LYTTON-KAMBARA FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LYTTON-KAMBARA FOUNDATION (EIN 81-4172003)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349106127
- Schema version
- 2018v3.1
- 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 | 2019-11-15T21:29:34-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-13 | 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 | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520193195000140 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F918FA13D55F880E614DC26F361234281A536502 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,362,927 | 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 | $1,604,455 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,985 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,634 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,773 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,716 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,329,098 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,358,056 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,265,628 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,946,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,277,978 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Interest Rev And Expnss | $6,600 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6,388 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,963 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22,368 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,330 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,931 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,469 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,330 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,720 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,651 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,469 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,889,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,271,509 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$1,182,176 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | -$239,681 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | -$239,681 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,664,003 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,611,168 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,602,608 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,481,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,371,487 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,362,927 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,481,827 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,371,487 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,481,827 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,371,487 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,481,827 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,371,487 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,481,827 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,889,660 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,371,487 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,371,487 | 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 | $9,358,056 | $5,984,306 | $3,373,750 | $3,373,750 |
| ALLOCATED TO UBTI-ACQ INDEBTEDNESS | -$108,122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,265,628 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,841 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,176,609 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.013463 | DistributionYr1Rt |
| Net Vl Noncharitable Assets Yr2 | $221,056 | NetVlNoncharitableAssetsYr2Amt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| 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 | 0.013463 | TotalDistributionRt |
| Average Distribution | 0.006732 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,080,268 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,200 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $32,715 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $66,915 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,050 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,430 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $65,430 | SubtotalAmt |
| Tax Based On Investment Income | $65,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,137 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $56,293 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $65,430 | 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 | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,517,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $783,843 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,301,572 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $143,940 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,157,632 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,080,268 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $254,013 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $254,013 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,430 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $20,275 | IncomeTaxAmt |
| Total Tax | $85,705 | TotalTaxAmt |
| Distributable Before Adj | $168,308 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $168,308 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $168,308 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,050 | 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 | $38,050 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $38,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $168,308 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $37,249 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $38,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $37,249 | AppliedToYear1Amt |
| Applied To Current Year | $801 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $167,507 | 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 (7 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 | $500 |
| HUDSON VALLEY RAIL TRAIL ASSOCIATION INC | |||||||
| TOWN HALL - 12 CHURCH ST | HIGHLAND | NY | 12528 | N/A | PC | General & Unrestricted | $220 |
| MOUNT SINAI HOSPITAL | |||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | to support the reseach efforts led by Dr. Whelan | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $2,000 |
| OPEN SPACE INSTITUTE INC | |||||||
| 1350 BROADWAY RM 201 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $7,000 |
| TREVOR DAY SCHOOL | |||||||
| 312 E 95TH ST | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $3,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 666 BROADWAY 9TH FL | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,720 | 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 | $351 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,634 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $57 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,716 | 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 | $108,122 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,220,976 | 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 | $108,530 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,233,326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,341,856 | 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 | $1,604,455 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | APTOSE BIOSCIENCE APTO, 50000 sh. | $161,000 | 2018-01-26 |
| 1 | APTOSE BIOSCIENCE APTO, 30000 sh. | $95,550 | 2018-01-29 |
| 1 | APTOSE BIOSCIENCE APTO, 30000 sh. | $89,700 | 2018-01-30 |
| 1 | SM ENERGY COMPANY SM, 25000 sh. | $730,125 | 2018-09-10 |
| 1 | SM ENERGY COMPANY SM, 8000 sh. | $252,760 | 2018-09-14 |
| 1 | SM ENERGY COMPANY SM, 8000 sh. | $265,320 | 2018-10-04 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A.C. MOORE ARTS & CRAFTS, INC | $325,834 | $316,423 |
| AKEBIA THERAPEUTICS, INC | $1,151,990 | $849,092 |
| ALBIREO PHARMA INC | $20,436 | $21,537 |
| ALIMERA SCIENCES INC | $147,310 | $118,398 |
| ALLENA PHARMACEUTICALS INC | $136,046 | $76,807 |
| ALPINE IMMUNE SCIENCES | $261,846 | $170,410 |
| APOLLO ENDOSURGERY | $173,838 | $125,425 |
| APTEVO THERAPEURTICS, INC | $328,730 | $100,324 |
| APTOSE BIOSCIENCE | $132,344 | $89,770 |
| AQUINOX PHARMACEUTICALS INC | $172,528 | $147,889 |
| AXCELIS TECHNOLOGIES INC | $202,754 | $183,340 |
| AXSOME THERAPEUTICS | $23,398 | $13,987 |
| AZURRX BIOPHARMA | $116,809 | $77,819 |
| CATABASIS PHARMACEUTICALS INC | $3,425 | $2,185 |
| CHEMBIO DIAGNOSTICS INC | $377,231 | $340,421 |
| COHU INC | $90,590 | $76,943 |
| CORVIS CORPORATION | $70,923 | $45,318 |
| EMCORE CORPORATION | $239,569 | $189,727 |
| EYENOVIA INC | $804 | $570 |
| FLEXSHOPPER INC | $3,832 | $3,442 |
| FOAMIX PHARMACEUTICALS LTD | $25,357 | $21,899 |
| KURA ONCOLOGY INC | $559,759 | $477,248 |
| LIFE TECHNOLOGIES CORP | $6,798 | $5,000 |
| LIPOCINE INC NEW COM | $61,366 | $39,000 |
| LIQTECH INTERNATIONAL INC | $39,016 | $40,415 |
| MOLECULAR TEMPLATES INC | $57,852 | $52,520 |
| MOTUS GI HOLDINGS ORD SHS | $94,822 | $108,629 |
| NEOS THERAPEUTICS INC | $167,665 | $130,368 |
| OPHTHOTECH CORP | $6,103 | $6,000 |
| OTONOMY INC | $9,941 | $8,099 |
| PACIFIC ETHANOL INC | $330,324 | $194,445 |
| POLARITYTE INC | $11,979 | $12,546 |
| RA MEDICAL SYSTEMS INC | $61,217 | $63,600 |
| RECRO PHARMA INC | $62,310 | $58,220 |
| RESONANT INC | $162,174 | $60,786 |
| ROCKET PHARMACEUTICALS INC | $61,549 | $65,356 |
| ROSETTA RESOURCES INC. | $357,713 | $130,678 |
| SCYNEXIS INC | $54,031 | $29,250 |
| SEQUANS COMMUNICATIONS SA | $195,144 | $145,374 |
| SIERRA ONCOLOGY | $118,263 | $87,263 |
| SOLENO THERAPEUTICS INC | $37,089 | $30,267 |
| STEMLINE THERAPEUTICS | $8,749 | $9,500 |
| STRONGBRIDGE BIOPHARMA PLC | $649,451 | $616,174 |
| SURFACE ONCOLOGY INC | $718 | $424 |
| TRACON PHARMACEUTICALS | $222,724 | $59,963 |
| VERTTEX ENERGY, INC | $186,893 | $155,867 |
| WESTPORT INNOVATIONS INC | $81,924 | $43,890 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $22,305 | $22,305 | |
| Bank Charges | $38 | $37 | |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2018 | $9,000 | |
| 990-PF Extension for 2017 | $1,189 | |
| 990-T EXTENSION FOR 2017 | $1,712 | |
| 990-T Income Tax for 2017 | $17 | |
| Foreign Tax Paid | $45 | $44 |