ANDROCLES FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANDROCLES FOUNDATION INC (EIN 20-1514742)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349107616
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T17:07:24-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ Advisors LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MELVILLE PARK RD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201514742 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANDROCLES FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O LAMBZANKEL LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LAMBZANKEL LLP | InCareOfNm |
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 6316942300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 534 BROADHOLLOW ROAD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY H PERKINS | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 6314144000 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD FINKELSTEIN | PreparerPersonNm |
| PTIN | P00301744 | PTIN |
| Phone | 6314144000 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $94,111,388 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,311,013 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,149,523 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,149,523 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $384,038 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,877,114 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $384,038 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,844,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,533,561 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $37,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $37,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $968,956 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $96,646 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $872,310 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $531,281 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $531,281 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,305 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,908 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,397 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69,305 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69,305 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,621,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $634,835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $986,512 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,194,032 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,194,032 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,815,379 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $634,835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,180,544 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,970,805 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $898,726 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $434,818 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $610,286 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $610,286 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $48,334,265 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,176,574 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $93,495,668 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $5,304 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,434 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,434 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $48,774,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,792,294 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,111,388 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $48,774,387 | CapitalStockBOYAmt |
| Capital Stock EOY | $45,792,294 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,774,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,792,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,774,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,792,294 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,774,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,970,805 | ExcessRevenueOverExpensesAmt |
| Subtotal | $45,803,582 | SubtotalAmt |
| Other Decreases | $11,288 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,792,294 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - S/T MS #0769 | P | $2,133,288 | $2,176,248 | -$42,960 | -$42,960 |
| PUBLICLY TRADED SECURITIES - L/T MS #0769 | P | $4,114,444 | $3,685,118 | $429,326 | $429,326 |
| PUBLICLY TRADED SECURITIES - L/T MS #0773 | P | $275,000 | $275,000 | ||
| PUBLICLY TRADED SECURITIES - L/T FS #6647 | P | $24,688 | $31,821 | -$7,133 | -$7,133 |
| PUBLICLY TRADED SECURITIES - S/T FS #6647 | P | $291,352 | $324,889 | -$33,537 | -$33,537 |
| ST CASH IN LIEU MS #0769 | P | $104 | $104 | $104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $384,038 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,492 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,492 | SubtotalAmt |
| Tax Based On Investment Income | $12,492 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,221 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $24,221 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,729 | OverpaymentAmt |
| Applied To ES Tax | $11,729 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAMBZANKEL LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6316942300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 534 BROADHOLLOW RD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER PERKINS | ||||||||
| 534 BROADHOLLOW ROAD | MELVILLE | NY | 11747 | PRESIDENT | 5.0 | $0 | $0 | $0 |
| ROY PERKINS | ||||||||
| 534 BROADHOLLOW ROAD | MELVILLE | NY | 11747 | SENIOR VICE PRESIDENT | 5.0 | $0 | $0 | $0 |
| TIMOTHY PERKINS | ||||||||
| 534 BROADHOLLOW ROAD | MELVILLE | NY | 11747 | SECRETARY/TREASURER | 5.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY | |||||
| 4 LANDMARK SQUARE - 2ND FLOOR | STAMFORD | CT | 06901 | INVESTMENT ADVISORY | $503,155 |
| LAMBZANKEL LLP | |||||
| 534 BROADHOLLOW ROAD | MELVILLE | NY | 11747 | LEGAL AND GRANTS ADM | $966,456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $84,802,511 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $432,703 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $85,235,214 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $85,235,214 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,278,528 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,956,686 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,197,834 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,197,834 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,492 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,492 | TotalTaxAmt |
| Distributable Before Adj | $4,185,342 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,185,342 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,185,342 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,180,544 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $8,180,544 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,185,342 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $791,899 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,442,155 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,693,031 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,453,953 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,882,867 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,263,905 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,180,544 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $4,185,342 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,995,202 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,259,107 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $791,899 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,467,208 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,442,155 | ExcessFromYear4Amt |
| Excess From Year3 | $1,693,031 | ExcessFromYear3Amt |
| Excess From Year2 | $1,453,953 | ExcessFromYear2Amt |
| Excess From Year1 | $3,882,867 | ExcessFromYear1Amt |
| Excess From Current Year | $3,995,202 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT D | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT D | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHMENT D | GrantOrContributionPurposeTxt |
| Amt | $7,194,032 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,194,032 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Scripps Howard Foundation | |||||||
| 312 Walnut Street | Cincinnati | OH | 45202 | NONE | PF | Extension Grants for the Howard Centers for Investigative Journalism | $0 |
| Scripps Howard Foundation | |||||||
| 312 WALNUT STREET | CINCINNATI | OH | 45202 | NONE | POF | INTERNATIONAL CENTER FOR JOURNALISM | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,052,987 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,149,523 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $384,038 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,533,561 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,533,561 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LLYR CHARITABLE ANNUITY TRUST | |||||||
| 1 | C/O LAMBZANKEL 534 BROADHOLLOW ROAD | MELVILLE | NY | 11747 | $3,306,400 | Yes (X) | |
| JANE H PERKINS CHARITABLE LEAD ANNU | |||||||
| 2 | C/O LAMBZANKEL 534 BROADHOLLOW ROAD | MELVILLE | NY | 11747 | $55,576 | Yes (X) | |
| JANE H PERKINS CHARITABLE LEAD ANNU | |||||||
| 3 | C/O LAMBZANKEL 534 BROADHOLLOW ROAD | MELVILLE | NY | 11747 | $949,037 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 3 | ContributorNum |
| Noncash Property | INVESCO QQQ TRUST SERIES 1- 2430 SHS | NoncashPropertyDesc |
| Fair Market Value | $949,037 | FairMarketValueAmt |
| Received | 2023-12-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| MORGAN STANLEY |
| FINANCIAL AND INVESTMENT ADVISORY SERVICES |
| LAMBZANKEL LLP |
| LEGAL SERVICES; GRANTS ADMINISTRATION |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENTS E F & G | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SECURITIES: MS 0769 - ATTCH A | $34,992,191 | $76,557,378 |
| SECURITIES: MS 0773 - ATTCH B | $5,131,472 | $11,185,370 |
| SECURITIES: SIG 6647 - ATTCH C | $5,052,911 | $5,752,920 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES- LAMBZANKEL | $966,456 | $96,646 | $869,810 |
| LEGAL FEES- PBWT | $2,500 | $0 | $2,500 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE: MS #0769 | $2,529 | $1,935 | $1,935 |
| DIVIDEND RECEIVABLE: MS #0773 | $6 | $0 | $0 |
| DIVIDEND RECEIVABLE: SIG #6647 | $2,769 | $3,499 | $3,499 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKERS ADJUSTMENT - BASIS DISCREPANCY | Desc |
| Amt | $11,288 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONFERENCE EXPENSES | $34,601 | $0 | $34,601 |
| MISCELLANEOUS EXPENSES | $3,740 | $0 | $3,740 |
| TRAVEL EXPENSE | $17,599 | $0 | $17,599 |
| PAYROLL EXPENSES | $1,925 | $0 | $1,925 |
| ADVERTISING | $1,000 | $0 | $1,000 |
| WEBSITE & COMPUTER EXPENSE | $1,500 | $0 | $1,500 |
| STATE ANNUAL FILING & REG FEES | $480 | $0 | $480 |
| CHARITY DUE DILIGENCE - GS | $6,234 | $0 | $6,234 |
| POSTAGE & MAILING | $478 | $0 | $478 |
| FEDEX EXPENSES | $1,748 | $0 | $1,748 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES 0769 | $503,155 | $503,155 |
| INVESTMENT ADVISORY FEES 6647 | $28,126 | $28,126 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID: MS 0769 | $1,908 | $1,908 | $0 |
| PAYROLL TAXES | $2,397 | $0 | $2,397 |