The Philip & Lynn Straus Foundation Inc: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
The Philip & Lynn Straus Foundation Inc (EIN 13-6161223)
Tax period
2016-04-01 to 2017-03-31
Filed
2017-08-03
IRS object ID
201722159349100572
Schema version
2016v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-08-03T10:20:50-05:00ReturnTs
Tax Period End2017-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1401 BROADHOLLOW RD STE 201AddressLine1Txt
CityMELVILLECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136161223EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLYNN STRAUSPersonNm
Person TitletrusteePersonTitleTxt
Phone9146983525PhoneNum
Signature2017-07-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLaura MichaelsPreparerPersonNm
PTINP00185340PTIN
Phone6315019600PhoneNum
Preparation2017-07-27PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.249.80.1IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id11093220172155000003FederalOriginalSubmissionId
Federal Original Submission Id2017-08-03FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDF0F1B937844489B1D197E0795DFF8FCE3200A2FAtSubmissionCreationDeviceId
At Submission Filing Device IdDF0F1B937844489B1D197E0795DFF8FCE3200A2FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,787,156FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,760ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$132,777DividendsRevAndExpnssAmt
Dividends Net Invst Incm$102,685DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$197,636NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,941,394GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$197,636CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,121OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,121OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$347,294TotalRevAndExpnssAmt
Total Net Invst Incm$302,442TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$14,610AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,305AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$7,305AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$64,386OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$64,386OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$625InterestRevAndExpnssAmt
Interest Net Invst Incm$625InterestNetInvstIncmAmt
Taxes Rev And Expnss$1,164TaxesRevAndExpnssAmt
Taxes Net Invst Incm$914TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$221OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$71OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$150OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$81,006TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$73,301TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,455TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$831,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$831,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$912,306TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$73,301TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$838,755TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$565,012ExcessRevenueOverExpensesAmt
Net Investment Income$229,141NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$174,592CashBOYAmt
Cash EOY$443,042CashEOYAmt
Cash EOYFMV$443,042CashEOYFMVAmt
Corporate Stock BOY$4,649,471CorporateStockBOYAmt
Corporate Stock EOY$4,287,525CorporateStockEOYAmt
Corporate Stock EOYFMV$6,958,254CorporateStockEOYFMVAmt
Other Investments BOY$857,745OtherInvestmentsBOYAmt
Other Investments EOY$386,229OtherInvestmentsEOYAmt
Other Investments EOYFMV$385,860OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,681,808TotalAssetsBOYAmt
Total Assets EOY$5,116,796TotalAssetsEOYAmt
Total Assets EOYFMV$7,787,156TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$5,681,808RetainedEarningBOYAmt
Retained Earning EOY$5,116,796RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,681,808TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,116,796TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,681,808TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,116,796TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,681,808TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$565,012ExcessRevenueOverExpensesAmt
Subtotal$5,116,796SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,116,796TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
N&B A/C#55186002 LT CAPITAL GAIN -SEE ATTACHED SUMMARY STMTP$1,723,750$1,500,267$223,483$223,483
N&B A/C#55186002 ST CAPITAL GAIN -SEE ATTACHED SUMMARY STMT$207,189$243,440-$36,251-$36,251
THE BLACKSTONE GROUP L.P. K-1 LTP$3,664$3,664$3,664
THE BLACKSTONE GROUP L.P. K-1 STP$51-$51-$51
FieldValueIRS element (for citing)
Capital Gain Net Income$197,636CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,809,110AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$10,476,350NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.554498DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,139,534AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$14,827,544NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.076853DistributionYr2Rt
Adjusted Qlfy Distri Yr3$805,836AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$14,853,491NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054252DistributionYr3Rt
Adjusted Qlfy Distri Yr4$938,960AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$13,208,950NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.071085DistributionYr4Rt
Adjusted Qlfy Distri Yr5$675,881AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$13,667,799NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049451DistributionYr5Rt
Total Distribution0.806139TotalDistributionRt
Average Distribution0.161228AverageDistributionRt
Net Vl Noncharitable Assets$7,454,871NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,201,934AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,291NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,204,225AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$838,755QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,583InvestmentIncomeExciseTaxAmt
Subtotal$4,583SubtotalAmt
Tax Based On Investment Income$4,583TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,299EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,299TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$4,716OverpaymentAmt
Applied To ES Tax$4,716AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLYNN G STRAUSPersonNm

US Address USAddress

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

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEUBERGER BERMAN LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1605 Third AvenueAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101583698ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORSServiceTypeTxt
Compensation$64,385CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,218,865AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$349,532AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,568,397TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,568,397AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$113,526CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,454,871NetVlNoncharitableAssetsAmt
Minimum Investment Return$372,744MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$372,744MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,583TaxBasedOnInvestmentIncomeAmt
Total Tax$4,583TotalTaxAmt
Distributable Before Adj$368,161DistributableBeforeAdjAmt
Distributable Before Ded$368,161DistributableBeforeDedAmt
Distributable As Adjusted$368,161DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$838,755ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$838,755QualifyingDistributionsAmt
Adjusted Qualifying Distri$838,755AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$368,161DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$293,006ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$92,275ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$416,369ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,286,602ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,088,252TotalExcessDistributionCyovAmt
Qualifying Distributions$838,755QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$368,161AppliedToCurrentYearAmt
Remaining Distri From Corpus$470,594RemainingDistriFromCorpusAmt
Total Corpus$6,558,846TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$6,558,846ExcessDistriCyovToNextYrAmt
Excess From Year4$293,006ExcessFromYear4Amt
Excess From Year3$92,275ExcessFromYear3Amt
Excess From Year2$416,369ExcessFromYear2Amt
Excess From Year1$5,286,602ExcessFromYear1Amt
Excess From Current Year$470,594ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE SCHEDULE BBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1VARIOUSAddressLine1Txt
CityvariousCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10000ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITABLEGrantOrContributionPurposeTxt
Amt$831,300Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$831,300TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$10UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$132,767ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$92UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$2,002ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$912UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$196,724ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescTHE BLACKSTONE GROUP L.P.Desc
Exclusion15ExclusionCd
Exclusion$27ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,014UnrelatedBusinessTaxblIncmAmt
Exclusion$331,520ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$332,534TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLynn StrausContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11037 Constable Drive SouthAddressLine1Txt
CityMamaroneckCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10543ZIPCd
FieldValueIRS element (for citing)
Total Contributions$14,760TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$14,610Amt
Net Investment Income$7,305NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,305DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE SCHEDULE C ATTACHEDStockNm
EOY Book Value$4,287,525EOYBookValueAmt
EOYFMV$6,958,254EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CASH RESERVES NEUBERGER&BERMANFMV$18,654$18,654
NEUBERGER BERMAN INCOME FDSFMV$367,575$367,206

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
ADVERTISING$150$150
THE BLACKSTONE GROUP L.P. K-1$71$71

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTHE BLACKSTONE GROUP L.P. K-1Desc
Revenue And Expenses Per Books$2,121RevenueAndExpensesPerBooksAmt
Net Investment Income$2,121NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT ADVISORY FEES$64,009$64,009
AGENCY PROCESS FEES$377$377

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
NYS FILING FEE$250
FOREIGN TAXES$914$914

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