LEHMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LEHMAN FOUNDATION (EIN 20-8089328)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-12-22
- IRS object ID
- 202223569349101502
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-22T14:45:19-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DIAGONAL RD STE 495 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208089328 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEHMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRIS RUDISILL | InCareOfNm |
| Business Name Control | LEHM | BusinessNameControlTxt |
| Phone | 7034186095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1054 CREAMERY ROAD | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN LEHMAN | PersonNm |
| Person Title | CHAIRMAN/TREASURER | PersonTitleTxt |
| Phone | 7034186095 | PhoneNum |
| Signature | 2022-12-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | LEHMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD C SEAY | PreparerPersonNm |
| PTIN | P00474326 | PTIN |
| Phone | 7036840600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $4,955,160 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,107,886 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,866 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,866 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $806,016 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,133,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,006,448 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,966,779 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,059,325 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,595 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,298 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,297 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,298 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,297 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $239,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $239,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $248,745 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,298 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $241,447 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,718,034 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,057,027 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,014 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,479 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,479 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,750,384 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,427,953 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,909,681 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,755,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,473,432 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,955,160 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,755,398 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,473,432 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,755,398 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,473,432 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,755,398 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,473,432 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,755,398 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,718,034 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,473,432 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,473,432 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 122 SHRS VERISK ANALYTICS | D | 2019-01-01 | 2021-09-08 | $24,710 | $361 | $24,349 | $24,349 |
| 6000 SHRS VERISK ANALYTICS | D | 2019-01-01 | 2022-05-23 | $1,005,086 | $17,760 | $987,326 | $987,326 |
| 6200 SHRS VERISK ANALYTICS | D | 2019-01-01 | 2022-06-13 | $1,002,454 | $18,352 | $984,102 | $984,102 |
| 6000 SHRS VERISK ANALYTICS | D | 2019-01-01 | 2022-06-14 | $955,813 | $17,760 | $938,053 | $938,053 |
| 2100 SHRS BALL CORP | D | 2019-01-01 | 2022-06-10 | $145,194 | $72,576 | $72,618 | $72,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,006,448 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,493 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $42,493 | SubtotalAmt |
| Tax Based On Investment Income | $42,493 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,999 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,999 | TotalPaymentsAndCreditsAmt |
| Tax Due | $39,494 | TaxDueAmt |
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 | PA | 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 |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS RUDISILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7034186095 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 N MOORE ST STE 1830 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN LEHMAN JR | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | CHAIRMAN/TREASURER | 1.0 | $0 | $0 | $0 |
| BARBARA LEHMAN | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | EXECUTIVE DIRECTOR | 1.0 | $0 | $0 | $0 |
| ALEXANDRA LEHMAN | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | ASSISTANT EXECUTIVE DIRECTOR | 1.0 | $0 | $0 | $0 |
| GRACE LEHMAN | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | SECRETARY | 1.0 | $0 | $0 | $0 |
| JOHN LEHMAN III | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | ASSISTANT TREASURER | 1.0 | $0 | $0 | $0 |
| HILARY Walton LEHMAN | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | CHAIRMAN PLANNING COMMITTEE | 1.0 | $0 | $0 | $0 |
| 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 | $5,709,767 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,438 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,754,205 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,754,205 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,313 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,667,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $283,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $283,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,493 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,493 | TotalTaxAmt |
| Distributable Before Adj | $240,902 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $240,902 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $240,902 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $241,447 | 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 | $241,447 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $240,902 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $228,779 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $241,447 | QualifyingDistributionsAmt |
| Applied To Year1 | $228,779 | AppliedToYear1Amt |
| Applied To Current Year | $12,668 | 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 |
| Undistributed Income CY | $228,234 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN F LEHMAN JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 9-11 Museum | |||||||
| 1460 Heather Circle | Yardley | PA | 19067 | N/A | PC | Charitable Support | $2,500 |
| Adobe Foundation Inc | |||||||
| 2905 Rose Place | Falls Church | VA | 22042 | N/A | PC | Charitable Support | $4,000 |
| American Himalayan Foundation | |||||||
| 909 Montgomery Street Ste 400 | San Francisco | CA | 94133 | N/A | PC | Charitable Support | $12,000 |
| Blaine County Recreation District | |||||||
| 1050 Fox Acres Road Ste 107 | Hailey | ID | 83333 | N/A | GOV | Charitable Support | $7,000 |
| Bucks County Playhouse | |||||||
| 70 S Main St | New Hope | PA | 18938 | N/A | PC | Charitable Support | $10,000 |
| Center on Addiction | |||||||
| 633 Third Avenue 19th Floor | New York | NY | 10017 | N/A | PC | Charitable Support | $10,000 |
| Community Library | |||||||
| 415 Spruce Ave | Ketchum | ID | 83340 | N/A | PC | Charitable Support | $10,000 |
| Fountain House Inc | |||||||
| 425 West 47th Street | New York | NY | 10036 | N/A | PC | Charitable Support | $15,000 |
| Higher Ground Sun Valley | |||||||
| PO Box 6791 | Ketchum | ID | 83340 | N/A | PC | Charitable Support | $10,000 |
| Isabel O'neil Foundation for the Art of the Painte | |||||||
| 315 East 91st Street | New York | NY | 10128 | N/A | PC | Charitable Support | $4,500 |
| KetchumSun Valley Vol Fire Fighters Assn | |||||||
| PO Box 1262 | Ketchum | ID | 83340 | N/A | PC | Charitable Support | $4,500 |
| Lee Pesky Learning Center | |||||||
| 3324 Elder Street | Boise | ID | 83705 | N/A | PC | Charitable Support | $10,000 |
| Liberty Theatre | |||||||
| PO Box | Hailey | ID | 83333 | N/A | PC | Charitable Support | $10,150 |
| Marine Corps Scholarship Foundation | |||||||
| 909 N Washington Street Ste 400 | Alexandria | VA | 22314 | N/A | PC | Charitable Support | $10,000 |
| Mint Theater | |||||||
| 412 West 42nd Street | New York | NY | 10036 | N/A | PC | Charitable Support | $1,000 |
| Nepal Seeds | |||||||
| 800 Kansas Street | San Francisco | CA | 94107 | N/A | PC | Charitable Support | $7,000 |
| City team Ministries | |||||||
| PO Box 8050 | Pittsburgh | PA | 19101 | N/A | PC | Charitable Support | $1,000 |
| School of American Ballet | |||||||
| 70 Lincoln Center | New York | NY | 10023 | N/A | PC | Charitable Support | $21,000 |
| Sun Valley Museum of Art | |||||||
| 191 5th St E | Ketchum | ID | 83340 | N/A | PC | Charitable Support | $25,000 |
| The Argyros Performing Arts Center | |||||||
| 120 Main St S | Ketchum | ID | 83340 | N/A | PC | Charitable Support and Ukranian refugees | $12,000 |
| The Mission Continues | |||||||
| 1141 South 7th Street | St Louis | MO | 63104 | N/A | PC | Charitable Support | $10,000 |
| The Mountain Fund | |||||||
| 27 Sumption Rd | Sandia Park | NM | 87047 | N/A | PC | Charitable Support | $7,000 |
| The Foundation for Cultural Review | |||||||
| 900 Broadway | New York | NY | 10003 | n/A | PC | The New Criterion | $4,500 |
| Upper Makefield Fire Company | |||||||
| PO Box 125 | Washington Crossing | PA | 18977 | N/A | PC | Charitable Support | $1,000 |
| Vets2Industry Foundation | |||||||
| 430 Huntleigh Shores Lane | Dallas | GA | 30132 | N/a | PC | Charitable Support | $10,000 |
| Video Volunteers | |||||||
| 47 West 92nd Street | New York | NY | 10025 | N/A | PC | Charitable Support | $10,000 |
| Wood River Land Trust Co | |||||||
| 119 E Bullion Street | Hailey | ID | 83333 | N/A | PC | Charitable Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $239,150 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,866 | 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 | $806,016 | 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 | $858,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $858,893 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN F LEHMAN JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1054 CREAMERY ROAD | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,107,886 | 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 | 4419 shares of Verisk Analytics | NoncashPropertyDesc |
| Fair Market Value | $1,007,886 | FairMarketValueAmt |
| Received | 2021-12-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,595 | Amt |
| Net Investment Income | $2,298 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,297 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERCK AND CO INC | $196,912 | $366,503 |
| SPDR S&P OIL AND GAS | $496,346 | $427,738 |
| VERISK ANALYTICS INC | $699,518 | $987,305 |
| BALL CORP | $170,522 | $312,216 |
| ORGANON & CO | $9,863 | $13,568 |
| ISHARES RUSSELL 2000 | $149,344 | $147,343 |
| VANGUARD DIVIDEND APPREC | $204,870 | $220,944 |
| ENERGY SELECT SECTOR | $500,578 | $429,060 |
| JPM ACCT 5005 | $1,000,000 | $1,002,627 |
| JPM ACCT 7003 | $1,000,000 | $1,002,377 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUNDS & INTEREST ON REFUNDS | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX EXT PAID | CategoryTxt |
| Amt | $5,000 | Amt |
Comments