2014-07-21T12:29:09-05:00 2013-12-31 271957427 PATHSTONE FAMILY OFFICE PO BOX 52047 ATLANTA GA 30355 990PF 2013-01-01 061395243 MARVIN LENDER FAMILY FOUNDATION INC C/O PATHSTONE FAMILY OFFICE MARV 4045920180 PO BOX 52047 ATLANTA GA 30355 MARVIN LENDER PRESIDENT 4045920180 2014-07-21 1 MELISSA HARKEY P01247212 4045920180 2013 2015-12-30 17:16:21Z X 12966 X 140000 152 152 464 464 140616 616 0 0 0 129 129 0 46 46 0 175 175 0 137478 137478 137653 175 137478 2963 441 405 5298 5298 340 8400 7668 7668 9145 12966 12966 500 0 500 X 0 0 0 0 9145 12466 9145 12466 9145 12966 9145 2963 358 12466 0 12466 FROM LENOTAX K-1 SHORT TERM P 207 207 FROM LENOTAX K-1 LONG TERM P 257 257 464 0 103141 25971 3.971391 99782 90822 1.098655 126008 180117 0.699590 242021 311588 0.776734 540480 546255 0.989428 7.535798 1.507160 9618 14496 4 14500 137478 X 4 0 4 0 4 543 543 539 539 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A PATHSTONE FAMILY OFFICE 4045920180 3333 PIEDMONT RD NE STE 2000 ATLANTA GA 30305 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 N/A 0 NONE 0 0 0 8034 1730 0 9764 0 0 9764 146 9618 481 481 4 4 477 0 477 0 477 137478 0 137478 4 137474 477 0 0 513239 227036 117486 95283 101844 1054888 137478 0 0 0 477 137001 0 0 1191889 0 0 0 0 0 0 513239 678650 227036 117486 95283 101844 137001 MARVIN LENDER HELAINE LENDER MARVIN LENDER HELAINE LENDER X A BROKEN UMBRELLA THEATER 14 BURTON STREET NEW HAVEN CT 06515 NONE PUBLIC CHARITY GENERAL PROGRAM SERVICES 1000 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 5000 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 4000 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 1000 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 1000 JEWISH FEDERATION OF GREATER NEW HAVEN 360 AMITY ROAD WOODBRIDGE CT 06525 NONE PUBLIC CHARITY GENERAL PROGRAM SERVICES 50000 JEWISH FEDERATION OF THE BERKSHIRES 196 SOUTH STREET PITTSFIELD MA 01201 NONE PUBLIC CHARITY GENERAL PROGRAM SERVICES 2000 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 2000 TANGLEWOOD ANNUAL FUND 301 MASSACHUSSETTS AVENUE BOSTON MA 02115 NONE PUBLIC CHARITY GENERAL PROGRAM SERVICES 4592 THE BANK STREET COLLEGE OF EDUCATION 610 W 112TH STREET NEW YORK NY 10025 NONE PUBLIC CHARITY GENERAL PROGRAM SERVICES 1000 ARTIS - NAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 NONE PUBLIC CHARITY GENERAL PROGRAM SERVICES 1600 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 3000 JEWISH FAMILY AND COMMUNITY 5025 COSTELO DRIVE NAPLES FL 34103 NONE PUBLIC CHARITY GENERAL PROGRAM SERVICES 5000 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 1500 TEMPLE SHALOM 4630 PINE RIDGE ROAD NAPLES FL 34119 NONE PUBLIC CHARITY GENERAL PROGRAM SERVICES 1000 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 2000 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 48000 BERKSHIRE THEATRE GROUP 111 SOUTH STREET PITTSFIELD MA 01201 NONE PUBLIC CHARITY GENERAL PROGRAM SERVICES 50 137478 0 14 152 18 464 0 616 0 616 0 0 0 0 0 0 0 0 0 0 X X 1 MARVIN LENDER 3333 PIEDMONT RD NE SUITE 2000 ATLANTA GA 30305 140000 X NONE 0 INFORMATION REGARDING MANAGERS OWNING 10% STOCK FORM 990-PF, PART XV, LINE 1B 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 INVESTMENT IN LENOTAX, LLC AT COST 7668 7668 LEGAL FEES 129 129 0 FROM LENOTAX K-1 46 46 0 PASS-THRU FMV ADJUSTMENT K-1 LENOTAX 358