THE HELAINE AND MARVIN LENDER FAMILY: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE HELAINE AND MARVIN LENDER FAMILY (EIN 06-1395243)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201141399349100804
- Schema version
- 2010v3.2
- 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 | 2011-05-16T15:14:17-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-05-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN C HAVENS | Name |
| Phone | 4045920180 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 134586 | 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 |
| Interest On Savings Rev And Expnss | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 7635 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7634 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 16768 | NetGainSaleAssetsRevAndExpnss |
| Capital Gain Net Incm Net Invst Incm | 16768 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 24405 | TotalRevenueAndExpenses |
| Total Net Investment Income | 24404 | 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 | 30 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 30 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 138 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 138 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 168 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 168 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 126250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 126250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 126418 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 168 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 126250 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -102013 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 24236 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 35135 | CashBOY |
| Cash EOY | 33842 | CashEOY |
| Cash EOYFMV | 33842 | CashEOYFMV |
| Investments Other BOY | 205291 | InvestmentsOtherBOY |
| Investments Other EOY | 100744 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 100744 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 240426 | TotalAssetsBOY |
| Total Assets EOY | 134586 | TotalAssetsEOY |
| Total Assets EOYFMV | 134586 | 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 | 240426 | RetainedEarningsBOY |
| Retained Earnings EOY | 134586 | RetainedEarningsEOY |
| Total Net Assets BOY | 240426 | TotalNetAssetsBOY |
| Total Net Assets EOY | 134586 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 240426 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 134586 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 240426 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -102013 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 138413 | Subtotal |
| Other Decreases | 3827 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 134586 | 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 STCG | P | 362 | 362 |
| FROM LENOTAX K-1 LTCG | P | 16406 | 16406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 16768 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 242021 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 311588 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.776734 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 540480 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 546255 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.989428 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 384963 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 698195 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.551369 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 573703 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 938749 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.611136 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 656725 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1265716 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.518857 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.447524 | TotalDistributionRatio |
| Average Distribution Ratio | 0.689505 | AverageDistributionRatio |
| Net Noncharitable Assets | 180117 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 124192 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 242 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 124434 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 126250 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 242 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 242 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 242 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 667 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 667 | TotalCreditsAndPayments |
| Overpayment | 425 | Overpayment |
| Amount Credited To Next Year | 425 | 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 | 30305 | PRESIDENT/TREASURER | 0.00 | 0 | 0 | 0 |
| HELAINE LENDER | ||||||||
| C/O PATHSTONE PO BOX 52047 | ATLANTA | GA | 30305 | 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 | 153018 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 29842 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 182860 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 182860 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2743 | CashDeemedCharitable |
| Net Noncharitable Assets | 180117 | NetNoncharitableAssets |
| Minimum Investment Return | 9006 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 9006 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 242 | TaxBasedOnInvestmentIncome |
| Total Tax | 242 | TotalTax |
| Distributable Amount Before Adj | 8764 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 8764 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 8764 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 126250 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 126250 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 242 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 126008 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 8764 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 608989 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 528536 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 350153 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 513239 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 227036 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2227953 | TotalExcessDistriCarryover |
| Qualifying Distributions | 126250 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 8764 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 117486 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2345439 | 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 | 608989 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1736450 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 528536 | ExcessFromYear4 |
| Excess From Year3 | 350153 | ExcessFromYear3 |
| Excess From Year2 | 513239 | ExcessFromYear2 |
| Excess From Year1 | 227036 | ExcessFromYear1 |
| Excess From Current Year | 117486 | 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 (45 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF GREATER NEW HAVEN | |||||||
| 360 AMITY ROAD | WOODBRIDGE | CT | 06525 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $25,000 |
| ELIEZER AT YALE | |||||||
| 279 CROWN STREET | NEW HAVEN | CT | 06511 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $50 |
| THE LENNY MARGOLIS ATHLETIC ENDOWMENT FUND | |||||||
| 360 AMITY ROAD | WOODBRIDGE | CT | 06525 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $250 |
| EZRA ACADEMY | |||||||
| 75 RIMMON ROAD | WOODBRIDGE | CT | 06525 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $8,500 |
| HEARTS OF THE FATHER OUTREACH | |||||||
| PO BOX 491 | SHEFFIELD | MA | 01257 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $50 |
| HOPKINS SCHOOL | |||||||
| 986 FOREST ROAD | NEW HAVEN | CT | 06515 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $3,000 |
| GREATER NEW HAVEN NAACP | |||||||
| 545 WHALLEY AVE | NEW HAVEN | CT | 06511 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $500 |
| BOYS AND GIRLS CLUB OF BROWARD COUNTY | |||||||
| 1111 NORTHWEST 69TH WAY | HOLLYWOOD | FL | 33024 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $250 |
| AMERICAN CANCER SOCIETY | |||||||
| 30 SPEEN STREET | FRAMINGHAM | MA | 01701 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $500 |
| AMERICAN RED CROSS | |||||||
| PO BOX 5003 DEPT 105052 | HARTFORD | CT | 06102 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $125 |
| AMITY ANIMAL RESCUE FUND | |||||||
| PO BOX 1042 | ORANGE | CT | 06477 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $20 |
| AMITY TEEN CENTER | |||||||
| PO BOX 3671 | WOODBRIDGE | CT | 06525 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $250 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 1952 WHITNEY AVENUE | HAMDEN | CT | 06517 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $5,000 |
| FLORIDA SHERIFFS ASSOCIATION | |||||||
| PO BOX 12519 | TALLAHASSEE | FL | 32317 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $25 |
| FRIENDS OF THE WOODBRIDGE LIBRARY | |||||||
| 10 NEWTON ROAD | WOODBRIDGE | CT | 06525 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $25 |
| HAND IN HAND | |||||||
| PO BOX 80102 | PORTLAND | OR | 97280 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $350 |
| INTERNATIONAL FESTIVAL OF ARTS AND IDEAS | |||||||
| 195 CHURCH STREET 12TH FLOOR | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $1,250 |
| 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 | $2,500 |
| JEWISH CEMETERY ASSOCIATION OF GREATER NEW HAVEN | |||||||
| 360 AMITY ROAD | WOODBRIDGE | CT | 06525 | NONE | PUBLIC CHARITY | FUND FOR REPAIRS AND IMPROVEMENTS TO CEMETERIES | $180 |
| JEWISH COALITION FOR LITERACY | |||||||
| 360 AMITY ROAD | WOODBRIDGE | CT | 06525 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $100 |
| JEWISH COMMUNITY CENTER OF GREATER NEW HAVEN | |||||||
| 360 AMITY ROAD | WOODBRIDGE | CT | 06525 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $500 |
| JEWISH FEDERATION OF THE BERKSHIRES | |||||||
| 196 SOUTH STREET | PITTSFIELD | MA | 01201 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $2,000 |
| JEWISH FEDERATION OF COLLIER COUNTY | |||||||
| 2500 VANDERBILT BEACH RD 2201 | NAPLES | FL | 34109 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $1,000 |
| JEWISH HISTORICAL SOCIETY OF GREATER NEW HAVEN | |||||||
| PO BOX 3251 | NEW HAVEN | CT | 06515 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $150 |
| LENOX HISTORICAL SOCIETY | |||||||
| 65 MAIN STREET | LENOX | MA | 01240 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $25 |
| MAKE A WISH FOUNDATION OF CONNECTICUT | |||||||
| PO BOX 97104 | WACHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $50 |
| MAZON A JEWISH RESPONSE TO HUNGER | |||||||
| 1990 SOUTH BUNDY DRIVE STE 260 | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $250 |
| NAACP | |||||||
| 545 WHALLEY AVE | NEW HAVEN | CT | 06511 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $1,000 |
| NEIGHBOR 2 NEIGHBOR LIFELINE | |||||||
| 900 CHAPEL STREET 10TH FLOOR | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $2,500 |
| NEW HEIGHTS YOUTH | |||||||
| 8576 BROADWAY PMB 213 | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $2,500 |
| PRESTON HIGH SCHOOL | |||||||
| 2780 SHURZ AVENUE | BRONX | NY | 10465 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $100 |
| 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 | $500 |
| 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 | $500 |
| 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 |
| WOODBRIDGE POLICE UNION | |||||||
| PO BOX 16 | BETHANY | CT | 06524 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $250 |
| WOODBRIDGE VOLUNTEER FIRE ASSOCIATION INC | |||||||
| PO DRAWER F | WOODBRIDGE | CT | 06525 | 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 | $50,000 |
| CORNELL UNIVERSITY | |||||||
| PO BOX 2600 | ITHACA | NY | 14851 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $500 |
| KELLOGG SCHOOL OF MANAGEMENT | |||||||
| 2001 SHERIDAN RD | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $500 |
| TANGLEWOOD ANNUAL FUND | |||||||
| 301 MASSACHUSSETTS AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SERVICES | $2,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 126250 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,634 | ExclusionAmount |
| Related Or Exempt Function Income | 1 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $16,768 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $24,404 | ExclusionAmount |
| Related Or Exempt Function Income | 1 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 24405 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumber |
| Relationship Statement | TAX EXEMPT INTEREST ON STATE AND LOCAL BONDS | RelationshipStatement |
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 INVESMENT 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 | 100744 | BookValue |
| EOYFMV | 100744 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PASS-THRU FMV ADJUSTMENT K-1 LENOTAX | Description |
| Amount | $3,827 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 45 | 45 | 0 |
| FROM LENOTAX K-1 | 93 | 93 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $30 | Amount |
| Net Investment Income | 30 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |