LINDY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LINDY FOUNDATION (EIN 46-4222159)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-15
- IRS object ID
- 202513199349100811
- Schema version
- 2024v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-15T09:58:47-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233060583 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISCHER CUNNANE & ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 TURNER LN | AddressLine1Txt |
| City | WEST CHESTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193804805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464222159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | ALAN/FRANK/ELAINE LINDY TRUSTEES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 2158868030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 OLD YORK ROAD SUITE 211 | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE LINDY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J FEENAN CPA | PreparerPersonNm |
| PTIN | P00968659 | PTIN |
| Phone | 6104311003 | PhoneNum |
| Preparation | 2025-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,058,212 | 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 | $693,424 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $364,254 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $364,254 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $364,254 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $61,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,472 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $61,472 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,530 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $168,940 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $84,064 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $84,064 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,222,744 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $425,726 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $509,790 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $147,072 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,169 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $130,903 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,118 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $606,537 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $4,979 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $601,558 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $760,727 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,169 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,979 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $732,461 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $836,334 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $836,334 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,597,061 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,169 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,979 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,568,795 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$374,317 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $409,557 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $504,811 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,739,481 | CashBOYAmt |
| Cash EOY | $8,436,047 | CashEOYAmt |
| Cash EOYFMV | $8,436,047 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,849,813 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,955,129 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,162,165 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,227,222 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $134,567 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $460,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,816,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,525,743 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,058,212 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $35,440 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,900 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $32,414 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $143,498 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $67,854 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $151,398 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,748,662 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,374,345 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,748,662 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,374,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,816,516 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,525,743 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,748,662 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$374,317 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,374,345 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,374,345 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,693 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,693 | SubtotalAmt |
| Tax Based On Investment Income | $5,693 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,727 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,227 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $128 | EsPenaltyAmt |
| Overpayment | $1,406 | OverpaymentAmt |
| Applied To ES Tax | $1,406 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 |
| Individual With Books | ELAINE LINDY | IndividualWithBooksNm |
| Phone | 2158868030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 914 SPRUCE STREET 9 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELAINE LINDY | ||||||||
| 914 SPRUCE STREET 9 | PHILADELPHIA | PA | 19107 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| ALAN LINDY | ||||||||
| 117 CHESTON LANE | AMBLER | PA | 19002 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| FRANK LINDY | ||||||||
| 8364 FISHER ROAD | ELKINS | PA | 19027 | TRUSTEE | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,100,506 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,271,371 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $596,399 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,968,276 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,968,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,524 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,803,752 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $540,188 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $540,188 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,693 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,693 | TotalTaxAmt |
| Distributable Before Adj | $534,495 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $534,495 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $534,495 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,568,795 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,568,795 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $534,495 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $82,103 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $638,237 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $720,340 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,568,795 | QualifyingDistributionsAmt |
| Applied To Current Year | $534,495 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,034,300 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,754,640 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,754,640 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $82,103 | ExcessFromYear2Amt |
| Excess From Year1 | $638,237 | ExcessFromYear1Amt |
| Excess From Current Year | $1,034,300 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRANK LINDY | ContributingManagerNm |
| Contributing Manager | ELAINE LINDY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DREXEL UNIVERSITY | |||||||
| DREXEL UNIVERITY | 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | NONE | GENERAL | $500,000 |
| URBAN AFFAIRS COALITION | |||||||
| URBAN AFFAIRS COALITION | 1650 ARCH STREET | PHILADEPHIA | PA | 19103 | NONE | GENERAL | $56,458 |
| GIFFORDS LAW CENTER | |||||||
| GIFFORDS LAW CENTER | 268 BUSH ST 555 | SAN FRANCISCO | CA | 94104 | NONE | GENERAL | $50,000 |
| CULTURETRUST GREATER PHILADELPHIA | |||||||
| CULTURETRUST GREATER PHILADELPHIA | 1315 WALNUT ST SUITE 32 | PHILADELPHIA | PA | 19107 | NONE | GENERAL | $75,000 |
| ARDEN THEATER | |||||||
| ARDEN THEATER | 40 N 2ND STREET | PHILADELPHIA | PA | 19106 | NONE | GENERAL | $2,500 |
| VALLEY YOUTH HOUSE | |||||||
| VALLEY YOUTH HOUSE | 999 WEST CHESTER PKE 201 | WEST CHESTER | PA | 19382 | NONE | GENERAL | $2,500 |
| DREXEL UNIVERSITY FOR DREXEL HILLEL | |||||||
| DREXEL UNIVERSITY FOR DREXEL HILLEL | 118 NOTH 34TH STREET | PHILADELLPHIA | PA | 19104 | NONE | GENERAL | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $736,458 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STORIES TO GROW BY LLC- | Desc |
| Related Or Exempt Function Incm | $386 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $364,254 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $61,472 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,530 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| STORIES TO GROW BY LICENSIN | 541800 | $3,200 | ||
| Z BRISTOL LLC | 34 | $45,084 | ||
| Z BRISTOL LLC | 531120 | $20,441 | ||
| LINDY-ZELL POCOMOKE LLC | 34 | -$5,829 | ||
| ADVERTISING REVENUE | 541800 | $20,782 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $44,423 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,255 | ExclusionAmt |
| Related Or Exempt Function Incm | $445,642 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $529,320 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ELAINE LINDY | |||||||
| 1 | 810 LOCUST STREET | UNIT 203 | PHILADELPHIA | PA | 19017 | $234,250 | Yes (X) |
| FRANK LINDY | |||||||
| 2 | 8364 FISHER ROAD | ELKINS PARK | PA | 19027 | $240,000 | Yes (X) | |
| FIRST TRUST BANK | |||||||
| 3 | 1 WALNUT GROVE DRIVE | HORSHAM | PA | 19044 | $50,000 | Yes (X) | |
| ZELL KRAVINSKY | |||||||
| 4 | 124 TOWNSHIP LINE ROAD | JENKINTOWN | PA | 19046 | $50,000 | Yes (X) | |
| NATIONAL ENERGY CONTROL CORPORATION | |||||||
| 5 | 312 DARBY ROAD | HAVERTOWN | PA | 19083 | $50,000 | Yes (X) | |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR ETF | 2019-08 | PURCHASE | 2024-08 | $17,212 | $9,543 | $7,669 |
| ISHARES CORE US ETF AGGREGATE BOND | 2023-01 | PURCHASE | 2024-08 | $37,564 | $37,877 | -$313 |
| ISHARES CORE MSCI ETF | 2023-08 | PURCHASE | 2024-08 | $860 | $824 | $36 |
| VANGUARD DIVIDEND ETF | 2023-01 | PURCHASE | 2024-08 | $64,795 | $53,973 | $10,822 |
| VANGUARD LONG TERM ETF | 2023-03 | PURCHASE | 2024-08 | $36,319 | $37,127 | -$808 |
| VANGUARD MID CAP ETF | 2020-10 | PURCHASE | 2024-08 | $244 | $187 | $57 |
| VANGUARD MID CAP ETF | 2020-12 | PURCHASE | 2024-08 | $11,946 | $9,879 | $2,067 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | EOYFMVEOYFMVAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LINDY- ZELL POCOMOKE LLC | FMV | $210,000 | |
| Z BRISTOL LLC | FMV | $250,000 | $134,567 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING REVENUE | |||
| ADVERTISING | $4,979 | $4,979 | |
| EXPENSES | |||
| SCHOOLYARD PROJECTS | $587,948 | $587,948 | |
| BUILDING INSURANCE | $1,000 | $1,000 | |
| STORIES TO GROW BY, LLC-COMMI | $764 | $764 | |
| STORIES TO GROW BY, LLC-SOFTW | $3,593 | $3,593 | |
| STORIES TO GROW BY, LLC- WEB | $1,936 | $1,936 | |
| STORIES TO GROW BY, LLC MISC | $554 | $554 | |
| STORIES TO GROW BY, LLC- INSU | $450 | $450 | |
| OTHER ADMINISTRATIVE EXPENSES | $5,313 | $5,313 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| STORIES TO GROW BY LLC- | $386 | $386 |
| STORIES TO GROW BY LICENSING | $3,200 | $3,200 |
| Z BRISTOL LLC | $45,084 | $45,084 |
| Z BRISTOL LLC | $20,441 | $20,441 |
| LINDY-ZELL POCOMOKE LLC | -$5,829 | -$5,829 |
| ADVERTISING REVENUE | $20,782 | $20,782 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| STORIES TO GROW BY, LLC CC PAYABLE | $356 | $708 |
| EXCHANGE LINDY | $32,058 | $48,309 |
| LINDY-ZELL POCOMOKE LLC | $94,481 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $16,169 | $16,169 | |
| ACCOUNTING FEES | $15,864 | $15,864 | |
| STORIES TO GROW BY, LLC- CONTRAC | $108,126 | $108,126 | |
| STORIES TO GROW BY, LLC ACCOUNTI | $3,913 | $3,913 | |
| STORIES TO GROW BY, LLC LEGAL FE | $3,000 | $3,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES | $343 |
| OTHER TAXES | $6,775 |
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