LILLY AND ZDENEK CAPEK CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LILLY AND ZDENEK CAPEK CHARITABLE FOUNDATION INC (EIN 82-4378075)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-07
IRS object ID
202213119349100501
Schema version
2021v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-07T05:17:02-08:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222848368PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SILVERMAN LINDEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1471 NORTH BROADWAY SUITE 382AddressLine1Txt
CityJERICHOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11753ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN824378075EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LILLY AND ZDENEK CAPEK CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLILLBusinessNameControlTxt
Phone2129679118PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O SILVERMAN 15 DAY STAR RDAddressLine1Txt
CityMANALAPANCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07726ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHANIE GRAFF NEWMANPersonNm
Person TitleVice PresidentPersonTitleTxt
Signature2022-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHANIE GRAFFPersonFirstNm
Person LastNEWMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALEX F LINDEN CPAPreparerPersonNm
PTINP00544757PTIN
Phone2129679080PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,095FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$25,002TotalRevAndExpnssAmt
Total Net Invst Incm$2TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$70OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$70OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$70TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$70TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,570TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$70TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$24,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$432ExcessRevenueOverExpensesAmt
Net Investment Income$2NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,663CashBOYAmt
Cash EOY$3,095CashEOYAmt
Cash EOYFMV$3,095CashEOYFMVAmt
Total Assets BOY$2,663TotalAssetsBOYAmt
Total Assets EOY$3,095TotalAssetsEOYAmt
Total Assets EOYFMV$3,095TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,663NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,095NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,663TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,095TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,663TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,095TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,663TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$432ExcessRevenueOverExpensesAmt
Subtotal$3,095SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,095TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STEVEN SILVERMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2129679118PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115 DAY STAR RDAddressLine1Txt
CityMANALAPANCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07726ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
ZDENEK A CAPEK
C/O SILVERMAN 15 DAY STAR RDMANALAPANNJ07726President0.00$0
STEVEN SILVERMAN
15 DAY STAR RDMANALAPANNJ07726Treasurer0.00$0
CORINNE BILLETER
Vice President0.00$0AUGBRIGSTRASSE 12ZURICHKILCHBERGSZ8802
STEPHANIE GRAFF NEWMAN
35 EAST 85TH STREETNEW YORKNY10028Vice President0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1WORLD CENTRAL KITCHENGRANT FOR GENERAL PURPOSESDescription1Txt
Expenses1$2,500Expenses1Amt
Description2MASSACHUSETTS GENERAL HOSPITAL FAUSTMAN RESEARCHGRANT FOR GENERAL PURPOSESDescription2Txt
Expenses2$5,000Expenses2Amt
Description3OCEANAGRANT FOR GENERAL PURPOSESDescription3Txt
Expenses3$5,500Expenses3Amt
Description4DEPT OF EMERGENCY MEDICINEGRANT FOR GENERAL PURPOSESDescription4Txt
Expenses4$3,000Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,500ExpensesAndContributionsAmt
Qualifying Distributions$24,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$23,908ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$24,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$24,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$71,908TotalExcessDistributionCyovAmt
Qualifying Distributions$24,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$24,500RemainingDistriFromCorpusAmt
Total Corpus$96,408TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$96,408ExcessDistriCyovToNextYrAmt
Excess From Year3$23,908ExcessFromYear3Amt
Excess From Year2$24,000ExcessFromYear2Amt
Excess From Year1$24,000ExcessFromYear1Amt
Excess From Current Year$24,500ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerZDENEK A CAPEKContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTEVEN SILVERMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line115 DAY STAR RDAddressLine1Txt
CityMANALAPANCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07726ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2129679118RecipientPhoneNum
Recipient Email Addressssilverman@silvermanlinden.cpaRecipientEmailAddressTxt
Form And Info And MaterialsIN WRITING, STATE THE NATURE OF THE ORGANIZATION AND HOW THE FUNDS WILL BE SPENTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsMUST BE TAX EXEMPT ORGANIZATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HEART ASSOCIATION
PO BOX 417005BOSTONMA02241CHARITYPCCHARITABLE GIFT$2,000
ALZHEIMER ASSOCIATION
PO BOX 96011WASHINGTONDC20090CHARITYPCCHARITABLE GIFT$2,000
NY TIMES NEEDIEST CASES
PO BOX 5193NEW YORKNY10087CHARITYPCCHARITABLE GIFT$2,000
THE MUSEUM OF MODERN ART
11 WEST 53RD STREETNEW YORKNY10019CHARITYPCCHARITABLE GIFT$2,000
OCEANA
1025 CONNECTICUT AVENUE NWWASHINGTONDC20036CHARITYPCCHARITABLE GIFT$5,500
MASSACHUSETTS GENERAL HOSPITAL FAUSTMAN
BLDG 149 13TH STREET CNY-3601CHARLESTOWNMA02129CHARITYPCCHARITABLE GIFT$5,000
DEPT OF EMERGENCY MEDICINE MT SINAI
ONE GUSTAVE LEVY PLACENEW YORKNY10029CHARITYPCCHARITABLE GIFT$3,000
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NWWASHINGTONDC20001CHARITYPCCHARITABLE GIFT$2,500
ASSOCIATION FOR FRONTOTEMPORAL DEGENERAT
2700 HORIZON DR STE 120KING OF PRUSSIAPA19406CHARITYPCCHARITABLE GIFT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonZDENEK CAPEKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1106 81ST AVENUEAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd
FieldValueIRS element (for citing)
Total Contributions$25,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ADVISORY FEES$45$45
NYS FILING FEES$25$25

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonZDENEK CAPEKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1106 81ST AVENUEAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd

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