LIEBER FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LIEBER FAMILY FOUNDATION INC (EIN 20-3973319)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349101000
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T01:46:54-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUESTONE FINANCIAL GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 412 WEST BROADWAY | AddressLine1Txt |
| City | CEDARHURST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203973319 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIEBER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BLUESTONE | InCareOfNm |
| Business Name Control | LIEB | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BLUESTONE PO BOX 335 | AddressLine1Txt |
| City | CEDARHURST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11516 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON LIEBER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5162958886 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JASON | PersonFirstNm |
| Person Last | LIEBER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANNY TAUBENFELD | PreparerPersonNm |
| PTIN | P00740229 | PTIN |
| Phone | 5162958886 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,251,257 | 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 | $3,235,477 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $339 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $339 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $416,626 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,243,646 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $416,626 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,652,442 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $416,965 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,050 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,875 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,368 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $673 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $673 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,720,583 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,720,583 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,729,876 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $673 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,720,583 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $922,566 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $416,292 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $180,644 | CashBOYAmt |
| Cash EOY | $153,990 | CashEOYAmt |
| Cash EOYFMV | $153,990 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $95,851 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $95,851 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $526,711 | CorporateStockBOYAmt |
| Corporate Stock EOY | $743,833 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,001,416 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $727,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $993,674 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,251,257 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $727,211 | RetainedEarningBOYAmt |
| Retained Earning EOY | $993,674 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $727,211 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $993,674 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $727,211 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $993,674 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $727,211 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $922,566 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,649,777 | SubtotalAmt |
| Other Decreases | $656,103 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $993,674 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| GLENDALE SECURITIES | 2020-05-28 | 2021-11-15 | $83,491 | $24,808 | $58,683 | $58,683 |
| MORGAN STANELY | 2020-03-12 | 2021-05-13 | $541,515 | $275,506 | $266,009 | $266,009 |
| MYDA | 2021-01-01 | 2021-12-31 | $289,998 | $239,926 | $50,072 | $50,072 |
| MYDA SPAC | 2021-01-01 | 2021-12-31 | $154,789 | $150,000 | $4,789 | $4,789 |
| YELLOWDOG | 2021-01-01 | 2021-12-31 | $173,853 | $136,780 | $37,073 | $37,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $416,626 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,786 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,786 | SubtotalAmt |
| Tax Based On Investment Income | $5,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $136 | EsPenaltyAmt |
| Overpayment | $4,078 | OverpaymentAmt |
| Applied To ES Tax | $4,078 | 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 | false | 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 | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUESTONE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5162958886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 412 WEST BROADWAY | AddressLine1Txt |
| City | CEDARHURST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11516 | ZIPCd |
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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JASON LIEBER | ||||||||
| 28 AUERBACH LANE | LAWRENCE | NY | 11559 | PRES | 0 | $0 | $0 | $0 |
| MIRIAM LIEBER | ||||||||
| 28 AUERBACH LANE | LAWRENCE | NY | 11559 | VP | 0 | $0 | $0 | $0 |
| MICHAEL LIEBER | ||||||||
| 28 AUERBACH LANE | LAWRENCE | NY | 11559 | SECR | 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 | $764,064 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $225,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $989,235 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $989,235 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $974,396 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,786 | TotalTaxAmt |
| Distributable Before Adj | $42,934 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $42,934 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $42,934 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,720,583 | 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 | $2,720,583 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,934 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $391,156 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $711,982 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $729,192 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $589,990 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $408,973 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,831,293 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,720,583 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $42,934 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,677,649 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,508,942 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $391,156 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,117,786 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $711,982 | ExcessFromYear4Amt |
| Excess From Year3 | $729,192 | ExcessFromYear3Amt |
| Excess From Year2 | $589,990 | ExcessFromYear2Amt |
| Excess From Year1 | $408,973 | ExcessFromYear1Amt |
| Excess From Current Year | $2,677,649 | 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 ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED STATEMENT | AddressLine1Txt |
| City | CEDARHRUST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | TAX EXEMPT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UNRESTRICTED | GrantOrContributionPurposeTxt |
| Amt | $2,720,583 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,720,583 | 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 | $339 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| 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 | $416,626 | 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 | $416,965 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $416,965 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE TAXPAYER KEEPS ITS AVAILABLE FUNDS IN AN INTEREST BEARING ACCOUNT UNTIL IT MAKES DONATIONS TO OTHER TAX EXEMPT ORGANIZATIONS. |
| 8 | THE TAXPAYER KEEPS ITS AVAILABLE FUNDS IN A BROKERAGE ACCOUNT AND HEDGE FUNDS GENERATING CAPITAL GAINS UNTIL IT MAKES DONATIONS TO OTHER TAX EXEMPT ORGANIZATIONS |
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 (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JASON LIEBER | |||||||
| 1 | 28 AUERBACH LANE | LAWRENCE | NY | 11559 | $300,000 | Yes (X) | |
| JASON LIEBER | |||||||
| 2 | 28 AUERBACH LANE | LAWRENCE | NY | 11559 | $100,000 | Yes (X) | |
| JASON LIEBER | |||||||
| 3 | 28 AUERBACH LANE | LAWRENCE | NY | 11559 | $50,000 | Yes (X) | |
| JASON LIEBER | |||||||
| 4 | 28 AUERBACH LANE | LAWRENCE | NY | 11559 | $250,000 | Yes (X) | |
| JASON LIEBER | |||||||
| 5 | 28 AUERBACH LANE | LAWRENCE | NY | 11559 | $250,000 | Yes (X) | |
| JASON LIEBER | |||||||
| 6 | 28 AUERBACH LANE | LAWRENCE | NY | 11559 | $800,000 | Yes (X) | |
| JASON LIEBER | |||||||
| 7 | 28 AUERBACH LANE | LAWRENCE | NY | 11559 | $400,000 | Yes (X) | |
| JASON LIEBER | |||||||
| 8 | 28 AUERBACH LANE | LAWRENCE | NY | 11559 | $541,610 | Yes (X) | Yes (X) |
| JASON LIEBER | |||||||
| 9 | 28 AUERBACH LANE | LAWRENCE | NY | 11559 | $540,000 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 9 | 75,000 SHARES OF TRSSF (TERRASCEND CORP) at $7.20 PER SHARE | $540,000 | 2021-10-05 |
| 8 | 200 SHS GOOGLE AT 2,229.04 PER SHARE 300 SHS QQQ AT 414.34 PER SHARE GOOGLE FMV = $445,8080 qqq fnv | $541,610 | 2021-05-13 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MYDA CAPITAL | $289,998 | $289,998 |
| YELLOW DOG | $173,854 | $173,854 |
| MYDA SPAC | $154,789 | $154,789 |
| GLENNDALE | $125,192 | $382,775 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,050 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON STOCK DONATION | $266,103 |
| UNREALIZED GAIN ON STOCK DONATION | $390,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $1,268 | $673 |
| FILING FEES | $100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $6,875 | Amt |