LUBETZKY FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LUBETZKY FAMILY FOUNDATION (EIN 82-1648087)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349103910
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T11:41:18-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821648087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUBETZKY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUBE | BusinessNameControlTxt |
| Phone | 2126163006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL JOHNSTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126163006 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | JOHNSTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN LEARY | PreparerPersonNm |
| PTIN | P01781214 | PTIN |
| Phone | 6462135100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,487,603 | 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 | $30,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $116 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $116 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $116 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $85,798 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,798 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $85,798 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,113,702 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,524,001 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,113,702 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,229,616 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,199,616 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $85,914 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $974,466 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $991,635 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $497,961 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $497,961 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $252,528 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $252,528 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $110,965 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $102,972 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $117,717 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $88,867 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,123,058 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,106,674 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,320 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,070 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,892 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,402 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $164,693 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $163,690 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $230,674 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $186,817 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,481,274 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,370 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,403,796 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,589 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,089 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,483,863 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,370 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,405,885 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,254,247 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,192,246 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $85,914 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $270,059 | CashBOYAmt |
| Cash EOY | $1,176,704 | CashEOYAmt |
| Cash EOYFMV | $1,176,704 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,820 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,984 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,984 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $177,841 | AcctRcvblAmt |
| Acct Rcvbl EOY | $177,841 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $177,841 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $32,924 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $32,924 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,611,808 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,427,992 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,186,806 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,911,225 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $756,016 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $798,120 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,880 | OtherAssetsBOYAmt |
| Other Assets EOY | $71,224 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $71,224 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,803,792 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,686,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,487,603 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $255 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $136,650 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $255 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $136,650 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,803,537 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,550,035 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,803,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,550,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,803,792 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,686,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,803,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,254,247 | ExcessRevenueOverExpensesAmt |
| Other Increases | $745 | OtherIncreasesAmt |
| Subtotal | $3,550,035 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,550,035 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| 17841.611 SHS VANGUARD TOTAL INT'L STOCK MARKET ADML | $621,656 | $560,599 | $61,057 | $61,057 | |
| 111880.314 SHS VANGUARD TOTAL BOND MARKET ADML | $1,264,171 | $1,182,367 | $81,804 | $81,804 | |
| 24186.729 SHS VANGUARD TOTAL STOCK MARKET ADML | $2,635,843 | $1,667,333 | $968,510 | $968,510 | |
| CAPITAL GAINS DIVIDENDS | $2,331 | $2,331 | $2,331 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,113,702 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,572 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,572 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,572 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,310 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $21,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,310 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,738 | OverpaymentAmt |
| Applied To ES Tax | $18,738 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LUBETZKYFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MICHAEL JOHNSTON | IndividualWithBooksNm |
| Phone | 2126163006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL LUBETZKY | ||||||||
| 3 TIMES SQUARE 12TH FLOOR | NEW YORK | NY | 10036 | CHAIR/DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHELLE LUBETZKY | ||||||||
| 3 TIMES SQUARE 12TH FLOOR | NEW YORK | NY | 10036 | VICE CHAIR/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY SOLOMON | ||||||||
| 3 TIMES SQUARE 12TH FLOOR | NEW YORK | NY | 10036 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL JOHNSTON | ||||||||
| 3 TIMES SQUARE 12TH FLOOR | NEW YORK | NY | 10036 | PRESIDENT | 40.00 | $310,300 | $24,768 | $0 |
| JULIANNA COHEN | ||||||||
| 3 TIMES SQUARE 12TH FLOOR | NEW YORK | NY | 10036 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| KAREN MCSHERRY | ||||||||
| 3 TIMES SQUARE 12TH FLOOR | NEW YORK | NY | 10036 | CONTROLLER | 40.00 | $151,270 | $12,592 | $0 |
| KHALED ABOHALIMA | ||||||||
| 3 TIMES SQUARE 12TH FLOOR | NEW YORK | NY | 10036 | CHIEF INFORMATION OFFICER | 40.00 | $207,742 | $24,137 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ASHLEY PHILLIPS | ||||||||
| 3 TIMES SQUARE 12TH FLOOR | NEW YORK | NY | 10036 | DIRECTOR OF COMMUNIC | 40.00 | $165,788 | $27,921 | $0 |
| JASON LALAK | ||||||||
| 3 TIMES SQUARE 12TH FLOOR | NEW YORK | NY | 10036 | PARTNERSHIPS DIRECTO | 40.00 | $139,366 | $11,976 | $0 |
| ZACHARY SCHAFFER | ||||||||
| 3 TIMES SQUARE 12TH FLOOR | NEW YORK | NY | 10036 | EXECUTIVE DIRECTOR, | 40.00 | $110,300 | $10,240 | $0 |
| TOM FISHMAN | ||||||||
| 3 TIMES SQUARE 12TH FLOOR | NEW YORK | NY | 10036 | CEO, STARTS WITH US | 40.00 | $108,348 | $7,443 | $0 |
| SARAH DECARPENTRIE | ||||||||
| 3 TIMES SQUARE 12TH FLOOR | NEW YORK | NY | 10036 | PARTNERSHIPS DIRECTO | 40.00 | $104,315 | $2,932 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KIWI PARTNERS | |||||
| 237 W 35TH ST 1101 | NEW YORK | NY | 10001 | PROFESSIONAL SERVICES | $167,218 |
| DAY PITNEY | |||||
| PO BOX 864084 | ORLANDO | FL | 328864084 | LEGAL SERVICES | $135,659 |
| STANTON CHASE INTERNATIONAL | |||||
| 400 E PRATT STREET SUITE 420 | BALTIMORE | MD | 21202 | EXECUTIVE RECRUITMENT | $135,300 |
| CALLIOPE ADVISORS LLC | |||||
| 2709 WOODLEY PL | FALLS CHURCH | VA | 22046 | STRATEGIC PARTNERSHIPS & ADVISORY | $119,000 |
| FREETHINK MEDIA INC | |||||
| 626 E STREET NW SUITE 200 | WASHINGTON | DC | 20001 | VIDEO PRODUCTION | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | STARTS WITH US - IN 2020, THE FOUNDATION LAUNCHED STARTS WITH US, A MOVEMENT TO COUNTER THE EXTREME SOCIAL AND POLITICAL DIVISIONS SEEN ACROSS AMERICAN SOCIETY BY FOSTERING INDEPENDENT THINKING AND CONSTRUCTIVE COMMUNICATION ACROSS LINES OF DIFFERENCE. STARTS WITH US LEVERAGES MEDIA AND TECHNOLOGY TO SCALE THE DAILY PRACTICE OF ITS CORE VALUES - CURIOSITY, COMPASSION, AND COURAGE - PROVIDING AMERICANS WITH CONTENT, TOOLS, AND EXERCISES TO HELP TACKLE COMMUNITY PROBLEMS AND IMPROVE SOCIETY.DURING THE YEAR, ADMINISTRATIVE EXPENSES WERE INCURRED IMPLEMENTING AND OPERATING THE PROGRAM. | Description1Txt |
| Expenses1 | $1,896,634 | Expenses1Amt |
| Description2 | FRONTLINE IMPACT PROJECT (FIP) - A JOINT INITIATIVE WITH THE KIND FOUNDATION, WAS CREATED IN THE WAKE OF THE COVID-19 PANDEMIC TO SUPPORT FRONTLINE WORKERS. FIP PROVIDES A PLATFORM TO MOBILIZE COMPANIES TO SUPPORT FRONTLINE WORKERS WITH UNMET NEEDS, BY MATCHING CORPORATE DONORS WITH THOSE ON THE FRONTLINES OF HEALTHCARE, EDUCATION, NATURAL DISASTERS AND OTHER HUMANITARIAN CRISES AND CHALLENGES.DURING THE YEAR, ADMINISTRATIVE EXPENSES WERE INCURRED OPERATING THE PROGRAM. | Description2Txt |
| Expenses2 | $264,955 | Expenses2Amt |
| Description3 | DEMOCRACY AND DEMOCRATIC INSTITUTIONS - THIS PROGRAM RAISES AWARENESS AROUND SIGNIFICANT DEMOCRATIC PRINCIPLES AND INSTITUTIONS AND ENCOURAGES RECOGNITION OF THE IMPORTANCE OF DEMOCRACY TO AMERICAN SOCIETY. THE GOAL OF THE PROJECT IS TO ADVANCE LIBERAL-DEMOCRATIC VALUES, INCLUDING FREE SPEECH, THE RULE OF LAW, BASIC HUMAN RIGHTS AND A FREE AND INDEPENDENT PRESS.DURING THE YEAR, ADMINISTRATIVE EXPENSES WERE INCURRED GATHERING INDIVIDUALS TOGETHER TO DISCUSS DEMOCRACY INITIATIVES IN THE U.S. AND POTENTIALLY CREATE A MOVEMENT OF PEOPLE TO SUPPORT AND PROMOTE LIBERAL-DEMOCRATIC VALUES. | Description3Txt |
| Expenses3 | $129,352 | Expenses3Amt |
| Description4 | AMERICAN EXPERIMENT TV - WAS ESTABLISHED TO CREATE A TV SHOW CONCEPT THAT SHOWCASES INDIVIDUALS AND GROUPS THAT COLLABORATE ACROSS LINES OF DIVIDE FOR THE BETTERMENT OF THEIR COMMUNITIES.DURING THE YEAR, ADMINISTRATIVE EXPENSES WERE INCURRED RESEARCHING AND DEVELOPING THE PROGRAM CONCEPT. | Description4Txt |
| Expenses4 | $88,411 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,267,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $866,518 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,134,109 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,134,109 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,012 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,042,097 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $302,105 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,405,885 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,405,885 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2017-05-23 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $85,914 | CurrentYearAmt |
| Year1 | $137,135 | Year1Amt |
| Year2 | $206,937 | Year2Amt |
| Year3 | $237,268 | Year3Amt |
| Total | $667,254 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $73,027 | CurrentYearAmt |
| Year1 | $116,565 | Year1Amt |
| Year2 | $175,896 | Year2Amt |
| Year3 | $201,678 | Year3Amt |
| Total | $567,166 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,405,885 | CurrentYearAmt |
| Year1 | $2,562,510 | Year1Amt |
| Year2 | $1,573,829 | Year2Amt |
| Year3 | $776,756 | Year3Amt |
| Total | $8,318,980 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $970,750 | CurrentYearAmt |
| Year1 | $1,018,368 | Year1Amt |
| Year2 | $739,209 | Year2Amt |
| Year3 | $249,714 | Year3Amt |
| Total | $2,978,041 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,435,135 | CurrentYearAmt |
| Year1 | $1,544,142 | Year1Amt |
| Year2 | $834,620 | Year2Amt |
| Year3 | $527,042 | Year3Amt |
| Total | $5,340,939 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $201,403 | CurrentYearAmt |
| Year1 | $242,653 | Year1Amt |
| Year2 | $294,459 | Year2Amt |
| Year3 | $321,739 | Year3Amt |
| Total | $1,060,254 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL LUBETZKY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PEASE PARK CONSERVATION | ||||||
| 1609 SHOAL CREEK BLVD STE 305 | AUSTIN | TX | 78701 | PC | GENERAL SUPPORT | $1,039 |
| SIMPLE PROMISE FARMS | ||||||
| 263 ROEMER RD | ELGIN | TX | 78621 | PC | GENERAL SUPPORT | $50 |
| AUTISM SPEAKS | ||||||
| 1 E 33RD ST | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $1,000 |
| SAN ANTONIO AIDS FOUNDATION | ||||||
| 818 E GRAYSON ST | SAN ANTONIO | TX | 78208 | PC | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,589 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,798 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,113,702 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,199,616 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,199,616 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DANIEL LUBETZKY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $117,717 | Amt |
| Net Investment Income | $6,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $88,867 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD TOTAL BOND MARKET INDEX ADMIRAL | BondNm |
| EOY Book Value | $756,016 | EOYBookValueAmt |
| EOYFMV | $798,120 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | $1,072,818 | $1,802,115 |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | $355,174 | $384,691 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $110,965 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $102,972 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $2,880 | $0 | $0 |
| DOMAIN NAME - STARTSWITH.US | $0 | $8,760 | $8,760 |
| TRADEMARK - FRONTLINE IMPACT PROJECT | $0 | $9,217 | $9,217 |
| TRADEMARK - STARTSWITHUS | $0 | $18,035 | $18,035 |
| TRADEMARK - THE AMERICAN EXPERIMENT | $0 | $35,212 | $35,212 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSES | $61,656 | $0 | $0 | $52,345 |
| COMMUNICATIONS & MARKETING | $153,123 | $0 | $0 | $134,472 |
| NET SECTION 481(A) ADJUSTMENT | $15,895 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $745 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OTHER CURRENT LIABILITIES | $255 | $0 |
| ACCOUNTS PAYABLE | $0 | $93,266 |
| ACCRUED EXPENSES | $0 | $42,246 |
| PAYROLL LIABILITIES | $0 | $1,138 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROGRAM CONSULTANTS | $678,190 | $0 | $0 | $675,108 |
| IT CONSULTANT | $67,210 | $0 | $0 | $67,210 |
| STRATEGIC CONSULTANT | $39,000 | $0 | $0 | $24,000 |
| RECRUITMENT / SEARCH CONSULTANTS | $137,634 | $0 | $0 | $137,332 |
| PAYROLL SERVICES | $3,433 | $0 | $0 | $3,433 |
| COMMUNICATIONS | $80,500 | $0 | $0 | $80,500 |
| OTHER CONSULTANTS | $32,290 | $0 | $0 | $35,290 |
| OTHER PROFESSIONAL SERVICES | $84,801 | $0 | $0 | $83,801 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $1,070 | $1,070 | $0 | $0 |
| NEW YORK TAX PAYMENTS | $250 | $0 | $0 | $250 |