RONALD S LAUDER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RONALD S LAUDER FOUNDATION (EIN 13-3445910)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349102928
- Schema version
- 2016v3.0
- 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
- Contractor Compensation Expln
- General Explanation Attachment
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T12:28:46-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bencivenga Ward & Company CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 Columbus Avenue Suite 304 | AddressLine1Txt |
| City | Valhalla | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105951382 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133445910 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RONALD S LAUDER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RONA | BusinessNameControlTxt |
| Phone | 2123196300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 767 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Gerson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leonard J Bencivenga CPA | PreparerPersonNm |
| PTIN | P00116788 | PTIN |
| Phone | 9147695005 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $105,731,020 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,128,153 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,459,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,459,609 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,459,609 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $545,607 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,506,207 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,595,807 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,364,232 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,190,459 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $13,497,601 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,055,416 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,650,068 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $610,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,221 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $609,030 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,544,898 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,090 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $535,717 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,002,091 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,005,150 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,010 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $161,420 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $841,720 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $35,159 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $2,775 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $32,384 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $303,645 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,449 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $9,043 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $283,831 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,300,700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $186,434 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $44,290 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,069,976 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $254,318 | InterestRevAndExpnssAmt |
| Interest Adj Net Incm | $2,848 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $251,470 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $154,876 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $240 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,506 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $881,593 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $108,019 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $702,219 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $91,837 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $610,382 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $680,323 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $77,642 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $598,240 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $24,687 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Adj Net Incm | $2,795 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $25,128 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,263,447 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $153,833 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,105,089 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,761,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $209,204 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,190,459 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,430,847 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,175,374 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,175,374 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,936,639 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $209,204 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,190,459 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,606,221 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,439,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,846,212 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,459,609 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $386,761 | CashBOYAmt |
| Cash EOY | $264,830 | CashEOYAmt |
| Cash EOYFMV | $264,830 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,124,802 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,546,172 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,546,172 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $160,120 | AcctRcvblAmt |
| Acct Rcvbl BOY | $80,466 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $160,120 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $160,120 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $56,110 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,648 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,648 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,215,838 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,274,965 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,274,965 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $38,368,719 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,643,266 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,643,266 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,179,682 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,623,991 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,623,991 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $16,627,650 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,784,065 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,784,065 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $40,792,442 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,371,479 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $31,239,981 | LandBOYAmt |
| Land EOY | $30,420,963 | LandEOYAmt |
| Land EOYFMV | $30,420,963 | LandEOYFMVAmt |
| Total Assets BOY | $106,280,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,731,020 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $105,731,020 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $693,775 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $340,280 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $12,672,577 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $12,558,717 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $160,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $185,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,526,352 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,083,997 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $92,753,657 | UnrestrictedBOYAmt |
| Unrestricted EOY | $92,647,023 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $92,753,657 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $92,647,023 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $106,280,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,731,020 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $92,753,657 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,439,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,107,258 | OtherIncreasesAmt |
| Subtotal | $93,421,877 | SubtotalAmt |
| Other Decreases | $774,854 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $92,647,023 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHMENT- STATEMENT # 20 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2001-01-01 | AcquiredDt |
| Sold | 2016-12-31 | SoldDt |
| Gross Sales Price | $21,506,207 | GrossSalesPriceAmt |
| Cost Or Other Basis | $16,910,400 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,595,807 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,595,807 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,595,807 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,507,487 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $77,213,637 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.16199 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,603,397 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $78,759,961 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.19811 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,598,005 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $75,454,460 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.19347 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,445,996 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,168,899 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.59662 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,818,312 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,096,217 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.77459 | DistributionYr5Rt |
| Total Distribution | 3.924778 | TotalDistributionRt |
| Average Distribution | 0.784956 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $73,698,206 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,849,849 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $58,462 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,908,311 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,709,613 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $116,924 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $116,924 | SubtotalAmt |
| Tax Based On Investment Income | $116,924 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $147,866 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $147,866 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,047 | EsPenaltyAmt |
| Overpayment | $28,895 | OverpaymentAmt |
| Applied To ES Tax | $28,895 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | rslfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD J BENCIVENGA CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9147695005 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 COLUMBUS AVE STE 304 | AddressLine1Txt |
| City | VALHALLA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105951382 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | OC | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David Gerson | ||||||||||||
| 767 Fifth Avenue Suite 4200 | New York | NY | 10153 | Dir- Treasurer | 5.00 | $0 | ||||||
| Dr George Ban | ||||||||||||
| Director | 2.00 | $0 | 10 HaRav Amiel | Tel Aviv | IS | 62263 | ||||||
| Jo Carole Lauder | ||||||||||||
| 767 Fifth Avenue Suite 4200 | New York | NY | 10153 | Director | 1.00 | $0 | ||||||
| Richard Parsons | ||||||||||||
| 767 Fifth Avenue Suite 4200 | New York | NY | 10153 | Director | 1.00 | $0 | ||||||
| Ronald S Lauder | ||||||||||||
| 767 Fifth Avenue Suite 4200 | New York | NY | 10153 | Chairman & Pres | 2.00 | $0 | ||||||
| Micki Edelson | ||||||||||||
| 767 Fifth Avenue Suite 4200 | New York | NY | 10153 | Director | 1.00 | $0 | ||||||
| Malcolm Hoenlein | ||||||||||||
| c/o Conf of Pres 633 3rd Av | New York | NY | 10017 | Director | 1.00 | $0 | ||||||
| Laura Lauder | ||||||||||||
| 767 Fifth Avenue Suite 4200 | New York | NY | 10153 | Director | 1.00 | $0 | ||||||
| Rabbi Jacob Biderman | ||||||||||||
| 767 Fifth Avenue Suiote 4200 | New York | NY | 10153 | VP- Education | 40.00 | $0 | ||||||
| Rabbi Joshua Spinner | ||||||||||||
| 1208 44th Street | Brooklyn | NY | 11219 | VP & CEO | 40.00 | $425,000 | $131,250 | $54,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| Bencivenga Ward & Co CPAs | |||||||||
| 420 Columbus Ave Suite 304 | Valhalla | NY | 105951382 | Acctg, Tax, Admin | $205,664 | ||||
| Dr George Ban | |||||||||
| Consulting | $180,000 | 10 HaRav Amiel | Tel Aviv | IS | 62263 | ||||
| SETH R BRAUNSTEIN | |||||||||
| 90 BRYANT AVENUE APT B4B | WHITE PLAINS | NY | 10605 | Consulting | $106,994 | ||||
| EISNER AMPER | |||||||||
| 767 THIRD AVENUE | NEW YORK | NY | 100172703 | Audit of F/S | $53,380 | ||||
| Miriam Barkai | |||||||||
| Cosulting | $68,884 | 3 Bonaventura Street | Jerusalem | IS | 93787 | ||||
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Lauder Morasha School. In September 1994, the Foundation opened the Lauder Morasha School. Its educational program meets all the requirements of the Polish Ministry of Education with a special emphasis on teaching Jewish tradition and culture, as well as the English language. For 2016, there were 220 students enrolled in kindergarten, primary school and middle school. | Description1Txt |
| Expenses1 | $1,907,259 | Expenses1Amt |
| Description2 | JCommunity and JAcademy. There are approximately 120, 16-20 year students who are actively engaged in Shabbatonim (weekend seminars) in Berlin, which offer online educational programs including classes in Judaism and Hebrew and winter and summer trips in Europe, Israel and America. 20 young Jews (aged 18-25) are enrolled in a full-time, one year gap year. JAcademy is based in Berlin with Fellows also spending significant time over the course of the year in New York/Washington DC (2 weeks), Israel (7 weeks) and London (4 weeks). The program consists of 4 learning semesters where mornings are spent learning about topics relating to Judaism and its contemporary relevance, and afternoons consisting of a series of courses and seminars building soft skills and also developing competence in Business English and Hebrew. Between learning semesters Fellows participate in three internships in Berlin, Israel and London. | Description2Txt |
| Expenses2 | $1,460,978 | Expenses2Amt |
| Description3 | Lauder Beth Zion Elementary School. 84 children between Grades 1-10 are currently enrolled at the Lauder Beth Zion school. The school, led by a senior management team from the Foundation, continues to grow significantly year-on-year owing to both the young community and the increasing popularity of the school. This is evidenced by the first graduating class of 3 students in 2017 growing to an incoming class of 16 in the 1st grade. | Description3Txt |
| Expenses3 | $2,477,108 | Expenses3Amt |
| Description4 | Lauder Nitzan Kindergarten. The kindergarten has 95 children enrolled between the ages of 1-5 The kindergarten also has a waiting list that, having built a new expanded facility, will allow to grow the kindergarten further. | Description4Txt |
| Expenses4 | $585,377 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $71,870,869 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,949,645 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,820,514 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $74,820,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,122,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,698,206 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,684,910 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,606,221 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $103,392 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $12,709,613 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,709,613 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,459,609 | CurrentYearAmt |
| Year1 | $1,402,670 | Year1Amt |
| Year2 | $1,441,556 | Year2Amt |
| Year3 | $1,131,017 | Year3Amt |
| Total | $5,434,852 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,240,668 | CurrentYearAmt |
| Year1 | $1,192,270 | Year1Amt |
| Year2 | $1,225,323 | Year2Amt |
| Year3 | $961,364 | Year3Amt |
| Total | $4,619,625 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,709,613 | CurrentYearAmt |
| Year1 | $12,507,487 | Year1Amt |
| Year2 | $15,603,397 | Year2Amt |
| Year3 | $14,598,005 | Year3Amt |
| Total | $55,418,502 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,709,613 | CurrentYearAmt |
| Year1 | $12,507,487 | Year1Amt |
| Year2 | $15,603,397 | Year2Amt |
| Year3 | $14,598,005 | Year3Amt |
| Total | $55,418,502 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,456,607 | CurrentYearAmt |
| Year1 | $2,573,788 | Year1Amt |
| Year2 | $2,625,332 | Year2Amt |
| Year3 | $2,515,148 | Year3Amt |
| Total | $10,170,875 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Statement 19a | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 767 FIFTH AVENUE SUITE 4200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | RELATED ENTITY | RecipientRelationshipTxt |
| Recipient Foundation Status | N/A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDUCATIONAL PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $4,175,374 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,175,374 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (8 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| E- Learning Program | $24,187 |
| Lauder Beth Zion School | $166,447 |
| Lauder Morasha School | $811,315 |
| Lauder Nitzan Kindergarte | $40,048 |
| Midrasha | $29,853 |
| Program Revenue- Other | $3,139 |
| Summer / Winter Camp | $116,840 |
| Yeshiva | $1,215 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,459,609 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 17 | ExclusionCd |
| Exclusion | $212,903 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $545,607 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| FOREIGN CURRENCY LOSS | 18 | -$898 | |
| LOSS ON DISPOSITION- F/A | -$40,817 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,217,221 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,152,227 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,369,448 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (10 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1a | not used |
| 1b | Lauder Morasha Schools, Warsaw, Poland. School for young and old alike to reclaim their Jewish identity. |
| 1c | Lauder Beth Zion Elementary School. 84 children between Grades 1-10 are currently enrolled at the Lauder Beth Zion school. The school, led by a senior management team from the Foundation continues to grow significantly year-on-year owing to both the young community and the increasing popularity of the school. This is evidenced by the first graduating class of 3 students in 2017 growing to an incoming class of 16 in the 1st grade. |
| 1d | Lauder Nitzan Kindergarten. The kindergarten has 95 children enrolled between the ages of 1-5 The kindergarten also has a waiting list that, having built a new expanded facility, will allow to grow the kindergarten further. |
| 1e | Midrasha. The Midrasha is designed for young women who are on a quest to discover their Jewish identity. Operated by Lauder Yeshurun, an in-depth study of Torah, Halacha (Jewish Law), Hebrew and Jewish tradition is offered. A dedicated and experienced teaching staff assist each students personal development and help them develop a positive identity as Jews. |
| 1f | Outreach - AM Echad. The National Outreach Division of Lauder Yeshurun aims to empower 20 outstanding Jewish teenagers and young adults from cities across Germany to serve as literate and motivated role models for young Jews in their home communities. The Am Echad Fellowship provides a content-driven and intellectually challenging Jewish literacy curriculum, and offers capacity building exercises, including program creation and team management. This component is carried out over three-weekend and one-week long seminar, as well as through ongoing online and telephone learning opportunities. The participants are also assigned to develop and implement three Jewish literacy projects for their peers across the country. |
| 1g | Summer/Winter Camp. Camp for children away from home providing educational and cultural activities. |
| 1h | Yeshiva University. Intensive studies offerred in Jewish literacy. |
| 1i | Youth Program. Educational and other activities for young people. |
| 1j | The Lauder E-Learning Schools are operating in Poland, Germany, Czech Republic & Slovakia, Hungary and Greece. The E-Learning School in every country ensures continued Jewish education. The project creates a sense of belonging to Jewish children from each and every town in these countries, especially for those students who reside in places that lack Jewish communities. With the Lauder e-Learning School, every child can connect, learn about Judaism and grow individually as a Jew. |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Ronald S Lauder | |||||||
| 1 | 767 Fifth Avenue Suite 4200 | New York | NY | 10153 | $3,656,483 | Yes (X) | |
| The Javne Fund | |||||||
| 2 | c/o BWC 420 Columbus Avenue | Valhalla | NY | 105951382 | $656,308 | Yes (X) | |
| Ronald S Lauder | |||||||
| 3 | 767 Fifth Avenue Suite 4200 | NEW YORK | NY | 10153 | $1,750,200 | Yes (X) | |
| The 2012 RSL 4202 Trust | |||||||
| 4 | 767 Fifth Avenue Suite 4200 | NEW YORK | NY | 10153 | $2,300,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | 20,000 SHARES OF ESTEE LAUDER COMMON STOCK | $1,750,200 | 2016-09-14 |
| 4 | 25,000 SHARES OF ESTEE LAUDER COMMON STOCK | $2,300,000 | 2016-05-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting, tax, admin. services | $248,985 | $12,449 | $8,867 | $229,347 |
| Audit | $54,660 | $0 | $176 | $54,484 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bencivenga Ward & Co CPAs | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Services including administrative, accounting, tax | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| General Explanation Supplemental Information for Form 990-PF | Part VII-A, Item 16Countries in which the Foundation has an interest in or a signature or other authority over a bank account:Bulgaria, Germany, Hungary, and Poland. |
| General Explanation Supplemental Information for Form 990-PF | PART II- BALANCE SHEET- LINE 21-The amount shown on the balance sheet for mortgages and other notes payable consists of: 1) $11,750,000 due to a bank under a line of credit; and 2) $808,717 for bank loans payable. |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $1,358,015 | $1,282,122 | $75,893 | $75,893 |
| Machinery and Equipment | $901,498 | $835,540 | $65,958 | $65,958 |
| Buildings | $26,698,126 | $6,292,896 | $20,405,230 | $20,405,230 |
| Improvements | $7,710,346 | $1,960,921 | $5,749,425 | $5,749,425 |
| Land | $4,124,457 | $4,124,457 | $4,124,457 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE | CategoryTxt |
| Legal Fees | $35,159 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,775 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $32,384 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $12,558,717 | MortgageAmt |
Note Payable NotePayableGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc |
|---|---|---|---|---|---|---|---|---|
| Bank fur Sozialwirtschaft | ||||||||
| JP Morgan Chase | ||||||||
| Bank | $1,500,000 | 2001-11 | 2013-07 | Renewed Annually | 1.7776 | Guaranteed by Ronald S. Lauder | Operating Loan | Cash |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS- EL SHARES | Desc |
| Amt | $774,854 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advertising | $29,001 | $3,861 | $25,140 |
| Bank fees | $8,105 | $845 | $7,260 |
| Equipment rental and maintenance | $132,244 | $17,709 | $114,535 |
| Insurance | $66,736 | $4,736 | $60,666 |
| Miscellaneous | $7,398 | $582 | $6,841 |
| Office Supplies | $31,080 | $4,233 | $26,847 |
| Other Direct Program Costs | $846,571 | $105,204 | $738,011 |
| Postage, Messengers,and Delivery | $6,030 | $825 | $5,345 |
| Storage | $2,006 | $2,006 | |
| Subscriptions | $44,910 | $4,108 | $40,802 |
| Telephone | $46,315 | $6,298 | $40,017 |
| Temporary Help | $43,051 | $5,432 | $37,619 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| E- Learning Program | $24,187 | $24,187 |
| FOREIGN CURRENCY LOSS | -$898 | |
| Lauder Beth Zion School | $166,447 | $166,447 |
| Lauder Morasha School | $811,315 | $811,315 |
| Lauder Nitzan Kindergarte | $40,048 | $40,048 |
| LOSS ON DISPOSITION- F/A | -$40,817 | |
| Midrasha | $29,853 | $29,853 |
| Program Revenue- Other | $3,139 | $554 |
| Rental Income - Noninvestment Property | $212,903 | |
| Summer / Winter Camp | $116,840 | $116,840 |
| Yeshiva | $1,215 | $1,215 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZD GAIN ON INVESTMENTS | Desc |
| Amt | $2,107,258 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred excise tax liability | Desc |
| BOY Book Value | $160,000 | BOYBookValueAmt |
| EOY Book Value | $185,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment management | $186,434 | $186,434 | $0 | $0 |
| Program | $1,114,266 | $0 | $44,290 | $1,069,976 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal excise tax | $128,130 | ||
| FEDERAL EXCISE TAX | $25,000 | ||
| Real estate | $1,746 | $240 | $1,506 |
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