THE HELAINE AND MARVIN LENDER FAMILY: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: THE HELAINE AND MARVIN LENDER FAMILY (EIN 06-1395243)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-08-27
IRS object ID: 201212409349100001
Schema version: 2011v1.2
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
All Oth Prog Rltd Investments Sch
General Explanation Attachment
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-08-27T09:35:29-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	271957427	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PATHSTONE FAMILY OFFICE	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	061395243	EIN

Name Name

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)
Name Control	MARV	NameControl
Phone	4045920180	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	MARVIN LENDER	Name
Title	PRESIDENT	Title
Phone	4045920180	Phone
Date Signed	2012-08-22	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DAWN M GINNATY	Name
PTIN	P00359487	PTIN
Phone	4045920180	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	32086	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	2105	DividendsRevAndExpnss
Dividends Net Invst Incm	2105	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	169	NetGainSaleAssetsRevAndExpnss
Capital Gain Net Incm Net Invst Incm	169	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	2274	TotalRevenueAndExpenses
Total Net Investment Income	2274	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss	12	TaxesRevAndExpnss
Taxes Net Invst Incm	12	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	126	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	126	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	138	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	138	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	99803	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	99803	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	99941	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	138	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	99803	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-97667	ExcessOfRevenueOverExpenses
Net Investment Income	2136	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	33842	CashBOY
Cash EOY	22927	CashEOY
Cash EOYFMV	22927	CashEOYFMV
Accounts Receivable	1100	AccountsReceivable
Accounts Receivable EOY	1100	AccountsReceivableEOY
Accounts Receivable EOYFMV	1100	AccountsReceivableEOYFMV
Investments Other BOY	100744	InvestmentsOtherBOY
Investments Other EOY	8059	InvestmentsOtherEOY
Investments Other EOYFMV	8059	InvestmentsOtherEOYFMV
Total Assets BOY	134586	TotalAssetsBOY
Total Assets EOY	32086	TotalAssetsEOY
Total Assets EOYFMV	32086	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	134586	RetainedEarningsBOY
Retained Earnings EOY	32086	RetainedEarningsEOY
Total Net Assets BOY	134586	TotalNetAssetsBOY
Total Net Assets EOY	32086	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	134586	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	32086	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	134586	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-97667	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	36919	Subtotal
Other Decreases	4833	OtherDecreases
Total Net Assets Fund Balances EOY	32086	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
FROM LENOTAX K-1 SHORT TERM	P	-454	-454
FROM LENOTAX K-1 LONG TERM	P	623	623

Field	Value	IRS element (for citing)
Capital Gain Net Income	169	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	126008	QualifyingDistributionsYear1
Noncharitable Assets Year1	180117	NoncharitableAssetsYear1
Distribution Ratio Year1	0.699590	DistributionRatioYear1
Qualifying Distributions Year2	242021	QualifyingDistributionsYear2
Noncharitable Assets Year2	311588	NoncharitableAssetsYear2
Distribution Ratio Year2	0.776734	DistributionRatioYear2
Qualifying Distributions Year3	540480	QualifyingDistributionsYear3
Noncharitable Assets Year3	546255	NoncharitableAssetsYear3
Distribution Ratio Year3	0.989428	DistributionRatioYear3
Qualifying Distributions Year4	384963	QualifyingDistributionsYear4
Noncharitable Assets Year4	698195	NoncharitableAssetsYear4
Distribution Ratio Year4	0.551369	DistributionRatioYear4
Qualifying Distributions Year5	573703	QualifyingDistributionsYear5
Noncharitable Assets Year5	938749	NoncharitableAssetsYear5
Distribution Ratio Year5	0.611136	DistributionRatioYear5
Total Distribution Ratio	3.628257	TotalDistributionRatio
Average Distribution Ratio	0.725651	AverageDistributionRatio
Net Noncharitable Assets	90822	NetNoncharitableAssets
Adjusted Noncharitable Assets	65905	AdjustedNoncharitableAssets
One Percent Net Investment Income	21	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	65926	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	99803	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	21	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	21	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	21	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	425	EstTaxPaymentsAndOverpayment
Total Credits And Payments	425	TotalCreditsAndPayments
Overpayment	404	Overpayment
Amount Credited To Next Year	404	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	CT	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	PATHSTONE FAMILY OFFICE	BooksInCareOfPersonName
Books In Care Of Phone Number	4045920180	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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 Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
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 Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	N/A	Description1
Expenses1	0	Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	NONE	Description1
Amount1	0	Amount1
All Oth Prog Rltd Investments Total	0	AllOthProgRltdInvestmentsTotal
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	54402	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	37803	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	92205	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	92205	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	1383	CashDeemedCharitable
Net Noncharitable Assets	90822	NetNoncharitableAssets
Minimum Investment Return	4541	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	4541	MinimumInvestmentReturn
Tax Based On Investment Income	21	TaxBasedOnInvestmentIncome
Total Tax	21	TotalTax
Distributable Amount Before Adj	4520	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	4520	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	4520	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	99803	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	99803	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	21	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	99782	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	4520	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	528536	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	350153	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	513239	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	227036	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	117486	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	1736450	TotalExcessDistriCarryover
Qualifying Distributions	99803	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	4520	AppliedToCurrentYear
Remaining Distri From Corpus	95283	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	1831733	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	528536	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	1303197	ExcessDistriCyovToNextYear
Excess From Year4	350153	ExcessFromYear4
Excess From Year3	513239	ExcessFromYear3
Excess From Year2	227036	ExcessFromYear2
Excess From Year1	117486	ExcessFromYear1
Excess From Current Year	95283	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	MARVIN LENDER	ContributingManager
Contributing Manager	HELAINE LENDER	ContributingManager
Shareholder Manager	MARVIN LENDER	ShareholderManager
Shareholder Manager	HELAINE LENDER	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (38 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
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	$2,500
BARRINGTON STAGE COMPANY
30 UNION STREET	PITTSFIELD	MA	01201	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$250
BIRTHRIGHT ISRAEL
PO BOX 1784	NEW YORK	NY	10156	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$1,000
BOSTON SYMPHONY ORCHESTRA
301 MASSACHUSSETTS AVENUE	BOSTON	MA	02115	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$4,592
CAPA - SHUBERT THEATER
247 COLLEGE STREET	NEW HAVEN	CT	06510	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$250
COLUMBUS HOUSE
PO BOX 7093	NEW HAVEN	CT	06519	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$500
COOK & CARE WALK-A-THON
75 CLIFF STREET	NEW HAVEN	CT	06511	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$50
CORNELL UNIVERSITY
PO BOX 2600	ITHACA	NY	14851	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$500
FRIENDS OF NEW HAVEN ACADEMY
104 CANNER STREET	NEW HAVEN	CT	06511	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$250
GREATER NEW HAVEN NAACP
545 WHALLEY AVE	NEW HAVEN	CT	06511	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$500
HOPKINS SCHOOL
986 FOREST ROAD	NEW HAVEN	CT	06515	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$4,250
HOUSATONIC VALLEY ASSOCIATION
150 KENT ROAD	CORNWALL BRIDGE	CT	06754	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$50
INTERNATIONAL FESTIVAL OF ARTS AND IDEAS
195 CHURCH STREET 12TH FLOOR	NEW HAVEN	CT	06510	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$250
JACOB'S PILLOW DANCE FESTIVAL
358 GEORGE CARTER ROAD	BECKET	MA	01223	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$250
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	$7,500
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
KELLOGG SCHOOL OF MANAGEMENT
2001 SHERIDAN RD	EVANSTON	IL	60208	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	$500
NEW HAVEN MUSEUM
114 WHITNEY AVE	NEW HAVEN	CT	06510	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$500
NEW HEIGHTS YOUTH
8576 BROADWAY PMB 213	NEW YORK	NY	10025	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$500
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	$7,500
SYRACUSE UNIVERSITY
820 COMSTOCK AVENUE	SYRACUSE	NY	13244	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$5,000
THE BANK STREET COLLEGE OF EDUCATION
610 W 112TH STREET	NEW YORK	NY	10025	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$1,500
THE COLONIAL THEATER
111 SOUTH STREET	PITTSFIELD	MA	01201	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$500
THE ISRAEL PROJECT
2020 K STREET NW SUITE 7600	WASHINGTON	DC	20006	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$100
THE UNITED WAY OF COLLIER COUNTY INC
848 FIRST AVENUE NORTH 240	NAPLES	FL	34102	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$1,000
US FRIENDS OF ISRAEL SPORTS CENTER FOR THE DISABLED
718 ARCH STREET STE 102	PHILADELPHIA	PA	19106	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$2,500
US FUND FOR UNICEF
125 MAIDEN LANE	NEW YORK	NY	10038	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$100
UNITED SERVICE ORGANIZATION
PO BOX 96322	WASHINGTON	DC	20090	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$50
WOMEN'S HEALTH RESEARCH AT YALE
20 YORK ST OFFICE 456 W	NEW HAVEN	CT	06510	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$50
YALE NEW HAVEN HOSPITAL - OFFICE OF DEVELOPMENT
20 YORK ST OFFICE 456 W	NEW HAVEN	CT	06510	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$50,150
PHILHARMONIC CENTER FOR THE ARTS
5833 PELICAN BAY BLVD	NAPLES	FL	34108	NONE	PUBLIC CHARITY	GENERAL PROGRAM SERVICES	$1,500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	99803	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$2,105	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$169	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$2,274	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	2274	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

Field	Value	IRS element (for citing)
Description	NONE	Description
Amount	$0	Amount

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

Field	Value	IRS element (for citing)
Identifier	INFORMATION REGARDING MANAGERS OWNING 10% STOCK	Identifier
Return Reference	FORM 990-PF, PART XV, LINE 1B	ReturnReference
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	Explanation

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	INVESTMENT IN LENOTAX, LLC	CategoryOrItem
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMV
Book Value	8059	BookValue
EOYFMV	8059	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	PASS-THRU FMV ADJUSTMENT K-1 LENOTAX	Description
Amount	$4,833	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
BANK FEES	12	12	0
FROM LENOTAX K-1	114	114	0

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	Category
Amount	$12	Amount
Net Investment Income	12	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps