RICHARD LICHTER CHARITY FOR DOGS INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD LICHTER CHARITY FOR DOGS INC (EIN 47-1567416)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202543179349100634
- Schema version
- 2024v5.2
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T09:18:53-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132709344 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEEHAN & COMPANY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 ORINOCO DRIVE | AddressLine1Txt |
| City | BRIGHTWATERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471567416 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD LICHTER CHARITY FOR DOGS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 6316657040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9001 COLLINS AVE S809 | AddressLine1Txt |
| City | SURFSIDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD LICHTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6316657040 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN C DEFALCO | PreparerPersonNm |
| PTIN | P00921346 | PTIN |
| Phone | 6316657040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,616,686 | 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 | $5,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,196 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,196 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $9 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $9 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $9 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $225,177 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $481,825 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $225,177 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $102,109 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $102,109 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $435,523 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $430,523 | 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 | $22,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $134 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $134 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,009 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,009 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $73,486 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $73,374 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,629 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,517 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $473,866 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $473,866 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $574,495 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,517 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $473,866 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$138,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $330,006 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,146 | CashBOYAmt |
| Cash EOY | $1,146 | CashEOYAmt |
| Cash EOYFMV | $1,146 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,803,167 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,640,611 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,640,611 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,281,391 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,357,301 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,256,609 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,770,646 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,718,320 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,718,320 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,856,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,717,378 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,616,686 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,856,350 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,717,378 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,856,350 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,717,378 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,856,350 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,717,378 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,856,350 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$138,972 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,717,378 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,717,378 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS THROUGH AVISTA HEALTHCARE PARTNERS II K-1 | P | $221 | $221 | $221 | |
| CAPITAL GAINS THROUGH BTOF DE K-1 | P | $105 | $105 | $105 | |
| CAPITAL GAINS THROUGH JFL EQUITY INVESTORS IV K-1 | P | $54,737 | $54,737 | $54,737 | |
| CAPITAL GAINS THROUGH NMP V (AIV-D2) LP | P | $62,628 | $62,628 | $62,628 | |
| CAPITAL GAINS THROUGH NMP V AIV-F LP | P | $37,320 | $37,320 | $37,320 | |
| CAPITAL GAINS THROUGH NMP V LP | P | $59,843 | $59,843 | $59,843 | |
| CAPITAL LOSS THROUGH BTOF III Q K-1 | P | -$31 | -$31 | $31 | |
| CAPITAL LOSS THROUGH CP VIII CIRCLE K-1 | P | -$7 | -$7 | $7 | |
| GAIN ON DISPOSAL - NMP V AIV-B2 K-1 | P | $220 | $220 | $220 | |
| GAIN ON DIST IN EXCESS OF BASIS - NMP AIV-D2 | P | $170 | $170 | $170 | |
| GAIN ON DIST IN EXCESS OF BASIS - NMP AIV-F | P | $615 | $615 | $615 | |
| GAIN ON SECURITY SALES - VANGUARD | P | $258,018 | $1,408 | $1,408 | $256,610 |
| SECTION 1231 GAIN THROUGH CP VIII CIRCLE K-1 | P | $7 | $7 | $7 | |
| ST CAPITAL GAIN THROUGH CARLYLE CAPITAL PARTNERS VIII K-1 | P | $86 | $86 | $86 | |
| ST CAPITAL GAIN THROUGH NMP VI K-1 | P | $512 | $512 | $512 | |
| NONDIVIDEND DISTRIBUTION THROUGH FIDELITY | P | $7,343 | $7,343 | $7,343 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $225,177 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,587 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,587 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,587 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $625 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,125 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $211 | EsPenaltyAmt |
| Overpayment | $3,327 | OverpaymentAmt |
| Applied To ES Tax | $3,327 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD LICHTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6316657040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9001 COLLINS AVE UNIT S-809 | AddressLine1Txt |
| City | SURFSIDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33154 | 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD LICHTER | ||||||||
| 9001 COLLINS AVE UNIT S809 | SURFSIDE | FL | 33154 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| KARL THURMOND | ||||||||
| 100 FIRST STAMFORD PLACE 2ND FLOOR | STAMFORD | CT | 06902 | BOARD MEMBER | 0.25 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,892,761 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,659 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,666,843 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,656,263 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,656,263 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,844 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,571,419 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $278,571 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $278,571 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,587 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,587 | TotalTaxAmt |
| Distributable Before Adj | $273,984 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $273,984 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $273,984 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $473,866 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $473,866 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $273,984 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $158,455 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $473,866 | QualifyingDistributionsAmt |
| Applied To Year1 | $158,455 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $273,984 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,427 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $41,427 | 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 | $41,427 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $41,427 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD LICHTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| PROVIDENCE ANIMAL CENTER | ||||||||
| 555 SANDY BANK ROAD | MEDIA | PA | 19063 | NONE | PUBLIC CHARITY | TO PROMOTE THE HEALTH AND WELFARE OF DOGS | $6,300 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3451 WALNUT STREET 433 FRANKLIN | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | TO PROMOTE THE HEALTH AND WELFARE OF DOGS | $400,000 | BUILDING |
| UNIVERSITY OF FLORIDA VETERINARY HOSPITALS | ||||||||
| PO BOX 100121 | GAINESVILLE | FL | 32610 | NONE | PUBLIC CHARITY | TO PROMOTE THE HEALTH AND WELFARE OF DOGS | $53,442 | |
| PENNSYLVANIA SPCA | ||||||||
| 350 E ERIE AVE | PHILADELPHIA | PA | 19134 | NONE | PUBLIC CHARITY | TO PROMOTE THE HEALTH AND WELFARE OF DOGS | $14,124 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $473,866 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,196 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,109 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $225,177 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $430,523 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $430,523 | TotalIncomeProducingActyAmt |
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 | RICHARD C LICHTER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9001 COLLINS AVE UNIT S809 | AddressLine1Txt |
| City | SURFSIDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | 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 | $22,000 | Amt |
| Net Investment Income | $22,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE TACTICAL OPPORTUNITIES III CORP | $1,001,845 | $901,153 |
| NEW MOUNTAIN FINANCE CORP | $308,086 | $308,086 |
| NEW MOUNTAIN PARTNERS SPECIAL AIV-C | $2,246 | $2,246 |
| NEW MOUNTAIN PARTNERS SPECIAL AIV-D | $35 | $35 |
| NEW MOUNTAIN PARTNERS SPECIAL AIV-E | $19,797 | $19,797 |
| NEW MOUNTAIN PARTNERS SPECIAL AIV-F | $25,292 | $25,292 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AVISTA HEALTHCARE PARTNERS II LP | AT COST | $480,046 | $480,046 |
| BTOF (GOLF FEEDER PARENT) - 892/US T-E - NQ L.P. | AT COST | $27 | $27 |
| BTOF (HAMMER FEEDER) HOLDINGS NQ LP | AT COST | $23,305 | $23,305 |
| BTOF AR FINANCE FEEDER PARENT LP | AT COST | $3,147 | $3,147 |
| BTOF III DE LP | AT COST | $15,727 | $15,727 |
| CARLYLE PARTNERS VIII CAYMAN LP | AT COST | $29,029 | $29,029 |
| CARLYLE PARTNERS VIII LP | AT COST | $335,003 | $335,003 |
| CP CIRCLE VIII LP | AT COST | $46,851 | $46,851 |
| JFL AIV US INVESTORS VI LP | AT COST | $20,213 | $20,213 |
| JFL EQUITY INVESTORS IV LP | AT COST | $55,009 | $55,009 |
| JFL EQUITY INVESTORS VI LP | AT COST | $136,789 | $136,789 |
| NEW MOUNTAIN PARTNERS SPECIAL AIV-B | AT COST | $16 | $16 |
| NEW MOUNTAIN PARTNERS V (AIV-A2) LP | AT COST | $9,058 | $9,058 |
| NEW MOUNTAIN PARTNERS V LP | AT COST | $209,152 | $209,152 |
| NEW MOUNTAIN PARTNERS VI AGGREGATOR LP | AT COST | $489,830 | $489,830 |
| NEW MOUNTAIN PARTNERS VI LP | AT COST | $836,949 | $836,949 |
| BTOF III Q LP | AT COST | $3 | $3 |
| CP VIII MEDALIST LP | AT COST | $28,166 | $28,166 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT INTEREST EXPENSE THROUGH K-1S | $22,938 | $22,938 | $0 |
| PORTFOLIO EXPENSE THROUGH K-1S | $49,917 | $49,917 | $0 |
| CHARITABLE CONTRIBUTIONS THROUGH CP CIRCLE VIII LP K-1 | $5 | $5 | $0 |
| NON-DEDUCTIBLE EXPENSES THROUGH K-1S | $112 | $0 | $0 |
| CHARITABLE CONTRIBUTIONS THROUGH CP VIII MEDALIST LP K-1 | $14 | $14 | $0 |
| INTEREST EXPENSE ALLOCATED TO DEBT-FINANCED DISTRIBUTIONS - BTOF III DE LP | $472 | $472 | $0 |
| SEC 59(E)(2) EXPENDITURES THROUGH CP VIII CIRCLE K-1 | $28 | $28 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (28 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY BUSINESS LOSS THROUGH CP VIII CIRCLE K-1 | -$1,589 | -$1,589 | -$1,589 |
| RECOVERIES OF TAX BENEFIT ITEMS THROUGH BTO AR FINANCE FEEDER PARENT K-1 | $2 | $2 | $2 |
| INTEREST INCOME THROUGH BTOF GOLF FEEDER PARENT LP K-1 | $2 | $2 | $2 |
| DIVIDEND INCOME THROUGH NEW MOUNTAIN PARTNERS VI K-1 | $3 | $3 | $3 |
| INTEREST INCOME THROUGH NEW MOUNTAIN PARTNERS V (AIV-A2) K-1 | $7 | $7 | $7 |
| INTEREST INCOME THROUGH JFL EQUITY INVESTORS VI LP K-1 | $8 | $8 | $8 |
| INTEREST INCOME THROUGH BTOF III DE K-1 | $10 | $10 | $10 |
| INTEREST INCOME THROUGH JFL AIV US INVESTORS VI LP K-1 | $18 | $18 | $18 |
| DIVIDEND INCOME THROUGH CP VIII CIRCLE LP K-1 | $24 | $24 | $24 |
| DIVIDEND INCOME THROUGH CARLYLE PARTNERS VIII LP K-1 | $25 | $25 | $25 |
| DIVIDEND INCOME THROUGH AVISTA HEALTHCARE PARTNERS II K-1 | $25 | $25 | $25 |
| INTEREST INCOME THROUGH NEW MOUNTAIN PARTNERS VI K-1 | $50 | $50 | $50 |
| INTEREST INCOME THROUGH NEW MOUNTAIN PARTNERS V (AIV-D2) K-1 | $56 | $56 | $56 |
| INTEREST INCOME THROUGH CARLYLE PARTNERS VIII K-1 | $67 | $67 | $67 |
| ORDINARY BUSINESS INCOME THROUGH CP VIII MEDALIST K-1 | $96 | $96 | $96 |
| INTEREST INCOME THROUGH NEW MOUNTAIN PARTNERS V K-1 | $121 | $121 | $121 |
| INTEREST INCOME THROUGH CARLYLE PARTNERS VIII MEDALIST K-1 | $129 | $129 | $129 |
| INTEREST INCOME THROUGH CP VIII CIRCLE LP K-1 | $146 | $146 | $146 |
| OTHER PORTFOLIO INCOME THROUGH BTOF AR FINANCE FEEDER K-1 | $191 | $191 | $191 |
| OTHER PORTFOLIO INCOME THROUGH JFL AIV US INVESTORS VI LP K-1 | $264 | $264 | $264 |
| INTEREST INCOME THROUGH BTOF AR FINANCE FEEDER K-1 | $360 | $360 | $360 |
| DIVIDEND INCOME THROUGH NEW MOUNTAIN PARTNERS VI AGGREGATOR K-1 | $458 | $458 | $458 |
| INTEREST INCOME THROUGH JFL EQUITY INVESTORS IV K-1 | $807 | $807 | $807 |
| DIVIDEND INCOME THROUGH BTOF AR FINANCE FEEDER K-1 | $957 | $957 | $957 |
| OTHER PORTFOLIO INCOME THROUGH JFL EQUITY INVESTORS VI LP K-1 | $2,394 | $2,394 | $2,394 |
| INTEREST INCOME THROUGH AVISTA CAPITAL K-1 | $2,488 | $2,488 | $2,488 |
| DIVIDEND INCOME THROUGH NEW MOUNTAIN PARTNERS V K-1 | $17,036 | $17,036 | $17,036 |
| DIVIDEND INCOME THROUGH BTOF BLOCKER CORPS | $77,954 | $77,954 | $77,954 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REGISTERED AGENT FEES | CategoryTxt |
| Amt | $134 | Amt |
| Net Investment Income | $134 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD LICHTER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9001 COLLINS AVE UNIT S809 | AddressLine1Txt |
| City | SURFSIDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33154 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES THROUGH CP CIRCLE VIII LP K-1 | $9 | $9 | $0 |
| FEDERAL TAXES PAID | $5,000 | $5,000 | $0 |