LIGHTEN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LIGHTEN FAMILY FOUNDATION (EIN 20-8069108)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-16
- IRS object ID
- 202522899349100922
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-16T18:39:27-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 208069108 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lighten Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LIGH | 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 | William E Lighten | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-10-08 | 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 | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,571,044 | 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 | $198,699 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $681 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $681 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $133,641 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $133,641 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $369,375 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,263,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $369,375 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $702,396 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $503,697 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $31,584 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,584 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,809 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,609 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $16,100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,075 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,493 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,268 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,025 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $138,693 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,268 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $563,703 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $467,429 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $129,970 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $149,051 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $149,051 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,978,693 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,549,313 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,160,114 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $273,448 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $247,450 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $261,879 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,382,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,945,814 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,571,044 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,382,111 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,945,814 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,382,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,945,814 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,382,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,945,814 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,382,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $563,703 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,945,814 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,945,814 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $2,241,681 | $1,867,946 | $373,735 | $373,735 | |||
| SKYBRIDGE MULT-ADVISOR HEDGE FD | $5,222 | $5,853 | -$631 | -$631 | P | 2018-10-25 | 2024-05-01 |
| SKYBRIDGE MULT-ADVISOR HEDGE FD | $16,649 | $20,378 | -$3,729 | -$3,729 | P | 2018-10-25 | 2024-11-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $369,375 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,497 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,497 | SubtotalAmt |
| Tax Based On Investment Income | $6,497 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,472 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,672 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $175 | OverpaymentAmt |
| Applied To ES Tax | $175 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Adrienne J Lighten | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Alexis N Lighten | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Christopher W Lighten | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Michael D Lighten | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| William E Lighten | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 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 | $5,723,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,984 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $277,502 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,123,514 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,123,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,031,661 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $301,583 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $301,583 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,497 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,497 | TotalTaxAmt |
| Distributable Before Adj | $295,086 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $295,086 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $295,086 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,225 | 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 | $98,225 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $295,086 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $202,577 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $136,683 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $339,260 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,225 | QualifyingDistributionsAmt |
| Applied To Current Year | $98,225 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $196,861 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $196,861 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $142,399 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $5,716 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $136,683 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $136,683 | ExcessFromYear4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | William E Lighten | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETA ZETA BOULE FOUNDATION | |||||||
| 808 COLUMBUS AVE APT 17A | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $3,800 |
| BOYS AND GIRLS CLUB OF NEW ROCHELLE INC | |||||||
| 79 7TH ST | NEW ROCHELLE | NY | 10801 | N/A | PC | General & Unrestricted | $10,000 |
| CENTER CHAPEL MISSIONARY BAPTIST CHURCH | |||||||
| PO BOX 18483 | MEMPHIS | TN | 38181 | N/A | PC | General & Unrestricted | $7,000 |
| DIVINE FAVOR & FELLOWSHIP MINISTRIES | |||||||
| 10260 HWY 57 EAST PO BOX 26 | MOSCOW | TN | 38057 | N/A | PC | General & Unrestricted | $12,000 |
| GRACE BAPTIST CHURCH | |||||||
| 52 SOUTH SIXTH AVE | MT VERNON | NY | 10550 | N/A | PC | General & Unrestricted | $16,900 |
| MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION | |||||||
| 504 RXR PLZ | UNIONDALE | NY | 11556 | N/A | PC | General & Unrestricted | $1,500 |
| NEW ROCHELLE BASKETBALL ASSOCIATION INC | |||||||
| 261 STUART DR | NEW ROCHELLE | NY | 10804 | N/A | PC | General & Unrestricted | $1,000 |
| NEW ROCHELLE POLICE FOUNDATION INC | |||||||
| PO BOX 96 | NEW ROCHELLE | NY | 10804 | N/A | PC | General & Unrestricted | $2,500 |
| REACH ACADEMY LEARNING CENTER | |||||||
| 3415 14TH ST | PLANO | TX | 75074 | N/A | PC | General & Unrestricted | $1,000 |
| UNITED NEGRO COLLEGE FUND INC | |||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $2,500 |
| YALE UNIVERSITY | |||||||
| PO BOX 209010 | NEW HAVEN | CT | 06520 | N/A | PC | The Peter Salovey Yale Scholarship Fund | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,200 | 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 | $681 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,641 | 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 | $369,375 | 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) |
|---|---|---|
| Exclusion | $503,697 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $503,697 | 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 | Lighten William E | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10000 E Holmes Road | AddressLine1Txt |
| City | Collierville | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $198,699 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | JP MORGAN CHASE JPM, 848 sh. | NoncashPropertyDesc |
| Fair Market Value | $198,699 | FairMarketValueAmt |
| Received | 2024-12-19 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (120 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3I GROUP PLC ADR | $15,586 | $32,725 |
| 3M CO | $42,130 | $50,087 |
| ABBVIE INC | $48,102 | $51,711 |
| ACUSHNET HOLDINGS CORP | $19,816 | $31,702 |
| ADOBE SYSTEMS, INC | $68,795 | $53,806 |
| AENA SME S.A. ADR | $17,895 | $17,389 |
| ALIBABA GROUP HOLDING LTD | $19,395 | $20,434 |
| ALLISON TRANMISSION HOLDINGS | $42,086 | $102,441 |
| ALPHABET INC CL A | $86,372 | $154,658 |
| AMGEN INC | $36,108 | $38,314 |
| ANGEL OAK MORTGAGE-BACKED SECU | $101,403 | $100,577 |
| AOHY | $101,314 | $100,312 |
| APPLE INC | $136,500 | $233,140 |
| APPLIED MATERIALS INC | $22,531 | $35,941 |
| ARTISAN PARTNERS ASSET MANAGEM | $16,781 | $17,952 |
| ASML HOLDING NV NY REG SHS | $17,448 | $16,634 |
| ASPEN TECHNOLOGY INC COM | $7,479 | $14,479 |
| AUTOZONE INC | $65,585 | $96,060 |
| BANCFIRST CORPORATION | $12,792 | $16,054 |
| BANCO BILBAO ARG SA | $23,385 | $28,499 |
| BHP BILLITON LIMITED | $27,065 | $21,485 |
| BLACKROCK HIGH YIELD BOND PORT | $147,287 | $150,393 |
| BP PLC SPONSORED ADR | $9,420 | $7,124 |
| BROADCOM INC | $39,664 | $148,378 |
| CADENCE DESIGN SYSTEMS INC | $22,162 | $40,863 |
| CANADIAN NATURAL RESOURCES LTD | $52,991 | $56,307 |
| CF INDUSTRIES HOLDINGS, INC | $31,537 | $35,152 |
| CHECK POINT SOFTWARE TECHNOLOG | $18,722 | $24,458 |
| CLEARWATER ANALYTICS HOLDINGS, | $13,962 | $17,475 |
| COMERICA INC | $44,387 | $56,160 |
| CONOCOPHILLIPS | $25,097 | $23,503 |
| CORVEL CORP | $17,516 | $30,040 |
| DAIWA HOUSE IND LTD | $13,022 | $14,061 |
| DECKERS OUTDOOR CORPORATION | $41,132 | $57,271 |
| DONALDSON CO. INC | $5,257 | $8,082 |
| EAGLE MATERIALS INC | $24,498 | $39,482 |
| EBAY INC | $39,299 | $57,861 |
| ELI LILLY & CO | $29,391 | $50,952 |
| EMCOR GROUP INC | $15,997 | $35,858 |
| ENEL SOCIETA PER AZI | $9,599 | $9,714 |
| ENGIE | $16,004 | $17,650 |
| EOG RESOURCES INC | $26,195 | $33,342 |
| FACTSET RESH SYST INC | $11,823 | $20,172 |
| FERRARI NV | $9,493 | $11,896 |
| FIRST HAWAIIAN INC | $17,130 | $22,083 |
| FORTINET INC | $27,559 | $48,090 |
| FTI CONSULTING INC | $28,550 | $40,520 |
| GENMAB A/S SPON | $9,987 | $6,470 |
| GILEAD SCIENCES INC | $62,678 | $75,651 |
| GRACO INC | $13,764 | $24,866 |
| H&R BLOCK INC | $59,163 | $94,319 |
| HENRY JACK & ASSOC INC | $6,183 | $9,817 |
| HERMES INTL 10 ADR | $18,504 | $22,230 |
| HOME DEPOT INC | $42,484 | $82,855 |
| HONDA MOTOR CO LTD | $16,921 | $17,444 |
| IMPERIAL OIL LMT | $16,335 | $18,973 |
| INFOSYS TECH LTD SPD ADR | $10,622 | $10,478 |
| INGREDION INC | $34,111 | $38,929 |
| INTERNATIONAL BUSINESS MACHINE | $50,223 | $65,949 |
| JBS S.A. ADR | $16,745 | $15,860 |
| JEFFERIES GROUP INC | $32,258 | $79,341 |
| JOHNSON & JOHNSON | $43,408 | $38,180 |
| JP MORGAN CHASE | $268,943 | $336,312 |
| JPMORGAN INCOME ETF | $151,182 | $150,820 |
| KADANT INC | $22,481 | $28,979 |
| KFORCE INC | $8,994 | $8,222 |
| KLA TENCOR CORP | $42,109 | $71,204 |
| KOOKMIN BANK | $13,956 | $19,346 |
| LAM RESEARCH CORP | $21,601 | $39,727 |
| LANDSTAR SYSTEM | $30,019 | $29,732 |
| LCI INDUSTRIES | $16,279 | $13,027 |
| LOCKHEED MARTIN CORP | $28,009 | $37,417 |
| LOWES COMPANIES INC | $21,496 | $36,033 |
| MANHATTAN ASSOCIATES INC | $13,462 | $21,619 |
| MARUBENI CORP ADR CNV INTO 10 | $29,211 | $30,515 |
| MASTERCARD INC | $47,334 | $70,560 |
| MCDONALD'S CORP | $28,038 | $33,627 |
| META PLATFORMS INC | $41,761 | $145,792 |
| MGIC INVESTMENT CORP | $52,862 | $86,020 |
| MICROSOFT CORP | $151,899 | $308,537 |
| MOELIS AND COMPANY | $18,628 | $30,660 |
| NETEASE.COM INC COM STK | $8,145 | $7,761 |
| NINTENDO CO LTD ADR UNSPON | $21,850 | $30,079 |
| NOVARTIS AG ADR | $90,332 | $98,867 |
| NOVO NORDISK A S | $10,213 | $7,054 |
| NVIDIA CORP | $39,358 | $53,045 |
| PINDUODUO INC | $14,772 | $10,766 |
| PING AN INSURANCE GROUP ADR | $13,751 | $18,135 |
| PRIMERICA, INC | $19,976 | $46,413 |
| RBC BEARINGS INCORPORATED | $12,869 | $24,529 |
| REGENERON PHARMACEUTICALS INC | $39,836 | $40,603 |
| RELX PLC | $25,533 | $35,882 |
| RIGHTMOVE PLC ADR | $17,199 | $21,531 |
| RIO TINTO PLC SPONSORED ADR | $11,817 | $9,351 |
| RLI CORP | $11,971 | $17,142 |
| ROCHE HOLDING LTD ADR | $10,489 | $10,045 |
| RYDER SYSTEM | $32,462 | $66,666 |
| SALESFORCE.COM | $47,920 | $62,854 |
| SHINHAN FINL GROUP CO LTD | $20,673 | $23,049 |
| SIMPSON MANUFACTURING CO INC | $31,628 | $46,267 |
| SUNCOR ENERGY INC | $66,319 | $69,861 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $16,681 | $20,341 |
| TENCENT HOLDINGS LIMITED | $16,995 | $19,145 |
| THE COCA-COLA CO | $26,424 | $30,258 |
| TORO CO | $33,636 | $33,722 |
| UFP INDUSTRIES | $21,814 | $22,417 |
| UNICREDIT SPA | $20,948 | $20,839 |
| UNILEVER PLC AMER | $21,012 | $22,453 |
| UNION PACIFIC | $24,496 | $36,942 |
| UNITEDHEALTH GROUP INC | $21,805 | $22,764 |
| VANGUARD CORP BOND ETF LONG TE | $203,802 | $196,597 |
| VANGUARD INTERMEDIATE TERM COR | $203,415 | $199,712 |
| VANGUARD SHORT TERM CORPORATE | $90,995 | $90,648 |
| VERISK ANALYTICS, INC | $30,851 | $34,704 |
| VERTEX PHARMCTLS INC | $15,395 | $19,732 |
| VISA INC | $23,696 | $48,354 |
| VISTRA ENERGY CORP | $21,485 | $90,167 |
| WATTS WATER TECHNOLOGIES INC | $20,636 | $30,698 |
| WELLS FARGO & CO | $66,423 | $113,929 |
| WIPRO LTD SPON ADR | $13,779 | $15,994 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SKYBRIDGE MULT-ADVISOR HEDGE F | CategoryOrItemTxt |
| Book Value | $247,450 | BookValueAmt |
| EOYFMV | $261,879 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $15,000 | $15,000 | |
| Bank Charges | $1,075 | $1,075 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $31,584 | Amt |
| Net Investment Income | $31,584 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $4,200 | |
| Foreign Tax Paid | $3,609 | $3,609 |