BETA

LERER FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LERER FAMILY CHARITABLE FOUNDATION INC (EIN 31-1753295)
Tax period
2020-09-01 to 2021-08-31
Filed
2022-07-15
IRS object ID
202201969349100900
Schema version
2020v4.2
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)
Return2022-07-15T10:26:48-05:00ReturnTs
Tax Period End2021-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11177 AVENUE OF THE AMERICAS 18THAddressLine1Txt
Address Line2FLOORAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311753295EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LERER FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEREBusinessNameControlTxt
Phone6462135100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11177 AVENUE OF THE AMERICAS 18TH FAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH LERERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6462135100PhoneNum
Signature2022-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKENNETHPersonFirstNm
Person LastLERERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA VENTERSPreparerPersonNm
PTINP01273912PTIN
Phone6462135100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,744,921FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$56InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$56InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$80,226DividendsRevAndExpnssAmt
Dividends Net Invst Incm$80,226DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$224,563NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,374,200GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$224,563CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$14,999OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$319,844TotalRevAndExpnssAmt
Total Net Invst Incm$304,845TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$33,158OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,770TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,423OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$50,351TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$223,089ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$223,089ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$273,440TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$223,089TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$46,404ExcessRevenueOverExpensesAmt
Net Investment Income$304,845NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$36,398CashBOYAmt
Cash EOY$107,347CashEOYAmt
Cash EOYFMV$107,347CashEOYFMVAmt
Corporate Stock BOY$2,458,935CorporateStockBOYAmt
Corporate Stock EOY$2,440,135CorporateStockEOYAmt
Corporate Stock EOYFMV$3,331,078CorporateStockEOYFMVAmt
Corporate Bonds BOY$564,892CorporateBondsBOYAmt
Corporate Bonds EOY$660,320CorporateBondsEOYAmt
Corporate Bonds EOYFMV$664,763CorporateBondsEOYFMVAmt
Other Investments BOY$2,733,220OtherInvestmentsBOYAmt
Other Investments EOY$2,632,121OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,641,733OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,793,445TotalAssetsBOYAmt
Total Assets EOY$5,839,923TotalAssetsEOYAmt
Total Assets EOYFMV$7,744,921TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$246,158CapitalStockBOYAmt
Capital Stock EOY$246,158CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$5,547,287RetainedEarningBOYAmt
Retained Earning EOY$5,593,765RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,793,445TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,839,923TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,793,445TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,839,923TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,793,445TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$46,404ExcessRevenueOverExpensesAmt
Other Increases$74OtherIncreasesAmt
Subtotal$5,839,923SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,839,923TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB #5426P$734,425$655,401$79,024$79,024
CHARLES SCHWAB #7976P$231,755$213,089$18,666$18,666
CHARLES SCHWAB #8782P$71,506$63,149$8,357$8,357
BERNSTEIN #0247P$394,397$394,397$0$0
BERNSTEIN #3375P$100,000$95,627$4,373$4,373
CHARLES SCHWAB #3225P$371,399$321,099$50,300$50,300
CHARLES SCHWAB #5426P$330,682$278,380$52,302$52,302
CHARLES SCHWAB #7976P$28,941$25,288$3,653$3,653
CHARLES SCHWAB #8782P$111,095$103,207$7,888$7,888
FieldValueIRS element (for citing)
Capital Gain Net Income$224,563CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,237InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,237SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,237TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,438EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$20,438TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$16,201OverpaymentAmt
Applied To ES Tax$16,201AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANDERSEN TAX LLCIndividualWithBooksNm
Phone6462135100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11177 AVENUE OF THE AMERICAS 18TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KENNETH BLERER
C/O ANDERSEN LLC 1177 6TH AVE 18THFLNEW YORKNY10036PRESIDENT0.00$0$0$0
KATHERINE R SAILER
C/O ANDERSEN LLC 1177 6TH AVE 18THFLNEW YORKNY10036VICE-PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,062,390AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$61,674AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,124,064TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,124,064AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$106,861CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,017,203NetVlNoncharitableAssetsAmt
Minimum Investment Return$350,860MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$350,860MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,237TaxBasedOnInvestmentIncomeAmt
Total Tax$4,237TotalTaxAmt
Distributable Before Adj$346,623DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$346,623DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$346,623DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$223,089ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$223,089QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$223,089AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$346,623DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$217,957ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$72,192ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$290,149TotalExcessDistributionCyovAmt
Qualifying Distributions$223,089QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$223,089AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$123,534ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$123,534ExcessDistributionCyovAppCYAmt
Total Corpus$166,615TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$166,615ExcessDistriCyovToNextYrAmt
Excess From Year3$94,423ExcessFromYear3Amt
Excess From Year2$72,192ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASSOCIATION TO BENEFIT CHILDREN
419 EAST 86TH STREETNEW YORKNY10028N/ATAX EXEMPT IRC SEC 5CHARITABLE$10,000
CITY & COUNTRY SCHOOL
146 W 13TH STREETNEW YORKNY10011N/ATAX EXEMPT IRC SEC 5CHARITABLE$41,239
THE BANK STREET COLLEGE OF EDUCATION
610 WEST 112TH STREETNEW YORKNY10025N/ATAX EXEMPT IRC SEC 5CHARITABLE$60,000
UJA FEDERATION OF NEW YORK
130 EAST 59TH STREETNEW YORKNY10022N/ATAX EXEMPT IRC SEC 5CHARITABLE$10,000
UNICEF
125 MAIDEN LANE 10TH FLNEW YORKNY10038N/ATAX EXEMPT IRC SEC 5CHARITABLE$5,000
URBAN UPBOUND
12-11 40TH AVELONG ISLAND CITYNY11101N/ATAX EXEMPT IRC SEC 5CHARITABLE$11,000
LEGACY YOUTH TENNIS & EDUCATION
4842 RIDGE AVEPHILADELPHIAPA19129N/ATAX EXEMPT IRC SEC 5CHARITABLE$2,500
ICAHN SCHOOL OF MEDICINE
1 GUSTAVE L LEVY PLACENEW YORKNY10029N/ATAX EXEMPT IRC SEC 5CHARITABLE$1,000
NEW CANAAN COUNTRY
635 FROGTOWN RDNEW CANAANCT06840N/ATAX EXEMPT IRC SEC 5CHARITABLE$10,000
CARING KIND
360 LEXINGTON AVENEW YORKNY10017N/ATAX EXEMPT IRC SEC 5CHARITABLE$2,000
REMISSION FOUNDATION
PO BOX 1012NEW YORKNY10163N/ATAX EXEMPT IRC SEC 5CHARITABLE-$1,000
LUSTGARTEN FOUNDATION
415 CROSSWAYS PARK DRIVE SUITE DWOODBURYNY11797N/ATAX EXEMPT IRC SEC 5CHARITABLE$5,000
HUMAN RESCUE ALLIANCE
PO BOX 96312WASHINGTON DCDC20090N/ATAX EXEMPT IRC SEC 5CHARITABLE$5,000
LIMB KIND FOUNDATION INC
2948 TRINITY STOCEANSIDENY11572N/ATAX EXEMPT IRC SEC 5CHARITABLE$10,000
SHELDRICK WILDLIFE TRUST
25283 CABOT ROADLAGUNA HILLSCA92653N/ATAX EXEMPT IRC SEC 5CHARITABLE$25,000
PHYSICIANS OF INDIAN ORIGIN
600 ENTERPRISE DRIVE SUITE 108OAK BROOKIL60523N/ATAX EXEMPT IRC SEC 5CHARITABLE$10,000
NORTHERN WESTCHESTER HOSPITAL FOUNDATION
400 E MAIN STMT KISCONY10549N/ATAX EXEMPT IRC SEC 5CHARITABLE$10,000
CHABAD OF TRIBECASOHO JEWISH CENTER
54 READE STREETNEW YORKNY10007N/ATAX EXEMPT IRC SEC 5CHARITABLE$2,500
GREATER WASHINGTON COMMUNITY FOUNDATION
1325 G ST NW 480WASHINGTON DCDC20005N/ATAX EXEMPT IRC SEC 5CHARITABLE$1,000
PS 76
220 W 121ST STNEW YORKNY10027N/ATAX EXEMPT IRC SEC 5CHARITABLE$2,850
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$223,089TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$80,226ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,999ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$224,563ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$319,844ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$319,844TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number8LineNumberTxt
Relationship StatementINVESTMENT GAINRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 53.4942(A)-3(D)(2), THE LERER FAMILY CHARITABLE FOUNDATION INC. ELECTS TO TREAT CURRENT YEAR DISTRIBUTIONS AS OUT OF CORPUS.ElectionDesc

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SEC. 53.4942(A)-3(D)(2), THE LERER FAMILY CHARITABLE FOUNDATION INC. ELECTS TO TREAT CURRENT YEAR DISTRIBUTIONS AS OUT OF CORPUS.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERNSTEIN #3375$584,689$589,132
BERNSTEIN #0247$75,631$75,631

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SCHWAB #5426$1,101,832$1,586,929
SCHWAB #7976$674,478$810,827
SCHWAB #8782$663,825$933,322

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSRA FUND INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,632,121BookValueAmt
EOYFMV$3,641,733EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS DEPT OF LAW$500$0$0
BANK FEE$11,923$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL REFUNDDesc
Revenue And Expenses Per Books$14,999RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$14,999AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$74Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySUMMIT ROCKCategoryTxt
Amt$33,158Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$4,770Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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