L4 FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
L4 FOUNDATION (EIN 47-3597702)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-09
IRS object ID
202333139349100403
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)
Return2023-11-09T03:47:52-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222848368PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SILVERMAN LINDEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1471 NORTH BROADWAY SUITE 382AddressLine1Txt
CityJERICHOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11753ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473597702EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1L4 FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlL4FOBusinessNameControlTxt
Phone2129679118PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1c/o SILVERMAN 471 N BROADWAY 382AddressLine1Txt
CityJERICHOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11753ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLeslie GrussPersonNm
Person TitlePresidentPersonTitleTxt
Signature2023-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLesliePersonFirstNm
Person LastGrussPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN SILVERMANPreparerPersonNm
PTINP00544228PTIN
Phone2129679080PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$6,599,134FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$229,036DividendsRevAndExpnssAmt
Dividends Net Invst Incm$229,036DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$105,456NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$430,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$105,456CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$434,492TotalRevAndExpnssAmt
Total Net Invst Incm$334,492TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$75,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$75,000CompOfcrDirTrstNetInvstIncmAmt
Taxes Rev And Expnss$7,288TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,288TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$29,480OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$29,480OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$111,768TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$111,768TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$404,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$404,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$516,018TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$111,768TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$404,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$81,526ExcessRevenueOverExpensesAmt
Net Investment Income$222,724NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,536CashBOYAmt
Cash EOY$44,571CashEOYAmt
Cash EOYFMV$44,571CashEOYFMVAmt
Corporate Stock BOY$3,548,510CorporateStockBOYAmt
Corporate Stock EOY$3,319,292CorporateStockEOYAmt
Corporate Stock EOYFMV$5,237,041CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,285,098CorporateBondsBOYAmt
Corporate Bonds EOY$1,331,312CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,163,902CorporateBondsEOYFMVAmt
Other Investments BOY$26,326OtherInvestmentsBOYAmt
Other Investments EOY$66,289OtherInvestmentsEOYAmt
Other Investments EOYFMV$153,620OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,884,470TotalAssetsBOYAmt
Total Assets EOY$4,761,464TotalAssetsEOYAmt
Total Assets EOYFMV$6,599,134TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$4,884,470CapitalStockBOYAmt
Capital Stock EOY$4,761,464CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$4,884,470TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,761,464TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,884,470TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,761,464TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,884,470TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$81,526ExcessRevenueOverExpensesAmt
Subtotal$4,802,944SubtotalAmt
Other Decreases$41,480OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,761,464TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
3847.140 FIDELITY INTL INDEX FUNDP2001-01-012022-11-07$150,000$153,498-$3,498-$3,498
547.855 FIDELITY NASDAQP2017-05-102022-01-18$100,000$45,489$54,511$54,511
1134.559 FIDELITY 500 INDEXP2001-01-012022-11-07$150,000$104,451$45,549$45,549
228.746 FIDELITY 500 INDEXP2017-03-222022-12-28$30,000$21,106$8,894$8,894
FieldValueIRS element (for citing)
Capital Gain Net Income$105,456CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,096InvestmentIncomeExciseTaxAmt
Subtotal$3,096SubtotalAmt
Tax Based On Investment Income$3,096TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,309EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$8,309TotalPaymentsAndCreditsAmt
Overpayment$5,213OverpaymentAmt
Applied To ES Tax$5,213AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STEVE SILVERMAN CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2129679118PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1471 NORTH BROADWAY STE 382AddressLine1Txt
CityJERICHOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11753ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Leslie Gruss
143 AVENUE B PHBNEW YORKNY100095040President20.00$25,000
RIPTON GRUSS ROSEN
143 AVENUE B PHBNEW YORKNY100095040ASST TREASURER20.00$25,000
MORGAN GRUSS ROSEN
143 AVENUE B PHBNEW YORKNY100095040ASST SECRETARY20.00$25,000
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,423,631AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,179AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,454,810TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$7,454,810AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$111,822CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,342,988NetVlNoncharitableAssetsAmt
Minimum Investment Return$367,149MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$367,149MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,096TaxBasedOnInvestmentIncomeAmt
Total Tax$3,096TotalTaxAmt
Distributable Before Adj$364,053DistributableBeforeAdjAmt
Distributable Before Ded$364,053DistributableBeforeDedAmt
Distributable As Adjusted$364,053DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$404,250ExpensesAndContributionsAmt
Qualifying Distributions$404,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$364,053DistributableAsAdjustedAmt
Undistributed Income PY$3,847UndistributedIncomePYAmt
Qualifying Distributions$404,250QualifyingDistributionsAmt
Applied To Year1$3,847AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$364,053AppliedToCurrentYearAmt
Remaining Distri From Corpus$36,350RemainingDistriFromCorpusAmt
Total Corpus$36,350TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$36,350ExcessDistriCyovToNextYrAmt
Excess From Current Year$36,350ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NY CARES
65 BROADWAYNEW YORKNY10006CHARITYPCCHARITABLE GIFT$5,000
HENRY STREET SETTLEMENT
265 HENRY STREETNEW YORKNY10002CHARITYPCCHARITABLE GIFT$38,000
BRICK BY BRICK
232 7TH STREETBROOKLYNNY11215CHARITYPCCHARITABLE GIFT$50,000
PLANNED PARENTHOOD
26 BLEECKER STREETNEW YORKNY10012CHARITYPCCHARITABLE GIFT$13,500
THE DOOR FRIENDS OF FONTAINE
NOXON CTALBANYNY12211CHARITYPCCHARITABLE GIFT$70,000
SOUTH STREET SEAPORT MUSEUM
12 FULTON STREETNEW YORKNY10038CHARITYPCCHARITABLE GIFT$36,250
TRINITY LOWER EAST SIDE
602 EAST 9TH STREETNEW YORKNY10009CHARITYPCCHARITABLE GIFT$40,000
NATIONAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011CHARITYPCCHARITABLE GIFT$20,000
EVERYTOWN FOR GUN SAFETY
PO BOX 3886NEW YORKNY10163CHARITYPCCHARITABLE GIFT$1,000
FREEDOM SERVICE DOGS OF AMERICA
7193 S DILLON CTENGLEWOODCO80112CHARITYPCCHARITABLE GIFT$1,000
HIAS
411 FIFTH AVENUENEW YORKNY10016CHARITYPCCHARITABLE GIFT$15,000
ASIAN AMERICAN LEGAL DEFENSE FUND
99 HUDSON STREETNEW YORKNY10013CHARITYPCCHARITABLE GIFT$2,500
COMMITTEE TO PROTECT JOURNALISTS
PO BOX 2675NEW YORKNY10108CHARITYPCCHARITABLE GIFT$2,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104CHARITYPCCHARITABLE GIFT$4,000
JUSTICE IN AGING
1444 EYE STREET NWWASHINGTONDC20005CHARITYPCCHARITABLE GIFT$3,000
EXTEND PROGRAMS
29 GOSHEN ROADCHESTERNY10918CHARITYPCCHARITABLE GIFT$20,000
WOMEN IN NEED JENNY CLARK SHELTER
183 EAST 10TH STREETNEW YORKNY10029CHARITYPCCHARITABLE GIFT$5,000
VISION URBANA
64 ESSEX STREETNEW YORKNY10002CHARITYPCCHARITABLE GIFT$7,250
SPREAD THE VOTE
8601 LINCOLN BLVDLOS ANGELESCA90045CHARITYPCCHARITABLE GIFT$4,000
JEWISH FOUNDATION FOR THE RIGHTEOUS
80 MAIN STREETWEST ORANGENJ07052CHARITYPCCHARITABLE GIFT$1,000
LES GIRLS CLUB
402 EAST 8TH STREETNEW YORKNY10009CHARITYPCCHARITABLE GIFT$4,000
MOTHERS AGAINST SENSELESS KILLING
161 S 39TH STREETRICHMONDCA94804CHARITYPCCHARITABLE GIFT$2,000
AMOUNTS UNDER 1000
1500 BROADWAYNEW YORKNY10036CHARITYPCCHARITABLE GIFT$250
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028CHARITYPCCHARITABLE GIFT$16,000
RAINFOREST ALLIANCE
27 EAST 28TH STREETNEW YORKNY10016CHARITYPCCHARITABLE GIFT$2,500
NORTH SHORE ANIMAL LEAGUE AMERICA
25 DAVIS AVENUEPORT WASHINGTONNY11050CHARITYPCCHARITABLE GIFT$1,000
JANES'S DUE PROCESS
1401 LAVACA STREETAUSTINTX78701CHARITYPCCHARITABLE GIFT$5,000
FIDELITY DONOR ADVISED FUND
PO BOX 28019ALBUQUERQUENM87125CHARITYPCCHARITABLE GIFT$35,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$404,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$229,036ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$105,456RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$229,036ExclusionAmt
Related Or Exempt Function Incm$105,456RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$334,492TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLESLIE GRUSSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1143 AVENUE B PHBAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100095025ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LOOMIS SAYLES BOND RETAIL SHARES$19,765$15,784
FIDELITY NEW MARKETS INCOME$340,833$261,689
FIDELITY FLOATING RATE HIGH$461,428$441,364
FIDELITY US BOND INDEX$509,286$445,065

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LAZARD LTD CLASS A$7,891$5,513
LIBERTY GLOBAL PLC A$2,638$2,286
LIBERTY GLOBAL PLC C$2,537$2,346
LIBERTY GLOBAL PLC LILAC A$528$158
LIBERTY GLOBAL PLC LILAC C$520$159
LYONDELLBASELL INDUSTRIES$79,645$103,788
AMERICAN FINL GRP$130,768$685,130
ASTRAZENECA ADR$7,997$14,611
BANK OF NY MELLON$2,966$4,552
CF INDS HOLDINGS$25,951$53,250
CVS HEALTH CORP$6,258$13,047
COSTCO WHOLESALE$6,223$30,243
HERTZ GLOBAL HOLDINGS$1,290$97
JP MORGAN CHASE$33,525
MKS INSTRUMENTS$60,672$190,643
MERCK & CO$32,203$110,950
MURPHY USA INC$50,747$349,425
PPG INDUSTRIES$6,244$14,460
PFIZER INC$8,393$25,620
TEXAS INSTRUMENTS$43,748$206,525
VERIZON COMMUNICATIONS$6,261$5,624
WELLS FARGO$6,243$7,763
HERC HOLDINGS INC$391$789
FIDELITY 500 INDEX PREMIUM$652,374$944,463
FIDELITY INTL INDEX PREMIUM$277,730$286,379
FIDELITY EXTD MARKET INDEX$592,047$625,422
FIDELITY NASDAQ COMPOSITE$667,174$930,763
FIDELITY SMALL CAP ENHANCED$637,360$585,996
VIATRIS INC$472$690
HERTZ GLOBAL HOLDINGS INC NEW$409$31
ORGANON & CO$1,612$2,793

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
WEYERHAEUSER COAT COST$41,254$82,297
SPDR S&P 500 ETFAT COST$25,035$71,323

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FEDERAL TAXES$8,000
UNREALIZED LOSS ON SECURITIES$33,480

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EMPLOYEE BENEFITS$27,253$27,253
Filing fees$250$250
PAYROLL PROCESSING FEES$1,977$1,977

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonLESLIE GRUSSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1143 AVENUE B PHBAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100095025ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$633$633
PAYROLL TAXES$6,655$6,655

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