L4 FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- L4 FOUNDATION (EIN 47-3597702)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-04
- IRS object ID
- 201802479349100100
- Schema version
- 2017v2.2
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-04T05:03:04-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-09-04 | 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 | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,871,928 | 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 | $260,861 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $260,861 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $726,146 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $998,646 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $726,146 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $987,007 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $987,007 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $239 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $239 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $9,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,500 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $367 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $367 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $250 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,356 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,356 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $316,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $316,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $326,356 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,356 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $316,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $660,651 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $976,651 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $107,037 | CashBOYAmt |
| Cash EOY | $115,781 | CashEOYAmt |
| Cash EOYFMV | $115,781 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,100,002 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,523,758 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,132,613 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $198,122 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $468,912 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $480,159 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $66,290 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $66,290 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $143,375 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,471,451 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,174,741 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,871,928 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,471,451 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,174,741 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,471,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,174,741 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,471,451 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,174,741 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,471,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $660,651 | ExcessRevenueOverExpensesAmt |
| Other Increases | $47,236 | OtherIncreasesAmt |
| Subtotal | $3,179,338 | SubtotalAmt |
| Other Decreases | $4,597 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,174,741 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2885 AMERICAN FIN GRP | P | 1998-07-30 | 2017-01-31 | $248,590 | $75,593 | $172,997 | $172,997 |
| 865 AMERICAN FIN GRP | P | 1998-07-30 | 2017-03-22 | $81,079 | $22,665 | $58,414 | $58,414 |
| 1800 AMERICAN FIN GRP | P | 1998-07-30 | 2017-03-22 | $168,755 | $47,164 | $121,591 | $121,591 |
| 1448 AMERICAN FIN GRP | P | 1998-07-30 | 2017-08-01 | $147,374 | $37,940 | $109,434 | $109,434 |
| 100 AMERICAN FIN GRP | P | 1998-07-30 | 2017-08-01 | $10,179 | $2,620 | $7,559 | $7,559 |
| 902 AMERICAN FIN GRP | P | 1998-07-30 | 2017-08-01 | $91,816 | $23,634 | $68,182 | $68,182 |
| 200 AMERICAN FIN GRP | P | 1998-07-30 | 2017-11-08 | $20,914 | $5,240 | $15,674 | $15,674 |
| 600 AMERICAN FIN GRP | P | 1998-07-30 | 2017-11-08 | $62,717 | $15,721 | $46,996 | $46,996 |
| 1600 AMERICAN FIN GRP | P | 1998-07-30 | 2017-11-08 | $167,222 | $41,923 | $125,299 | $125,299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $726,146 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $187,368 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,187,055 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03612 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $56,888 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $533,800 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.10657 | DistributionYr2Rt |
| Total Distribution | 0.142694 | TotalDistributionRt |
| Average Distribution | 0.071347 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,197,915 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $442,203 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,767 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $451,970 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $316,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,533 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,533 | SubtotalAmt |
| Tax Based On Investment Income | $19,533 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $162 | EsPenaltyAmt |
| Tax Due | $19,695 | TaxDueAmt |
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 |
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 | $6,180,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,401 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,292,299 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,292,299 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,384 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,197,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $309,896 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $309,896 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,533 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,533 | TotalTaxAmt |
| Distributable Before Adj | $290,363 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $290,363 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $290,363 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $316,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $316,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $316,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $290,363 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,588 | UndistributedIncomePYAmt |
| Qualifying Distributions | $316,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,588 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $286,412 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,951 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HABITAT FOR HUMANITY | ||||||||||||
| PO BOX 1509 | AMERICUS | GA | 31709 | CHARITY | PC | CHARITABLE GIFT | $1,000 | |||||
| SANCTUARY FOR FAMILIES | ||||||||||||
| PO BOX 1406 WALL ST STATION | NEW YORK | NY | 10268 | CHARITY | PC | CHARITABLE GIFT | $4,000 | |||||
| THE CARTER CENTER | ||||||||||||
| 453 FREEDOM PARKWAY | ATLANTA | GA | 30307 | CHARITY | PC | CHARITABLE GIFT | $11,000 | |||||
| NY CARES | ||||||||||||
| 65 BROADWAY | NEW YORK | NY | 10006 | CHARITY | PC | CHARITABLE GIFT | $7,500 | |||||
| LITTLE SISTERS OF THE ASSUMPTION | ||||||||||||
| 333 EAST 115 STREET | NEW YORK | NY | 10029 | CHARITY | PC | CHARITABLE GIFT | $5,000 | |||||
| HENRY STREET SETTLEMENT | ||||||||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | CHARITY | PC | CHARITABLE GIFT | $10,000 | |||||
| HOUSE WITH HEART | ||||||||||||
| 6409 STREAM VALLEY WAY | GAITHERSBURG | MD | 20882 | CHARITY | PC | CHARITABLE GIFT | $5,000 | |||||
| BRICK BY BRICK | ||||||||||||
| 232 7TH STREET | BROOKLYN | NY | 11215 | PC | CHARITABLE GIFT | $12,500 | ||||||
| DOCTORS WITHOUT BORDERS | ||||||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | CHARITY | PC | CHARITABLE GIFT | $6,000 | |||||
| PLANNED PARENTHOOD | ||||||||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | CHARITY | PC | CHARITABLE GIFT | $15,000 | |||||
| THE DOOR FRIENDS OF FONTAINE | ||||||||||||
| NOXON CT | ALBANY | NY | 12211 | CHARITY | PC | CHARITABLE GIFT | $43,844 | |||||
| MIREMBE PROJECT REFOUNDRY | ||||||||||||
| 20 PLAZA STREET E | BROOKLYN | NY | 11238 | CHARITY | PC | CHARITABLE GIFT | $5,846 | |||||
| ANDREW GLOVER YOUTH PROGRAM | ||||||||||||
| 100 CENTRE STREET | NEW YORK | NY | 10013 | CHARITY | PC | CHARITABLE GIFT | $6,000 | |||||
| THE ARMORY | ||||||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | CHARITY | PC | CHARITABLE GIFT | $6,000 | |||||
| CHILDREN'S AID SOCIETY | ||||||||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | CHARITY | PC | CHARITABLE GIFT | $6,000 | |||||
| EDUCATION ALLIANCE | ||||||||||||
| 197 EAST BROADWAY | NEW YORK | NY | 10002 | CHARITY | PC | CHARITABLE GIFT | $5,000 | |||||
| HUNGER FREE AMERICA | ||||||||||||
| 50 BROAD STREET | NEW YORK | NY | 10004 | CHARITY | PC | CHARITABLE GIFT | $10,000 | |||||
| NY COMMON PANTRY | ||||||||||||
| 8 EAST 109 STREET | NEW YORK | NY | 10029 | CHARITY | PC | CHARITABLE GIFT | $13,911 | |||||
| PREVENT CHILD ABUSE AMERICA | ||||||||||||
| 228 SOUTH WABASH AVENUE | CHICAGO | IL | 60604 | CHARITY | PC | CHARITABLE GIFT | $6,000 | |||||
| INTERNATIONAL RESCUE COMMITTEE | ||||||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | CHARITY | PC | CHARITABLE GIFT | $20,000 | |||||
| SOUTH STREET SEAPORT MUSEUM | ||||||||||||
| 12 FULTON STREET | NEW YORK | NY | 10038 | CHARITY | PC | CHARITABLE GIFT | $3,500 | |||||
| CANEEL BAY EMPLOYEE IRMA RELIEF FUN | ||||||||||||
| CHARITY | PC | CHARITABLE GIFT | $10,000 | PO BOX 720 | ST JOHNS | US VIRGIN ISLANDS | VQ | 00831 | ||||
| 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 | $15,000 | |||||
| MERCY LEARNING CENTER | ||||||||||||
| 37 PARK AVENUE | BRIDGEPORT | CT | 06604 | CHARITY | PC | CHARITABLE GIFT | $5,000 | |||||
| COALITION FOR THE HOMELESS | ||||||||||||
| 129 FULTON STREET | NEW YORK | NY | 10273 | CHARITY | PC | CHARITABLE GIFT | $10,000 | |||||
| AMERICARES | ||||||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | CHARITY | PC | CHARITABLE GIFT | $20,000 | |||||
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | CHARITY | PC | CHARITABLE GIFT | $12,500 | |||||
| WORKMENS CIRCLE | ||||||||||||
| 247 WEST 37TH STREET | NEW YORK | NY | 10018 | CHARITY | PC | CHARITABLE GIFT | $2,300 | |||||
| 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 | |||||
| BRENNAN CENTER FOR JUSTICE AT NYU | ||||||||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | CHARITY | PC | CHARITABLE GIFT | $10,500 | |||||
| AMERICAN FOUNDATION FOR SUICIDE PRE | ||||||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | CHARITY | PC | CHARITABLE GIFT | $5,000 | |||||
| PAJAMA PROGRAM | ||||||||||||
| 114 EAST 39TH STREET | NEW YORK | NY | 10016 | CHARITY | PC | CHARITABLE GIFT | $500 | |||||
| HISPANIC FEDERATION UNIDOS DISASTER | ||||||||||||
| 55 EXCHANGE PLACE | NEW YORK | NY | 10005 | CHARITY | PC | CHARITABLE GIFT | $500 | |||||
| SHATTERPROOF | ||||||||||||
| 101 MERRITT 7 CORPPARK | NORWALK | CT | 06851 | CHARITY | PC | CHARITABLE GIFT | $250 | |||||
| HOUSTON FOOD BANK | ||||||||||||
| 5535 PORTWALL STREET | HOUSTON | TX | 77029 | CHARITY | PC | CHARITABLE GIFT | $500 | |||||
| GRAND STREET SETTLEMENT | ||||||||||||
| 80 PITT STREET | NEW YORK | NY | 10002 | CHARITY | PC | CHARITABLE GIFT | $850 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $316,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $260,861 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $726,146 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $987,007 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $987,007 | 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 | $9,500 | Amt |
| Net Investment Income | $9,500 | 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 | $16,776 | $15,990 |
| FIDELITY NEW MARKETS INCOME | $129,773 | $137,510 |
| FIDELITY FLOATING RATE HIGH | $173,454 | $177,666 |
| FIDELITY US BOND INDEX | $148,909 | $148,993 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LAZARD LTD CLASS A | $8,046 | $8,348 |
| LIBERTY GLOBAL PLC A | $2,637 | $4,328 |
| LIBERTY GLOBAL PLC C | $2,537 | $4,086 |
| LIBERTY GLOBAL PLC LILAC A | $528 | $423 |
| LIBERTY GLOBAL PLC LILAC C | $520 | $418 |
| LYONDELLBASELL INDUSTRIES | $79,645 | $137,900 |
| AMERICAN FINL GRP | $911,796 | $3,777,056 |
| ASTRAZENECA ADR | $7,997 | $7,478 |
| BANK OF NY MELLON | $2,966 | $5,386 |
| CF INDS HOLDINGS | $25,951 | $26,588 |
| CVS HEALTH CORP | $6,258 | $10,150 |
| CA INC | $6,296 | $8,179 |
| COSTCO WHOLESALE | $6,223 | $12,330 |
| DOMTAR CORP | $22,647 | $30,579 |
| GRANITE CONSTRUCTION INC | $101,383 | $190,290 |
| HERTZ GLOBAL HOLDINGS | $1,730 | $442 |
| JP MORGAN CHASE | $26,735 | |
| MKS INSTRUMENTS | $60,671 | $212,625 |
| MERCK & CO | $33,815 | $56,270 |
| MURPHY USA INC | $50,747 | $100,450 |
| PPG INDUSTRIES | $6,244 | $13,434 |
| PFIZER INC | $8,865 | $18,110 |
| TEXAS INSTRUMENTS | $43,748 | $130,550 |
| VERIZON COMMUNICATIONS | $6,261 | $7,556 |
| WELLS FARGO | $6,243 | $11,406 |
| HERC HOLDINGS INC | $391 | $376 |
| FIDELITY 500 INDEX PREMIUM | $288,622 | $347,307 |
| FIDELITY INTL INDEX PREMIUM | $150,854 | $175,562 |
| FIDELITY EXTD MARKET INDEX | $235,646 | $271,427 |
| FIDELITY NASDAQ COMPOSITE | $258,644 | $330,892 |
| FIDELITY SMALL CAP ENHANCED | $185,847 | $205,932 |
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 | $93,606 |
| SPDR S&P 500 ETF | AT COST | $25,035 | $49,769 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $239 | LegalFeesAmt |
| Net Investment Income | $239 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES | $4,591 |
| TAX PENALTIES | $6 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAINS | Desc |
| Amt | $47,236 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $367 | Amt |
| Net Investment Income | $367 | NetInvestmentIncomeAmt |
Comments