LSG CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LSG CHARITABLE FOUNDATION (EIN 74-2900154)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349100833
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T08:42:58-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010825608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAIGLE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 742900154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LSG CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JDJ FAMILY OFFICE SERVICES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LSGC | BusinessNameControlTxt |
| Phone | 5123205574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 962049 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANFORD LEE GOTTESMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5123205574 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SANFORD | PersonFirstNm |
| Person Last | LEE GOTTESMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY J DAIGLE | PreparerPersonNm |
| PTIN | P00435918 | PTIN |
| Phone | 6176193350 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $10,302,480 | 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 | $56,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $160,798 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,798 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,425,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,618,604 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,425,503 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $178,372 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $178,372 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,820,673 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,764,673 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,513 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,513 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $18,319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,319 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,076 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,076 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,513 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $468,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $468,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $506,770 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $472,863 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,313,903 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,746,765 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $406,639 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,543,238 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,543,238 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,992,812 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,885,827 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,773,813 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,696,772 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,981,060 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,985,428 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,096,223 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,410,126 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,302,480 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,019,912 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,019,912 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $76,311 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,390,214 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,096,223 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,410,126 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,096,223 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,410,126 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,096,223 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,313,903 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,410,126 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,410,126 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FROM K-1 - PROSIGHT FUND LP | P | $27,651 | $27,651 | $27,651 | |
| FROM K-1 - PROSIGHT FUND LP | P | $19,502 | $19,502 | $19,502 | |
| FROM K-1 - RIVERSIDE RESOURCES HOLDINGS II LP | P | $2,361 | $2,361 | $2,361 | |
| DISPOSITION OF NEPRIS INC | P | $930,968 | $737,867 | $737,867 | $193,101 |
| FROM 1099 - USCA | P | $603,738 | $603,738 | $603,738 | |
| DISPOSITION OF ENERGY TRANSFER | P | $34,384 | $34,384 | $34,384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,425,503 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,280 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,280 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,280 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,712 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $48,712 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,432 | OverpaymentAmt |
| Applied To ES Tax | $24,432 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JDJ FAMILY OFFICE SERVICES | IndividualWithBooksNm |
| Phone | 6177652100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 962049 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| SANFORD LEE GOTTESMAN | ||||||||
| PO BOX 962049 | BOSTON | MA | 02196 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LISA T GOTTESAMAN | ||||||||
| PO BOX 962049 | BOSTON | MA | 02196 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,648,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $450,467 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,098,626 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,098,626 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,479 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,962,147 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $448,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $448,107 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,280 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $280 | IncomeTaxAmt |
| Total Tax | $24,560 | TotalTaxAmt |
| Distributable Before Adj | $423,547 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $423,547 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $423,547 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $472,863 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $472,863 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $423,547 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,402 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $167,217 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $321,753 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,402 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $536,774 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $472,863 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $423,547 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,316 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $586,090 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $586,090 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,402 | ExcessFromYear4Amt |
| Excess From Year3 | $167,217 | ExcessFromYear3Amt |
| Excess From Year2 | $321,753 | ExcessFromYear2Amt |
| Excess From Year1 | $46,402 | ExcessFromYear1Amt |
| Excess From Current Year | $49,316 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SANFORD LEE GOTTESMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 2033 HIGHER EDUCATION DEVELOPMENT FUND | |||||||
| 255 S KING STREET SUITE 800 | SEATTLE | WA | 98104 | NONE | PUBLIC | CHARITABLE | $50,000 |
| AUSTIN COMMUNITY FOUNDATION | |||||||
| 4315 GUADALUPE ST 300 | AUSTIN | TX | 78751 | NONE | PUBLIC | CHARITABLE | $145,000 |
| THE AUSTIN ED FUND | |||||||
| 4000 S 1-35 FRONTAGE RD | AUSTIN | TX | 78704 | NONE | PUBLIC | CHARITABLE | $10,000 |
| BREAKTHROUGH CENTAL TEXAS | |||||||
| 1050 E 11TH STREET | AUSTIN | TX | 78702 | NONE | PUBLIC | CHARITABLE | $5,000 |
| DELL CHILDREN'S FOUNDATION | |||||||
| 4900 MUELLER BLVD | AUSTIN | TX | 78723 | NONE | PUBLIC | CHARITABLE | $25,000 |
| IDEA PUBLIC SCHOOLS | |||||||
| 2115 W PIKE BLVD | WESLACO | TX | 78596 | NONE | PUBLIC | CHARITABLE | $250 |
| WATERLOO CONSERVANCY | |||||||
| 14 MAINE ST 401 | BRUNSWICK | ME | 04011 | NONE | PUBLIC | CHARITABLE | $17,600 |
| LBJ FOUNDATION | |||||||
| 2313 RED RIVER ST | AUSTIN | TX | 78705 | NONE | PUBLIC | CHARITABLE | $5,000 |
| SHALOM AUSTIN - GENERATIONS DONOR COMMUNITY | |||||||
| 7300 HART LANE | AUSTIN | TX | 78731 | NONE | PUBLIC | CHARITABLE | $40,000 |
| UNIVERSITY OF TEXAS - DELL ENDOWMENT | |||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | PUBLIC | CHARITABLE | $100,000 |
| UNIVERSITY OF TEXAS - DARREN WALKERS SCHOLARS PROGRAM | |||||||
| 110 INNER CAMPUS DRIVE | AUSTIN | TX | 78705 | NONE | PUBLIC | CHARITABLE | $4,500 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | PUBLIC | CHARITABLE | $66,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $468,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,798 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $178,372 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,425,503 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,764,673 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,764,673 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | N/A |
| 7 | N/A |
| 8 | N/A |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANFORD L GOTTESMAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 962049 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $56,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,025 | Amt |
| Net Investment Income | $4,513 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,513 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $2,790,945 | $3,491,551 |
| ETFS | $494,064 | $1,462,703 |
| EQUITIES | $600,818 | $1,819,559 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP INVESTMENTS | AT COST | $1,737,060 | $1,741,428 |
| PROMISSORY NOTE - DESIGN RUN GROUP | AT COST | $95,000 | $95,000 |
| PROMISSORY NOTE - DESIGN RUN.ORG | AT COST | $49,000 | $49,000 |
| GOOD TYPE INC | AT COST | $100,000 | $100,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | USCA - DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROM K-1 - ENERGY TRANSFER LP | $90 | $90 | $0 |
| FROM K-1 - MRR 506 WEST MANIFOLD FEEDER, LP | $721 | $721 | $0 |
| FROM K-1 - RIVERSIDE 500 WEST, LP | $11 | $11 | $0 |
| FROM K-1 - RIVERSIDE INCOME FUND I, LP | $107 | $107 | $0 |
| FROM K-1 - RIVERSIDE RESOURCES HOLDINGS II, LP | $269 | $269 | $0 |
| FROM K-1 - RIVERSIDE RESOURCES HOLDINGS III, LP | $936 | $936 | $0 |
| FROM K-1 - PROSIGHT FUND LP | $8,234 | $8,234 | $0 |
| BANK FEES | $350 | $350 | $0 |
| OFFICE EXPENSES | $358 | $358 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - ENERGY TRANSFER LP | $2,244 | $2,244 | $2,244 |
| FROM K-1 - MEDICAL LENDING LLC | $2,410 | $2,410 | $2,410 |
| FROM K-1 - MMRR 506 WEST MANIFOLD FEEDER | $11,604 | $11,604 | $11,604 |
| FROM K-1 - RIVERSIDE 500 WEST, LP | $169 | $169 | $169 |
| FROM K-1 - RIVERSIDE RESOURCES HOLDINGS II LP | -$181 | -$181 | -$181 |
| FROM K-1 - RIVERSIDE INCOME FUND I, LP | $1,124 | $1,124 | $1,124 |
| FROM K-1 - RR CLARKS VILLAGE LP | -$1 | -$1 | -$1 |
| FROM K-1 SPECIFIED PROPERTIES LXXVI LP | $161,003 | $161,003 | $161,003 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $16,000 | $0 | $0 |
| FOREIGN TAXES | $2,319 | $2,319 | $0 |