L4 FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- L4 FOUNDATION (EIN 47-3597702)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-14
- IRS object ID
- 201942879349100404
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-14T07:21:49-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222848368 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVERMAN LINDEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 Broadway | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100364055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473597702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L4 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | L4FO | BusinessNameControlTxt |
| Phone | 2129679118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Leslie Gruss | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN SILVERMAN | PreparerPersonNm |
| PTIN | P00544228 | PTIN |
| Phone | 2129679080 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,628,760 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $259,242 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $259,242 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $797,542 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,267,210 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $797,542 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,056,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,056,784 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $691 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $691 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,441 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,441 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $354,441 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,441 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $350,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $702,343 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,052,343 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $115,781 | CashBOYAmt |
| Cash EOY | $2,501 | CashEOYAmt |
| Cash EOYFMV | $2,501 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,523,758 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,860,891 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,782,739 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $468,912 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $769,497 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $738,877 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $66,290 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $66,290 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $104,643 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,174,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,699,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,628,760 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,174,741 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,699,179 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,174,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,699,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,174,741 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,699,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,174,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $702,343 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,877,084 | SubtotalAmt |
| Other Decreases | $177,905 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,699,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1250 AMERICAN FIN GRP | P | 1998-07-30 | 2018-01-05 | $133,592 | $32,753 | $100,839 | $100,839 |
| 1100 AMERICAN FIN GRP | P | 1998-07-30 | 2018-01-05 | $117,562 | $28,822 | $88,740 | $88,740 |
| 2235 AMERICAN FIN GRP | P | 1998-07-30 | 2018-04-02 | $253,657 | $58,561 | $195,096 | $195,096 |
| 400 AMERICAN FIN GRP | P | 1998-07-30 | 2018-07-06 | $42,977 | $10,481 | $32,496 | $32,496 |
| 1940 AMERICAN FIN GRP | P | 1998-07-30 | 2018-07-06 | $208,459 | $50,832 | $157,627 | $157,627 |
| 2354 AMERICAN FIN GRP | P | 1998-07-30 | 2018-10-15 | $239,842 | $61,679 | $178,163 | $178,163 |
| 100 AMERICAN FIN GRP | P | 1998-07-30 | 2018-10-15 | $10,186 | $2,620 | $7,566 | $7,566 |
| 15.75 CA INC | P | 2012-07-25 | 2018-11-05 | $700 | $403 | $297 | $297 |
| 230 CA INC | P | 2012-07-25 | 2018-11-05 | $10,235 | $5,893 | $4,342 | $4,342 |
| 1336.47 FIDELITY NASDAQ | P | 2001-01-01 | 2018-11-26 | $125,000 | $104,905 | $20,095 | $20,095 |
| 1333.902 FIDEILITY 500 INDEX | P | 2001-01-01 | 2018-11-26 | $125,000 | $112,719 | $12,281 | $12,281 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $797,542 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $316,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,197,915 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05099 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $187,368 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,187,055 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03612 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,888 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $533,800 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.10657 | DistributionYr3Rt |
| Total Distribution | 0.193679 | TotalDistributionRt |
| Average Distribution | 0.064560 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,156,587 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $397,469 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,523 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $407,992 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $350,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,047 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,047 | SubtotalAmt |
| Tax Based On Investment Income | $21,047 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $803 | EsPenaltyAmt |
| Overpayment | $3,150 | OverpaymentAmt |
| Applied To ES Tax | $3,150 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | STEVE SILVERMAN CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129679118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 BROADWAY STE 903 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Leslie Gruss | ||||||
| 143 AVENUE B PHB | NEW YORK | NY | 100095040 | President | 0.00 | $0 |
| RIPTON GRUSS ROSEN | ||||||
| 143 AVENUE B PHB | NEW YORK | NY | 100095040 | ASST TREASURER | 0.00 | $0 |
| MORGAN GRUSS ROSEN | ||||||
| 143 AVENUE B PHB | NEW YORK | NY | 100095040 | ASST SECRETARY | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,191,202 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,140 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,250,342 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,250,342 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,156,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $307,829 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $307,829 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,047 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,047 | TotalTaxAmt |
| Distributable Before Adj | $286,782 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $286,782 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $286,782 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $350,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $350,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $350,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $286,782 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,951 | UndistributedIncomePYAmt |
| Qualifying Distributions | $350,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,951 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $286,782 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,267 | RemainingDistriFromCorpusAmt |
| Total Corpus | $59,267 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $59,267 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $59,267 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NY CARES | |||||||
| 65 BROADWAY | NEW YORK | NY | 10006 | CHARITY | PC | CHARITABLE GIFT | $5,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | CHARITY | PC | CHARITABLE GIFT | $70,000 |
| BRICK BY BRICK | |||||||
| 232 7TH STREET | BROOKLYN | NY | 11215 | CHARITY | PC | CHARITABLE GIFT | $12,500 |
| JEWISH FAMILY SERVICES OF BUFFALO | |||||||
| 70 BARKER STREET | BUFFALO | NY | 14209 | CHARITY | PC | CHARITABLE GIFT | $2,500 |
| PLANNED PARENTHOOD | |||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | CHARITY | PC | CHARITABLE GIFT | $25,000 |
| THE DOOR FRIENDS OF FONTAINE | |||||||
| NOXON CT | ALBANY | NY | 12211 | CHARITY | PC | CHARITABLE GIFT | $40,000 |
| MIREMBE PROJECT REFOUNDRY | |||||||
| 20 PLAZA STREET E | BROOKLYN | NY | 11238 | CHARITY | PC | CHARITABLE GIFT | $6,000 |
| MAYOR'S FUND TO ADVANCE NYC | |||||||
| 253 BROADWAY | NEW YORK | NY | 10007 | CHARITY | PC | CHARITABLE GIFT | $4,999 |
| TRINITY LOWER EAST SIDE | |||||||
| 602 EAST 9TH STREET | NEW YORK | NY | 10009 | CHARITY | PC | CHARITABLE GIFT | $25,000 |
| WORKMENS CIRCLE | |||||||
| 247 WEST 37TH STREET | NEW YORK | NY | 10018 | CHARITY | PC | CHARITABLE GIFT | $2,500 |
| THE BAIL PROJECT | |||||||
| 360 EAST 161ST STREET | BRONX | NY | 10451 | CHARITY | PC | CHARITABLE GIFT | $10,000 |
| NATIONAL CENTER ON ADDICTION AND SU | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | CHARITY | PC | CHARITABLE GIFT | $5,000 |
| AMERICAN FOUNDATION FOR SUICIDE PRE | |||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | CHARITY | PC | CHARITABLE GIFT | $5,000 |
| EVERYTOWN FOR GUN SAFETY | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | CHARITY | PC | CHARITABLE GIFT | $1,000 |
| JOHN JAY COLLEGE FOUNDATION | |||||||
| 524 W 59 STREET | NEW YORK | NY | 10019 | CHARITY | PC | CHARITABLE GIFT | $1,000 |
| FREEDOM SERVICE DOGS OF AMERICA | |||||||
| 7193 S DILLON CT | ENGLEWOOD | CO | 80112 | CHARITY | PC | CHARITABLE GIFT | $2,500 |
| HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 1255 23 STREET NW | WASHINGTON | DC | 20037 | CHARITY | PC | CHARITABLE GIFT | $2,500 |
| HAIS | |||||||
| 1600 CLIFTON RD | ATLANTA | GA | 30329 | CHARITY | PC | CHARITABLE GIFT | $25,000 |
| SHAKER MUSEUM | |||||||
| 202 SHAKER RD | NEW LEBANON | NY | 12125 | CHARITY | PC | CHARITABLE GIFT | $3,000 |
| WIN INC | |||||||
| 115 WEST 31 STREET | NEW YORK | NY | 10001 | CHARITY | PC | CHARITABLE GIFT | $50,000 |
| ASIAN AMERICAN LEGAL DEFENSE FUND | |||||||
| 99 HUDSON STREET | NEW YORK | NY | 10013 | CHARITY | PC | CHARITABLE GIFT | $5,000 |
| COMMITTEE TO PROTECT JOURNALISTS | |||||||
| 330 SEVENTH AVENUE | NEW YORK | NY | 10001 | CHARITY | PC | CHARITABLE GIFT | $2,000 |
| NATIONAL COALITION AGAINST CENSORSH | |||||||
| 19 FULTON STREET | NEW YORK | NY | 10038 | CHARITY | PC | CHARITABLE GIFT | $2,500 |
| HOUSE WITH A HEART | |||||||
| 6409 STREAM VALLEY WAY | GAITHERSBURG | MD | 20882 | CHARITY | PC | CHARITABLE GIFT | $5,000 |
| FUND FOR PUBLIC SCHOOLS | |||||||
| 52 CHAMBERS STREET | NEW YORK | NY | 10007 | CHARITY | PC | CHARITABLE GIFT | $10,000 |
| NATIONAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20 STREET | NEW YORK | NY | 10011 | CHARITY | PC | CHARITABLE GIFT | $25,000 |
| BEAM CENTER | |||||||
| 60 SACKETT STREET | BROOKLYN | NY | 11231 | CHARITY | PC | CHARITABLE GIFT | $500 |
| ACLU | |||||||
| 125 BROAD STREET | NEW YORK | NY | 10041 | CHARITY | PC | CHARITABLE GIFT | $180 |
| LANCASTER LEAGUE OF WOMEN VOTERS | |||||||
| 1730 M STREET NW | WASHINGTON | DC | 20036 | CHARITY | PC | CHARITABLE GIFT | $500 |
| WISCONSIN VOICES | |||||||
| 633 S HAWLEY RD | MILWAUKEE | WI | 53214 | CHARITY | PC | CHARITABLE GIFT | $500 |
| HUMMINGBIRD'S INSTITUTE | |||||||
| 229 WEST 27 STREET | NEW YORK | NY | 10013 | CHARITY | PC | CHARITABLE GIFT | $321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $259,242 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $797,542 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,056,784 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,056,784 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LOOMIS SAYLES BOND RETAIL SHARES | $17,313 | $15,489 |
| FIDELITY NEW MARKETS INCOME | $238,735 | $221,887 |
| FIDELITY FLOATING RATE HIGH | $284,548 | $276,155 |
| FIDELITY US BOND INDEX | $228,901 | $225,346 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LAZARD LTD CLASS A | $8,046 | $5,869 |
| LIBERTY GLOBAL PLC A | $2,637 | $2,577 |
| LIBERTY GLOBAL PLC C | $2,537 | $2,492 |
| LIBERTY GLOBAL PLC LILAC A | $528 | $304 |
| LIBERTY GLOBAL PLC LILAC C | $520 | $306 |
| LYONDELLBASELL INDUSTRIES | $79,645 | $103,950 |
| AMERICAN FINL GRP | $666,049 | $2,301,250 |
| ASTRAZENECA ADR | $7,997 | $8,185 |
| BANK OF NY MELLON | $2,966 | $4,707 |
| CF INDS HOLDINGS | $25,951 | $27,194 |
| CVS HEALTH CORP | $6,258 | $9,173 |
| CA INC | ||
| COSTCO WHOLESALE | $6,223 | $13,496 |
| DOMTAR CORP | $22,647 | $21,693 |
| GRANITE CONSTRUCTION INC | $101,383 | $120,840 |
| HERTZ GLOBAL HOLDINGS | $1,730 | $273 |
| JP MORGAN CHASE | $24,405 | |
| MKS INSTRUMENTS | $60,671 | $145,373 |
| MERCK & CO | $33,815 | $76,410 |
| MURPHY USA INC | $50,747 | $95,800 |
| PPG INDUSTRIES | $6,244 | $11,756 |
| PFIZER INC | $8,865 | $21,825 |
| TEXAS INSTRUMENTS | $43,748 | $118,125 |
| VERIZON COMMUNICATIONS | $6,261 | $8,025 |
| WELLS FARGO | $6,243 | $8,663 |
| HERC HOLDINGS INC | $391 | $156 |
| FIDELITY 500 INDEX PREMIUM | $412,882 | $425,277 |
| FIDELITY INTL INDEX PREMIUM | $257,314 | $240,322 |
| FIDELITY EXTD MARKET INDEX | $391,562 | $365,033 |
| FIDELITY NASDAQ COMPOSITE | $320,374 | $350,733 |
| FIDELITY SMALL CAP ENHANCED | $326,657 | $268,527 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WEYERHAEUSER CO | AT COST | $41,255 | $58,033 |
| SPDR S&P 500 ETF | AT COST | $25,035 | $46,610 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES | $19,533 |
| TAX PENALTIES | $162 |
| UNREALIZED LOSS ON SECURITIES | $158,210 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $691 | Amt |
| Net Investment Income | $691 | NetInvestmentIncomeAmt |
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