ERIC AND SIMONE LANG FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ERIC AND SIMONE LANG FOUNDATION (EIN 30-6601935)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202531299349101618
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T15:01:32-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306601935 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIC AND SIMONE LANG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERIC | BusinessNameControlTxt |
| Phone | 2128523049 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BANK OF AMERICA N A | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128523049 | PhoneNum |
| Signature | 2025-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | LAWRENCE MCGUIRE | PreparerPersonNm |
| PTIN | P01233953 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2025-04-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $56,329,888 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,915,622 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,045,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,045,316 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,325,756 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,157,768 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,325,756 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $16,286,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,371,072 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $243,375 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $97,350 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $146,025 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,605 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,007 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $298,980 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $122,357 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $146,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $573,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $573,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $871,980 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $122,357 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $719,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,414,714 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,248,715 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,653 | CashBOYAmt |
| Cash EOY | $320,648 | CashEOYAmt |
| Cash EOYFMV | $320,648 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $915,760 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,314,849 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,314,849 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $3,981 | CorporateStockBOYAmt |
| Other Investments BOY | $36,369,240 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,850,001 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $53,694,391 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $37,313,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,485,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,329,888 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $37,313,634 | CapitalStockBOYAmt |
| Capital Stock EOY | $50,485,498 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,313,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,485,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,313,634 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,485,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,313,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,414,714 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $52,728,353 | SubtotalAmt |
| Other Decreases | $2,242,855 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,485,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (92 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5330. BROWN ADVISORY SUSTAINABLE GROWTH FUND | 2022-10-12 | 2024-02-15 | $276,734 | $175,357 | $101,377 | $101,377 | |
| 1325. BROWN ADVISORY SUSTAINABLE GROWTH FUND | 2022-10-10 | 2024-02-15 | $68,794 | $44,255 | $24,539 | $24,539 | |
| 3152. BROWN ADVISORY SUSTAINABLE GROWTH FUND | 2022-10-07 | 2024-02-15 | $163,652 | $107,546 | $56,106 | $56,106 | |
| 1678. CALVERT US LRG CAP VALUE | 2022-10-07 | 2024-02-15 | $50,709 | $42,755 | $7,954 | $7,954 | |
| 17697. CRA QUALIFIED INVESTMENT | 2023-08-08 | 2024-02-15 | $164,936 | $164,051 | $885 | $885 | |
| 6579. CRA QUALIFIED INVESTMENT | 2022-10-12 | 2024-02-15 | $61,316 | $60,856 | $460 | $460 | |
| 3601. CRA QUALIFIED INVESTMENT | 2022-10-07 | 2024-02-15 | $33,561 | $33,309 | $252 | $252 | |
| 281. CRA QUALIFIED INVESTMENT | 2022-10-13 | 2024-02-15 | $2,619 | $2,588 | $31 | $31 | |
| 627. CRA QUALIFIED INVESTMENT | 2023-01-18 | 2024-02-15 | $5,844 | $6,007 | -$163 | -$163 | |
| 298. CRA QUALIFIED INVESTMENT | 2023-07-21 | 2024-02-15 | $2,777 | $2,777 | |||
| 543. CRA QUALIFIED INVESTMENT | 2023-07-24 | 2024-02-15 | $5,061 | $5,055 | $6 | $6 | |
| 4929. CRA QUALIFIED INVESTMENT | 2023-08-07 | 2024-02-15 | $45,938 | $45,593 | $345 | $345 | |
| 660. CRA QUALIFIED INVESTMENT | 2022-10-11 | 2024-02-15 | $6,151 | $6,098 | $53 | $53 | |
| 265. ISHARES US TREASURY BOND ETF | 2023-01-18 | 2024-02-15 | $5,989 | $6,214 | -$225 | -$225 | |
| 10854. ISHARES US TREASURY BOND ETF | 2023-08-07 | 2024-02-15 | $245,298 | $244,975 | $323 | $323 | |
| 3149. ISHARES US TREASURY BOND ETF | 2022-10-13 | 2024-02-15 | $71,167 | $70,852 | $315 | $315 | |
| 883. ISHARES US TREASURY BOND ETF | 2022-07-31 | 2024-02-15 | $19,956 | $21,466 | -$1,510 | -$1,510 | |
| 606. ISHARES US TREASURY BOND ETF | 2022-07-31 | 2024-02-15 | $13,695 | $14,732 | -$1,037 | -$1,037 | |
| 2455. NUVEEN ESG LARGE | 2022-10-07 | 2024-02-15 | $179,852 | $115,213 | $64,639 | $64,639 | |
| 21673. TIAA-CREF SOCIAL CHOICE BOND FUND | 2022-10-07 | 2024-02-15 | $192,240 | $190,072 | $2,168 | $2,168 | |
| 105. OLYMPUS CORP | 2022-07-31 | 2024-03-18 | $1,490 | $2,248 | -$758 | -$758 | |
| 81. OLYMPUS CORP | 2022-07-31 | 2024-03-18 | $1,150 | $1,734 | -$584 | -$584 | |
| 933. CALVERT SMALL CAP | 2022-10-07 | 2024-07-29 | $34,055 | $26,385 | $7,670 | $7,670 | |
| 8189. CALVERT US LRG CAP VALUE | 2022-10-07 | 2024-07-29 | $267,698 | $208,656 | $59,042 | $59,042 | |
| 6991. NUVEEN ESG LARGE-CAP | 2022-10-07 | 2024-07-29 | $276,802 | $219,587 | $57,215 | $57,215 | |
| 1092. BROWN ADVISORY SUSTAINABLE GROWTH FUND | 2022-10-12 | 2024-10-11 | $62,626 | $35,927 | $26,699 | $26,699 | |
| 281. BROWN ADVISORY SUSTAINABLE GROWTH FUND | 2022-10-13 | 2024-10-11 | $16,115 | $9,411 | $6,704 | $6,704 | |
| 2226. BROWN ADVISORY SUSTAINABLE GROWTH FUND | 2022-12-01 | 2024-10-11 | $127,661 | $82,317 | $45,344 | $45,344 | |
| 1017. CALVERT US LRG CAP VALUE | 2022-10-07 | 2024-10-11 | $35,229 | $25,913 | $9,316 | $9,316 | |
| 1318. GOLDMAN SACHS INTL EQUITY ESG FUND | 2023-07-21 | 2024-10-11 | $39,448 | $36,298 | $3,150 | $3,150 | |
| 2500. ISHARES INC ISHARES ESG MSCI EM ETF | 2022-07-31 | 2024-10-11 | $91,897 | $79,357 | $12,540 | $12,540 | |
| 1835. ISHARES INC ISHARES ESG MSCI EM ETF | 2022-07-31 | 2024-10-11 | $67,453 | $58,248 | $9,205 | $9,205 | |
| 2281. ISHARES INC ISHARES ESG MSCI EM ETF | 2022-10-07 | 2024-10-11 | $83,847 | $64,610 | $19,237 | $19,237 | |
| 623. NUVEEN ESG LARGE | 2022-10-07 | 2024-10-11 | $52,169 | $29,237 | $22,932 | $22,932 | |
| 4. NUVEEN ESG LARGE | 2022-10-12 | 2024-10-11 | $335 | $183 | $152 | $152 | |
| 90. NUVEEN ESG LARGE | 2022-10-13 | 2024-10-11 | $7,536 | $3,964 | $3,572 | $3,572 | |
| 413. NUVEEN ESG LARGE | 2022-11-29 | 2024-10-11 | $34,584 | $20,828 | $13,756 | $13,756 | |
| 1381. NUVEEN ESG LARGE-CAP | 2022-10-07 | 2024-10-11 | $57,628 | $43,377 | $14,251 | $14,251 | |
| 1089. SCHWAB LONG-TERM US | 2023-07-21 | 2024-10-11 | $36,622 | $39,193 | -$2,571 | -$2,571 | |
| 5851. SCHWAB LONG-TERM US | 2023-08-07 | 2024-10-11 | $196,764 | $199,042 | -$2,278 | -$2,278 | |
| 332. SCHWAB LONG-TERM US | 2023-10-19 | 2024-10-11 | $11,165 | $9,897 | $1,268 | $1,268 | |
| 355. SCHWAB LONG-TERM US | 2023-10-19 | 2024-10-11 | $11,938 | $10,583 | $1,355 | $1,355 | |
| 4248. SCHWAB LONG-TERM US | 2023-11-15 | 2024-10-11 | $142,856 | $134,789 | $8,067 | $8,067 | |
| 66. SCHWAB LONG-TERM US | 2024-02-15 | 2024-10-11 | $2,220 | $2,192 | $28 | $28 | |
| 273. SCHWAB LONG-TERM US | 2024-02-15 | 2024-10-11 | $9,181 | $9,066 | $115 | $115 | |
| 3312. SCHWAB LONG-TERM US | 2023-07-21 | 2024-10-11 | $111,379 | $119,199 | -$7,820 | -$7,820 | |
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $761,631 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,325,756 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,257 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,257 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,257 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,748 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,748 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $19,509 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128523049 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SIMONE LANG | ||||||
| PO BOX 1532 | PENNINGTON | NJ | 08534 | CO-TRUSTEE | 2 | $0 |
| BANK OF AMERICA N A | ||||||
| PO BOX 1532 | PENNINGTON | NJ | 08534 | CO-TRUSTEE | 2 | $243,375 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $44,544,253 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,138,280 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,682,533 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,682,533 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $685,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,997,295 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,249,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,249,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,257 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,257 | TotalTaxAmt |
| Distributable Before Adj | $2,218,608 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,218,608 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,218,608 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $719,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $719,025 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,218,608 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $568,369 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $719,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $568,369 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $150,656 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,067,952 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ERIC LANG SIMONE LANG | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMDEN AREA DISTRICT NURSING ASSOCIATION | |||||||
| PO BOX 547 | CAMDEN | ME | 048430547 | NONE | PC | GENERAL OPERATING | $44,000 |
| MAINEHEALTH | |||||||
| 22 BRAMHALL ST | PORTLAND | ME | 041023134 | NONE | PC | GENERAL OPERATING | $88,000 |
| FARNSWORTH ART MUSEUM | |||||||
| 16 MUSEUM STREET | ROCKLAND | ME | 04841 | NONE | PC | GENERAL OPERATING | $44,000 |
| AREA INTERFAITH OUTREACH | |||||||
| PO BOX 113 | ROCKLAND | ME | 048410113 | NONE | PC | GENERAL OPERATING | $44,000 |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 100061751 | NONE | PC | GENERAL OPERATING | $44,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST 12TH FLOOR | NEW YORK | NY | 101681299 | NONE | PC | GENERAL OPERATING | $30,000 |
| NORTH COUNTY SCHOOL INC | |||||||
| 4382 CASCADE ROAD | LAKE PLACID | NY | 129464145 | NONE | PC | GENERAL OPERATING | $44,000 |
| THE OWLS HEAD TRANSPORTATION MUSEUM | |||||||
| PO BOX 277 | OWLS HEAD | ME | 048540277 | NONE | PC | GENERAL OPERATING | $44,000 |
| KCSM-FM | |||||||
| 1700 WEST HILLSDALE BLVD | SAN MATEO | CA | 94402 | NONE | PC | GENERAL OPERATING | $5,000 |
| SAIL POWER AND STEAM MUSEUM | |||||||
| 75 MECHANIC ST | ROCKLAND | ME | 048413513 | NONE | PC | GENERAL OPERATING | $5,000 |
| CALIFORNIA JAZZ CONSERVATORY INC | |||||||
| 2087 ADDISON ST | BERKELEY | CA | 947041268 | NONE | PC | GENERAL OPERATING | $44,000 |
| CENTER FOR VOLUNTEER AND NONPROFIT LEADE | |||||||
| 1 MCINNIS PKWY STE 175 | SAN RAFAEL | CA | 949032850 | NONE | PC | GENERAL OPERATING | $44,000 |
| REDWOOD EMPIRE FOOD BANK | |||||||
| 3990 BRICKWAY BLVD | SANTA ROSA | CA | 954031070 | NONE | PC | GENERAL OPERATING | $44,000 |
| THE SALVATION ARMY | |||||||
| 180 E OCEAN BLVD | LONG BEACH | CA | 908024709 | NONE | PC | GENERAL OPERATING | $5,000 |
| SANTA ROSA JUNIOR COLLEGE FOUNDATION | |||||||
| 1501 MENDOCINO AVE | SANTA ROSA | CA | 954014332 | NONE | PC | GENERAL OPERATING | $44,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $573,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,045,316 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,325,756 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,371,072 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,371,072 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ERIC AND SIMONE SETTLEMENT TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,915,622 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $13,427,964 | FairMarketValueAmt |
| Received | 2024-09-19 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 68163W109 OLYMPUS CORP | StockNm |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 46434G863 ISHARES INC ISHARES | AT COST | $3,403,724 | $3,602,113 |
| 13162A708 CALVERT US LRG CAP V | AT COST | $5,892,292 | $6,613,668 |
| 46429B267 ISHARES US TREASURY | AT COST | $550,227 | $563,171 |
| 87245P635 TIAA-CREF SOCIAL CHO | AT COST | $7,662,791 | $7,695,553 |
| 67092P201 NUVEEN ESG LARGE | AT COST | $2,866,114 | $4,063,322 |
| 20368N202 CRA QUALIFIED INVEST | AT COST | $1,627,761 | $1,659,765 |
| 13161P862 CALVERT SMALL CAP | AT COST | $4,527,576 | $5,161,257 |
| 46435G516 ISHARES TRUST ISHARE | AT COST | $2,832,526 | $3,122,730 |
| 67092P300 NUVEEN ESG LARGE-CAP | AT COST | $7,418,623 | $8,311,952 |
| 245908751 DELAWARE CORPORATE B | AT COST | $1,085,452 | $1,096,678 |
| 92203J407 VANGUARD TOTAL INTER | AT COST | $549,413 | $554,069 |
| 115233207 BROWN ADVISORY SUSTA | AT COST | $6,396,305 | $8,204,005 |
| 38141W448 GOLDMAN SACHS INTL E | AT COST | $3,037,197 | $3,046,108 |
| 808524680 SCHWAB LONG-TERM US |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $740 |
| FMV IN EXCESS OF COST OF CONTRIBUTIONS | $2,242,000 |
| TAX LOT BASIS ADJ | $115 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $5 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC AND SIMONE SETTLEMENT TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $16,501 | $16,501 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $18,850 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $11,748 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $8,506 | $8,506 | $0 |
Comments