LENKE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LENKE FAMILY FOUNDATION (EIN 20-3309702)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349101032
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T07:59:20-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133367751 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPIELMAN KOENIGSBERG & PARKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1675 BROADWAY 20TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203309702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LENKE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LENK | BusinessNameControlTxt |
| Phone | 2124532500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 WEST 61ST STREET 30A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE G LENKE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124532500 | PhoneNum |
| Signature | 2023-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAWRENCE | PersonFirstNm |
| Person Last | LENKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD KOENIGSBERG | PreparerPersonNm |
| PTIN | P00300383 | PTIN |
| Phone | 2124532500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,256,625 | 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 | $519,497 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $157 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $157 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,558 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,558 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $778,100 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,962 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,357 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,357 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $664,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,034 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,193 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,193 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,222 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,222 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,415 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $652,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $652,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $662,415 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $652,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,116 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $134,619 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $145,940 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $79,713 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $79,713 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,121,597 | CorporateStockBOYAmt |
| Corporate Stock EOY | $997,920 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,176,912 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,267,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,077,633 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,256,625 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $1,267,537 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,077,633 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,267,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,077,633 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,267,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,077,633 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,267,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,116 | ExcessRevenueOverExpensesAmt |
| Other Increases | $48 | OtherIncreasesAmt |
| Subtotal | $1,269,701 | SubtotalAmt |
| Other Decreases | $192,068 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,077,633 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB 6547 ST TRANSACTIONS | 2022-04-07 | 2022-12-31 | $91,453 | $95,994 | -$4,541 | -$4,541 | |
| CHARLES SCHWAB 6547 LT TRANSACTIONS | 2018-07-02 | 2022-12-31 | $680,477 | $560,144 | $120,333 | $120,333 | |
| CAPITAL GAINS DIVIDENDS | $6,170 | $6,170 | $6,170 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,962 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,541 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,871 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,871 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,871 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,410 | 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 | $4,410 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Overpayment | $2,525 | OverpaymentAmt |
| Applied To ES Tax | $2,525 | 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 | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAWRENCE LENKE | IndividualWithBooksNm |
| Phone | 2124532500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 WEST 61ST STREET APT 30A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE G LENKE | ||||||||
| 15 WEST 61ST STREET APT 30A | NEW YORK | NY | 10023 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH A LENKE | ||||||||
| 15 WEST 61ST STREET APT 30A | NEW YORK | NY | 10023 | TRUSTEE | 1.00 | $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 | $1,290,111 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,518 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,446,629 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,446,629 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,424,930 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,871 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,871 | TotalTaxAmt |
| Distributable Before Adj | $69,376 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,376 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,376 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $652,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $652,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,376 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $291,030 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,078,961 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $832,901 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $758,184 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $816,126 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,777,202 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $652,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,376 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $582,624 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,359,826 | 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 | $291,030 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,068,796 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,078,961 | ExcessFromYear4Amt |
| Excess From Year3 | $832,901 | ExcessFromYear3Amt |
| Excess From Year2 | $758,184 | ExcessFromYear2Amt |
| Excess From Year1 | $816,126 | ExcessFromYear1Amt |
| Excess From Current Year | $582,624 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE G LENKE | ContributingManagerNm |
| Contributing Manager | ELIZABETH A LENKE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COLUMBIA UNIVERSITY | ||||||
| 116 STREET BROADWAY | NEW YORK | NY | 10027 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $1,000 |
| CREIGHTON UNIVERSITY | ||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $200,000 |
| FELICIAN UNIVERSITY | ||||||
| 1 FELICIAN WAY | RUTHERFORD | NJ | 07070 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $10,000 |
| FOCOS | ||||||
| 377 OAK STREET SUITE 407 | GARDEN CITY | NY | 11530 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $25,000 |
| FOOD BANK FOR NEW YORK CITY | ||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $25,000 |
| GOD'S LOVE WE DELIVERY | ||||||
| 166 6TH AVE | NEW YORK | NY | 10013 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $25,000 |
| NEW YORK PRESBYTERIAN FUND | ||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10022 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $25,000 |
| SETTING SCOLIOSIS STRAIGHT | ||||||
| 2535 CAMINO DEL RIO S | SAN DIEGO | CA | 92108 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $10,000 |
| ST ANDREW'S CHARITABLE FOUNDATION | ||||||
| 1001 CRAIG RD | ST LOUIS | MO | 63146 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $5,000 |
| UNIVERSITY OF NOTRE DAME | ||||||
| 100 CAMPUS DISTRIBUTION CENTER | NOTRE DAME | IN | 46556 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $200,000 |
| VILLA DUCHESNE & OAK HILL | ||||||
| 801 S SPOEDE RD | ST LOUIS | MO | 63131 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $5,000 |
| ST LOUIS PRIORY | ||||||
| 500 SOUTH MASON ROAD | ST LOUIS | MO | 63141 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $100,000 |
| SAN DIEGO SPINE FOUNDATION | ||||||
| 6190 CORNERSTONE CT E STE 212 | SAN DIEGO | CA | 92121 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $10,000 |
| PEDIATRIC SPINE FOUNDATION | ||||||
| PO BOX 397 | VALLEY FORGE | PA | 19481 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $5,000 |
| BLESSED SACRAMENT CATHOLIC CHURCH | ||||||
| 152 WEST 71ST STREET | NEW YORK | NY | 10023 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $1,000 |
| THE MAGIC HOUSE | ||||||
| 516 S KIRKWOOD ROAD | ST LOUIS | MO | 63122 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $652,000 | 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 | $157 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,558 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $121,962 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS EXCISE TAX REFUND | Desc |
| Unrelated Business Taxbl Incm | $2,357 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,357 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $142,677 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,034 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LAWRENCE LENKE | |||||||
| 1 | 15 WEST 61ST STREET APT 30A | NEW YORK | NY | 10023 | $115,000 | Yes (X) | |
| LAWRENCE LENKE | |||||||
| 2 | 15 WEST 61ST STREET APT 30A | NEW YORK | NY | 10023 | $404,497 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $404,497 | FairMarketValueAmt |
| Received | 2022-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,193 | Amt |
| Net Investment Income | $3,193 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $25,915 | $51,972 |
| ARTISAN HIGH INCOME-INST | $10,689 | $9,355 |
| BAIRD AGGREGATE BOND INSTL | $97,842 | $96,379 |
| BAYERISCHE MOTOREN WERKE AG SPONS ADR | $5,612 | $10,381 |
| BERKSHIRE HATHAWAY INC CLASS B | $53,200 | $92,670 |
| BLACKSTONE INC | $4,842 | $9,274 |
| DODGE & COX INTL STOCK FD | $106,419 | $106,194 |
| GOLDMAN SACHS EM MKTS EQ INSGHTS INTL | $46,300 | $37,340 |
| HARDING LOEVNER INSTL EMERG MKTS | $41,248 | $40,294 |
| HILTON WORLDWIDE HOLDINGS INC | $6,305 | $12,636 |
| HOTCHKIS & WILEY SMALL CAP DIVERSIFIED VALUE I | $35,912 | $38,761 |
| INVESCO STEELPATH MLP SELECT 40 Y | $20,165 | $22,658 |
| MSCI INC | $5,432 | $9,303 |
| MULTI MANAGER GLOBAL LISTED INFRASTRUCTURE | $28,094 | $25,021 |
| NATIONAWIDE GENEVA SM CAP | $40,681 | $42,895 |
| PENN ENTERTAINMENT INC | $17,370 | $35,640 |
| SCHWAB US LARGE CAP ETF | $99,728 | $112,523 |
| SCHWAB US MID CAP | $66,574 | $78,698 |
| SCHWAB US REIT | $85,328 | $74,131 |
| VANGUARD INFORMATION TECHNOLOGY | $30,123 | $47,912 |
| VANGUARD LARGE-CAP INDEX FUND ETF | $62,417 | $93,545 |
| VANGUARD SMALL-CAP | $4,330 | $7,342 |
| WCM FOCUSED INTL GROWTH | $103,394 | $121,988 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST FAIR VALUE TO BOOK VALUE OF DONATED STOCK | Desc |
| Amt | $192,068 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $2,357 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,357 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $48 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $7,222 | Amt |
| Net Investment Income | $7,222 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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