LINDEMANN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LINDEMANN FOUNDATION INC (EIN 13-6140249)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-04
- IRS object ID
- 202330949349100628
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-04T16:24:26-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jeffrey D Haskell | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136140249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lindemann Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | blake lindsley | PersonNm |
| Person Title | vice president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | blake | PersonFirstNm |
| Person Last | lindsley | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,489,863 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $97 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,859 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,859 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $127,384 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,117,951 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $127,384 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $144,340 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,340 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $16,843 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,843 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,315 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $415 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,588 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $133 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,455 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,746 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,391 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,455 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,946 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,391 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,655 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,949 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,045 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,004 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,004 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $489,820 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $491,535 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,292,342 | CorporateStockBOYAmt |
| Corporate Stock EOY | $827,957 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $967,324 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,331,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,348,781 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,489,863 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,331,387 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,348,781 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,331,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,348,781 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,331,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,348,781 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,331,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,394 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,348,781 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,348,781 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,117,951 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,990,567 | CostOrOtherBasisAmt |
| Gain Or Loss | $127,384 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $127,384 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $127,384 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,765 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,765 | SubtotalAmt |
| Tax Based On Investment Income | $1,765 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $235 | OverpaymentAmt |
| Applied To ES Tax | $235 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 | NY | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Barbara Lindemann | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Blake Lindsley | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
| Bradford Schlei | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| 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 | $1,535,641 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,370 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,645,011 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,645,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,620,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,017 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,017 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,765 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,765 | TotalTaxAmt |
| Distributable Before Adj | $79,252 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $79,252 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $79,252 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,655 | 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 | $107,655 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $99,568 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $107,655 | QualifyingDistributionsAmt |
| Applied To Year1 | $99,568 | AppliedToYear1Amt |
| Applied To Current Year | $8,087 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $71,165 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BENNINGTON COLLEGE CORPORATION | |||||||
| RT 67A | BENNINGTON | VT | 05201 | N/A | PC | General & Unrestricted | $5,000 |
| CALIFORNIA PROFESSIONAL HORSEMENS ASSOCIATION FOUN | |||||||
| 10153 1/2 RIVERSIDE DR 391 | TOLUCA LAKE | CA | 91602 | N/A | PC | Charitable Event | $1,200 |
| CENTER FOR EARLY EDUCATION | |||||||
| 563 N ALFRED ST | W HOLLYWOOD | CA | 90048 | N/A | PC | Leading from the Center Capital Campaign | $5,000 |
| CENTER FOR EARLY EDUCATION | |||||||
| 563 N ALFRED ST | W HOLLYWOOD | CA | 90048 | N/A | PC | Annual Fund Drive | $6,000 |
| CENTER FOR ENVIRONMENTAL HEALTH | |||||||
| 2201 BROADWAY STE 302 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $500 |
| CENTER THEATRE GROUP OF LOS ANGELES | |||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 90012 | N/A | PC | General & Unrestricted | $1,000 |
| CREATIVE VISIONS FOUNDATION | |||||||
| 18820 PACIFIC COAST HWY STE 201 | MALIBU | CA | 90265 | N/A | PC | R.M. Schindlerm, Space Architect project | $3,500 |
| CREATIVE VISIONS FOUNDATION | |||||||
| 18820 PACIFIC COAST HWY STE 201 | MALIBU | CA | 90265 | N/A | PC | Schindler Documentary Project | $40,000 |
| EARTH ISLAND INSTITUTE INC | |||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 94704 | N/A | PC | General & Unrestricted | $500 |
| EARTH WAYS FOUNDATION INC | |||||||
| 20178 ROCKPORT WAY | MALIBU | CA | 90265 | N/A | PC | General & Unrestricted | $250 |
| ENCYCLOPEDIA OF SURFING INC | |||||||
| 2426 9TH AVE W | SEATTLE | WA | 98119 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF GARDNER | |||||||
| 7450 HAWTHORN AVE | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF LEVITT PAVILION - CITY OF ANGELS | |||||||
| 1910 W SUNSET BLVD STE 600 | LOS ANGELES | CA | 90026 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF THE EARTH | |||||||
| 1101 15TH ST NW 11TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $3,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 700 N FARING RD | LOS ANGELES | CA | 90077 | N/A | PC | Brink Memorial Fund | $5,000 |
| HAY DUDE CRITTER RESCUE | |||||||
| 711 FM 474 | BOERNE | TX | 78006 | N/A | PC | Kelani/Caitlin McCarthy Sponsorship fund | $500 |
| HUMAN RIGHTS ACTION CENTER | |||||||
| 451 1ST ST SE | WASHINGTON | DC | 20003 | N/A | PC | Untitled Ukraine Documentary | $5,000 |
| LOS ANGELES OPERA COMPANY | |||||||
| 135 N GRAND AVE | LOS ANGELES | CA | 90012 | N/A | PC | General & Unrestricted | $5,000 |
| SALT LAKE CITY FILM CENTER AND ARTISTS COLLABORATI | |||||||
| 50 W BROADWAY STE 1125 | SALT LAKE CITY | UT | 84101 | N/A | PC | He/She/They Project | $2,500 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 SOUTH RAYMOND AVE | PASADENA | CA | 91105 | N/A | PC | General & Unrestricted | $500 |
| SUSTAINABLE MARKETS FOUNDATION | |||||||
| 45 WEST 36TH ST 6TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | Palast Fund | $2,500 |
| THE RAPE FOUNDATION | |||||||
| 1223 WILSHIRE BLVD NO 410 | SANTA MONICA | CA | 90403 | N/A | PC | General & Unrestricted | $250 |
| Yale Law School Yale Law School Fund (obsolete) | |||||||
| PO BOX 208341 | New Haven | CT | 06519 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,200 | TotalGrantOrContriPdDurYrAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,859 | 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 | $127,384 | 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 | $144,340 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,340 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $35,144 | $43,916 |
| ALPHABET INC CL A | $31,860 | $35,292 |
| AMERICAN WATER WORKS COMPANY I | $39,926 | $45,726 |
| CHENIERE ENERGY INC | $48,262 | $44,988 |
| CROWDSTRIKE HOLDINGS, INC | $49,906 | $31,587 |
| DANAHER CORP | $53,171 | $53,084 |
| EMERSON ELECTRIC CO | $45,341 | $48,030 |
| GENUINE PARTS COMPANY | $45,660 | $52,053 |
| HILTON WORLDWIDE HOLDINGS, INC | $37,024 | $37,908 |
| ILLINOIS TOOL WORKS | $51,152 | $66,090 |
| INTUIT | $30,662 | $38,922 |
| JOHNSON & JOHNSON | $50,172 | $52,995 |
| LVMH MOET HENN UNSP | $60,007 | $72,435 |
| RESMED INC | $33,889 | $43,707 |
| SHERWIN-WILLIAMS CO | $35,840 | $47,466 |
| SNOWFLAKE INC | $51,641 | $43,062 |
| THERMO FISHER SCIENTIFIC INC | $32,196 | $55,069 |
| UNION PACIFIC | $34,169 | $47,626 |
| UNITEDHEALTH GROUP INC | $27,167 | $53,018 |
| WASTE CONNECTIONS | $34,768 | $54,350 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $489,820 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $491,535 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $12,205 | $12,205 | |
| Bank Charges | $133 | $133 | |
| State or Local Filing Fees | $250 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $16,843 | Amt |
| Net Investment Income | $16,843 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $1,900 | |
| Foreign Tax Paid | $415 | $415 |