 | $40,513 | -$4,886 |
| ISHARES ORE MSCI EMERGING MKTS | 2021-04 | PURCHASE | 2023-01 | $124,577 | $154,843 | -$30,266 |
| VANGUARD MID CAP ETF | 2020-10 | PURCHASE | 2023-08 | $107,637 | $77,439 | $30,198 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LINDY- ZELL POCOMOKE LLC | FMV | $1,158,180 | $1,158,180 |
| Z BRISTOL LLC | FMV | $69,042 | $69,042 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STORIES TO GROW BY - AD REV | |||
| ADVERTISING | $2,634 | $2,634 | |
| EXPENSES | |||
| SCHOOLYARD PROJECTS | $536,090 | $536,090 | |
| BUILDING INSURANCE | $1,450 | $1,450 | |
| STORIES TO GROW BY, LLC-COMMI | $141 | $141 | |
| STORIES TO GROW BY, LLC- POST | $216 | $216 | |
| STORIES TO GROW BY, LLC-SOFTW | $286 | $286 | |
| STORIES TO GROW BY, LLC- WEB | $2,411 | $2,411 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| STORIES TO GROW BY LLC- | $526 | $526 |
| Z BRISTOL LLC | $55,624 | $55,624 |
| LINDY-ZELL POCOMOKE LLC | -$2,235 | -$2,235 |
| LINDY POCCOMOKE LLC | $121,399 | $121,399 |
| STORIES TO GROW BY - AD REV | $37,317 | $37,317 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| STORIES TO GROW BY, LLC CC PAYABLE | $10 | $356 |
| EXCHANGE LINDY | $11,058 | $32,058 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $14,255 | $14,255 | |
| ACCOUNTING FEES | $9,245 | $9,245 | |
| STORIES TO GROW BY, LLC- CONTRAC | $60,451 | $60,451 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $244 | Amt |
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