The Philip & Lynn Straus Foundation Inc: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
The Philip & Lynn Straus Foundation Inc (EIN 13-6161223)
Tax period
2018-04-01 to 2019-03-31
Filed
2019-08-12
IRS object ID
201932249349100213
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)
Return2019-08-12T13:28:25-05:00ReturnTs
Tax Period End2019-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1401 BROADHOLLOW RD STE 201AddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136161223EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Philip & Lynn Straus Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% LYNN STRAUSInCareOfNm
Business Name ControlPHILBusinessNameControlTxt
Phone9146983525PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11037 Constable Drive SouthAddressLine1Txt
CityMamaroneckCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10543ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLYNN STRAUSPersonNm
Person TitletrusteePersonTitleTxt
Phone9146983525PhoneNum
Signature2019-08-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJaclyn JangPreparerPersonNm
PTINP00233758PTIN
Phone6315019600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.238.131.34IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id11093220192245000000FederalOriginalSubmissionId
Federal Original Submission Id2019-08-12FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBD5F54950F1A49BF5E38128F2C59471B66AC80E3AtSubmissionCreationDeviceId
At Submission Filing Device IdBD5F54950F1A49BF5E38128F2C59471B66AC80E3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,211,468FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$16,145ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$94,065DividendsRevAndExpnssAmt
Dividends Net Invst Incm$94,065DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$813,312NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,745,190GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$813,312CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,850OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,850OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$925,372TotalRevAndExpnssAmt
Total Net Invst Incm$909,227TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$16,145AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,073AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$8,073AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$58,035OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$58,035OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$300InterestRevAndExpnssAmt
Interest Net Invst Incm$300InterestNetInvstIncmAmt
Taxes Rev And Expnss$16,668TaxesRevAndExpnssAmt
Taxes Net Invst Incm$734TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$514OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$354OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$160OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$91,662TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$67,496TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,233TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,467,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,467,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,558,862TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$67,496TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,475,433TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$633,490ExcessRevenueOverExpensesAmt
Net Investment Income$841,731NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$334,232CashBOYAmt
Cash EOY$870,938CashEOYAmt
Cash EOYFMV$870,938CashEOYFMVAmt
Corporate Stock BOY$4,435,054CorporateStockBOYAmt
Corporate Stock EOY$3,314,826CorporateStockEOYAmt
Corporate Stock EOYFMV$5,327,734CorporateStockEOYFMVAmt
Other Investments BOY$42,764OtherInvestmentsBOYAmt
Other Investments EOY$12,796OtherInvestmentsEOYAmt
Other Investments EOYFMV$12,796OtherInvestmentsEOYFMVAmt
Other Assets BOY$20,000OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Total Assets BOY$4,832,050TotalAssetsBOYAmt
Total Assets EOY$4,198,560TotalAssetsEOYAmt
Total Assets EOYFMV$6,211,468TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$4,832,050RetainedEarningBOYAmt
Retained Earning EOY$4,198,560RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,832,050TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,198,560TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,832,050TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,198,560TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,832,050TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$633,490ExcessRevenueOverExpensesAmt
Subtotal$4,198,560SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,198,560TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
N&B A/C 86002 ST CAPITAL GAINS - SEE ATTACHEDP$785,782$730,750$55,032$55,032
N&B A/C 86002 LT CAPITAL GAINS - SEE ATTACHEDP$1,954,937$1,201,128$753,809$753,809
THE BLACKSTONE GROUP LP K-1 STP$13$13$13
THE BLACKSTONE GROUP LP K-1 LTP$4,173$4,173$4,173
THE BLACKSTONE GROUP LP - BASIS ADJP$285$285$285
FieldValueIRS element (for citing)
Capital Gain Net Income$813,312CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,084,535AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,750,200NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.139936DistributionYr1Rt
Adjusted Qlfy Distri Yr2$838,755AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,454,871NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.112511DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,809,110AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$10,476,350NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.554498DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,139,534AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$14,827,544NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.076853DistributionYr4Rt
Adjusted Qlfy Distri Yr5$805,836AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,853,491NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054252DistributionYr5Rt
Total Distribution0.93805TotalDistributionRt
Average Distribution0.18761AverageDistributionRt
Net Vl Noncharitable Assets$6,373,548NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,195,741AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,417NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,204,158AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,475,433QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$8,417InvestmentIncomeExciseTaxAmt
Subtotal$8,417SubtotalAmt
Tax Based On Investment Income$8,417TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,960EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,960TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$150EsPenaltyAmt
Tax Due$4,607TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LYNN STRAUSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9146983525PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11037 CONSTABLE DRIVE SOUTHAddressLine1Txt
CityMamaroneckCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10543ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLYNN G STRAUSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11037 Constable Drive SouthAddressLine1Txt
CityMamaroneckCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10543ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEUBERGER BERMAN LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1605 Third AvenueAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101583698ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORSServiceTypeTxt
Compensation$58,035CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,264,657AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,205,950AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,470,607TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,470,607AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$97,059CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,373,548NetVlNoncharitableAssetsAmt
Minimum Investment Return$318,677MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$318,677MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,417TaxBasedOnInvestmentIncomeAmt
Total Tax$8,417TotalTaxAmt
Distributable Before Adj$310,260DistributableBeforeAdjAmt
Distributable Before Ded$310,260DistributableBeforeDedAmt
Distributable As Adjusted$310,260DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,475,433ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,475,433QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$8,417PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,467,016AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$310,260DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$92,275ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$416,369ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,286,602ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$470,594ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$712,832ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,978,672TotalExcessDistributionCyovAmt
Qualifying Distributions$1,475,433QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$310,260AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,165,173RemainingDistriFromCorpusAmt
Total Corpus$8,143,845TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$92,275ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,051,570ExcessDistriCyovToNextYrAmt
Excess From Year4$416,369ExcessFromYear4Amt
Excess From Year3$5,286,602ExcessFromYear3Amt
Excess From Year2$470,594ExcessFromYear2Amt
Excess From Year1$712,832ExcessFromYear1Amt
Excess From Current Year$1,165,173ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHMENT 12BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1VARIOUSAddressLine1Txt
CityvariousCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10000ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITABLEGrantOrContributionPurposeTxt
Amt$1,467,200Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,467,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$4UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$94,061ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$93UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$1,757ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$1,180UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$812,132ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,277UnrelatedBusinessTaxblIncmAmt
Exclusion$907,950ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$909,227TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501cYes (X)Organization501cInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLynn StrausContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11037 Constable Drive SouthAddressLine1Txt
CityMamaroneckCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10543ZIPCd
FieldValueIRS element (for citing)
Total Contributions$16,145TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$16,145Amt
Net Investment Income$8,073NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,073DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHMENT 13StockNm
EOY Book Value$3,314,826EOYBookValueAmt
EOYFMV$5,327,734EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCASH RESERVES NEUBERGER&BERMANCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$12,796BookValueAmt
EOYFMV$12,796EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER ASSETSDesc
BOY Book Value$20,000BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
ADVERTISING$160$160
THE BLACKSTONE GROUP L.P. K-1$354$354

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTHE BLACKSTONE GROUP L.P. K-1Desc
Revenue And Expenses Per Books$1,850RevenueAndExpensesPerBooksAmt
Net Investment Income$1,850NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$58,035Amt
Net Investment Income$58,035NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
NYS FILING FEE$250
FOREIGN TAXES$734$734
INCOME TAXES$15,684

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