ROBERT LEHMAN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT LEHMAN FOUNDATION INC (EIN 13-6094018)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-12
- IRS object ID
- 202102249349101215
- Schema version
- 2019v5.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-12T16:17:46-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812276003 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERTZ HERSON CPA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136094018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT LEHMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 2126611967 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 MADISON AVE NO 10 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCESCA VALERIO | PersonNm |
| Person Title | EXEC DIRECTOR | PersonTitleTxt |
| Phone | 2126611967 | PhoneNum |
| Signature | 2021-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN J GLOZNEK | PreparerPersonNm |
| PTIN | P00106849 | PTIN |
| Phone | 2126867160 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $54,799,135 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $55,890 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55,890 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,277,742 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,277,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$131,064 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,885,385 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$61,559 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,313 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,141,009 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,347,945 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $218,419 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,683 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $174,736 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $159,437 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $31,887 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $127,550 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,341 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,341 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $210,474 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $210,474 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,629 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,629 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $47,470 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,201 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,855 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $24,345 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $63,500 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $63,500 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $29,417 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,417 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,026 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,026 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105,009 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $74,385 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,073 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $883,067 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $377,259 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $461,498 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,485,610 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,485,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,368,677 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $377,259 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,947,108 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,227,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $970,686 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,516 | CashBOYAmt |
| Cash EOY | $8,793 | CashEOYAmt |
| Cash EOYFMV | $8,793 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,604,910 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,452,560 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,452,560 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $18,106 | AcctRcvblAmt |
| Acct Rcvbl EOY | $18,106 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $18,106 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $28,133,581 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,059,542 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,252,823 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $61,600 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $121,725 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $73,035 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $73,035 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $48,690 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $48,690 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $13,421,822 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,512,453 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,013,163 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $41,590 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,338,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,105,144 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,799,135 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $24,656 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $19,414 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $24,656 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,414 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $46,313,398 | CapitalStockBOYAmt |
| Capital Stock EOY | $45,085,730 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,313,398 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,085,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,338,054 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,105,144 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,313,398 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,227,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $45,085,730 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,085,730 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PAYTON LOW DURATION FUND | P | $1,062,000 | $1,047,286 | $14,714 | $14,714 |
| BECKTON DICKINSON & CO | P | $86,848 | $83,136 | $3,712 | $3,712 |
| BECKTON DICKINSON & CO | P | $38,005 | $36,372 | $1,633 | $1,633 |
| CARRIER GLOBAL CORP | P | $17,035 | $19,335 | -$2,300 | -$2,300 |
| CARRIER GLOBAL CORP | P | $5,749 | $6,643 | -$894 | -$894 |
| DISNEY WALT CORP | P | $62,189 | $19,980 | $42,209 | $42,209 |
| DOW INC | P | $19,504 | $25,586 | -$6,082 | -$6,082 |
| DOW INC | P | $16,237 | $22,405 | -$6,168 | -$6,168 |
| MERCK & CO INC | P | $82,738 | $41,511 | $41,227 | $41,227 |
| ONEOK INC | P | $38,894 | $84,798 | -$45,904 | -$45,904 |
| OTIS WORLDWIDE CORP | P | $36,094 | $27,043 | $9,051 | $9,051 |
| OTIS WORLDWIDE CORP | P | $12,173 | $9,292 | $2,881 | $2,881 |
| PALO ALTO NETWORKS INC | P | $141,153 | $130,694 | $10,459 | $10,459 |
| PALO ALTO NETWORKS INC | P | $75,282 | $69,704 | $5,578 | $5,578 |
| SCHLUMBERGER LTD | P | $20,887 | $74,283 | -$53,396 | -$53,396 |
| SCHLUMBERGER LTD | P | $14,669 | $59,581 | -$44,912 | -$44,912 |
| SIMON PROPERTY GROUP INC | P | $32,185 | $75,995 | -$43,810 | -$43,810 |
| WESTERN GAS PARTNERS LP | P | $50,155 | $41,067 | $9,088 | $9,088 |
| WESTERN GAS PARTNERS LP | P | $25,078 | $20,533 | $4,545 | $4,545 |
| LAZARD CORE FIXED INCOME PORT | P | $18,874 | $18,874 | ||
| LAZARD CORE FIXED INCOME PORT | P | -$28,291 | -$28,291 | ||
| LAZARD CORE FIXED INCOME PORT | P | $15,939 | $15,939 | ||
| LAZARD CORE FIXED INCOME PORT | P | $58 | $58 | ||
| MOUNTAIN LAKE PARTNERS LP | P | -$44,907 | -$44,907 | ||
| MOUNTAIN LAKE PARTNERS LP | P | -$202,568 | -$202,568 | ||
| MOUNTAIN LAKE PTNRS - SEC 1256 | P | -$1,214 | -$1,214 | ||
| MOUNTAIN LAKE PTNRS - SEC 1256 | P | -$1,821 | -$1,821 | ||
| NB CO-INVESTMENT PARTNERS | P | -$443 | -$443 | ||
| NB CO-INVESTMENT PARTNERS CAYMAN | P | $131 | $131 | ||
| ARCLIGHT ENERGY FUND V | P | -$2,374 | -$2,374 | ||
| ARCLIGHT ENERGY FUND V | P | -$12,320 | -$12,320 | ||
| TRILANTIC CAP PTNRS IV | P | -$9,160 | -$9,160 | ||
| TRILANTIC CAP PTNRS IV OFFSHORE | P | $4,065 | $4,065 | ||
| TRILANTIC CAP PTNRS V | P | $72,722 | $72,722 | ||
| TRILANTIC CAP PTNRS V AIV | P | -$1,517 | -$1,517 | ||
| TRILANTIC CAP PTNRS V AIV A | P | $3,274 | $3,274 | ||
| TRILANTIC CAP PTNRS V AIV A | P | $21,937 | $21,937 | ||
| BENNETT OFFSHORE ADDL PROCEEDS | P | $844 | $844 | ||
| KABUTER INTL OPPTYS DISP GAIN | P | $43,945 | $43,945 | ||
| MOUNTAIN LAKE PTNRS DISP GAIN | P | $1,621 | $1,621 | ||
| CAPITAL GAINS DIVIDENDS | P | $48,510 | $48,510 | $48,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$131,064 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,698,225 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $50,363,966 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053575 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,098,501 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $53,293,708 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058140 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,997,846 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $53,702,037 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037202 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,497,656 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $51,599,958 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029024 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,131,705 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,828,610 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039602 | DistributionYr5Rt |
| Total Distribution | 0.217543 | TotalDistributionRt |
| Average Distribution | 0.043509 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $52,133,601 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,268,281 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,707 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,277,988 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,947,108 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,414 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,414 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,414 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $65,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $70,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $430 | EsPenaltyAmt |
| Overpayment | $50,156 | OverpaymentAmt |
| Applied To ES Tax | $50,156 | 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 | 0 | 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 | WWW.ROBERTLEHMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | HERTZ HERSON CPA LLP | IndividualWithBooksNm |
| Phone | 2126867160 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 477 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 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 (11 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| PHILIP H ISLES | |||||||||
| 955 LEXINGTON AVENUE | NEW YORK | NY | 10021 | PRES/DIR | 40.00 | $111,647 | $56,089 | $0 | |
| MICHAEL M THOMAS | |||||||||
| 66 WATER STREET | BROOKLYN | NY | 11201 | TREAS/DIR | 8.00 | $11,400 | $8,933 | $0 | |
| FRANCESCA VALERIO | |||||||||
| C/O ROBERT LEHMAN FOUNDATION 488 | NEW YORK | NY | 10022 | EXEC DIRECTOR | 40.00 | $95,372 | $85,241 | $0 | MADISON AVENUE 9TH FLOOR |
| ROBERT A BERNHARD | |||||||||
| 825 THIRD AVENUE 31ST FLOOR | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| ROBERT O LEHMAN | |||||||||
| 3487 EAST AVENUE | ROCHESTER | NY | 14618 | DIRECTOR | 1.00 | $0 | $6,617 | $0 | |
| MARIE ROLF | |||||||||
| 3487 EAST AVENUE | ROCHESTER | NY | 14618 | DIRECTOR | 1.00 | $0 | $2,557 | $0 | |
| ANGELA WEISL | |||||||||
| 117 STERLING PLACE | BROOKLYN | NY | 11217 | DIRECTOR | 1.00 | $0 | $0 | $0 | |
| ADELE BERNHARD | |||||||||
| 14 REMSEN STREET | BROOKLYN | NY | 11201 | ASSOC COUNCIL MEMBER | 1.00 | $0 | $0 | $0 | |
| ADAM ISLES | |||||||||
| 1506 33RD STREET NW | WASHINGTON | DC | 20007 | ASSOC COUNCIL MEMBER | 1.00 | $0 | $0 | $0 | |
| KATE LEHMAN | |||||||||
| 9-15 MURRAY STREET | NEW YORK | NY | 10007 | ASSOC COUNCIL MEMBER | 1.00 | $0 | $0 | $0 | |
| JEFFREY THOMAS | |||||||||
| 217 NW THOMPSON STREET | PORTLAND | OR | 97212 | ASSOC COUNCIL MEMBER | 1.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEUBERGER BERMAN LLC | |||||
| 1290 AVE OF THE AMERICAS | NEW YORK | NY | 10104 | INVESTMENT ADVISORY | $107,712 |
| HAMILTON & COMPANY | |||||
| 600 COLLEGE ROAD EAST | PRINCETON | NJ | 08540 | INVESTMENT ADVISORY | $75,246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $36,143,667 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,645,186 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,138,661 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,927,514 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,927,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $793,913 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $52,133,601 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,606,680 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,606,680 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,414 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,414 | TotalTaxAmt |
| Distributable Before Adj | $2,587,266 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,587,266 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,587,266 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,947,108 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,947,108 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,947,108 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,587,266 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,943,573 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,947,108 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,943,573 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,535 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,583,731 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 5TH AVENUE | NEW YORK | MD | 10028 | PC | VARIOUS COMMITMENTS REGARDING ROBERT LEHMAN WING | $795,000 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 5TH AVENUE | NEW YORK | TX | 10028 | PC | PENSION TO FORMER MUSEUM EMPLOYEE | $13,454 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 5TH AVENUE | NEW YORK | OH | 10028 | PC | TRUSTEE'S ANNUAL APPEAL | $3,000 |
| ADVANCING WOMEN ARTISTS | ||||||
| 540 PLAZA DR | COLUMBUS | NY | 47201 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $20,000 |
| ALLIANCE FOR YOUNG ARTISTS & WRITERS | ||||||
| 557 BROADWAY | NEW YORK | MN | 10012 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| AMERICAN FRIENDS OF THE NATIONAL GALLERY LONDON | ||||||
| 31 WEST 34TH ST 7TH FLOOR 7010 | NEW YORK | NY | 10001 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $50,000 |
| ARMAND HAMMER MUSEUM OF ART & CULTURAL CENTER | ||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | NY | 90024 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| ART 21 | ||||||
| 231 WEST 29TH ST SUITE 706 | NEW YORK | MN | 10001 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| ASSOCIATION OF HISTORIANS OF NINETEENTH | ||||||
| 2220 SPRUCE ST APT 2F | PHILADELPHIA | TX | 19103 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $5,000 |
| BALTIMORE MUSEUM OF ART | ||||||
| 10 ART MUSEUM DR | BALTIMORE | NY | 21218 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| BLANTON MUSEUM OF ART | ||||||
| 200 E MARTIN LUTHER KING JR BLVD | AUSTIN | CT | 78712 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| BOYS & GIRLS CLUB OF CLEVELAND | ||||||
| 6114 BROADWAY AVE | CLEVELAND | NJ | 44127 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| THE BROOKLYN MUSEUM | ||||||
| 200 EASTERN PKWY | BROOKLYN | NY | 11238 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $35,000 |
| CARLETON COLLEGE | ||||||
| 1 N COLLEGE ST | NORTHFIELD | NY | 55057 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $6,000 |
| CHECKERBOARD FILM FOUNDATION INC | ||||||
| 1 E 53RD ST 4TH FL | NEW YORK | MT | 10022 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $20,000 |
| CHILDREN'S MUSEUM OF THE ARTS | ||||||
| 103 CHARLTON ST | NEW YORK | MA | 10014 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $15,000 |
| COLBY COLLEGE CONCENTRATION | ||||||
| 4000 MAYFLOWER HILL | WATERVILLE | NY | 04901 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $5,000 |
| DALLAS MUSEUM OF ART | ||||||
| 1717 N HARWOOD ST | DALLAS | NY | 75201 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| THE DRAWING CENTER | ||||||
| 35 WOOSTER ST | NEW YORK | TX | 10013 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $23,000 |
| FAIRFIELD UNIVERSITY ART MUSEUM | ||||||
| 200 BARLOW RD | FAIRFIELD | TX | 06824 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $6,000 |
| FLORENCE ACADEMY OF ART | ||||||
| 888 NEWARK AVE | JERSEY CITY | NY | 07306 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $6,000 |
| GHETTO FILM SCHOOL | ||||||
| 79 ALEXANDER AVE FL 4 | BRONX | MO | 10454 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| GUILD HALL OF EAST HAMPTON | ||||||
| 158 MAIN ST | EAST HAMPTON | CT | 11937 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| HOLTER MUSEUM OF ART | ||||||
| 12 E LAWRENCE ST | HELENA | NY | 59601 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $5,000 |
| INSTITUTE OF CONTEMPORARY ART | ||||||
| 25 HARBOR SHORE DR | BOSTON | LA | 02210 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $15,000 |
| LEHMAN COLLEGE ART GALLERY | ||||||
| 250 BEDFORD PARK BLVD W | BRONX | NY | 10468 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $5,000 |
| LONGHOUSE RESERVE | ||||||
| 133 HANDS CREEK RD | EAST HAMPTON | NY | 11937 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $5,000 |
| MOODY CENTER FOR THE ARTS | ||||||
| 6100 MAIN STREET | HOUSTON | WA | 77005 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $5,000 |
| MUSEUM OF FINE ARTS | ||||||
| 1001 BISSONNET ST | HOUSTON | FL | 77005 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| MUSEUM OF MODERN ART | ||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $30,000 |
| NELSON ATKINS MUSEUM OF ART | ||||||
| 4525 OAK ST | KANSAS CITY | NY | 64111 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| NEW BRITAIN MUSEUM OF AMERICAN ART | ||||||
| 56 LEXINGTON ST | NEW BRITAIN | RI | 06052 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| NEW MUSEUM | ||||||
| 235 BOWERY | NEW YORK | NY | 10002 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $20,000 |
| NEW ORLEANS MUSEUM OF ART | ||||||
| 1 COLLINS DIBOLL CIR | NEW ORLEANS | PA | 70124 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| NEW YORK STUDIO SCHOOL | ||||||
| 8 W 8TH ST | NEW YORK | CA | 10011 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $25,000 |
| NEW YORK UNIVERSITY | ||||||
| 161 6TH AVE | NEW YORK | NJ | 10013 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $4,600 |
| NORDIC HERITAGE MUSEUM FOUNDATION | ||||||
| 2655 NW MARKET ST | SEATTLE | NY | 98107 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $5,000 |
| ORLANDO MUSEUM OF ART | ||||||
| 2416 N MILLS AVE | ORLANDO | NY | 32803 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $5,000 |
| PRATT INSTITUTE | ||||||
| 200 WILLOUGHBY AVE | BROOKLYN | NY | 11205 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $6,000 |
| PUBLICOLOR INC | ||||||
| 20 W 36TH ST 9TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $15,000 |
| RHODE ISLAND SCHOOL OF DESIGN | ||||||
| 2 COLLEGE ST | PROVIDENCE | NY | 02903 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| RUBIN MUSEUM OF ART | ||||||
| 150 W 17TH ST | NEW YORK | ID | 10011 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| SAMUEL L FLEISCHER ART MEMORIAL | ||||||
| 719 CATHARINE ST | PHILADELPHIA | NY | 19147 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| SANTA BARBARA MUSEUM OF ART | ||||||
| 1130 STATE ST | SANTA BARBARA | DC | 93101 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| SETON HALL UNIVERSITY | ||||||
| 400 S ORANGE AVE | SOUTH ORANGE | NY | 07079 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $4,500 |
| SKOWHEGAN SCHOOL OF PAINTING AND SCULPTURE | ||||||
| 136 W 22ND ST | NEW YORK | CT | 10011 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $5,000 |
| SMITHSONIAN INSTITUTION SMITHSONIAN INSTITUTION SMITHSONIAN INSTITUT | ||||||
| 2 E 91ST ST | NEW YORK | CT | 10128 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $50,000 |
| SOCRATES SCULPTURE PARK | ||||||
| 32-01 VERNON BLVD | QUEENS | NY | 11106 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $5,000 |
| STUDIO IN A SCHOOL ASSOCIATION | ||||||
| 410 W 59TH ST | NEW YORK | NY | 10019 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $10,000 |
| SUGAR HILL CHILDREN'S MUSEUM OF ART & STORYTELLING | ||||||
| 898 ST NICHOLAS AVE | NEW YORK | NY | 10032 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $5,000 |
| SUN VALLEY CENTER FOR THE ARTS | ||||||
| 191 5TH ST E | KETCHUM | ID | 83340 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $15,000 |
| SWISS INSTITUTE | ||||||
| 38 ST MARKS PL | NEW YORK | NY | 10003 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $22,500 |
| TRANSFORMER | ||||||
| 1404 P ST NW | WASHINGTON | DC | 20005 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $7,500 |
| URBAN GLASS | ||||||
| 647 FULTON ST | BROOKLYN | NY | 11217 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $15,000 |
| WADSWORTH ATHENUM | ||||||
| 600 MAIN ST | HARTFORD | CT | 06103 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $20,000 |
| YALE UNIVERSITY ART GALLERY | ||||||
| 1111 CHAPEL ST | NEW HAVEN | CT | 06510 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $3,000 |
| YOUNG MENS AND YOUNG WOMENS HEBREW ASSOCIATION | ||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $5,000 |
| FROM PASS-THROUGHS | ||||||
| 488 MADISON AVENUE | NEW YORK | NY | 10022 | PC | GENERAL EDUCATIONAL AND CHARITABLE PURPOSES | $56 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,485,610 | 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 | $55,890 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,277,742 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,313 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$131,064 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| ARCLIGHT ENERGY PARTNERS | 211110 | -$59,500 |
| TCP V AIV LP | 211110 | -$6,929 |
| TCP V AIV A LP | 211110 | -$9,443 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$75,872 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,216,881 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,141,009 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AVERAGE HOURS PER WEEK | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART VIII | FormAndLineReferenceDesc |
| Medium Explanation | MR. THOMAS'S AVERAGE HOURS PER WEEK VARIES WITH DUTIES REQUIRED. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $6,357,979 | $10,908,454 |
| PREFERRED STOCKS | $820,910 | $964,266 |
| MUTUAL FUNDS | $20,880,653 | $23,380,103 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIPS | AT COST | $12,092,953 | $14,561,947 |
| PRIVATE INVESTMENT FUND | AT COST | $419,500 | $451,216 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $21,341 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,341 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX ON NET INVESTMENT INCOME PAYMENTS | Desc |
| BOY Book Value | $41,590 | BOYBookValueAmt |
| EOY Book Value | $5,000 | EOYBookValueAmt |
| EOYFMV | $5,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| A&M CAPITAL PARTNERS | $1,236 | $1,236 | $0 |
| ARCLIGHT ENERGY PARTNERS FUND V | $1,346 | $1,346 | $0 |
| NB CO-INVESTMENT PARTNERS | $175 | $175 | $0 |
| NB CO-INVESTMENT PTNRS CAYMAN | $40 | $40 | $0 |
| LAZARD CORE FIXED INCOME PORTFOLIO | $5,520 | $5,520 | $0 |
| MOUNTAIN LAKE PARTNERS | $20,419 | $20,419 | $0 |
| TRILANTIC CAPITAL PTNRS IV | $999 | $999 | $0 |
| TRILANTIC CAPITAL PTNRS V | $8,654 | $8,654 | $0 |
| CUSTODY & SAFEKEEPING FEES | $33,025 | $33,025 | $0 |
| ADR FEES | $140 | $140 | $0 |
| MISCELLANEOUS INVESTMENT EXP | $1,835 | $1,835 | $0 |
| PAYROLL FEES | $4,981 | $996 | $3,985 |
| LIABILITY INSURANCE | $3,112 | $0 | $3,112 |
| NYS FILING FEE | $1,500 | $0 | $1,500 |
| CA FILING FEE | $10 | $0 | $10 |
| STATUTORY ADVERTISEMENT | $85 | $0 | $85 |
| OTHER CHARITABLE DISBURSEMENTS | $21,381 | $0 | $21,381 |
| NON-DEDUCTIBLE INTEREST/PENALTIES | $551 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ARCLIGHT ENERGY PARTNERS FUND V | -$17,936 | -$17,936 | -$17,936 |
| MOUNTAIN LAKE PARTNERS | $36,465 | $36,465 | $36,465 |
| TCP IV | -$2 | -$2 | -$2 |
| TCP V AIV A LP | -$12,625 | -$12,625 | -$12,625 |
| ROYALTIES (NET) | $8,411 | $8,411 | $8,411 |
| ARCLIGHT ENERGY PARTNERS | -$59,500 | $0 | -$59,500 |
| TCP V AIV LP | -$6,929 | $0 | -$6,929 |
| TCP V AIV A LP | -$9,443 | $0 | -$9,443 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX ON NET INVESTMENT INCOME | $22,998 | $19,414 |
| TAX ON UBTI | $1,658 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $210,474 | Amt |
| Net Investment Income | $210,474 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON NET INVESTMENT INCOME | $19,414 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $10,737 | $10,737 | $0 |
| PAYROLL TAXES | $17,319 | $3,464 | $13,855 |
Comments