LNS&KJS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LNS&KJS FOUNDATION (EIN 92-1151069)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202631329349102628
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T12:20:14-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 431870213 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILHELM & WILHELM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7777 BONHOMME AVE 2001 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631051946 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 921151069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LNS&KJS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LNS& | BusinessNameControlTxt |
| Phone | 3147276400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50376 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631055376 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW E NEWMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3147276400 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN R WILHELM | PreparerPersonNm |
| PTIN | P01214093 | PTIN |
| Phone | 3147271155 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $11,010,222 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $209,582 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,555 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $796,048 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,920,178 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $796,048 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,005,630 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $984,603 | 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 | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,649 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,249 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,974 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,140 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,823 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,589 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $380,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $380,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $428,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,589 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $382,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $576,807 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $948,014 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,410 | CashBOYAmt |
| Cash EOY | $19,776 | CashEOYAmt |
| Cash EOYFMV | $19,776 | CashEOYFMVAmt |
| Other Investments BOY | $10,122,489 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,980,606 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,980,606 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,040 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,840 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,840 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,160,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,010,222 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,010,222 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,939,369 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,939,369 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,221,570 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,070,853 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,160,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,010,222 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,160,939 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,010,222 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,160,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $576,807 | ExcessRevenueOverExpensesAmt |
| Other Increases | $272,476 | OtherIncreasesAmt |
| Subtotal | $11,010,222 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,010,222 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BLACKROCK INC | P | 2025-01-03 | $32,608 | $32,645 | -$37 | -$37 |
| BLACKROCK INC | P | 2025-01-03 | $10,635 | $10,635 | $10,635 | |
| GARMIN LTD | P | 2025-03-06 | $22,273 | $10,318 | $11,955 | $11,955 |
| AMERIPRISE FINL INC | P | 2025-04-28 | $25,756 | $26,083 | -$327 | -$327 |
| AMERIPRISE FINL INC | P | 2025-04-28 | $10,010 | $10,010 | $10,010 | |
| UNITEDHEALTH GROUP INC | P | 2025-06-18 | $26,501 | $30,979 | -$4,478 | -$4,478 |
| UNITEDHEALTH GROUP INC | P | 2025-06-18 | $8,265 | -$8,265 | -$8,265 | |
| ORACLE CORP | P | 2025-08-11 | $9,720 | $2,130 | $7,590 | $7,590 |
| TFI INTL INC | P | 2025-08-12 | $14,349 | $15,165 | -$816 | -$816 |
| TFI INTL INC | P | 2025-08-12 | $7,414 | -$7,414 | -$7,414 | |
| TRACTOR SUPPLY CO | P | 2025-08-15 | $10,000 | $6,835 | $3,165 | $3,165 |
| ACCENTURE PLC | P | 2025-08-18 | $23,573 | $24,126 | -$553 | -$553 |
| ACCENTURE PLC | P | 2025-08-18 | $2,644 | -$2,644 | -$2,644 | |
| AUTOMATIC DATA PROCESSING | P | 2025-09-24 | $31,854 | $31,886 | -$32 | -$32 |
| AUTOMATIC DATA PROCESSING | P | 2025-09-24 | $11,737 | $11,737 | $11,737 | |
| BOOZ ALLEN HAMILTON HLDG | P | 2025-09-24 | $16,406 | $17,600 | -$1,194 | -$1,194 |
| BOOZ ALLEN HAMILTON HLDG | P | 2025-09-24 | $1,210 | $1,210 | $1,210 | |
| THOMSON REUTERS CORP | P | 2025-10-06 | $18,167 | $18,279 | -$112 | -$112 |
| THOMSON REUTERS CORP | P | 2025-10-06 | $2,876 | $2,876 | $2,876 | |
| BOOZ ALLEN HAMILTON HLDG | P | 2025-10-29 | $13,988 | $13,695 | $293 | $293 |
| BROADCOM INC | P | 2025-11-17 | $10,918 | $4,739 | $6,179 | $6,179 |
| ORACLE CORP | P | 2025-11-17 | $11,142 | $2,730 | $8,412 | $8,412 |
| CARLYLE GROUP INC | P | 2025-01-06 | $48,778 | $36,263 | $12,515 | $12,515 |
| FAIR ISAAC CORP | P | 2025-01-06 | $39,720 | $13,959 | $25,761 | $25,761 |
| HOME DEPOT INC | P | 2025-01-06 | $21,343 | $17,581 | $3,762 | $3,762 |
| UNITED RENTALS INC | P | 2025-01-06 | $20,750 | $4,048 | $16,702 | $16,702 |
| UNITEDHEALTH GROUP INC | P | 2025-05-14 | $38,072 | $57,743 | -$19,671 | -$19,671 |
| FAIR ISAAC CORP | P | 2025-05-28 | $27,473 | $12,563 | $14,910 | $14,910 |
| APPLE INC | P | 2025-06-17 | $43,277 | $7,227 | $36,050 | $36,050 |
| ALIGN TECHNOLOGY INC | P | 2025-08-01 | $15,040 | $26,277 | -$11,237 | -$11,237 |
| COPART INC | P | 2025-09-24 | $50,727 | $41,169 | $9,558 | $9,558 |
| BOOZ ALLEN HAMILTON HLDG | P | 2025-10-29 | $33,691 | $34,407 | -$716 | -$716 |
| SAN ANTONIO TEX 3.157% | P | 2025-02-03 | $100,000 | $100,000 | $0 | $0 |
| TWEEDY, BROWNE INTL VALUE FUND | P | 2025-04-28 | $169,503 | $168,543 | $960 | $960 |
| VANGUARD GROWTH INDEX ADMIRAL | P | 2025-04-28 | $60,000 | $31,964 | $28,036 | $28,036 |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL | P | 2025-04-28 | $63,909 | $40,755 | $23,154 | $23,154 |
| VANGUARD SMALL CAP GROWTH INDEX ADMIRAL | P | 2025-04-28 | $176,686 | $143,131 | $33,555 | $33,555 |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL | P | 2025-04-28 | $158,033 | $81,913 | $76,120 | $76,120 |
| VANGUARD VALUE INDEX | P | 2025-04-28 | $40,995 | $35,000 | $5,995 | $5,995 |
| EAST GRAND RAPID 1.27% | P | 2025-05-01 | $50,000 | $50,000 | $0 | $0 |
| MONDELEZ INTL INC 1.5% | P | 2025-05-05 | $200,000 | $200,000 | $0 | $0 |
| DODGE & COX STOCK | P | 2025-06-06 | $300,000 | $231,302 | $68,698 | $68,698 |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRAL | P | 2025-06-06 | $200,000 | $172,031 | $27,969 | $27,969 |
| VANGUARD GROWTH INDEX ADMIRAL | P | 2025-06-06 | $392,806 | $188,684 | $204,122 | $204,122 |
| NEW YORK UNIV 2.971% | P | 2025-07-01 | $50,000 | $49,037 | $963 | $963 |
| EQUIFAX INC 2.6% | P | 2025-12-15 | $125,000 | $125,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $190,652 | $190,652 | $190,652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $796,048 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,177 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,177 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,840 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,337 | TaxDueAmt |
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 | MO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDREW E NEWMAN | IndividualWithBooksNm |
| Phone | 3147276400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 50376 | AddressLine1Txt |
| City | CLAYTON | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| LINDA N SCHAPIRO | ||||||||
| PO BOX 50376 | ST LOUIS | MO | 63105 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATE J SOLOMON | ||||||||
| PO BOX 50376 | ST LOUIS | MO | 63105 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANDREW E NEWMAN | ||||||||
| PO BOX 50376 | ST LOUIS | MO | 63105 | SECRETARY & TREASURER | 1.00 | $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 | $10,579,821 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,558 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,626,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,626,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $159,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,466,983 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $523,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $523,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,177 | TotalTaxAmt |
| Distributable Before Adj | $510,172 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $510,172 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $510,172 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $382,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $382,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $510,172 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $379,952 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $382,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $379,952 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,448 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $507,724 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 122 EAST 66TH STREET FOUNDATION | ||||||
| 122 E 66TH ST | NEW YORK | NY | 10065 | PC | ANNUAL GRANT | $10,000 |
| 1898 FOUNDATION | ||||||
| 233 ANDERSON HILL RD | PURCHASE | NY | 10577 | PC | SUPPORT SCHOLARSHIP FUND AT CENTURY FOR STAFF SCHOLARSHIPS | $2,000 |
| ABRAHAM JOSHUA HESCHEL SCHOOL | ||||||
| 20 W END AVE | NEW YORK | NY | 10023 | PC | IN HONOR OF JOSHUA & GEULA SOLOMON | $25,000 |
| AMERICAN FOLK ART MUSEUM | ||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 10023 | PC | HONORARIUM | $1,000 |
| BURKE REHABILITATION HOSPITAL | ||||||
| 785 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | PC | PATIENT SUPPORT | $25,000 |
| FRIENDS OF BOSS | ||||||
| 439 W 49TH ST STE 543 | NEW YORK | NY | 10019 | PC | SCHOLARSHIP FUND | $40,000 |
| MARTHA'S VINEYARD HOSPITAL | ||||||
| 1 HOSPITAL ROAD | OAK BLUFFS | MA | 02557 | PC | ANNUAL GRANT | $20,000 |
| MARTHA'S VINEYARD MUSEUM | ||||||
| 151 LAGOON POND RD | VINEYARD HAVEN | MA | 02568 | PC | PARKING LOOP | $25,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 444 E 67TH ST | NEW YORK | NY | 10065 | PC | HONORARIUM | $10,000 |
| MOUNT SINAI HEALTH SYSTEM | ||||||
| 1 GUSTAVE L LEVY PL | NEW YORK | NY | 10029 | PC | AUTISM, CARDIOLOGY, BREAST CANCER, PALLIATIVE CARE PROGRAM | $28,000 |
| NATIONAL PHILANTHROPIC TRUST | ||||||
| 165 TOWNSHIP LINE ROAD | JENKINTOWN | PA | 19046 | PC | JOHN D SOLOMON FUND FOR PUBLIC SERVICE | $10,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||
| 600 14TH STREET NW STE 500 | WASHINGTON | DC | 20005 | PC | ANNUAL GRANT | $10,000 |
| NEW YORK BOTANICAL GARDEN | ||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | PC | IN HONOR OF BOARD SEAT; ATRIUM PROJECT | $100,000 |
| NEW YORK HISTORICAL SOCIETY | ||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | ANNUAL GRANT | $10,000 |
| PLANNED PARENTHOOD OF NYC | ||||||
| 44 COURT ST 4TH FLOOR | BROOKLYN | NY | 11201 | PC | HONORARIUM | $2,000 |
| TAFT SCHOOL | ||||||
| 110 WOODBURY RD | WATERTOWN | CT | 06795 | PC | HONORARIUM | $25,000 |
| TEMPLE EMANU-EL | ||||||
| ONE EAST 65TH ST | NEW YORK | NY | 10065 | PC | HONORARIUM | $12,000 |
| WHITE PLAINS HOSPITAL FOUNDATION | ||||||
| 101 E POST RD | WHITE PLAINS | NY | 10601 | PC | CAMPUS TRANSFORMATION PROJECT CAMPAIGN | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $380,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $209,582 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $796,048 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,005,630 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,005,630 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB #0837 | FMV | $1,057,548 | $1,057,548 |
| CHARLES SCHWAB #3874 | FMV | $2,195,447 | $2,195,447 |
| CHARLES SCHWAB #4769 | FMV | $7,727,611 | $7,727,611 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAXES | Desc |
| BOY Book Value | $6,040 | BOYBookValueAmt |
| EOY Book Value | $9,840 | EOYBookValueAmt |
| EOYFMV | $9,840 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON SECURITIES | Desc |
| Amt | $272,476 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $29,849 | $29,849 | $0 |
| OTHER PROFESSIONAL FEES | $4,800 | $2,400 | $2,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,140 | $3,140 | $0 |
| EXCISE TAXES | $9,834 | $0 | $0 |