LYTTON-KAMBARA FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LYTTON-KAMBARA FOUNDATION (EIN 81-4172003)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-09
- IRS object ID
- 202032539349101003
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-09T12:09:30-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814172003 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lytton-Kambara Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LYTT | 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 | LAURENCE LYTTON | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520202535000017 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-09-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 477C46ACF28576814DDF279F7270F1EC72C6F4AB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DB6AAF55BA442980713F4B273307BE69E8F2F751 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,534,844 | 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 | $5,520,943 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,358 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,345 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,510 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$330,199 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,725,716 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,629,186 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,199,621 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,638,041 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Interest Rev And Expnss | $1,474 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,470 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $106,693 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $37,042 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $37,042 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $145,209 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,470 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,042 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $278,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,470 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $170,292 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,921,162 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,636,571 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$239,681 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,201 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,201 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,611,168 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,236,448 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,478,643 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,371,487 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,292,649 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,534,844 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,371,487 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,292,649 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,371,487 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,292,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,371,487 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,292,649 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,371,487 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,921,162 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,292,649 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,292,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $11,725,716 | $8,087,257 | $3,638,459 | $3,638,459 |
| ALLOCATED TO UBTI-ACQ INDEBTEDNESS | -$9,273 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,629,186 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $38,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,080,268 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.00749 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,841 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,176,609 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.013463 | DistributionYr2Rt |
| Net Vl Noncharitable Assets Yr3 | $221,056 | NetVlNoncharitableAssetsYr3Amt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.020953 | TotalDistributionRt |
| Average Distribution | 0.006984 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,390,139 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $58,597 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $36,366 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $94,963 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $170,292 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $36,366 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $36,366 | SubtotalAmt |
| Tax Based On Investment Income | $36,366 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $8,566 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $36,366 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | 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 |
|---|---|---|---|---|---|---|---|---|
| Janice Kambara | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Katherine Lytton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Laurence Lytton | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Sec, Treas | 2.0 | $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 | $8,231,553 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $309,310 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,540,863 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $22,955 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,517,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,769 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,390,139 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $419,507 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $419,507 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,366 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,566 | IncomeTaxAmt |
| Total Tax | $37,932 | TotalTaxAmt |
| Distributable Before Adj | $381,575 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $381,575 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $381,575 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $170,292 | 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 | $170,292 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $36,366 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $133,926 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $381,575 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $167,507 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $170,292 | QualifyingDistributionsAmt |
| Applied To Year1 | $167,507 | AppliedToYear1Amt |
| Applied To Current Year | $2,785 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $378,790 | 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 | Janice Kambara | ContributingManagerNm |
| Contributing Manager | Laurence Lytton | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOWDOIN COLLEGE | |||||||
| 3530 COLLEGE STA | BRUNSWICK | ME | 04011 | N/A | PC | General & Unrestricted | $2,500 |
| BRYN MAWR COLLEGE | |||||||
| 101 N MERION AVE | BRYN MAWR | PA | 19010 | N/A | PC | General & Unrestricted | $500 |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 14 E 60TH ST 8TH FL | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $200 |
| ETHICAL CULTURE FIELDSTON SCHOOL | |||||||
| 33 CENTRAL PARK W | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $12,500 |
| FRIENDS OF THE GARDINER LIBRARY INC | |||||||
| PO BOX 223 | GARDINER | NY | 12525 | N/A | PC | General & Unrestricted | $100 |
| HUDSON VALLEY RAIL TRAIL ASSOCIATION INC | |||||||
| TOWN HALL - 12 CHURCH ST | HIGHLAND | NY | 12528 | N/A | PC | General & Unrestricted | $200 |
| KHAN ACADEMY INC | |||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | N/A | PC | General & Unrestricted | $500 |
| MOHONK PRESERVE INC | |||||||
| PO BOX 715 | NEW PALTZ | NY | 12561 | N/A | PC | General & Unrestricted | $2,500 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $10,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $500 |
| NEW YORK-NEW JERSEY TRAIL CONFERENCE INC | |||||||
| 600 RAMAPO VALLEY RD | MAHWAH | NJ | 07430 | N/A | PC | General & Unrestricted | $500 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE 2ND FL | NEW HYDE PARK | NY | 11042 | N/A | PC | benefit of Whelan Research Laboratory | $1,000 |
| OPEN SPACE INSTITUTE INC | |||||||
| 1350 BROADWAY RM 201 | NEW YORK | NY | 10018 | N/A | PC | funding of conservation and preservation projects in and around the Shawangunks | $100,000 |
| PARKS & TRAILS NEW YORK INC | |||||||
| 33 ELK ST | ALBANY | NY | 12207 | N/A | PC | General & Unrestricted | $200 |
| RIVERKEEPER INC | |||||||
| 20 SECOR RD | OSSINING | NY | 10562 | N/A | PC | General & Unrestricted | $300 |
| THE FRIENDS OF THE GLOVERSVILLE PUBLIC LIBRARY INC | |||||||
| 58 E FULTON ST | GLOVERSVILLE | NY | 12078 | N/A | PC | General & Unrestricted | $100 |
| TREVOR DAY SCHOOL | |||||||
| 312 E 95TH ST | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $200 |
| TRUST FOR PUBLIC LAND | |||||||
| 666 BROADWAY 9TH FL | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $500 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 91 CLAREMONT AVE 7TH FL | NEW YORK | NY | 10027 | N/A | PC | Program on Peace-building and Rights | $250 |
| WEST SIDE MONTESSORI SCHOOL | |||||||
| 309 W 92ND ST | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $200 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,250 | 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) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $13 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,345 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $9 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,510 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,273 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$339,472 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,295 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$330,617 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$321,322 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Lytton Laurence | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 467 Central Park West 17-A | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,520,943 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (14 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | APTOSE BIOSCIENCE APTO, 50000 sh. | $100,750 | 2019-01-29 |
| 1 | AXSOME THERAPEUTICS AXSM, 29000 sh. | $230,405 | 2019-01-29 |
| 1 | APTOSE BIOSCIENCE APTO, 100000 sh. | $195,500 | 2019-02-07 |
| 1 | APTOSE BIOSCIENCE APTO, 125000 sh. | $245,000 | 2019-02-25 |
| 1 | Reata Pharmaceuticals, Inc RETA, 5000 sh. | $457,150 | 2019-03-08 |
| 1 | Reata Pharmaceuticals, Inc RETA, 5000 sh. | $474,700 | 2019-03-13 |
| 1 | Reata Pharmaceuticals, Inc RETA, 10000 sh. | $857,900 | 2019-05-08 |
| 1 | AXSOME THERAPEUTICS AXSM, 40000 sh. | $674,600 | 2019-10-02 |
| 1 | AXSOME THERAPEUTICS AXSM, 15000 sh. | $381,375 | 2019-11-11 |
| 1 | AXSOME THERAPEUTICS AXSM, 8500 sh. | $268,558 | 2019-11-20 |
| 1 | AXSOME THERAPEUTICS AXSM, 15000 sh. | $499,275 | 2019-11-21 |
| 1 | AXSOME THERAPEUTICS AXSM, 10000 sh. | $396,600 | 2019-12-02 |
| 1 | AXSOME THERAPEUTICS AXSM, 8500 sh. | $402,730 | 2019-12-10 |
| 1 | APTOSE BIOSCIENCE APTO, 80000 sh. | $336,400 | 2019-12-13 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A.C. MOORE ARTS & CRAFTS, INC | $86,558 | $114,390 |
| ACTINIUM PHARMACEUTICALS INC | $34,223 | $35,465 |
| AKEBIA THERAPEUTICS, INC | $861,773 | $970,499 |
| AKOUSTIS TECHNOLOGIES INC | $927,791 | $1,180,312 |
| ALBIREO PHARMA INC | $65,316 | $57,907 |
| ALDEYRA THERAPEUTICS INC | $148,271 | $156,870 |
| ALIMERA SCIENCES INC | $235,588 | $222,033 |
| ALLENA PHARMACEUTICALS INC | $302,104 | $253,344 |
| ALPINE IMMUNE SCIENCES | $410,739 | $372,795 |
| APOLLO ENDOSURGERY | $232,276 | $163,023 |
| APTOSE BIOSCIENCE | $638,113 | $847,784 |
| ARDELYX INC | $255,556 | $473,130 |
| AXCELIS TECHNOLOGIES INC | $117,911 | $144,600 |
| BELLUS HEALTH ORD SHS | $119,707 | $130,872 |
| CAPRICOR THERAPEUTICS | $53,788 | $60,246 |
| CATALYST BIOSCIENCES INC | $503,083 | $531,180 |
| CHEMBIO DIAGNOSTICS INC | $467,791 | $375,037 |
| CIDARA THERAPEUTICS INC | $40,386 | $99,840 |
| COHU INC | $407,718 | $616,950 |
| CORVIS CORPORATION | $142,915 | $26,650 |
| CTI BIOPHARMA CORPORATION | $3,066 | $4,740 |
| EMCORE CORPORATION | $337,070 | $223,966 |
| EXICURE ORD SHS | $68,103 | $65,374 |
| FLEXSHOPPER INC | $21,628 | $33,902 |
| HTG MOLECULAR DIAGNOSTICS INC | $297,372 | $100,141 |
| LIQTECH INTERNATIONAL INC | $71,914 | $81,900 |
| MANKIND CORP. | $53,706 | $55,470 |
| MOLECULAR TEMPLATES INC | $174,882 | $446,351 |
| NEOS THERAPEUTICS INC | $411,663 | $471,621 |
| OHR PHARMACEUTICAL | $223,581 | $212,580 |
| OTONOMY INC | $216,573 | $334,658 |
| PACIFIC ETHANOL INC | $479,985 | $241,475 |
| PARATEK PHARMACEUTICALS INC | $536,716 | $529,252 |
| PLUG POWER INC | $2,930 | $3,160 |
| POLARITYTE INC | $30,625 | $7,800 |
| PROTAGONIST THERAPEUTICS | $512,786 | $451,200 |
| QUICKLOGIC | $42,649 | $75,348 |
| RA MEDICAL SYSTEMS INC | $188,374 | $33,900 |
| SCYNEXIS INC | $54,031 | $55,453 |
| STEMLINE THERAPEUTICS | $82,317 | $93,204 |
| STREAMLINE HEALTH SOLUTIONS IN | $115,507 | $117,342 |
| STRONGBRIDGE BIOPHARMA PLC | $811,392 | $513,095 |
| SURFACE ONCOLOGY INC | $499,823 | $276,360 |
| TRACON PHARMACEUTICALS | $50,173 | $9,126 |
| UROGEN PHARMA LTD | $596,744 | $835,618 |
| VERTTEX ENERGY, INC | $301,231 | $372,680 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $37,017 | $37,017 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $27,800 |
| 990-PF Extension for 2018 | $56,293 |
| 990-T EXTENSION FOR 2018 | $22,600 |