GERDA LISSNER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GERDA LISSNER FOUNDATION INC (EIN 13-3566516)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-16
- IRS object ID
- 202122289349100727
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-16T16:32:31-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223103963 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN SEWALD & COMPANY CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 STATE ROUTE 79 N STE 3 | AddressLine1Txt |
| City | MORGANVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07751 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133566516 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERDA LISSNER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERD | BusinessNameControlTxt |
| Phone | 2128266100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 EAST 65TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100656501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A FORNABAIO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL A | PersonFirstNm |
| Person Last | FORNABAIO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN SEWALD CPA | PreparerPersonNm |
| PTIN | P00171184 | PTIN |
| Phone | 7323321700 | PhoneNum |
| Preparation | 2021-06-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $7,349,869 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $400 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $154,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,506 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $260,637 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,793,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $260,637 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $415,543 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $415,143 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $178,366 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,835 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $160,531 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,335 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,335 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,687 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $9,687 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,773 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,443 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,330 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $76,999 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $76,999 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $29,264 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,597 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,603 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $60,000 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $60,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,229 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $41,229 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $439,653 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105,874 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $319,715 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $439,653 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105,874 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $319,715 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,110 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $309,269 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,677 | CashBOYAmt |
| Cash EOY | $4,652 | CashEOYAmt |
| Cash EOYFMV | $4,651 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $160,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $223,466 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $223,466 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $17,680 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $17,885 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,885 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,178,293 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,229,976 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,373,609 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,734,458 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,594,078 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,720,258 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,951 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,951 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $10,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,107,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,080,057 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,349,869 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,470 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $100 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,470 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $100 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,104,067 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,079,957 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,104,067 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,079,957 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,107,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,080,057 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,104,067 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,110 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,079,957 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,079,957 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPMORGAN CHASE | P | $120,717 | $120,193 | $524 | $524 |
| WCA MANAGED - STIFEL | P | $8,493 | $8,791 | -$298 | -$298 |
| JPMORGAN CHASE | P | $332,422 | $262,459 | $69,963 | $69,963 |
| WCA MANAGED - STIFEL | P | $175,042 | $166,792 | $8,250 | $8,250 |
| BNY MELLON | P | $7,506 | $8,008 | -$502 | -$502 |
| RIVERBRIDGE MANAGED - STIFEL | P | $5,291 | $12,804 | -$7,513 | -$7,513 |
| BNY MELLON | P | $255,542 | $243,933 | $11,609 | $11,609 |
| RIVERBRIDGE - ROCKEFELLER | P | $8,947 | $7,819 | $1,128 | $1,128 |
| GW&K MANAGED - STIFEL | P | $135,716 | $146,196 | -$10,480 | -$10,480 |
| RIVERBRIDGE - ROCKEFELLER | P | $163,181 | $60,545 | $102,636 | $102,636 |
| GW&K MANAGED - STIFEL | P | $101,638 | $96,180 | $5,458 | $5,458 |
| GW&K - ROCKEFELLER | P | $136,471 | $130,060 | $6,411 | $6,411 |
| GW&K - ROCKEFELLER | P | $129,839 | $123,390 | $6,449 | $6,449 |
| CONFLUENCE MANAGED - STIFEL | P | $6,826 | $14,258 | -$7,432 | -$7,432 |
| CONFLUENCE MANAGED - STIFEL | P | $30,099 | $14,031 | $16,068 | $16,068 |
| CONFLUENCE - ROCKEFELLER | P | $8,910 | $2,960 | $5,950 | $5,950 |
| ACR ALPINE MANAGED - STIFEL | P | $4,144 | $3,379 | $765 | $765 |
| ACR ALPINE MANAGED - STIFEL | P | $66,706 | $64,893 | $1,813 | $1,813 |
| ACR ALPINE - ROCKEFELLER | P | $16,397 | $11,925 | $4,472 | $4,472 |
| ACR ALPINE - ROCKEFELLER | P | $29,177 | $33,766 | -$4,589 | -$4,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $260,637 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,412 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,299 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,299 | SubtotalAmt |
| Tax Based On Investment Income | $4,299 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $17,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $13,496 | OverpaymentAmt |
| Applied To ES Tax | $4,300 | AppliedToESTaxAmt |
| Refund | $9,196 | RefundAmt |
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 | NY | 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 | WWW.GERDALISSNER.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRA L WEINER CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7323321700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 ROUTE 79 NORTH STE 3 | AddressLine1Txt |
| City | MORGANVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07751 | 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 |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL A FORNABAIO | ||||||||
| 420 EAST 64TH STREET | NEW YORK | NY | 10065 | PRESIDENT | 25.00 | $36,000 | $0 | $0 |
| BARBARA TESTA | ||||||||
| 870 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | TRUSTEE | 5.00 | $6,000 | $0 | $0 |
| STEPHEN DE MAIO | ||||||||
| 110 EAST 36TH STREET | NEW YORK | NY | 10016 | DECEASED | 25.00 | $41,289 | $0 | $0 |
| KARL MICHAELIS | ||||||||
| 244 EAST 86TH STREET 44 | NEW YORK | NY | 10028 | TREASURER | 5.00 | $12,000 | $0 | $0 |
| CORNELIA BEIGEL | ||||||||
| 267 EDGCOMBE AVENUE | NEW YORK | NY | 10031 | VP AND SECRE | 40.00 | $83,077 | $0 | $0 |
| SCOTT BARNES | ||||||||
| 292 WEST 92ND STREET APT 1D | NEW YORK | NY | 10025 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MARY B WOOSLEY | ||||||||
| 144 EAST 84TH STREET 2B | NEW YORK | NY | 10028 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION MAKES GRANTS TO THE WINNERS OF THE VARIOUS ANNUAL COMPETITIONS AND ENCOURAGEMENT AWARDS TO A LIMITED NUMBER OF PARTICIPANTS TO PROVIDE YOUNG OPERA SINGERS WITH THE FINANCIAL SUPPORT THEY NEED TO PURSUE THEIR CRAFT AND EXCEL IN THE WORLD OF OPERA. THE TRUSTEES BELEIVE THAT THE ENCOURAGEMENT AND ASSISTANCE TO YOUNG ARTISTS TOWARD ACHIEVING THEIR GOALS IS IMPERATIVE FOR THE CONTINUATION OF THIS DEMANDING ART FORM. ALL COMPETITIONS HAVE BEEN SUSPENDED DUE TO COVID-19. | Description1Txt |
| Description2 | CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS FOR GENERAL OPERATING SUPPORT IN THE FIELD OF OPERA AND OTHER VARIOUS ORGANIZATIONS. SUSPENDED DUE TO COVD-19. | Description2Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,550,210 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $33,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,597,318 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,597,318 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,960 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,498,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $324,918 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $324,918 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,299 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,299 | TotalTaxAmt |
| Distributable Before Adj | $320,619 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $320,619 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $320,619 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $319,715 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $319,715 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $319,715 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $320,619 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $528,323 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $636,396 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $563,133 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $346,939 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $223,380 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,298,171 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $319,715 | QualifyingDistributionsAmt |
| Applied To Current Year | $319,715 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $904 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $904 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,297,267 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $527,419 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,769,848 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $636,396 | ExcessFromYear4Amt |
| Excess From Year3 | $563,133 | ExcessFromYear3Amt |
| Excess From Year2 | $346,939 | ExcessFromYear2Amt |
| Excess From Year1 | $223,380 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CORNELIA BEIGEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 E 65TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128260366 | RecipientPhoneNum |
| Recipient Email Address | MAIL@GEDALISSNER.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | REFER TO FOUNDATION'S WEBSITE. WWWW.GERDALISSNER.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REFER TO FOUNDATION'S WEBSITE. WWW.GERDALISSNER.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 13 | RestrictionsOnAwardsTxt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,506 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $260,637 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $415,143 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $415,143 | 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 |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIEDERKRANZ FOUNDATION INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EAST 87TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STEVEN SEWALD & COMPANY CPAS | CategoryTxt |
| Amt | $37,773 | Amt |
| Net Investment Income | $9,443 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,330 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2004-02-15 | $6,539 | $6,539 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2007-03-15 | $750 | $750 | 200DB | 5.0000 |
| FAX - XEROX | 2007-11-23 | $1,199 | $1,199 | 200DB | 5.0000 |
| OFFICE EQUIPMENT - COPIER | 2008-02-12 | $1,349 | $1,349 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2008-05-01 | $2,114 | $2,114 | 200DB | 5.0000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE STATEMENT - 16 | BondNm |
| EOY Book Value | $2,594,078 | EOYBookValueAmt |
| EOYFMV | $2,720,258 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE STATEMENT - 15 | StockNm |
| EOY Book Value | $3,229,976 | EOYBookValueAmt |
| EOYFMV | $4,373,609 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $11,951 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $11,951 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DAVIS WRIGHT TREMAINE LLP | $8,407 | $8,407 |
| FRANFURT KUMIT KLEIN & SELIA PC | $1,280 | $1,280 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT - RENT | Desc |
| BOY Book Value | $10,000 | BOYBookValueAmt |
| EOY Book Value | $10,000 | EOYBookValueAmt |
| EOYFMV | $10,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| PAYROLL SERVICES - PAYCHEX | $2,962 | $2,962 |
| POSTAGE AND DELIVERY | $90 | $90 |
| INVESTMENT EXPENSES - OTHER | ||
| ADVERTISING AND PROMOTION | $2,336 | $2,336 |
| DUES AND PUBLICATIONS | $670 | $670 |
| TELEPHONE | $3,616 | $3,616 |
| INSURANCE - EMPLOYEE HEALTH | $12,984 | $12,984 |
| INSURANCE - DIRECTORS LIABILI | $2,221 | $2,221 |
| INSURANCE - GENERAL | $4,400 | $4,400 |
| INSURANCE - W/COMP | $1,061 | $1,061 |
| LOCAL TRAVEL | $2,296 | $2,296 |
| SPEC EVENT - IVC AUDITIONS | ||
| SPEC EVENT - LIEDER/SONG COMP | ||
| WEB-SITE COSTS | $3,349 | $3,349 |
| INTERNET AND CABLE ACCESS | $1,950 | $1,950 |
| OFFCE EXPENSES | $3,009 | $3,009 |
| COMPUTER RELATED EXPENSES | $285 | $285 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD PAYABLE - MASTERCARD | $1,255 | $100 |
| OTHER | $2,215 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADV FEES - SEE ST 17 | CategoryTxt |
| Amt | $76,999 | Amt |
| Net Investment Income | $76,999 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON DIVIVIDEND | $1,597 | $1,597 | |
| FEDERAL EXCISE TAXES | $14,064 | ||
| NYS FILING FEES | $250 | $250 | |
| PAYROLL TAXES | $12,533 | $12,533 | |
| NYS TAXES | $250 | $250 | |
| DELAWARE FILING FEES | $570 | $570 |
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