LINDY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LINDY FOUNDATION (EIN 46-4222159)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-16
- IRS object ID
- 202333209349101028
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-16T10:22:54-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233060583 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISCHER CUNNANE & ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 TURNER LN | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193804805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464222159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | ALAN/FRANK/ELAINE LINDY TRUSTEES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 2158868030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 OLD YORK ROAD SUITE 211 | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE LINDY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELAINE | PersonFirstNm |
| Person Last | LINDY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J FEENAN CPA | PreparerPersonNm |
| PTIN | P00968659 | PTIN |
| Phone | 6104311003 | PhoneNum |
| Preparation | 2023-11-16 | PreparationDt |
| 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 | $10,559,331 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $679,936 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,922 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,922 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11,922 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $49,889 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,889 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $49,889 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$50,412 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $609,484 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $10,341,800 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $10,341,800 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $11,033,135 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,811 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,403,611 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $123,446 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,657 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $108,789 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,675 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $562 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $626,863 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $626,863 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $754,984 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,219 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $735,652 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,480 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,480 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $787,464 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,219 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $768,132 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,245,671 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,592 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,403,611 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $674,234 | CashBOYAmt |
| Cash EOY | $8,055,414 | CashEOYAmt |
| Cash EOYFMV | $8,055,414 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,844,321 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,538,136 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,462,107 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments EOY | $1,041,810 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,041,810 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,518,555 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,635,360 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,559,331 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,436 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $2,137,498 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $11,068 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,139,934 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,068 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $378,621 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,624,292 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $378,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,624,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,518,555 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,635,360 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $378,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,245,671 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,624,292 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,624,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES CORE TOTAL ETF USD BOND | P | 2022-02-16 | 2022-12-23 | $20,036 | $22,431 | -$2,395 | -$2,395 |
| INVESCO TRII ETF EMERGING MKTS | P | 2020-02-16 | 2022-02-16 | $29,963 | $33,255 | -$3,292 | -$3,292 |
| ISHARES CORE S & P 500 ETF | P | 2020-01-03 | 2022-06-16 | $72,357 | $56,846 | $15,511 | $15,511 |
| ISHARES CORE US EFT AGGREGATE BOND | P | 2019-04-01 | 2022-12-23 | $264,375 | $306,088 | -$41,713 | -$41,713 |
| ISHARES ETF RUSSELL 2000 | P | 2020-10-12 | 2022-02-16 | $68,406 | $57,793 | $10,613 | $10,613 |
| ISHARES CORE TOTAL ETF USD BOND FUND | P | 2020-03-09 | 2022-12-23 | $154,347 | $183,483 | -$29,136 | -$29,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$50,412 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,395 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $648 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $648 | SubtotalAmt |
| Tax Based On Investment Income | $648 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Overpayment | $2,841 | OverpaymentAmt |
| Applied To ES Tax | $2,841 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELAINE LINDY | IndividualWithBooksNm |
| Phone | 2158868030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 914 SPRUCE STREET 9 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELAINE LINDY | ||||||||
| 914 SPRUCE STREET 9 | PHILADELPHIA | PA | 19107 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| ALAN LINDY | ||||||||
| 117 CHESTON LANE | AMBLER | PA | 19002 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| FRANK LINDY | ||||||||
| 8364 FISHER ROAD | ELKINS | PA | 19027 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,659,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,000,697 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,396,323 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,056,153 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,056,153 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,920,311 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $446,016 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $446,016 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $648 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $648 | TotalTaxAmt |
| Distributable Before Adj | $445,368 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $445,368 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $445,368 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $768,132 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $768,132 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $445,368 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $240,661 | UndistributedIncomePYAmt |
| Qualifying Distributions | $768,132 | QualifyingDistributionsAmt |
| Applied To Year1 | $240,661 | AppliedToYear1Amt |
| Applied To Current Year | $445,368 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $82,103 | RemainingDistriFromCorpusAmt |
| Total Corpus | $82,103 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $82,103 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $82,103 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRANK LINDY | ContributingManagerNm |
| Contributing Manager | ELAINE LINDY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| URBAN AFFAIRS COALITION | ||||||
| 1650 ARCH STREET | PHILADELPHIA | PA | 19103 | THANKSGIVING TURKEYS | $5,000 | |
| RUTGERS SCHOLARSHIP FUND | ||||||
| 335 GEORGE STREET | NEW BRUNSWICK | NJ | 08901 | ALFREDO SANTIGO ENDOWED SCHOLARSHIP | $25,000 | SUITE 4000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STORIES TO GROW BY LLC- | Desc |
| Related Or Exempt Function Incm | $183 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,922 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $49,889 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | -$50,412 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Z BRISTOL LLC | 34 | $48,038 | ||
| LINDY-ZELL POCOMOKE LLC | 34 | $52,417 | ||
| LINDY POCCOMOKE LLC | 34 | $1,901,655 | ||
| LINDY POCCOMOKE LLC | 34 | 531120 | $8,317,615 | |
| STORIES TO GROW BY,- AD REV | 531120 | $19,177 | ||
| STORIES TO GROW BY- LICENSI | 531120 | $2,715 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,339,507 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,951,698 | ExclusionAmt |
| Related Or Exempt Function Incm | $61,994 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,353,199 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ELAINE LINDY | |||||||
| 1 | 810 LOCUST STREET | UNIT 203 | PHILADELPHIA | PA | 19017 | $261,000 | Yes (X) |
| FRANK LINDY | |||||||
| 2 | 8364 FISHER ROAD | ELKINS PARK | PA | 19027 | $270,700 | Yes (X) | |
| ALAN LINDY | |||||||
| 3 | 117 CHESTON LANE | AMBLER | PA | 19002 | $10,000 | Yes (X) | |
| MARTY LAUTMAN | |||||||
| 4 | 1400 SOUTH OCEAN BOULEVARD | BOCA RATON | FL | 33432 | $20,000 | Yes (X) | |
| AL-CH INVESTMENTS | |||||||
| 5 | 117 CHESTON LANE | AMBLER | PA | 19002 | $100,000 | Yes (X) | |
| ODELL STUDNER | |||||||
| 6 | 309 YORK ROAD | JENKINTOWN | PA | 19046 | $12,500 | Yes (X) | |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LINDY- ZELL POCOMOKE LLC | FMV | $1,028,392 | $1,028,392 |
| Z BRISTOL LLC | FMV | $13,418 | $13,418 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| SCHOOLYARD PROJECTS | $621,499 | $621,499 |
| AUTO EXPENSE | $41 | $41 |
| BUILDING INSURANCE | $2,110 | $2,110 |
| STORIES TO GROW BY, LLC- INSU | $450 | $450 |
| STORIES TO GROW BY, LLC-COMMI | $313 | $313 |
| STORIES TO GROW BY, LLC- POST | $202 | $202 |
| STORIES TO GROW BY, LLC-SOFTW | $572 | $572 |
| STORIES TO GROW BY, LLC- WEB | $1,426 | $1,426 |
| MISCELLANEOUS | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| STORIES TO GROW BY LLC- | $183 | $183 |
| Z BRISTOL LLC | $48,038 | $48,038 |
| LINDY-ZELL POCOMOKE LLC | $52,417 | $52,417 |
| LINDY POCCOMOKE LLC | $1,901,655 | $1,901,655 |
| LINDY POCCOMOKE LLC | $8,317,615 | $8,317,615 |
| STORIES TO GROW BY,- AD REV. | $19,177 | $19,177 |
| STORIES TO GROW BY- LICENSING | $2,715 | $2,715 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LINDY POCOMOKE | $2,091,970 | |
| INVEST IN CVS | $34,620 | |
| DUE TO LPM | $10,908 | |
| STORIES TO GROW BY, LLC CC PAYABLE | $10 | |
| EXCHANGE LINDY | $11,058 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $14,657 | $14,657 | |
| ACCOUNTING FEES | $6,500 | $6,500 | |
| OTHER | $244 | $244 | |
| STORIES TO GROW BY, LLC ACCOUNTI | $1,829 | $1,829 | |
| STORIES TO GROW BY, LLC- CONTRAC | $99,318 | $99,318 | |
| STORIES TO GROW BY, LLC- LEGAL | $898 | $898 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES AND LICENSES | $3,963 | |
| FOREIGN TAXES | $562 | $562 |
| STATE FILING FEES | $150 |
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