THE HELAINE AND MARVIN LENDER FAMILY: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE HELAINE AND MARVIN LENDER FAMILY (EIN 06-1395243)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-21
- IRS object ID
- 201422029349100352
- Schema version
- 2013v3.0
- 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
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-21T12:29:09-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271957427 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATHSTONE FAMILY OFFICE | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52047 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30355 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061395243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARVIN LENDER FAMILY FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O PATHSTONE FAMILY OFFICE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARV | BusinessNameControlTxt |
| Phone | 4045920180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52047 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30355 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARVIN LENDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4045920180 | PhoneNum |
| Signature | 2014-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA HARKEY | PreparerPersonNm |
| PTIN | P01247212 | PTIN |
| Phone | 4045920180 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,966 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $140,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $152 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $464 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $464 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $140,616 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $616 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $129 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $129 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $175 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $175 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,478 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,478 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $137,653 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $175 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,478 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $441 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $405 | CashBOYAmt |
| Cash EOY | $5,298 | CashEOYAmt |
| Cash EOYFMV | $5,298 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $340 | AcctRcvblBOYAmt |
| Other Investments BOY | $8,400 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,668 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,668 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,145 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,966 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,145 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,466 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,145 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,466 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,145 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,145 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,963 | ExcessRevenueOverExpensesAmt |
| Other Increases | $358 | OtherIncreasesAmt |
| Subtotal | $12,466 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,466 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| FROM LENOTAX K-1 SHORT TERM | P | $207 | $207 |
| FROM LENOTAX K-1 LONG TERM | P | $257 | $257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $464 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $103,141 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $25,971 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.971391 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $99,782 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $90,822 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.098655 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $126,008 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $180,117 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.699590 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $242,021 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $311,588 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.776734 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $540,480 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $546,255 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.989428 | DistributionYr5Rt |
| Total Distribution | 7.535798 | TotalDistributionRt |
| Average Distribution | 1.507160 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,618 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,496 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,500 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $137,478 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $543 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $543 | TotalPaymentsAndCreditsAmt |
| Overpayment | $539 | OverpaymentAmt |
| Applied To ES Tax | $539 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PATHSTONE FAMILY OFFICE | IndividualWithBooksNm |
| Phone | 4045920180 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 PIEDMONT RD NE STE 2000 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARVIN LENDER | ||||||||
| C/O PATHSTONE PO BOX 52047 | ATLANTA | GA | 30355 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| HELAINE LENDER | ||||||||
| C/O PATHSTONE PO BOX 52047 | ATLANTA | GA | 30355 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,034 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,730 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,764 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,764 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4 | TotalTaxAmt |
| Distributable Before Adj | $477 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $477 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $477 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,478 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $137,478 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $137,474 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $477 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $513,239 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $227,036 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $117,486 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $95,283 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $101,844 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,054,888 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,478 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $477 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $137,001 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,191,889 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $513,239 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $678,650 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $227,036 | ExcessFromYear4Amt |
| Excess From Year3 | $117,486 | ExcessFromYear3Amt |
| Excess From Year2 | $95,283 | ExcessFromYear2Amt |
| Excess From Year1 | $101,844 | ExcessFromYear1Amt |
| Excess From Current Year | $137,001 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARVIN LENDER | ContributingManagerNm |
| Contributing Manager | HELAINE LENDER | ContributingManagerNm |
| Shareholder Manager | MARVIN LENDER | ShareholderManagerNm |
| Shareholder Manager | HELAINE LENDER | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BROKEN UMBRELLA THEATER | |||||||
| 14 BURTON STREET | NEW HAVEN | CT | 06515 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $1,000 |
| AMERICAN RED CROSS | |||||||
| PO BOX 5003 DEPT 105052 | HARTFORD | CT | 06102 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $125 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 1952 WHITNEY AVENUE | HAMDEN | CT | 06517 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $5,000 |
| BARRINGTON STAGE COMPANY | |||||||
| 30 UNION STREET | PITTSFIELD | MA | 01201 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $500 |
| EZRA ACADEMY | |||||||
| 75 RIMMON ROAD | WOODBRIDGE | CT | 06525 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $500 |
| HOPKINS SCHOOL | |||||||
| 986 FOREST ROAD | NEW HAVEN | CT | 06515 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $4,000 |
| JACOB'S PILLOW DANCE FESTIVAL | |||||||
| 358 GEORGE CARTER ROAD | BECKET | MA | 01223 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $500 |
| JDRF - GREATER NEW HAVEN CHAPTER | |||||||
| 2969 WHITNEY AVE STE 1R | HAMDEN | CT | 06518 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $1,000 |
| JEWISH CEMETERY ASSOCIATION OF GREATER NEW HAVEN | |||||||
| 360 AMITY ROAD | WOODBRIDGE | CT | 06525 | NONE | PUBLIC CHARITY | FUND FOR REPAIRS AND IMPROVEMENTS TO JEWISH CEMETERIES | $36 |
| JEWISH FEDERATION OF COLLIER COUNTY | |||||||
| 2500 VANDERBILT BEACH RD 2201 | NAPLES | FL | 34109 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $1,000 |
| JEWISH FEDERATION OF GREATER NEW HAVEN | |||||||
| 360 AMITY ROAD | WOODBRIDGE | CT | 06525 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $50,000 |
| JEWISH FEDERATION OF THE BERKSHIRES | |||||||
| 196 SOUTH STREET | PITTSFIELD | MA | 01201 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $2,000 |
| JEWISH WOMEN'S FOUNDATION | |||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $500 |
| NEIGHBOR 2 NEIGHBOR LIFELINE | |||||||
| 900 CHAPEL STREET 10TH FLOOR | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $250 |
| PRESTON HIGH SCHOOL | |||||||
| 2780 SHURZ AVENUE | BRONX | NY | 10465 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $500 |
| SOUTHERN CONNECTICUT HEBREW ACADEMY | |||||||
| 261 DERBY AVENUE | ORANGE | CT | 06477 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $2,000 |
| TANGLEWOOD ANNUAL FUND | |||||||
| 301 MASSACHUSSETTS AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $4,592 |
| THE BANK STREET COLLEGE OF EDUCATION | |||||||
| 610 W 112TH STREET | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $1,000 |
| ARTIS - NAPLES | |||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $1,600 |
| ETHIOPIAN SCHOOL READINESS INITIATIVE | |||||||
| PO BOX 1584 | NEW YORK | NY | 10156 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $250 |
| ISRAEL POLICY FORUM | |||||||
| 140WEST 57TH ST SUITE 6C | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $3,000 |
| JEWISH FAMILY AND COMMUNITY | |||||||
| 5025 COSTELO DRIVE | NAPLES | FL | 34103 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $5,000 |
| MAZON | |||||||
| 10495 SANTA MONICA BLVD SUITE 100 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $250 |
| NAPLES COUNCIL ON WORLD AFFAIRS | |||||||
| 12290 TREELINE AVE | FORT MYERS | FL | 33913 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $125 |
| SYRACUSE HILLEL | |||||||
| 102 WALNUT PLACE | SYRACUSE | NY | 13210 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $1,500 |
| TEMPLE SHALOM | |||||||
| 4630 PINE RIDGE ROAD | NAPLES | FL | 34119 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $1,000 |
| THE MAHAIWE PERFORMING ARTS CENTER | |||||||
| 14 CASTLE STREET | GREAT BARRINGTON | MA | 01230 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $150 |
| UNITED WAY MEDITERRA CAMPAIGN | |||||||
| 7273 CONCOURSE DRIVE | FORT MYERS | FL | 33908 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $2,000 |
| YALE NEW HAVEN HOSPITAL AUXILIARY | |||||||
| 20 YORK STREET WP-127 | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $50 |
| YALE NEW HAVEN HOSPITAL OFFICE OF DEVELOPMENT | |||||||
| 300 GEORGE STREET - 4TH FLOOR | NEW HAVEN | CT | 06511 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $48,000 |
| BERKSHIRE THEATRE GROUP | |||||||
| 111 SOUTH STREET | PITTSFIELD | MA | 01201 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,478 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $464 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $616 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $616 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARVIN LENDER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 PIEDMONT RD NE SUITE 2000 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $140,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INFORMATION REGARDING MANAGERS OWNING 10% STOCK | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART XV, LINE 1B | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION OWNS MORE THAN A 10% INTEREST IN A LIMITED LIABILITY COMPANY THAT PROVIDES INVESTMENT AND ADMINISTRATIVE SERVICES TO THE FOUNDATION AS WELL AS OTHER CHARITABLE ENTITIES THROUGH WHICH THE FOUNDATION DIRECTORS (MANAGERS) ARE DEEMED TO BE MORE THAN 10% OWNERS UNDER THE ATTRIBUTION RULES. ALL OF THE CHARITABLE ENTITIES PAY REASONABLE FEES FOR SUCH SERVICES WHICH CREATE ECONOMIES OF SCALE IN INVESTMENT MANAGEMENT AND ADMINISTRATIVE SERVICES, RESULTING IN LOWER COSTS FOR SUCH SERVICES | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN LENOTAX, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,668 | BookValueAmt |
| EOYFMV | $7,668 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $129 | LegalFeesAmt |
| Net Investment Income | $129 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM LENOTAX K-1 | Desc |
| Revenue And Expenses Per Books | $46 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $46 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PASS-THRU FMV ADJUSTMENT K-1 LENOTAX | Description |
| Amount | $358 | Amount |