MOLLY LOU FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MOLLY LOU FOUNDATION (EIN 13-4011378)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-05
- IRS object ID
- 202511259349101936
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-05T15:15:48-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134011378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MOLLYLOU FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOLL | BusinessNameControlTxt |
| Phone | 2122862600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HELAINE LERNER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2122862600 | PhoneNum |
| Signature | 2025-05-05 | 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 | THOMAS BLANEY | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2025-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $6,153,916 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $212,683 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $212,683 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $680,606 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,214,950 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $901,944 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$5,537 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $893,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,109,090 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $316 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $316 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,199 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,199 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,088 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,088 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $115,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,403 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,227 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,227 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $154,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $119,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $738,659 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,109,090 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $163,042 | CashBOYAmt |
| Cash EOY | $8,413 | CashEOYAmt |
| Cash EOYFMV | $8,413 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,088,236 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,440,362 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,440,362 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $75,506 | AcctRcvblAmt |
| Acct Rcvbl EOY | $75,506 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $75,506 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,374,364 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,629,635 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,629,635 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $284,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,909,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,153,916 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,153,916 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,625 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,625 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,625 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,625 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,907,017 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,151,291 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,907,017 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,151,291 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,909,642 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,153,916 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,907,017 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $738,659 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,645,676 | SubtotalAmt |
| Other Decreases | $494,385 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,151,291 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| 2 SHARES - BERKSHIRE HATHAWAY INC - CLASS A. | $1,139,444 | $237,500 | $901,944 | $901,944 | |
| 33.333% BIORINGS, LLC | $75,506 | $75,506 | $0 | $0 | D |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $901,944 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,416 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,416 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,416 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,798 | 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 | $34,798 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,382 | OverpaymentAmt |
| Applied To ES Tax | $19,382 | 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 | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122862600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVE STE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| HELAINE LERNER CO PKFOD ADVISORY | ||||||||
| 500 MAMARONECK AVENUE SUITE 301 | HARRISON | NY | 10528 | PRESIDENT, TREASURER, DIRECTOR | 3.00 | $0 | $0 | $0 |
| ETHEL GARDNER CO PKFOD ADVISORY | ||||||||
| 500 MAMARONECK AVENUE SUITE 301 | HARRISON | NY | 10528 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARLA MAIDENBAUM CO PKFOD ADVISORY | ||||||||
| 500 MAMARONECK AVENUE SUITE 301 | HARRISON | NY | 10528 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LESLIE SEFF CO PKFOD ADVISORY | ||||||||
| 500 MAMARONECK AVENUE SUITE 301 | HARRISON | NY | 10528 | SECRETARY, DIRECTOR | 3.00 | $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 | $1,620,009 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,314,975 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $196,615 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,131,599 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,131,599 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,974 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,039,625 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $301,981 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $301,981 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,416 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,416 | TotalTaxAmt |
| Distributable Before Adj | $286,565 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $286,565 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $286,565 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $119,630 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $119,630 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $286,565 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,093,208 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $386,816 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $20,193 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $776,205 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,276,422 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $119,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $119,630 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $166,935 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $166,935 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,109,487 | 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 | $926,273 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,183,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $386,816 | ExcessFromYear4Amt |
| Excess From Year2 | $20,193 | ExcessFromYear2Amt |
| Excess From Year1 | $776,205 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HELAINE LERNER CO PKFOD ADVISORY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BELEV ECHAD INC | ||||||||
| 1766 2ND AVENUE | NEW YORK | NY | 10128 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| BRIDGEHAMPTON CHILD CARE AND RECREATIONAL CENTER INC | ||||||||
| 551 SAG HARBOR TURNPIKE | BRIDGEHAMPTON | NY | 11932 | N/A | PC | GENERAL SUPPORT | $100 | |
| CHARITIES AID FOUNDATION AMERICA | ||||||||
| 225 REINEKERS LANE 375 | ALEXANDRIA | VA | 22314 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| COMMUNITY ACCESS TO THE ARTS INC | ||||||||
| 420 STOCKBRIDGE ROAD STE 2 | GREAT BARRINGTON | MA | 01230 | N/A | PC | GENERAL SUPPORT | $300 | |
| COMPASSION AND CHOICES | ||||||||
| 8156 S WADSWORTH BOULEVARD STE | LITTLETON | CO | 80128 | N/A | PC | GENERAL SUPPORT | $1,000 | E-162 |
| GLOBALGIVING FOUNDATION INC | ||||||||
| 1 THOMAS CIRCLE 800 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| LUSTGARTEN FOUNDATION | ||||||||
| 415 CROSSWAYS PARK DRIVE D | WOODBURY | NY | 11797 | N/A | PC | GENERAL SUPPORT | $1,053 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| MERCY SHIPS | ||||||||
| PO BOX 2020 | LINDALE | TX | 75771 | N/A | PC | GENERAL SUPPORT | $9,000 | |
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC | ||||||||
| 501 FRONT STREET | NORFOLK | VA | 23510 | N/A | PC | GENERAL SUPPORT | $2,774 | |
| PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE INC | ||||||||
| 5100 WISCONSIN AVENUE NW400 | WASHINGTON | DC | 20016 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| SIMON WIESENTHAL CENTER INC | ||||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| SMILE TRAIN INC | ||||||||
| 633 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| SOUTH FORK NATURAL HISTORY SOCIETY | ||||||||
| PO BOX 455 | BRIDGEHAMPTON | NY | 11932 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| TEAM RUBICON INC | ||||||||
| 5230 PACIFIC CONCORSE DRIVE 200 | LOS ANGELES | CA | 90045 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| THE WHITE COAT WASTE PROJECT INC | ||||||||
| PO BOX 26029 | WASHINGTON | DC | 20001 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| VISITING NURSE SERVICE OF NEW YORK | ||||||||
| 220 EAST 42ND STREET 6TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,227 | 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 | $212,683 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $680,606 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $893,289 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $893,289 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | $24,050 | $0 | $24,050 |
| SIOBHAN MITCHELL | $2,500 | $0 | $2,500 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TRANSFERS TO CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | FORM 990PF: PART VI-A LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | NAME OF CONTROLLED ENTITY: BIORINGS LLCEMPLOYER ID NO: 74-3258795ADDRESS: 215 LEXINGTON AVE STE 1001 NEW YORK, NY 10016DESCRIPTION OF TRANSFER: N/ATOTAL AMOUNT OF TRANSFERS TO CONTROLLED ENTITIES: $0EXCESS BUSINESS HOLDING: [ ] YES [ X ] NO | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1 SHARES - BERKSHIRE HATHAWAY INC - CLASS A. | $680,920 | $680,920 |
| 2,093 SHARES - BERKSHIRE HATHAWAY INC - CLASS B. | $948,715 | $948,715 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PATTERSON BELKNAP | CategoryTxt |
| Legal Fees | $316 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $316 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $494,385 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER EXPENSE | $78 | $0 | $78 |
| FILING FEES | $468 | $0 | $468 |
| INSURANCE EXPENSE | $1,442 | $0 | $1,442 |
| MISCELLANEOUS EXPENSE | $100 | $0 | $100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PARTNERSHIP INCOME/(LOSS) | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$5,537 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MARILYN A DELUCA | $15,750 | $0 | $15,750 |
| THE JEFFREY DEVELOPMENT GROUP | $12,000 | $0 | $12,000 |
| SCOTT CULLEN | $10,000 | $0 | $10,000 |
| ELISA SCHORR | $10,000 | $0 | $10,000 |
| LESLIE SEFF | $2,500 | $0 | $2,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES PAID | CategoryTxt |
| Amt | $35,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |