LINDMOR FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LINDMOR FOUNDATION INC (EIN 26-3631010)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202533079349100703
- 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
- All Oth Prog Rltd Investments Sch
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-03T07:04:12-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MANHATTAN WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 | 263631010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lindmor Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % C/O GOLDMAN SACHS AYCO | InCareOfNm |
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 5188864000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GOLDMAN SACHS AYCO PO BOX 15201 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122125201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | arthur reimers | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5188864000 | PhoneNum |
| Signature | 2025-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christine DiIonna | PreparerPersonNm |
| PTIN | P00999533 | PTIN |
| Phone | 2127733000 | PhoneNum |
| Preparation | 2025-09-17 | PreparationDt |
| 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 | $53,056,237 | 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 | $6,376,603 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $70,799 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70,799 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $717,072 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $717,072 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,549,734 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,219,021 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,549,734 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$155,438 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$160,198 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,558,770 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,177,407 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $25,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $121,845 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $86,885 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $34,960 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $27,413 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $27,413 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $55,960 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,737 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $11,061 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,061 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,294 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $242,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,535 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,815 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,800,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,800,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,042,579 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,535 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,859,815 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,516,191 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,044,872 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,231,793 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $976,326 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $976,326 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,765,160 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,600,167 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,556,014 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,681,919 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,368,496 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,204,037 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,550,029 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,109,050 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,973,750 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $28,211,449 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,166,561 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,346,110 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $40,440,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,220,600 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,056,237 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $40,440,350 | CapitalStockBOYAmt |
| Capital Stock EOY | $49,220,600 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,440,350 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,220,600 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,440,350 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,220,600 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,440,350 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,516,191 | ExcessRevenueOverExpensesAmt |
| Subtotal | $50,956,541 | SubtotalAmt |
| Other Decreases | $1,735,941 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,220,600 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES GS #84-8 | $1,249,197 | $177,479 | $1,071,718 | $1,071,718 | |
| PUBLICLY TRADED SECURITIES GS #76-2 | $1,825,453 | $1,365,733 | $459,720 | $459,720 | |
| PUBLICLY TRADED SECURITIES GS #04-2 | $1,580,151 | $1,077,540 | $502,611 | $502,611 | |
| PUBLICLY TRADED SECURITIES GS #32-0 | $12,650,281 | $11,307,832 | $1,342,449 | $1,342,449 | |
| PUBLICLY TRADED SECURITIES GS #03-4 | $192,095 | $200,495 | -$8,400 | -$8,400 | |
| PUBLICLY TRADED SECURITIES GS #34-6 | $9,465 | $8,984 | $481 | $481 | |
| PUBLICLY TRADED SECURITIES GS #45-2 | $233,866 | $224,798 | $9,068 | $9,068 | |
| PUBLICLY TRADED SECURITIES GS #24-2 | $2,292,560 | $2,299,805 | -$7,245 | -$7,245 | |
| K-1 LEGACY VENTURE IX | $12,841 | $12,841 | $12,841 | P | |
| K-1 LEGACY VENTURE X | $4,788 | $4,788 | $4,788 | P | |
| K-1 LEGACY VENTURE XI | $1,637 | $1,637 | $1,637 | P | |
| K-1 LOAN CASCADE | $2,126,821 | $2,126,821 | $2,126,821 | P | |
| GS PEP IX OFFSHORE LP | $11,486 | $6,621 | $4,865 | $4,865 | P |
| CAPITAL GAIN DIVIDENDS | $28,380 | P | |||
| CAPITAL GAIN DIVIDENDS | $28,380 | P | |||
| CAPITAL GAIN DIVIDENDS | $28,380 | P | |||
| CAPITAL GAIN DIVIDENDS | $28,380 | P | |||
| CAPITAL GAIN DIVIDENDS | $28,380 | P | |||
| CAPITAL GAIN DIVIDENDS | $28,380 | P | |||
| CAPITAL GAIN DIVIDENDS | $28,380 | P | |||
| CAPITAL GAIN DIVIDENDS | $28,380 | P | |||
| CAPITAL GAIN DIVIDENDS | $28,380 | P | |||
| CAPITAL GAIN DIVIDENDS | $28,380 | P | |||
| CAPITAL GAIN DIVIDENDS | $28,380 | P | |||
| CAPITAL GAIN DIVIDENDS | $28,380 | P | |||
| CAPITAL GAIN DIVIDENDS | $28,380 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,549,734 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84,024 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $84,024 | SubtotalAmt |
| Tax Based On Investment Income | $84,024 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $97,958 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $167,958 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $286 | EsPenaltyAmt |
| Overpayment | $83,648 | OverpaymentAmt |
| Applied To ES Tax | $83,648 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | CT | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO GOLDMAN SACHS AYCO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5188864000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COLISEUM DRIVE | AddressLine1Txt |
| City | COHOES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12047 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| ARTHUR J REIMERS III | ||||||||
| C/O GOLDMAN SACHS AYCO PO BOX 15201 | ALBANY | NY | 122125201 | DIRECTR/VP/SEC/TREAS | 1.0 | $0 | $0 | $0 |
| LINDSAY J H REIMERS | ||||||||
| C/O GOLDMAN SACHS AYCO PO BOX 15201 | ALBANY | NY | 122125201 | DIRECTOR/PRESIDENT | 1.0 | $0 | $0 | $0 |
| CAITLIN L BRUMME | ||||||||
| C/O GOLDMAN SACHS AYCO PO BOX 15201 | ALBANY | NY | 122125201 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MEGAN C BENT | ||||||||
| C/O GOLDMAN SACHS AYCO PO BOX 15201 | ALBANY | NY | 122125201 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| SARAH E M SUMMERS | ||||||||
| C/O GOLDMAN SACHS AYCO PO BOX 15201 | ALBANY | NY | 122125201 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS & CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 WEST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVEST MANAGEMENT | ServiceTypeTxt |
| Compensation | $86,885 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,558,547 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,670,103 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,555,745 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,784,395 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,784,395 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $701,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,082,629 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,304,131 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,304,131 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84,024 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $690 | IncomeTaxAmt |
| Total Tax | $84,714 | TotalTaxAmt |
| Distributable Before Adj | $2,219,417 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,219,417 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,219,417 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,859,815 | 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 | $1,859,815 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,219,417 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,732,099 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,859,815 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,732,099 | AppliedToYear1Amt |
| Applied To Current Year | $127,716 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,091,701 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| 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 | ARTHUR J REIMERS III | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| The Denver Foundation | |||||||
| 55 Madison Street 8th Floor | Denver | CO | 80206 | donor advised fund | PC | General Purpose | $1,700,000 |
| Boston Foundation Inc | |||||||
| 75 Arlington Street | Boston | MA | 02116 | NONE | PC | General Purpose | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,800,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,799 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $717,072 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,549,734 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PASSTHROUGH INCOME - ALTS | 01 | $291 | ||
| PARTNERSHIP NON-UBTI | 01 | -$160,489 | ||
| PARTNERSHIP UBTI | 901101 | $4,760 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,760 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,177,407 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,182,167 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ARTHUR J REIMERS III | |||||||
| 1 | C/O GOLDMAN SACHS AYCO PO BOX 15201 | Albany | NY | 122125201 | $1,807,941 | Yes (X) | Yes (X) |
| ARTHUR J REIMERS III | |||||||
| 2 | C/O GOLDMAN SACHS AYCO PO BOX 15201 | Albany | NY | 122125201 | $4,568,662 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,550 SHARES OF GOLDMAN SACHS GROUP | $1,000,365 | 2024-02-22 |
| 1 | 1,425 SHARES OF GOLDMAN SACHS GROUP | $807,576 | 2024-12-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $12,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,500 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | GOLDMAN SACHS CO LLC | ContractorPersonNm |
| Explanation | PROVIDE INVESTMENT MANAGEMENT SERVICES | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $10,109,050 | EOYBookValueAmt |
| EOYFMV | $9,973,750 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $2,368,496 | EOYBookValueAmt |
| EOYFMV | $3,204,037 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,600,167 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,556,014 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Book Value | $33,166,561 | BookValueAmt |
| EOYFMV | $36,346,110 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OVER DONOR'S COST BASIS FOR | $1,735,941 |
| STOCKS DONATED TO THE FOUNDATION | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| STATE FILING FEES | $50 | $50 |
| OFFICE & ADMIN COSTS | $1,244 | $1,244 |
| NON-DEDUCTIBLE EXPENSES | $6 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Passthrough Income | $291 | $291 |
| Partnership UBTI | $4,760 | |
| Partnership Non-UBTI | -$160,489 | -$160,489 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $86,885 | $86,885 | |
| PROFESSIONAL FEES | $34,960 | $34,960 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $5,737 | $5,737 |
| EXCISE TAXES PAID | $50,223 |