GOULD FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GOULD FAMILY FOUNDATION (EIN 02-0595263)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202303179349102810
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T15:15:24-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112773025 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNSTEIN & BERNSTEIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 POST ROAD EAST | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | 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 | 020595263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOULD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOUL | BusinessNameControlTxt |
| Phone | 8608681462 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/OBERNSTEIN 129 POST RD EAST | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWIN S MATTHEWS JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8608681462 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWIN | PersonFirstNm |
| Person Last | MATTHEWS JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT BERNSTEIN CPA | PreparerPersonNm |
| PTIN | P01010230 | PTIN |
| Phone | 9146549500 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
| 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 | $1,975,604 | 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 | $108,365 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,365 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $190,936 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,121,886 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $190,936 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,587 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,587 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $302,888 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $302,888 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $49,782 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,245 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,537 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $56,689 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $56,689 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,410 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $34,410 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $86,763 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,212 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,551 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67,132 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $294,776 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,457 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $155,187 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,448,071 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,448,071 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,742,847 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,457 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,603,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,439,959 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $230,431 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,762,651 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $638,033 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $638,033 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $193,146 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $202,749 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $202,749 | RcvblFromOfficersEOYFMVAmt |
| US Government Obligations BOY | $592,887 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $41,011 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $40,344 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,660,416 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $5,176,827 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,129,692 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,094,478 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $22,385,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,011,485 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,975,604 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $22,385,927 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,022,684 | CapitalStockEOYAmt |
| Retained Earning EOY | -$11,199 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,385,927 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,011,485 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,385,927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,011,485 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,385,927 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,439,959 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,065,517 | OtherIncreasesAmt |
| Subtotal | $2,011,485 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,011,485 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| DEUTSCHE BANK BROKERAGE | P | $182,779 | $214,646 | -$31,867 | -$31,867 |
| DEUTSCHE BANK BROKERAGE | P | $1,939,107 | $1,716,304 | $222,803 | $222,803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $190,936 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,203 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,203 | SubtotalAmt |
| Tax Based On Investment Income | $3,203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,524 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,524 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $7,321 | OverpaymentAmt |
| Applied To ES Tax | $7,321 | 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 | 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 |
| Website Address | NA | WebsiteAddressTxt |
| Individual With Books | EDWIN S MATTHEWS JR | IndividualWithBooksNm |
| Phone | 8608681462 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BERNSTEIN 129 POST RD EAST | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | 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 | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (true) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (true) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (true) | 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 | Yes (true) | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| EDWIN S MATTHEWS JR | ||||||||
| C/O BERNSTEIN 129 POST RD EAST | WESTPORT | CT | 06880 | TRUSTEE | 20.00 | $24,891 | $0 | $0 |
| ANTHONY GOULD | ||||||||
| P O BOX 1154 | WASHINGTON | CT | 067930154 | TRUSTEE | 20.00 | $24,891 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INVESTMENT MANAGEMENT SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 FIFTH AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVEST. MGT | ServiceTypeTxt |
| Compensation | $79,125 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,153,160 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,072,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,225,751 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,225,751 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,386 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,072,365 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $503,618 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $503,618 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,203 | TotalTaxAmt |
| Distributable Before Adj | $500,415 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $500,415 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $500,415 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,603,258 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $34,603,258 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $500,415 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $580,979 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $555,779 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $133,435 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $110,173 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,380,366 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,603,258 | QualifyingDistributionsAmt |
| Applied To Current Year | $500,415 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,102,843 | RemainingDistriFromCorpusAmt |
| Total Corpus | $35,483,209 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $580,979 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,902,230 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $555,779 | ExcessFromYear4Amt |
| Excess From Year3 | $133,435 | ExcessFromYear3Amt |
| Excess From Year2 | $110,173 | ExcessFromYear2Amt |
| Excess From Current Year | $34,102,843 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE GOULD FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 493 | AddressLine1Txt |
| City | WASHINGTON DEPOT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06794 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8608681462 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NEW YORK COMMUNITY TRUST | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 909 3RD AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHAR | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | COMMUNITY CHARITABLE TRUST | GrantOrContributionPurposeTxt |
| Amt | $34,448,071 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,448,071 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,365 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $190,936 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,587 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $302,888 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $302,888 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BERNSTEIN & BERNSTEIN | CategoryTxt |
| Amt | $34,410 | Amt |
| Disbursements Charitable Prps | $34,410 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $1,129,692 | EOYBookValueAmt |
| EOYFMV | $1,094,478 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $41,011 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $40,344 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $56,689 | LegalFeesAmt |
| Disbursements Charitable Prps | $56,689 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $3,587 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,587 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MTM UNREALIZED GAIN ON DIST ASSETS | Desc |
| Amt | $14,065,517 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DEUTSCHE BANK FEES | $7,638 | $7,638 | |
| LEGG MASON INVESTMENT MGMT | $79,125 | $7,913 | $71,212 |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | ADVANCES TO ANTHONY GOULD | BorrowerPersonNm |
| Borrower Title | TRUSTEE | BorrowerTitleTxt |
| Loan Original | $23,854 | LoanOriginalAmt |
| Balance Due | $202,749 | BalanceDueAmt |
| Note | 2019-01 | NoteDt |
| Repayment Terms | PAYMT CONSTANTLY DEMANDED | RepaymentTermsTxt |
| Interest | 0.0300 | InterestRt |
| Loan Purpose | FOUNDATION DIDN'T AUTHORIZE ADVANCE | LoanPurposeTxt |
| Consideration FMV | $202,749 | ConsiderationFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES | |
| FORM 4720 | $21,132 |
| FORM 990PF | $46,000 |