BETA

LYNTON FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LYNTON FOUNDATION (EIN 13-3743511)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202323179349103327
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-13T15:50:54-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line166 HUDSON BLVD E SUITE 2200AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133743511EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LYNTON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLYNTBusinessNameControlTxt
Phone2128403456PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO CAROL LYNTON - 33 W 81ST STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL LYNTONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2128403456PhoneNum
Signature2023-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAROLPersonFirstNm
Person LastLYNTONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN TEICHER CPA CFPPreparerPersonNm
PTINP00226488PTIN
Phone2126976900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,044,831FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,004,264ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$49InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$49InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$126,882DividendsRevAndExpnssAmt
Dividends Net Invst Incm$126,188DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$46,552NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,275,819GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$38,673CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$392OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$392OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,178,139TotalRevAndExpnssAmt
Total Net Invst Incm$165,302TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$10,561OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,561OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,315TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,315TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$750OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$750OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,626TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,876TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$719,409ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$719,409ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$732,035TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,876TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$720,159TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$446,104ExcessRevenueOverExpensesAmt
Net Investment Income$153,426NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$3CashEOYAmt
Cash EOYFMV$3CashEOYFMVAmt
Sav And Temp Cash Invst BOY$34,562SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,075SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,075SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$10,330,717OtherInvestmentsBOYAmt
Other Investments EOY$6,031,253OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,031,253OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$1,500OtherAssetsEOYAmt
Other Assets EOYFMV$1,500OtherAssetsEOYFMVAmt
Total Assets BOY$10,365,279TotalAssetsBOYAmt
Total Assets EOY$6,044,831TotalAssetsEOYAmt
Total Assets EOYFMV$6,044,831TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,365,279RetainedEarningBOYAmt
Retained Earning EOY$6,044,831RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,365,279TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,044,831TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,365,279TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,044,831TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,365,279TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$446,104ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,811,383SubtotalAmt
Other Decreases$4,766,552OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,044,831TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2022-12-31$707,229$761,657-$54,428-$54,428
PUBLICLY TRADED SECURITIESP2022-12-31$1,417,774$1,473,155-$55,381-$55,381
111 SHARES NEW RELIC INCD2022-01-06$11,203$1,387$9,816$9,816
1,630 SHARES CONFLUENT INCD2022-08-12$46,778$327$46,451$46,451
474 SHARES AMPLITUDE INCD2022-12-14$6,418$293$6,125$6,125
1,630 SHARES CONFLUENT INCD2022-12-14$38,659$327$38,332$38,332
CAPITAL GAINS DIVIDENDSP$47,758$47,758$47,758
FieldValueIRS element (for citing)
Capital Gain Net Income$38,673CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,133InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,133SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,133TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,801EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,801TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$8,668OverpaymentAmt
Applied To ES Tax$8,668AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCAROL LYNTONIndividualWithBooksNm
Phone2126976900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line166 HUDSON BLVD E - SUITE 2200AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10001ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL LYNTON
33 WEST 81ST STREETNEW YORKNY10024TRUSTEE3.00$0$0$0
MICHAEL LYNTON
C/O BT US 66 HUDSON BLVD E-STE 2200NEW YORKNY10001TRUSTEE3.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,622,342AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$110,555AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,732,897TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,732,897AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$100,993CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,631,904NetVlNoncharitableAssetsAmt
Minimum Investment Return$331,595MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$331,595MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,133TaxBasedOnInvestmentIncomeAmt
Total Tax$2,133TotalTaxAmt
Distributable Before Adj$329,462DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$329,462DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$329,462DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$720,159ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$720,159QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$329,462DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,770,401ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,861,200ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,431,724ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,268,854ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,074,748ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,406,927TotalExcessDistributionCyovAmt
Qualifying Distributions$720,159QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$329,462AppliedToCurrentYearAmt
Remaining Distri From Corpus$390,697RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$9,797,624TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,770,401ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,027,223ExcessDistriCyovToNextYrAmt
Excess From Year4$2,861,200ExcessFromYear4Amt
Excess From Year3$1,431,724ExcessFromYear3Amt
Excess From Year2$2,268,854ExcessFromYear2Amt
Excess From Year1$1,074,748ExcessFromYear1Amt
Excess From Current Year$390,697ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCAROL LYNTONContributingManagerNm
Contributing ManagerMICHAEL LYNTONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AVENUE FOR JUSTICE
100 CENTRE STREET ROOM 1541NEW YORKNY10013NONE501(C)(3)ACHIEVE CHARITABLE PURPOSE$2,500
COLUMBIA UNIVERSITY
622 WEST 113TH STREETNEW YORKNY10025NONE501(C)(3)ACHIEVE CHARITABLE PURPOSE$166,906
EAST HARLEM TUTORIAL PROGRAM
2035 SECOND AVENUENEW YORKNY10029NONE501(C)(3)ACHIEVE CHARITABLE PURPOSE$75,000
CBPP
1275 FIRST STREET NE SUITE 1200WASHINGTONDC20002NONE501(C)(3)ACHIEVE CHARITABLE PURPOSE$200,000
HOPE PROGRAM
1 SMITH STREET 4TH FLOORBROOKLYNNY11201NONE501(C)(3)ACHIEVE CHARITABLE PURPOSE$25,000
GIRLS INC OF WESTCHESTER
901 N BROADWAY STE 6WHITE PLAINSNY10603NONE501(C)(3)ACHIEVE CHARITABLE PURPOSE$10,000
SASHA BRUCE YOUTHWORK
741 8TH STREET SEWASHINGTONDC20003NONE501(C)(3)ACHIEVE CHARITABLE PURPOSE$25,000
PLAYWRITES HORIZON
416 W 42ND STREETNEW YORKNY10036NONE501(C)(3)ACHIEVE CHARITABLE PURPOSE$10,000
JJ GUGENHEIM FOUNDATION
90 PARK AVENUE 33RD FLOORNEW YORKNY10016NONE501(C)(3)ACHIEVE CHARITABLE PURPOSE$2,170
OLMSA
1120 VERMONT AVENUE NWWASHINGTONDC20419NONE501(C)(3)ACHIEVE CHARITABLE PURPOSE$7,500
VERA INSTITUTE
34 35TH STREET SUITE 4-2ANEW YORKNY11232NONE501(C)(3)ACHIEVE CHARITABLE PURPOSE$184,333
THE CITY
85 BROAD STREET 12TH FLOORNEW YORKNY10004NONE501(C)(3)ACHIEVE CHARITABLE PURPOSE$1,000
MARSHALL PROJECT
250 WEST 57TH SETRRET SUITE 2514NEW YORKNY10107NONE501(C)(3)ACHIEVE CHARITABLE PURPOSE$5,000
PEF ISRAEL ENDOWMENT
630 3RD AVE 15THNEW YORKNY10017NONE501(C)(3)ACHIEVE CHARITABLE PURPOSE$2,500
ADIRONDACK HAMLETS TO HUTS
47 MAIN STREETSARANAC LAKENY12983NONE501(C)(3)ACHIEVE CHARITABLE PURPOSE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$719,409TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$126,882ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$392ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$46,552ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$173,875ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$173,875TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
LYNTON CLAT
133 WEST 81ST STREETNEW YORKNY10024$900,000Yes (X)
LYNTON ASSET LP
233 WEST 81ST STREETNEW YORKNY10024$104,264Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2111 SHARES NEW RELIC INC$11,0112022-01-05
21,630 SHARES CONFLUENT INC$47,2862022-08-19
2474 SHARES AMPLITUDE INC$6,3992022-12-13
21,630 SHARES CONFLUENT INC$39,5682022-12-13

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
106,755.475 SHS AMERICAN INTERMEDIATE BOND FUND OF AMERICA CLASS F3FMV$1,326,971$1,326,971
27,020.5270 SHS CAPITAL GROUP EMERGING MARKETS GROWTH FUND CL F3FMV$167,257$167,257
2,386.3740 SHS NEW WORLD FUND CL F3FMV$158,527$158,527
22,424.432 SHS AMERICAN HIGH INCOME TRUST CL F3FMV$203,165$203,165
5,932.6430 SHS FUNDAMENTAL INVESTORS CL F3FMV$357,204$357,204
6,151.652 SHS GROWTH FUND OF AMERICA CL F3FMV$304,261$304,261
34,149.163 SHS AMERICAN GLOBAL INSIGHT FUND CLASS F3FMV$627,320$627,320
12,978.712 SHS NEW PERSPECTIVE FUND CL F3FMV$613,763$613,763
2667.069 SHS SMALLCAP WORLD FUND CL F3FMV$152,823$152,823
100,000 SHS SNAPFMV$895,000$895,000
96,489.637 SHS AMERICAN FUNDS STRATEGIC BOND FUND CLASS F3FMV$1,020,101$1,020,101
3,943.429 SHS AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F3FMV$204,861$204,861

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DUE FROM SHORES FOUNDATION$0$750$750
DUE FROM LM FOUNDATION$0$750$750

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED LOSS - SNAP$3,808,000
UNREALIZED LOSS - OTHER$958,552

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$750RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$750DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
TRINITY SECURITIES LITIGATION$40$40$40
SIGNET SECURITIES LITIGATION$324$324$324
DAVITA SECURITIES LITIGATION$28$28$28

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEES (CAPITAL GROUP)CategoryTxt
Amt$10,561Amt
Net Investment Income$10,561NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$1,315Amt
Net Investment Income$1,315NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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