LAKERIDGE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LAKERIDGE FOUNDATION (EIN 20-0940862)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-10
IRS object ID
201901309349101075
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-10T07:31:29-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161468002PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHIAMPOU TRAVIS BESAW & KERSHNER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line145 BRYANT WOODS NORTHAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14228ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200940862EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAKERIDGE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAKEBusinessNameControlTxt
Phone7166492850PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line134 LAKERIDGE DRIVEAddressLine1Txt
CityORCHARD PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14127ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY S MEYERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7166492850PhoneNum
Signature2019-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY ELLEN MITCHELLPreparerPersonNm
PTINP00889794PTIN
Phone7166302400PhoneNum
Preparation2019-05-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.45.217.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-03IPDt
IP Tm11:09:33IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB9DDBDB23B68D04685B8E2029EA1B315FCD93118AtSubmissionCreationDeviceId
At Submission Filing Device Id859C63EC677D633171938FC4F8A1C49D557A75DFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,471,240FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,400,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$42,743DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,743DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$251,148NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,670,862GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$251,148CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,693,891TotalRevAndExpnssAmt
Total Net Invst Incm$293,891TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$504AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$504AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$13,747OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,747OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,368TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,366TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$267OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$17OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,886TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,634TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,750,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,750,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,767,886TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,634TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,750,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$73,995ExcessRevenueOverExpensesAmt
Net Investment Income$277,257NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$183,242SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$31,470SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$31,470SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,664,753CorporateStockBOYAmt
Corporate Stock EOY$1,317,288CorporateStockEOYAmt
Corporate Stock EOYFMV$1,317,288CorporateStockEOYFMVAmt
Other Investments BOY$90,722OtherInvestmentsBOYAmt
Other Investments EOY$122,482OtherInvestmentsEOYAmt
Other Investments EOYFMV$122,482OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,938,717TotalAssetsBOYAmt
Total Assets EOY$1,471,240TotalAssetsEOYAmt
Total Assets EOYFMV$1,471,240TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,938,717RetainedEarningBOYAmt
Retained Earning EOY$1,471,240RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,938,717TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,471,240TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,938,717TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,471,240TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,938,717TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$73,995ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,864,722SubtotalAmt
Other Decreases$393,482OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,471,240TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PNC BANK - ST - AVAILABLE UPON REQUESTP$428,085$426,053$2,032$2,032
PNC BANK - LT - AVAILABLE UPON REQUESTP$1,214,332$993,661$220,671$220,671
ADJUSTMENT TO LOSS ON SALE OF PTPP$171$171$171
CAPITAL GAINS DIVIDENDSP$28,274$28,274$28,274
FieldValueIRS element (for citing)
Capital Gain Net Income$251,148CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,000,250AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,258,072NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.442966DistributionYr1Rt
Adjusted Qlfy Distri Yr2$751,243AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,305,056NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.325911DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,890,470AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,860,154NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.016298DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,817,028AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$984,770NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.845129DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,103,490AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$759,372NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.770039DistributionYr5Rt
Total Distribution6.400343TotalDistributionRt
Average Distribution1.280069AverageDistributionRt
Net Vl Noncharitable Assets$2,369,987NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,033,747AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,773NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,036,520AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,750,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,545InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,545SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,545TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$40EsPenaltyAmt
Tax Due$5,585TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSAM COSTAIndividualWithBooksNm
Phone7166492850PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14002 LEGION DRIVEAddressLine1Txt
CityHAMBURGCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14075ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJEFFREY S MEYERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line134 LAKERIDGE DRIVEAddressLine1Txt
CityORCHARD PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14127ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,725,976AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$680,102AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,406,078TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,406,078AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,091CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,369,987NetVlNoncharitableAssetsAmt
Minimum Investment Return$118,499MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$118,499MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,545TaxBasedOnInvestmentIncomeAmt
Total Tax$5,545TotalTaxAmt
Distributable Before Adj$112,954DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$112,954DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$112,954DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,750,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,750,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,750,250AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$112,954DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,066,345ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,768,229ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,798,450ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$636,255ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$888,340ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,157,619TotalExcessDistributionCyovAmt
Qualifying Distributions$1,750,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$112,954AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,637,296RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,794,915TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,066,345ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,728,570ExcessDistriCyovToNextYrAmt
Excess From Year4$1,768,229ExcessFromYear4Amt
Excess From Year3$1,798,450ExcessFromYear3Amt
Excess From Year2$636,255ExcessFromYear2Amt
Excess From Year1$888,340ExcessFromYear1Amt
Excess From Current Year$1,637,296ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1WHEATON COLLEGEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1501 COLLEGE AVENUEAddressLine1Txt
CityWHEATONCityNm
State AbbreviationILStateAbbreviationCd
ZIP601875593ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNOT RELATEDRecipientRelationshipTxt
Recipient Foundation StatusSCHOOLRecipientFoundationStatusTxt
Grant Or Contribution PurposeEDUCATIONAL/SCHOLARSHIPSGrantOrContributionPurposeTxt
Amt$1,750,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,750,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,743ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$251,148ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$293,891ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$293,891TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFREY S MEYERBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line134 LAKERIDGE DRIVEAddressLine1Txt
CityORCHARD PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14127ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,400,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$504Amt
Net Investment Income$504NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$1,317,288EOYBookValueAmt
EOYFMV$1,317,288EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCASH AND CASH EQUIVALENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$122,482BookValueAmt
EOYFMV$122,482EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$393,482Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NYS DEPT OF LAW FILING FEE$250$0$250
SERVICE CHARGES$17$17$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$13,747Amt
Net Investment Income$13,747NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$2,366$2,366$0
FEDERAL TAXES$1,002$0$0

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