ALFRED LEE AND PETER MAYER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ALFRED LEE AND PETER MAYER FOUNDATION (EIN 23-7063834)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202641359349103174
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Reduction Explanation Statement
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T14:28:26-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131974820 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LH FRISHKOFF & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 546 FIFTH AVENUE 9TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100365000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237063834 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALFRED LEE AND PETER MAYER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALFR | BusinessNameControlTxt |
| Phone | 2128080070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO LH FRISHKOFF 546 5TH AVE 9FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100365000 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LIESE MAYER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128080070 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VIOLLCA KURTAJ | PreparerPersonNm |
| PTIN | P01522214 | PTIN |
| Phone | 2128080070 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $2,059,229 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $60,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,830 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $727,891 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,670 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $135,500 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,500 | 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 |
| Accounting Fees Rev And Expnss | $12,377 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,189 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,188 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $11,865 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,615 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,242 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,804 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,438 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,163 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,163 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,405 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,804 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $116,601 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,095 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,696 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,546 | CashBOYAmt |
| Cash EOY | $6,760 | CashEOYAmt |
| Cash EOYFMV | $6,760 | CashEOYFMVAmt |
| Other Investments BOY | $1,550,153 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,553,966 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,051,149 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,252 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,320 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,320 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,561,951 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,562,046 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,059,229 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $1,561,951 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,562,046 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,561,951 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,562,046 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,561,951 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,562,046 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,561,951 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,095 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,563,046 | SubtotalAmt |
| Other Decreases | $1,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,562,046 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (77 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 320.605 UNITS AMERICIAN BEACON AHL MGD-R5 | P | 2025-02-06 | 2025-12-02 | $3,232 | $3,139 | $93 | $93 |
| 19.33 UNITS ARTISTAN INT'L VAL-INST | P | 2025-12-02 | 2025-12-15 | $1,028 | $1,009 | $19 | $19 |
| 4,535.27 UNITS BLACKROCK HIGH YIELD-K | P | 2024-09-18 | 2025-04-30 | $31,792 | $32,790 | -$998 | -$998 |
| 328.834 UNITS BLACKSTONE ALT MULTI-STRAT-Y | P | 2024-12-16 | 2025-03-21 | $3,522 | $3,522 | $0 | $0 |
| 372.913 UNITS BLACKSTONE ALT MULTI-STRAT-Y | P | 2025-01-22 | 2025-12-15 | $4,352 | $4,315 | $37 | $37 |
| 185.726 UNITS COHEN & STEERS RL EST-F | P | 2025-02-06 | 2025-03-21 | $3,284 | $3,304 | -$20 | -$20 |
| 77.963 UNITS COHEN & STEERS RL EST-F | P | 2025-02-06 | 2025-12-02 | $1,381 | $1,387 | -$6 | -$6 |
| 80.045 UNITS FIDELITY INT INDX | P | 2024-11-15 | 2025-03-21 | $4,210 | $3,935 | $275 | $275 |
| 33.519 UNITS FIDELITY INT INDX | P | 2025-12-02 | 2025-12-15 | $2,087 | $2,043 | $44 | $44 |
| 68.78 UNITS FIDELITY 500 INDEX FUND | P | 2024-10-24 | 2025-04-08 | $11,900 | $12,223 | -$323 | -$323 |
| 19.204 UNITS FIDELITY 500 INDEX FUND | P | 2024-10-24 | 2025-06-13 | $3,996 | $4,297 | -$301 | -$301 |
| 106.297 UNITS FIDELITY 500 INDEX FUND | P | 2024-10-24 | 2025-07-18 | $23,254 | $22,298 | $956 | $956 |
| 43.209 UNITS FIDELITY 500 INDEX FUND | P | 2025-12-02 | 2025-12-15 | $10,256 | $10,269 | -$13 | -$13 |
| 8 UNITS INVESCO QQQ TRUST SERIES 1 | P | 2025-02-06 | 2025-04-08 | $3,328 | $4,237 | -$909 | -$909 |
| 65 UNITS INVESCO QQQ TRUST SERIES 1 | P | 2025-02-06 | 2025-04-30 | $30,904 | $33,713 | -$2,809 | -$2,809 |
| 8 UNITS INVESCO QQQ TRUST SERIES 1 | P | 2025-07-18 | 2025-12-02 | $4,976 | $4,490 | $486 | $486 |
| 35 UNITS ISHARES 7-10 YEAR TREASURY B | P | 2024-09-17 | 2025-03-21 | $3,325 | $3,463 | -$138 | -$138 |
| 93 UNITS ISHARES MSCI EUROPE FINANCIA | P | 2024-06-17 | 2025-03-21 | $2,680 | $2,079 | $601 | $601 |
| 320 UNITS ISHARES MSCI EUROPE FINANCIA | P | 2024-06-17 | 2025-04-08 | $7,927 | $7,154 | $773 | $773 |
| 134 UNITS ISHARES CORE MSCI EMERGING | P | 2024-08-22 | 2025-06-13 | $7,866 | $7,256 | $610 | $610 |
| 17 UNITS ISHARES CORE MSCI EMERGING | P | 2025-12-02 | 2025-12-15 | $1,134 | $1,140 | -$6 | -$6 |
| 18 UNITS ISHARES MSCI JAPAN ETF | P | 2025-12-02 | 2025-12-15 | $1,527 | $1,484 | $43 | $43 |
| 274 UNITS ISHARES MSCI UNITED KINGDOM | P | 2024-04-04 | 2025-02-19 | $10,015 | $9,323 | $692 | $692 |
| 117 UNITS SPDR EURO STOXX 50ETF | P | 2024-03-01 | 2025-02-19 | $6,363 | $5,959 | $404 | $404 |
| 100 UNITS SPDR OIL & GAS EQUIP & SERV | P | 2024-11-15 | 2025-02-06 | $7,926 | $8,138 | -$212 | -$212 |
| 70 UNITS SPDR OIL & GAS EQUIP & SERV | P | 2024-11-15 | 2025-02-06 | $5,546 | $5,697 | -$151 | -$151 |
| 7 UNITS STATE STREET TECHOLOGY SELECT | P | 2025-12-02 | 2025-12-15 | $996 | $1,013 | -$17 | -$17 |
| 42 UNITS VANECK SEMICONDUCTOR ETF | P | 2024-05-14 | 2025-02-06 | $10,429 | $9,824 | $605 | $605 |
| 19 UNITS VANECK SEMICONDUCTOR ETF | P | 2024-05-14 | 2025-04-30 | $4,014 | $4,315 | -$301 | -$301 |
| 69 UNITS VANGUARD FTSE EUROPE ETF | P | 2025-02-19 | 2025-03-21 | $4,952 | $4,817 | $135 | $135 |
| 166 UNITS VANGUARD FTSE EUROPE ETF | P | 2025-02-19 | 2025-06-13 | $12,819 | $11,588 | $1,231 | $1,231 |
| 43 UNITS VANGUARD FTSE EUROPE ETF | P | 2025-12-02 | 2025-12-15 | $3,578 | $3,504 | $74 | $74 |
| 101 UNITS WISDOMTREE JAPAN HEDGED EQ | P | 2024-11-15 | 2025-02-19 | $11,083 | $10,993 | $90 | $90 |
| 69 UNITS WISDOMTREE JAPAN HEDGED EQ | P | 2024-11-15 | 2025-02-19 | $7,571 | $7,510 | $61 | $61 |
| 31 UNITS ABRDN PHYSICAL GOLD SHARES | P | 2025-03-12 | 2025-03-21 | $893 | $868 | $25 | $25 |
| 164 UNITS ABRDN PHYSICAL GOLD SHARES | P | 2025-03-12 | 2025-06-30 | $5,172 | $4,593 | $579 | $579 |
| 1649.128 UNITS AMERICIAN BEACON AHL MGD-R5 | P | 2023-12-02 | 2025-12-02 | $16,623 | $18,967 | -$2,344 | -$2,344 |
| 4077.958 UNITS COHEN & STEERS RL EST-F | P | 2023-12-02 | 2025-12-02 | $72,221 | $58,120 | $14,101 | $14,101 |
| 269.628 UNITS DODGE & COX INCOME-I | P | 2020-03-19 | 2025-02-19 | $3,370 | $3,370 | $0 | $0 |
| 90.914 UNITS DODGE & COX INCOME-I | P | 2020-03-19 | 2025-03-21 | $1,156 | $1,206 | -$50 | -$50 |
| 222.483 UNITS DODGE & COX INCOME-I | P | 2020-03-19 | 2025-12-15 | $2,877 | $2,877 | $0 | $0 |
| 17.921 UNITS FIDELITY INTL INDX | P | 2023-06-27 | 2025-03-21 | $943 | $828 | $115 | $115 |
| 41 UNITS INVESCO QQQ TRUST SERIES 1 | P | 2020-03-19 | 2025-04-30 | $19,493 | $8,145 | $11,348 | $11,348 |
| 4 UNITS INVESCO QQQ TRUST SERIES 1 | P | 2020-03-19 | 2025-12-02 | $2,488 | $711 | $1,777 | $1,777 |
| 139 UNITS INVESCO S&P 500 EQUAL WEIGHT | P | 2020-03-19 | 2025-07-18 | $25,601 | $20,546 | $5,055 | $5,055 |
| 82 UNITS ISHARES 7-10 YEAR TREASURY B | P | 2023-03-17 | 2025-02-19 | $7,622 | $8,140 | -$518 | -$518 |
| 15 UNITS ISHARES 7-10 YEAR TREASURY B | P | 2023-03-17 | 2025-03-21 | $1,425 | $1,489 | -$64 | -$64 |
| 352 UNITS ISHARES 7-10 YEAR TREASURY B | P | 2023-03-17 | 2025-09-30 | $33,952 | $34,644 | -$692 | -$692 |
| 261 UNITS ISHARES CORE S&P MIDCAP ETF | P | 2023-02-28 | 2025-02-06 | $16,909 | $13,547 | $3,362 | $3,362 |
| 296 UNITS ISHARES CORE S&P MIDCAP ETF | P | 2023-02-28 | 2025-04-30 | $16,843 | $15,364 | $1,479 | $1,479 |
| 46 UNITS ISHARES MSCI JAPAN | P | 2020-09-29 | 2025-06-13 | $3,385 | $2,738 | $647 | $647 |
| 42 UNITS ISHARES MSCI JAPAN | P | 2020-09-29 | 2025-07-18 | $3,016 | $2,500 | $516 | $516 |
| 103.557 UNITS NEUBERGER BERM LNG SHRT-INST | P | 2023-03-21 | 2025-03-21 | $1,945 | $1,808 | $137 | $137 |
| 4,934.175 UNITS NEUBERGER BERM LNG SHRT-INST | P | 2023-12-02 | 2025-12-02 | $99,571 | $77,523 | $22,048 | $22,048 |
| 1,500.072 UNITS PIMCO COMMODITYPL STRAT-INS | P | 2023-03-12 | 2025-03-12 | $10,140 | $10,599 | -$459 | -$459 |
| 3,715.419 UNITS PIMCO DYNAMIC BOND-INST | P | 2023-12-02 | 2025-12-02 | $38,343 | $39,805 | -$1,462 | -$1,462 |
| 526.751 UNITS PIMCO TOTAL RETURN FUND-INST | P | 2020-04-20 | 2025-03-21 | $4,572 | $5,558 | -$986 | -$986 |
| 209 UNITS SPDR EURO STOXX 50 ETF | P | 2023-12-14 | 2025-02-19 | $11,365 | $10,002 | $1,363 | $1,363 |
| 351 UNITS SPDR EURO STOXX 50 ETF | P | 2023-12-14 | 2025-04-08 | $16,961 | $16,798 | $163 | $163 |
| 383 UNITS VANCK GOLD MINERS ETF | P | 2023-02-06 | 2025-02-06 | $15,748 | $13,576 | $2,172 | $2,172 |
| 709.133 VANGUARD TTL BD MKT IDX-ADM | P | 2022-07-07 | 2025-03-31 | $6,843 | $6,843 | $0 | $0 |
| 469.429 VANGUARD TTL BD MKT IDX-ADM | P | 2022-07-07 | 2025-07-18 | $4,502 | $4,652 | -$150 | -$150 |
| ABRDN PHYSICAL GOLD SHARES | P | 2023-04-01 | 2025-04-01 | $2 | $2 | $2 | |
| ABRDN PHYSICAL GOLD SHARES | P | 2023-05-01 | 2025-05-01 | $2 | $2 | $2 | |
| ABRDN PHYSICAL GOLD SHARES | P | 2023-06-02 | 2025-06-02 | $2 | $2 | $2 | |
| ABRDN PHYSICAL GOLD SHARES | P | 2023-07-01 | 2025-07-01 | $1 | $1 | $1 | |
| ABRDN PHYSICAL GOLD SHARES | P | 2023-08-01 | 2025-08-01 | $1 | $1 | $1 | |
| ABRDN PHYSICAL GOLD SHARES | P | 2023-09-01 | 2025-09-01 | $1 | $1 | $1 | |
| ABRDN PHYSICAL GOLD SHARES | P | 2023-10-01 | 2025-10-01 | $2 | $2 | $2 | |
| ABRDN PHYSICAL GOLD SHARES | P | 2023-11-03 | 2025-11-03 | $2 | $2 | $2 | |
| ABRDN PHYSICAL GOLD SHARES | P | 2023-12-01 | 2025-12-01 | $2 | $2 | $2 | |
| 53 UNITS ISHARES GOLD TRUST | P | 2023-03-17 | 2025-03-12 | $2,930 | $1,972 | $958 | $958 |
| 46 UNITS ISHARES GOLD TRUST | P | 2023-03-17 | 2025-03-12 | $2,544 | $1,712 | $832 | $832 |
| 403 UNITS ISHARES GOLD TRUST | P | 2023-03-17 | 2025-03-12 | $22,295 | $11,492 | $10,803 | $10,803 |
| ISHARES GOLD TRUST | P | 2023-01-31 | 2025-01-31 | $5 | $5 | $5 | |
| ISHARES GOLD TRUST | P | 2023-02-28 | 2025-02-28 | $5 | $5 | $5 | |
| CAPITAL GAINS DIVIDENDS | P | $2,865 | $2,865 | $2,865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,670 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,636 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,636 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,636 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $50 | EsPenaltyAmt |
| Tax Due | $1,686 | TaxDueAmt |
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 | NY | 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 | LH FRISHKOFF CO LLP | IndividualWithBooksNm |
| Phone | 2128080070 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 546 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100365000 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| LIESE M MAYER | ||||||||
| LHFRISHKOFF CO 546 5TH AVE 9TH FL | NEW YORK | NY | 100365000 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| STEFAN BLOCK | ||||||||
| LHFRISHKOFF CO 546 5TH AVE 9TH FL | NEW YORK | NY | 100365000 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MARK GOMPERTZ | ||||||||
| LHFRISHKOFF CO 546 5TH AVE 9TH FL | NEW YORK | NY | 100365000 | TRUSTEE | 0.50 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,951,343 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,254 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,003,597 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,003,597 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,054 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,973,543 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,677 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,677 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,636 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,636 | TotalTaxAmt |
| Distributable Before Adj | $97,041 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $97,041 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $97,041 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $116,601 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $116,601 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,041 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $88,938 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $116,601 | QualifyingDistributionsAmt |
| Applied To Year1 | $88,938 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,663 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $69,378 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BARD COLLEGE DEVELOPMENT OFFICE | |||||||
| 30 CAMPUS ROAD | ANNANDALEONHUDSON | NY | 12504 | NONE | PC | EDUCATION | $3,000 |
| CLEAN AIR TASK FORCE | |||||||
| 114 STATE STREET | BOSTON | MA | 02109 | NONE | PC | ENVIRONMENTAL PRESERVATION | $2,000 |
| COALITION FOR RESPONSIBLE HOMESCHOOLED CHILDREN (CRHE) | |||||||
| 31 PORTER STREET 122 | STOUGHTON | MA | 02072 | NONE | PC | EDUCATION | $2,500 |
| HUDSON VALLEY HOSPICE FOUNDATION | |||||||
| 374 VIOLET AVENUE | POUGHKEEPSIE | NY | 12601 | NONE | PC | COMMUNITY SERVICE - END OF LIFE | $3,000 |
| LAKE WINNIPESAUKEE ASSOCIATION | |||||||
| 1934 LAKE SHORE ROAD UNIT 207 | GILFORD | NH | 03249 | NONE | PC | ENVIRONMENTAL PRESERVATION | $2,000 |
| CARING KIND NYC | |||||||
| 360 LEXINGTON AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | ALZHEIMNER'S CAREGIVING | $6,000 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVENUE 3 | NEW YORK | NY | 10017 | NONE | PC | COMMUNITY SERVICE (FEED HOMEBOUND ELDERLY) | $4,056 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | EDUCATION, CIVIL RIGHTS | $6,000 |
| SOCIETY FOR SCIENCE AND THE PUBLIC | |||||||
| 1719 N STREET NW | WASHINGTON | DC | 20036 | NONE | NC | ENVIRONMENTAL PRESERVATION | $2,500 |
| STONE RIDGE LIBRARY | |||||||
| 3700 MAIN STREET | STONE RIDGE | NY | 12484 | NONE | PC | DONATION TO LIBRARY | $1,037 |
| BROOKLYN PUBLIC LIBRARY | |||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | NONE | PC | THE ARTS/COMMUNITYTHE ARTS/COMMUNITY | $2,070 |
| THE MERCANTILE LIBRARY ASSOCIATION | |||||||
| 15 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | NONE | PC | EDUCATION | $40,000 |
| UNIVERSITY OF TEXAS FOUNDATION | |||||||
| 9011 MOUNTAIN RIDGE DRIVE 150 | AUSTIN | TX | 78759 | NONE | PC | THE ARTS | $7,500 |
| WNYC NY PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PC | THE ARTS | $5,000 |
| WOODSTICK LIBRARY | |||||||
| 761 E 160TH STREET | BRONX | NY | 10456 | NONE | PC | DONATION TO LIBRARY | $500 |
| COLUMBIA UNIVERSITY | |||||||
| 116TH AND BROADWAY | NEW YORK | NY | 10027 | NONE | PC | EDUCATION | $6,000 |
| PLANNED PARENTHOOD | |||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | NONE | PC | CIVIL RIGHTS | $5,000 |
| MARBLETOWN FIRST AID UNIT | |||||||
| 30 SCHOOL HILL ROAD | HIGH FALLS | NY | 12440 | NONE | PC | MEDICAL/COMMUNITY | $500 |
| ABENAKI TOWER ASSOCIATION | |||||||
| NH-109 | MELVIN VILLAGE | NH | 03850 | NONE | PC | THE ENVIRONMENT | $500 |
| ACLU | |||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | NONE | PC | CIVIL RIGHTS | $5,000 |
| NO KID HUNGY | |||||||
| 1030 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | COMMUUNITY SERVICE/HUNGER | $3,000 |
| IMMIGRANT DEFENDER LAW SYSTEM | |||||||
| 634 S SPRING STREET 10TH FLOOR | LOS ANGELES | CA | 90014 | NONE | PC | CIVIL RIGHTS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,163 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,830 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $74,670 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $135,500 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,500 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREPARATION | CategoryTxt |
| Amt | $12,377 | Amt |
| Net Investment Income | $6,189 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,188 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JPM-MONEY MARKET | AT COST | $37,547 | $37,547 |
| JPM-EQUITY | AT COST | $761,672 | $1,243,384 |
| JPM-ALTERNATIVE ASSETS | AT COST | $281,887 | $291,506 |
| JPM-FIXED INCOME | AT COST | $472,860 | $478,712 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED REVENUE | Desc |
| BOY Book Value | $1,252 | BOYBookValueAmt |
| EOY Book Value | $1,320 | EOYBookValueAmt |
| EOYFMV | $1,320 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAXES | Desc |
| Amt | $1,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $10,416 | $10,416 | $0 |
| FILING FEES | $250 | $0 | $250 |
| SUNDRY | $1,199 | $1,199 | $0 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | REDUCTION DUE TO FLUCTUATIONS IN THE MARKET VALUE OF INVESTMENTS. | ShortExplanationTxt |