LENKE FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LENKE FAMILY FOUNDATION (EIN 20-3309702)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-30
- IRS object ID
- 201943039349100209
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-30T10:39:52-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430765316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBINBROWN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE NORTH BRENTWOOD | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | 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 | 203309702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LENKE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LENK | BusinessNameControlTxt |
| Phone | 3148919032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1965 BROADWAY NO 22AB | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE LENKE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3148919032 | PhoneNum |
| Signature | 2019-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH D YOUNT | PreparerPersonNm |
| PTIN | P00626831 | PTIN |
| Phone | 3142903300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.219.218.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-22 | IPDt |
| IP Tm | 16:12:40 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4C57FD128DD76D53354E0C7B19970ECD2D1F1047 | AtSubmissionFilingDeviceId |
| 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 | $987,202 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,463,425 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $189 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $189 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,039 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $470,013 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,640,116 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $470,013 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,953,666 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $490,241 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,780 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $681 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,280 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,431 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,128,126 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,128,126 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,134,406 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,431 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,129,876 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $819,260 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $487,810 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $155,304 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,275 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,275 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $497,828 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,004,416 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $985,927 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $653,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,005,691 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $987,202 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $25,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $653,132 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $980,691 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $653,132 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $980,691 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $653,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,005,691 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $653,132 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $819,260 | ExcessRevenueOverExpensesAmt |
| Other Increases | $774 | OtherIncreasesAmt |
| Subtotal | $1,473,166 | SubtotalAmt |
| Other Decreases | $492,475 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $980,691 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2018-01-01 | 2018-12-31 | $248,704 | $252,202 | -$3,498 | -$3,498 |
| PUBLICLY TRADED SECURITIES | 2017-01-01 | 2018-12-31 | $1,355,860 | $917,901 | $437,959 | $437,959 |
| CAPITAL GAINS DIVIDENDS | 2018-01-01 | 2018-12-31 | $35,552 | $35,552 | $35,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $470,013 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $320,328 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $641,322 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.499481 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $302,020 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $552,048 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.547090 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $241,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $753,550 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.319853 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $281,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $922,447 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.305004 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $155,812 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $724,678 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.215009 | DistributionYr5Rt |
| Total Distribution | 1.886437 | TotalDistributionRt |
| Average Distribution | 0.377287 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,115,853 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $420,997 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,878 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $425,875 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,129,876 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,878 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,878 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,878 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,168 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,168 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $15 | EsPenaltyAmt |
| Overpayment | $2,275 | OverpaymentAmt |
| Applied To ES Tax | $2,275 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAWRENCE LENKE | IndividualWithBooksNm |
| Phone | 3148919032 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1965 BROADWAY NO 22AB | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE G LENKE | ||||||||
| 1965 BROADWAY NO 22AB | NEW YORK | NY | 10023 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH A LENKE | ||||||||
| 1965 BROADWAY NO 22AB | NEW YORK | NY | 10023 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,007,531 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,315 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,132,846 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,132,846 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,993 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,115,853 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,793 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,793 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,878 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,878 | TotalTaxAmt |
| Distributable Before Adj | $50,915 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,915 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,915 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,129,876 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,129,876 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,878 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,124,998 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,915 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $122,762 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $236,140 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $203,684 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $274,678 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $291,030 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,128,294 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,129,876 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,078,961 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,207,255 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $122,762 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,084,493 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $236,140 | ExcessFromYear4Amt |
| Excess From Year3 | $203,684 | ExcessFromYear3Amt |
| Excess From Year2 | $274,678 | ExcessFromYear2Amt |
| Excess From Year1 | $291,030 | ExcessFromYear1Amt |
| Excess From Current Year | $1,078,961 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE G LENKE | ContributingManagerNm |
| Contributing Manager | ELIZABETH A LENKE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CREIGHTON UNIVERSITY | ||||||
| 2500 CALIFORNIA PLAZA | OMAHA | NE | 68178 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $145,000 |
| FOUNDATION OF ORTHOPEDICS AND COMPLEX SPINE | ||||||
| 226 EAST 54TH STREET SUITE 306 | NEW YORK | NY | 10022 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $25,000 |
| GLOBAL SPINE OUTREACH | ||||||
| 12701 WEST 143RD STREET SUITE 110 | HOMER GLEN | IL | 60491 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $4,529 |
| KEEP MEMORY ALIVE | ||||||
| 888 W BONNEVILLE AVE | LAS VEGAS | NV | 89106 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $5,000 |
| NEW YORK PRESBYTERIAN FUND | ||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10022 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $50,000 |
| READY READERS | ||||||
| 10403 BAUR BLVD H | ST LOUIS | MO | 63132 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $1,000 |
| SETTING SCOLIOSIS STRAIGHT | ||||||
| 2535 CAMINO DEL RIO S | SAN DIEGO | CA | 92108 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $2,000 |
| SAINT LOUIS PRIORY SCHOOL | ||||||
| 500 S MASON RD | ST LOUIS | MO | 63141 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $155,000 |
| THE CRUDEN FOUNDATION | ||||||
| 362 SEWALL STREET PO BOX 804 | LUDLOW | MA | 01056 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $25,000 |
| UNIVERSITY OF NOTRE DAME | ||||||
| 100 CAMPUS DISTRIBUTION CENTER | NOTRE DANE | IN | 46556 | UNRESTRICTED USE IN EXEMPT PURPOSE | $25,000 | |
| VILLA DUCHESNE & OAK HILL | ||||||
| 801 S SPOEDE RD | ST LOUIS | MO | 63131 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $185,000 |
| VISITATION ACADEMY | ||||||
| 3020 N BALLAS RD | ST LOUIS | MO | 63131 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $1,111 |
| WASHINGTON UNIVERSITY | ||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | PC | UNRESTRICTED USE IN EXEMPT PURPOSE | $504,486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,128,126 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $189 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,039 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $470,013 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $490,241 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $490,241 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LAWRENCE G LENKE | |||||||
| 1 | 1965 BROADWAY NO 22AB | NEW YORK | NY | 10023 | $160,875 | Yes (X) | |
| LAWRENCE G LENKE | |||||||
| 2 | 1965 BROADWAY NO 22AB | NEW YORK | NY | 10023 | $1,302,550 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,302,550 | FairMarketValueAmt |
| Received | 2018-10-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BEACON SMALL CAP VALUE | $49,253 | $38,170 |
| AMERICAN BEACON MID CAP VALUE | $21,167 | $16,295 |
| BARON GROWTH FUND INST SHS | $47,777 | $41,139 |
| BRANDES EMERGING MARKETS FUND | $17,047 | $18,861 |
| CHARLES SCHWAB US MC ETF | $60,458 | $52,593 |
| DODGE & COX INTL STOCK FD | $38,322 | $34,026 |
| DODGE & COX STOCK FD | $55,515 | $62,689 |
| HARDING LOEVNER INSTL EMERG MKTS | $17,675 | $17,801 |
| NATIONAWIDE GENEVA SM CAP | $48,520 | $40,199 |
| SCHWAB EMERGING MARKET EQ ETF | $19,315 | $19,841 |
| SCHWAB INTERNATIONAL EQUITY ETF | $71,046 | $61,393 |
| SCHWAB US LARGE CAP ETF | $105,168 | $96,884 |
| SCHWAB SMALL CAP INDEX | $48,541 | $36,905 |
| STONE RIDGE REINSURANCE | $40,826 | $36,370 |
| T ROWE PRICE INST LARGE CAP GRWTH FD | $123,039 | $168,157 |
| VANGUARD MID-CAP VALUE ETF | $18,732 | $19,779 |
| VANGUARD VALUE INDEX | $48,161 | $61,323 |
| VERSUS CAP MULTI MNGR | $51,115 | $50,925 |
| VERSUS CAP REAL ASSET | $50,812 | $49,397 |
| WCM FOCUSED INTL GROWTH | $37,308 | $32,602 |
| WILLIAM BLAIR INTL GRWTH FD | $34,619 | $30,578 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST FAIR VALUE TO BOOK VALUE OF DONATED STOCK | Desc |
| Amt | $492,475 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $774 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $25,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX PAID | $2,099 | $0 | $0 |
| FOREIGN TAX PAID | $681 | $681 | $0 |
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