LYNTON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LYNTON FOUNDATION (EIN 13-3743511)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202243159349101729
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T14:27:21-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130436940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187001 | 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 | 133743511 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LYNTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYNT | BusinessNameControlTxt |
| Phone | 2128403456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CAROL LYNTON - 33 W 81ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL LYNTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128403456 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROL | PersonFirstNm |
| Person Last | LYNTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMIR DARDASHTIAN | PreparerPersonNm |
| PTIN | P01258316 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
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 | $10,365,279 | 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 | $1,370,726 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,105 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,105 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $346,843 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,715,774 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $787,142 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,785,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $855,266 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $11,494 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,494 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,594 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,494 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,613,633 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,613,633 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,640,227 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,494 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,613,733 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $145,466 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $843,772 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $106,192 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,562 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,562 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $10,482,964 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,330,717 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,330,717 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,589,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,365,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,365,279 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $10,589,156 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,365,279 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,589,156 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,365,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,589,156 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,365,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,589,156 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $145,466 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,734,622 | SubtotalAmt |
| Other Decreases | $369,343 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,365,279 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | 2021-12-31 | $464,470 | $30,427 | $434,043 | $434,043 |
| PUBLICLY TRADED SECURITIES | P | 2021-12-31 | $2,106,650 | $1,898,205 | $208,445 | $208,445 |
| CAPITAL GAIN DISTRIBUTION | P | 2021-12-31 | $144,654 | $144,654 | $144,654 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $787,142 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,728 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,728 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,728 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,529 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,529 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,801 | OverpaymentAmt |
| Applied To ES Tax | $10,801 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | CAROL LYNTON | IndividualWithBooksNm |
| Phone | 2128403456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL LYNTON | ||||||||
| 33 WEST 81ST STREET | NEW YORK | NY | 10024 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| MICHAEL LYNTON | ||||||||
| C/O ANCHIN 1375 BROADWAY | NEW YORK | NY | 10018 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $11,113,660 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,331 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,181,991 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,181,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,730 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,014,261 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $550,713 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $550,713 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,728 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,728 | TotalTaxAmt |
| Distributable Before Adj | $538,985 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $538,985 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $538,985 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,613,733 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,613,733 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $538,985 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,219,054 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,770,401 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,861,200 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,431,724 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,268,854 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,551,233 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,613,733 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $538,985 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,074,748 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,625,981 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,219,054 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,406,927 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,770,401 | ExcessFromYear4Amt |
| Excess From Year3 | $2,861,200 | ExcessFromYear3Amt |
| Excess From Year2 | $1,431,724 | ExcessFromYear2Amt |
| Excess From Year1 | $2,268,854 | ExcessFromYear1Amt |
| Excess From Current Year | $1,074,748 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL LYNTON | ContributingManagerNm |
| Contributing Manager | MICHAEL LYNTON | 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 |
|---|---|---|---|---|---|---|---|
| AVENUE FOR JUSTICE | |||||||
| 100 CENTRE STREET ROOM 1541 | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | GENERAL | $163,633 |
| COVENANT HOUSE | |||||||
| 461 EIGHT AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL | $40,000 |
| EAST HARLEM TUTORIAL PROGRAM | |||||||
| 2035 SECOND AVENUE | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| FOOTSTEPS INC | |||||||
| 114 JOHN STREET 930 | NEW YORK | NY | 10272 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| GIVE FOUNDATION INC | |||||||
| 11040 BOLLINGER CANYON ROAD E-958 | SAN RAMON | CA | 94582 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| GREATER NY FOUNDATION INC | |||||||
| 1385 BROADWAY | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| HAND IN HAND A DANIEL BOULUD FOUNDATION | |||||||
| 16 E 40TH STREET 5TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL | $100,000 |
| HARVARD - HBS | |||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | NONE | PUBLIC CHARITY | GENERAL | $350,000 |
| HARVARD - HUTCHINS CENTER | |||||||
| 104 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL | $115,000 |
| HOWARD UNIVERSITY | |||||||
| 2400 6TH STREET NW | WASHINGTON | DC | 20059 | NONE | PUBLIC CHARITY | GENERAL | $100,000 |
| MT SINAI | |||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| MT SINAI ADOLESCENT HEALTH CENTER | |||||||
| 312-320 E 94TH STREET | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL | $37,000 |
| NEW VENTURE FUND-30 BIRDS FOUNDATION | |||||||
| 1828 L STREET NW NO 300-A | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| NEW VISIONS FOR PUBLIC SCHOOLS | |||||||
| 205 E 42ND STREET | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| NEW YORK UNIVERSITY | |||||||
| 40 WASHINGTON SQUARE S | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| NORTHEAST JEWISH CENTER | |||||||
| 11 SALISBURY ROAD | YONKERS | NY | 10710 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| PARK AVENUE ARMORY | |||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| PLAYWRIGHT HORIZON | |||||||
| 416 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| PROPEL DEMOCRACY FORWARD FUND | |||||||
| 150 COURT STREET | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| RAND CORPORATION | |||||||
| P O BOX 2138 1776 MAIN STREET | SANTA MONICA | CA | 90407 | NONE | PUBLIC CHARITY | GENERAL | $200,000 |
| THE ASSOCIATION OF PANGASINENSES IN AMERICA FDN INC (APAFI) | |||||||
| 6910 ROOSEVELT AVENUE FLOOR 2 | WOODSIDE | NY | 11377 | NONE | PUBLIC CHARITY | GENERAL | $5,500 |
| THE BAIL PROJECT | |||||||
| P O BOX 750 | VENICE | CA | 90294 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| THE BROOKINGS INSTITUTE | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL | $140,000 |
| TULANE UNIVERSITY | |||||||
| 6823 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| UPLIFT AFGHANISTAN FUND | |||||||
| 5655 LINDERO CANYO ROAD STE 226 | WESTLAKE VILLAGE | CA | 91362 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| VERIFIED VOTING FOUNDATION | |||||||
| 1608 WALNUT STREET 12TH FLOOR | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,613,633 | 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 | $19 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,105 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $346,843 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $414,967 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $414,967 | 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 (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| LYNTON ASSET LP | |||||||
| 1 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $16,957 | Yes (X) | |
| LYNTON CLAT | |||||||
| 2 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $900,000 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 3 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $66,706 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 4 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $32,438 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 5 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $79,044 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 6 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $37,339 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 7 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $45,303 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 8 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $11,748 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 9 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $31,798 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 10 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $29,037 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 11 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $110,261 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 12 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $10,094 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 508 SHS ASANA | $16,957 | 2021-04-16 |
| 3 | 1,015 SHS ASANA | $66,706 | 2021-07-08 |
| 4 | 230 SHS ZENDESK | $32,438 | 2021-07-08 |
| 5 | 1,072 SHS ASANA | $79,044 | 2021-07-26 |
| 6 | 642 SHS STITCH | $37,339 | 2021-07-26 |
| 7 | 2,835 SHS CLOUDERA | $45,303 | 2021-09-29 |
| 8 | 580 SHS 1 LIFEHEALTHCARE | $11,748 | 2021-09-09 |
| 9 | 621 SHS AMPLITUDE | $31,798 | 2021-10-08 |
| 10 | 816 SHS STITCH FIX | $29,037 | 2021-10-08 |
| 11 | 1,630 SHS CONFLUENT | $110,261 | 2021-12-09 |
| 12 | 571 SHS 1 LIFEHEALTHCARE | $10,094 | 2021-12-09 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 145,564.901 SHS CAPITAL GROUP CORE BOND FUND CLASS M | FMV | $1,484,762 | $1,484,762 |
| 19,726.209 SHS CAPITAL GROUP EMERGING MARKETS GROWTH FUND CL F3 | FMV | $164,517 | $164,517 |
| 2,064.033 SHS NEW WORLD FUND CL F3 | FMV | $177,548 | $177,548 |
| 21,076.837 SHS AMERICAN HIGH INCOME TRUST CL F3 | FMV | $221,729 | $221,729 |
| 5,208.108 SHS FUNDAMENTAL INVESTORS CL F3 | FMV | $395,348 | $395,348 |
| 4,509.527 SHS GROWTH FUND OF AMERICA CL F3 | FMV | $335,058 | $335,058 |
| 33,386.583 SHS AMERICAN GLOBAL INSIGHT FUND CLASS F3 | FMV | $733,837 | $733,837 |
| 12,590.396 SHS NEW PERSPECTIVE FUND CL F3 | FMV | $836,128 | $836,128 |
| 2,235.568 SHS SMALLCAP WORLD FUND CL F3 | FMV | $182,668 | $182,668 |
| 100,000 SHS SNAP | FMV | $4,703,000 | $4,703,000 |
| 96,489.637 SHS AMERICAN FUNDS STRATEGIC BOND FUND CLASS F3 | FMV | $1,096,122 | $1,096,122 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $369,343 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES(CAPITAL GROUP) | CategoryTxt |
| Amt | $11,494 | Amt |
| Net Investment Income | $11,494 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments