LEHMAN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEHMAN FOUNDATION (EIN 20-8089328)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-13
- IRS object ID
- 202021959349100837
- Schema version
- 2018v3.3
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T11:40:10-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWNPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 DIAGONAL RD STE 495 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208089328 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEHMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHRIS RUDISILL | InCareOfNm |
| Business Name Control | LEHM | BusinessNameControlTxt |
| Phone | 7034186095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1054 CREAMERY ROAD | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN LEHMAN JR | PersonNm |
| Person Title | CHAIRMAN/TREASURER | PersonTitleTxt |
| Phone | 7034186095 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD C SEAY | PreparerPersonNm |
| PTIN | P00474326 | PTIN |
| Phone | 7036840600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.190.253.84 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220201955000921 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EBD8DFBC700724A96E49BF1A406FB658268A8823 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EBD8DFBC700724A96E49BF1A406FB658268A8823 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,999,501 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $225 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $225 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,079 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,542 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,762 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,542 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,846 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,846 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,100 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $6,200 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,200 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,354 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,746 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,569 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,434 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,434 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $625,296 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,578,975 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,984,067 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $660,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,594,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,999,501 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $660,865 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,594,409 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $660,865 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,594,409 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $660,865 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,594,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $660,865 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,354 | ExcessRevenueOverExpensesAmt |
| Other Increases | $954,898 | OtherIncreasesAmt |
| Subtotal | $1,594,409 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,594,409 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VERISK ANALYTICS | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2014-06-01 | AcquiredDt |
| Sold | 2019-06-11 | SoldDt |
| Gross Sales Price | $59,762 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,220 | CostOrOtherBasisAmt |
| Gain Or Loss | $58,542 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $58,542 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,542 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,930,365 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029528 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,925 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,386,141 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03746 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,340 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,075,053 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034733 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,848 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $877,186 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053407 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $572,709 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047144 | DistributionYr5Rt |
| Total Distribution | 0.202272 | TotalDistributionRt |
| Average Distribution | 0.040454 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,571,584 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $104,031 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $787 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $104,818 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,575 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,575 | SubtotalAmt |
| Tax Based On Investment Income | $1,575 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $912 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,512 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,937 | OverpaymentAmt |
| Applied To ES Tax | $1,937 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIS RUDISILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7034186095 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 JEFFERSON DAVIS HIGHWAY | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN LEHMAN JR | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | CHAIRMAN/TREASURER | 1.0 | $0 | $0 | $0 |
| BARBARA LEHMAN | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | EXECUTIVE DIRECTOR | 1.0 | $0 | $0 | $0 |
| ALEXANDRA LEHMAN | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | ASSISTANT EXECUTIVE DIRECTOR | 1.0 | $0 | $0 | $0 |
| GRACE LEHMAN | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | SECRETARY | 1.0 | $0 | $0 | $0 |
| JOHN LEHMAN III | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | ASSISTANT TREASURER | 1.0 | $0 | $0 | $0 |
| HILARY Walton LEHMAN | ||||||||
| 1054 CREAMERY ROAD | NEWTOWN | PA | 18940 | CHAIRMAN PLANNING COMMITTEE | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,589,769 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,976 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,610,745 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,610,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,161 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,571,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $128,579 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $128,579 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,575 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,575 | TotalTaxAmt |
| Distributable Before Adj | $127,004 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $127,004 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $127,004 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $100,100 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $100,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $127,004 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $94,618 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $94,618 | AppliedToYear1Amt |
| Applied To Current Year | $5,482 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $121,522 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN F LEHMAN JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 9-11 Memorial Garden of Reflection Inc | |||||||
| 1460 Heather Circle | Yardley | PA | 19067 | N/A | PC | Charitable Support | $2,000 |
| Adobe Foundation Inc | |||||||
| 2905 Rose Place | Falls Church | VA | 22042 | N/A | PC | Charitable Support | $2,000 |
| American Himalayan Foundation | |||||||
| 909 Montgomery Street Ste 400 | San Francisco | CA | 94133 | N/A | PC | Charitable Support | $2,000 |
| Blaine County Recreation District | |||||||
| 1050 Fox Acres Road Ste 107 | Hailey | ID | 83333 | N/A | GOV | Charitable Support | $3,000 |
| Bucks County Playhouse | |||||||
| 70 S Main St | New Hope | PA | 18938 | N/A | PC | Charitable Support | $3,500 |
| Center for Arts Education | |||||||
| 266 W 37th Street 9th Floor | New York | NY | 10018 | N/A | PC | Charitable Support | $4,000 |
| Center on Addiction | |||||||
| 633 Third Avenue 19th Floor | New York | NY | 10017 | N/A | PC | Charitable Support | $3,000 |
| City Team Ministries | |||||||
| PO Box 8050 | Pittsburg | PA | 19101 | N/A | PC | Charitable Support | $2,000 |
| Committee to Protect Journalists Inc | |||||||
| 330 Seventh Ave 11th Fl | New York | NY | 10001 | N/A | PC | Charitable Support | $1,000 |
| Community Library | |||||||
| 415 Spruce Ave | Ketchun | ID | 83340 | N/A | PC | Charitable Support | $3,000 |
| Delaware Canal 21 | |||||||
| PO bOx 262 | Pt Pleasant | PA | 18950 | N/A | PC | Charitable Support | $1,000 |
| Environmental Defense Fund | |||||||
| 257 Park Avenue South 17th FL | New York | NY | 10010 | N/A | PC | Charitable Support | $1,000 |
| Fisherman's Mark | |||||||
| 37 South Main Street | Lambertville | NJ | 08530 | N/A | PC | Charitable Support | $1,000 |
| Fountain House Inc | |||||||
| 425 West 47th Street | New York | NY | 10036 | N/A | PC | Charitable Support | $6,000 |
| Higher Ground Sun Valley | |||||||
| PO Box 6791 | Ketchum | ID | 83340 | N/A | PC | Charitable Support | $7,000 |
| Hortulus Farm Foundation | |||||||
| 60 Thompson Mill Rd | Wrightstown | PA | 18940 | N/A | PC | Charitable Support | $4,000 |
| Isabel Oneil Foundation for the Art of the Painted | |||||||
| 315 East 91st Street | New York | NY | 10128 | N/A | PC | Charitable Support | $1,000 |
| Issue Project Room Inc | |||||||
| 1000 Dean Street | Brooklyn | NY | 11238 | N/A | PC | Charitable Support | $3,000 |
| KetchumSun Valley Vol Fire Fighters Assn | |||||||
| PO Box 1262 | Ketchum | ID | 83340 | N/A | PC | Charitable Support | $1,000 |
| Lee Peske Learning Center | |||||||
| 3324 Elder Street | Boise | ID | 83705 | N/A | PC | Charitable Support | $5,000 |
| Marine Corps Scholarship Foundation | |||||||
| 909 N Washington Street Ste 400 | Alexandria | VA | 22314 | N/A | PC | Charitable Support | $3,000 |
| National Down Syndrome Society | |||||||
| 8 E 41st Street 8th Floor | New York | NY | 10017 | N/A | PC | Charitable support | $1,000 |
| Nepal Seeds | |||||||
| 800 Kansas Street | San Francisco | CA | 94107 | N/A | PC | Charitable support | $3,000 |
| No Greater Sacrifice Foundation | |||||||
| 1101 Pennsylvania Ave NW 6th FL | Washington | DC | 20004 | N/A | PC | Charitable Support | $3,000 |
| Princess Charlene of Monaco Foundation | |||||||
| 565 Fifth Avenue 23rd FL | New York | NY | 10017 | N/A | PC | Charitable Support | $2,000 |
| Solid Tumor Vaccine Research Fund | |||||||
| 3535 Market Street Ste 750 | Philadelphia | PA | 19104 | N/A | PC | Charitable Support | $5,000 |
| The Michener Museum | |||||||
| 138 S Pine ST | Doylestown | PA | 18901 | N/A | PC | Charitable Support | $2,000 |
| The Mission Continues | |||||||
| 1141 South 7th Street | St Louis | MO | 63104 | N/A | PC | Charitabl Support | $3,000 |
| The Global Mountain Fund (aka Mountain Fund) | |||||||
| 27 Sumption Rd | Sandia Park | NM | 87047 | N/A | PC | Charitable Support | $4,000 |
| New York Shakespeare Festival (aka The Public Thea | |||||||
| 425 Lafayette Street | New York | NY | 10003 | N/A | PC | Charitable Support | $2,500 |
| Upper Makefield Township Fire Assn | |||||||
| PO Box 125 | Washington Crossing | PA | 18977 | N/A | PC | Charitable Support | $1,000 |
| Upper Makefield Township Police Assn | |||||||
| PO Box 707 | Washington Crossing | PA | 18977 | N/A | PC | Charitable Support | $1,000 |
| Video Volunteers | |||||||
| 47 West 92nd Street | New York | NY | 10025 | N/A | PC | Charitable Support | $4,000 |
| Wood River Land Trust Co | |||||||
| 119 E Bullion Street | Hailey | ID | 83333 | N/A | PC | Charitable Support | $2,000 |
| Sun Valley Performing Arts Center inc | |||||||
| PO Box 4921 | Ketchum | ID | 83340 | none | PC | The Argyros Performing Arts Center Campaign | $3,000 |
| Princess Grace Foundation - USA | |||||||
| 150 East 58th Street 25th Floor | New York | NY | 10155 | N/A | PC | CHARITABLE SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $225 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,079 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $81,846 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,846 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERCK AND CO INC | $206,775 | $337,077 |
| SPDR S&P DIVIDEND ETF | $147,886 | $206,804 |
| VERISK ANALYTICS INC | $974,915 | $1,975,452 |
| BALL CORP | $249,399 | $464,734 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT TO REFLECT PRIOR DONATED | $0 |
| STOCKS AT BOOK INSTEAD OF DONEE VALUE | $925,318 |
| COST BASIS ADJUSTMENT ON SALE OF DONATED | $0 |
| STOCKS SOLD IN TAX YEAR | $29,580 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| FEDERAL EXCISE TAX PAID: |
| PRIOR YEAR BALANCE DUE |
Comments