LYNTON FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LYNTON FOUNDATION (EIN 13-3743511)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202003179349101485
- Schema version
- 2019v5.1
- 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 Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T11:20:55-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMIR DARDASHTIAN | PreparerPersonNm |
| PTIN | P01258316 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.168.3.65 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 16:29:07 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,796,553 | 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 | $1,793,357 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,649 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,649 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $83,777 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $83,777 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,513 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,951,339 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,580,969 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,956,296 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,667,395 | 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 | $9,484 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,484 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,984 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,484 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,631,113 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,631,113 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,641,097 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,484 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,631,613 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $315,199 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,657,911 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $198,369 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,968 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,968 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,669,742 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,757,585 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,757,585 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,118,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,796,553 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,796,553 | 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 | $4,118,111 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,796,553 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,118,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,796,553 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,118,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,796,553 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,118,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $315,199 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,363,243 | OtherIncreasesAmt |
| Subtotal | $5,796,553 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,796,553 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | $961,363 | $13,956 | $947,407 | $947,407 |
| PUBLICLY TRADED SECURITIES | P | $356,615 | $344,940 | $11,675 | $11,675 |
| PUBLICLY TRADED SECURITIES | D | $1,539,882 | $11,206 | $1,528,676 | $1,528,676 |
| CAPITAL RESIDUAL | P | $57 | $57 | $57 | |
| CAPITAL GAIN DISTRIBUTION | P | $86,592 | $86,592 | $86,592 | |
| PUBLICLY TRADED SECURITIES | D | $6,830 | $268 | $6,562 | $6,562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,580,969 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,114,052 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,309,065 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.722675 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,099,747 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,056,711 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.297553 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,931,925 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,525,609 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.349631 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,890,231 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,223,698 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.261671 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $738,288 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,666,611 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.096299 | DistributionYr5Rt |
| Total Distribution | 1.727829 | TotalDistributionRt |
| Average Distribution | 0.345566 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,529,351 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,565,190 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $26,579 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,591,769 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,631,613 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $26,579 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,579 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,579 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,758 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $48,758 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,179 | OverpaymentAmt |
| Applied To ES Tax | $22,179 | 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 | $4,164,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $434,193 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,598,326 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,598,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,975 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,529,351 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $226,468 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $226,468 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,579 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,579 | TotalTaxAmt |
| Distributable Before Adj | $199,889 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $199,889 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $199,889 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,631,613 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,631,613 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $26,579 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,605,034 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $199,889 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,219,054 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,770,401 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,861,200 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,850,655 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,631,613 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $199,889 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,431,724 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,282,379 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,282,379 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,219,054 | ExcessFromYear3Amt |
| Excess From Year2 | $1,770,401 | ExcessFromYear2Amt |
| Excess From Year1 | $2,861,200 | ExcessFromYear1Amt |
| Excess From Current Year | $1,431,724 | 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOPTIVE AND FOSTER FAMILY COALITION OF NEW YORK | |||||||
| 108 MAIN STREET SUITE 5 | NEW PALTZ | NY | 12561 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| AVENUE FOR JUSTICE | |||||||
| 100 CENTRE STREET ROOM 1541 | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | GENERAL | $4,500 |
| BREAKING GROUND | |||||||
| 505 8TH AVENUE 5TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL | $75,000 |
| CENTER ON BUDGET POLICY PRIORITIES | |||||||
| 820 FIRST STREET NE SUITE 510 | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| CITIZENS BUDGET COMMISSION INC | |||||||
| TWO PENN PLAZA FIFTH FLOOR | NEW YORK | NY | 10121 | NONE | PUBLIC CHARITY | GENERAL | $17,000 |
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | GENERAL | $157,279 |
| COVENANT HOUSE | |||||||
| 461 EIGHT AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| EAST HARLEM TUTORIAL PROGRAM | |||||||
| 2035 SECOND AVENUE | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | GENERAL | $106,000 |
| FOOTSTEPS INC | |||||||
| 114 JOHN STREET 930 | NEW YORK | NY | 10272 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| FRIENDS OF SEVA MANDIR INC | |||||||
| 200 METROPLEX DRIVESUITE 300 | EDISON | NJ | 08817 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| GIRLS INC OF WESTCHESTER | |||||||
| 901 NORTH BROADWAY | WHITE PLAINS | NY | 10603 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| GREATER NY FOUNDATION INC | |||||||
| 1385 BROADWAY | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| GUTTMAN COMMUNITY COLLEGE FOUNDATION | |||||||
| 50 WEST 40TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| HASTY PUDDING INSITUTE | |||||||
| 45 DUNSTER STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| JACOBS PILLOW | |||||||
| 358 GEORGE CARTER ROAD | BECKET | MA | 01223 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| KNICKERBOCKER TENNIS FOUNDATION | |||||||
| 123 7TH AVENUE BOX 142 | BROOKLYN | NY | 11215 | NONE | PUBLIC CHARITY | GENERAL | $3,000 |
| LOCAL INITIATIVE SUPPORT CORP | |||||||
| 28 LIBERTY STREET FLOOR 34 | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| MOUNT SINAI HOSPITAL | |||||||
| 1468 MADISON AVENUE | NEW YORK | NY | 10029 | NONE | PUBLIC CHARITY | GENERAL | $6,000 |
| MUSEUM ASSOCIATES | |||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | NONE | PUBLIC CHARITY | GENERAL | $200,000 |
| NATIONAL BOOK FOUNDATION | |||||||
| 90 BROAD STREET SUITE 604 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL | $12,500 |
| NEW VISIONS CHARTER HIGH SCHOOL FOR ADVANCED MATH & SCIENCE II | |||||||
| 99 TERRACE VIEW AVENUE | BRONX | NY | 10463 | NONE | PUBLIC CHARITY | GENERAL | $5,500 |
| NEW VISIONS CHARTER HIGH SCHOOL FOR THE HUMANITIES | |||||||
| 99 TERRACE VIEW AVENUE | BRONX | NY | 10463 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| NEXT FOR AUTISM INC | |||||||
| 3 E 54TH STREET 5TH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| NEW YORK UNIVERSITY | |||||||
| 40 WASHINGTON SQUARE S | NEW YORK | NY | 10012 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| OSBORNE ASSOCIATION | |||||||
| 809 WESTCHESTER AVENUE | BRONX | NY | 10455 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| PLAYWRIGHTS HORIZON | |||||||
| 416 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| RIVERSIDE PARK CONSERVANCY | |||||||
| 475 RIVERSIDE DRIVE STE 455 | NEW YORK | NY | 10115 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| SEVENTH REGIMENT ARMORY CONSERVANCY INC | |||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| THE ASSOCIATION OF PANGASINENSES IN AMERICA FDN INC (APAFI) | |||||||
| 6910 ROOSEVELT AVENUE FLOOR 2 | WOODSIDE | NY | 11377 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| THE BAIL PROJECT | |||||||
| P O BOX 750 | VENICE | CA | 90294 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| THE BROOKINGS INSTITUTE | |||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL | $140,000 |
| THE FORTUNE SOCIETY | |||||||
| 29-76 NORTHERN BOULEVARD | LONG ISLAND CITY | NY | 11101 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| THE JOEY FUND CO CYSTIC FIBROSIS | |||||||
| 4550 MONTGOMERY AVENUE STE 1100N | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| THE PRESIDENT & FELLOWS OF HARVARD COLLEGE | |||||||
| 1033 MASSACHUSETTS AVENUE SUITE 3 | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL | $450,000 |
| THE PUBLIC THEATRE | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| VERA INSTITUTE OF JUSTICE | |||||||
| 233 BROADWAY12TH FLOOR | NEW YORK | NY | 10279 | NONE | PUBLIC CHARITY | GENERAL | $83,334 |
| VOTER REGISTRATION PROJECT | |||||||
| 1725 DESALES STREET NW NO 650 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL | $75,000 |
| YOUNG EISNER SCHOLARS | |||||||
| P O BOX 3085 | INGLEWOOD | CA | 90304 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,631,113 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW YORK UNIVERSITY SCHOOL OF LAW | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 WEST FOURTH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $25,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $25,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,649 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,777 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $76,513 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $162,939 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $162,939 | 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 | $53,523 | Yes (X) | |
| LYNTON CLAT | |||||||
| 2 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $850,000 | Yes (X) | |
| CAROL LYNTON | |||||||
| 3 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $57,731 | Yes (X) | Yes (X) |
| LYNTON ASSET LP | |||||||
| 4 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $28,894 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 5 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $5,306 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 6 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $18,565 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 7 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $101,629 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 8 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $54,656 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 9 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $354,382 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 10 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $129,842 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 11 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $132,112 | Yes (X) | |
| LYNTON ASSET LP | |||||||
| 12 | 33 WEST 81ST STREET | NEW YORK | NY | 10024 | $6,717 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 600 SHS ELASTIC NV | $53,523 | 2019-03-21 |
| 3 | 57,731 SHS SERVICE SOURCE INTL | $57,731 | 2019-03-18 |
| 4 | 1039 SHS STITCH FIX INC | $28,894 | 2019-03-25 |
| 5 | 189 SHS STITCH FIX INC | $5,306 | 2019-03-26 |
| 6 | 225 SHS ELASTIC NV | $18,565 | 2019-04-02 |
| 7 | 836 SHS ELASTIC NV & 1231 SHS STITCH FIX INC | $101,629 | 2019-06-24 |
| 8 | 668 SHS ELASTIC NV | $54,656 | 2019-10-01 |
| 9 | 13383 SHS UBER | $354,382 | 2019-11-13 |
| 10 | 4460 SHS UBER | $129,842 | 2019-12-02 |
| 11 | 4461 SHS UBER | $132,112 | 2019-12-16 |
| 12 | 497 SHS UPWORK | $6,717 | 2019-10-01 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 264,867.34 SHRS CAPITAL GROUP CORE BOND FUND CLASS M | FMV | $2,706,944 | $2,706,944 |
| 22,178.029 SHRS CAPITAL GROUP EMERGING MARKETS GROWTH FUND CL F3 | FMV | $182,747 | $182,747 |
| 2,442.867 SHRS NEW WORLD FUND CL F3 | FMV | $172,247 | $172,247 |
| 22,817.27 SHRS AMERICAN HIGH INCOME TRUST CL F3 | FMV | $229,998 | $229,998 |
| 6,469.864 SHRS FUNDAMENTAL INVESTORS CL F3 | FMV | $401,132 | $401,132 |
| 6,710.743 SHRS GROWTH FUND OF AMERICA CL F3 | FMV | $342,852 | $342,852 |
| 3,635.576 SHRS CAPITAL INCOME BUILDER CLASS F3 | FMV | $230,132 | $230,132 |
| 37,313.410 SHRS AMERICAN GLOBAL INSIGHT FUND CLASS F3 | FMV | $631,343 | $631,343 |
| 14,565.533 SHRS NEW PERSPECTIVE FUND CL F3 | FMV | $687,784 | $687,784 |
| 2,897.092 SHRS SMALLCAP WORLD FUND CL F3 | FMV | $172,406 | $172,406 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN RECEIVABLE | Desc |
| BOY Book Value | $250,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEES | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $1,363,243 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES(CAPITAL GROUP) | CategoryTxt |
| Amt | $9,484 | Amt |
| Net Investment Income | $9,484 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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