Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
LORBER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1072 S EAST ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AMHERST, MA010023024
A Employer identification number

23-7003984
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,667,979J Accounting method:
Modified cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 555 555 0
4 Dividends and interest from securities... 133,309 133,309 0
5a Gross rents............ 0 0 0
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 -54,355
b Gross sales price for all assets on line 6a 428,083
7 Capital gain net income (from Part IV, line 2)... 172,438
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... Click to see attachment 29 29 0
12 Total. Add lines 1 through 11........ 79,538 306,331 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... Click to see attachment 190 190 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,867 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... 0 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,057 190 0 0
25 Contributions, gifts, grants paid....... 314,660 314,660
26 Total expenses and disbursements. Add lines 24 and 25 320,717 190 0 314,660
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -241,179
b Net investment income (if negative, enter -0-) 306,141
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 247,136 488,396 488,396
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 49,554 Click to see attachment49,752 49,752
b Investments—corporate stock (attach schedule)....... 7,257,288 Click to see attachment7,129,831 7,129,831
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,553,978 7,667,979 7,667,979
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 7,553,978 7,667,979
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,553,978 7,667,979
30 Total liabilities and net assets/fund balances (see instructions). 7,553,978 7,667,979
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,553,978
2
Enter amount from Part I, line 27a .....................
2
-241,179
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
355,180
4
Add lines 1, 2, and 3 ..........................
4
7,667,979
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,667,979
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 300 Ametek, Inc. D 2012-01-27 2020-06-02
b 700 Ametek, Inc. D 2012-01-27 2020-06-02
c 166 Dow, Inc. P 2005-06-28 2020-06-02
d 166 Dupont P 2005-06-28 2020-06-02
e 500 GE D 2011-02-03 2020-06-02
14846 GE D 1999-11-22 2020-06-02
500 Humana, Inc. D 2012-01-27 2020-06-02
700 ING Groep P 2005-08-01 2020-12-03
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 27,953   8,420 19,533
b 65,218   19,647 45,571
c 6,751   7,394 -643
d 8,711   22,120 -13,409
e 3,517   10,375 -6,858
104,380   166,186 -61,806
204,497   147 204,350
7,056   21,356 -14,300
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       19,533
b       45,571
c       -643
d       -13,409
e       -6,858
      -61,806
      204,350
      -14,300
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 172,438
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,255
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 4,255
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,255
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 0 7 5,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 745
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet745 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBryan I Lorber Telephone no.bullet (413) 992-2985

    Located atbullet1072 S EAST STAMHERSTMA ZIP+4bullet010023024
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Bryan LorberClick to see attachment Chairman
    1.00     		0 0 0
    1072 S East St
    Amherst,MA01002
    Leslie LorberClick to see attachment Vice-Ch/Treas
    1.00     		0 0 0
    1072 S East St
    Amherst,MA01002
    Jora Rehm LorberClick to see attachment Secretary
    0.00     		0 0 0
    PO Box 151
    June Lake,CA93529
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,569,432
    b
    Average of monthly cash balances.......................
    1b
    397,898
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,967,330
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,967,330
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    104,510
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,862,820
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    343,141
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    343,141
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,255
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    4,255
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    338,886
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    338,886
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    338,886
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    314,660
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    314,660
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    314,660
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 338,886
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 262,441
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 314,660
    a Applied to 2019, but not more than line 2a 262,441
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 52,219
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		286,667
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    None
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    None
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Academy of Music
    274 Main St
    Northampton,MA01060     		No Relationship 509(a)(2) general fund to support mission 1,000
    Adventure Cycling Association
    150 East Pine St
    Missoula,MT59807     		No Relationship 509(a)(2) general fund to support mission 2,000
    ALEPH Alliance for Jewish Renewal
    PO Box 35118
    Philadelphia,PA19128     		No Relationship 509(a)(2) general fund to support mission 100
    American Philatelic Society
    100 Match Factory Place
    Bellefonte,PA16823     		No Relationship 509(a)(2) support research library 5,000
    American Topical Association
    PO Box 2143
    Greer,SC29652     		No Relationship 509(a)(2) general fund to support mission 500
    Amherst Cinema Arts Center Inc
    28 Amity St
    Amherst,MA01002     		No Relationship 509(a)(1) general fund to support mission 2,500
    Association for Gravestone Studies
    101 Munson St
    108
    Greenfield,MA01301     		No Relationship 509(a)(2) general fund to support mission 1,000
    Awakened Heart Project
    68 Freeman Avery Rd
    Olivebridge,NY12461     		No Relationship 509(a)(2) general fund to support mission 4,100
    Bard College
    30 Campus Rd
    Annandale on Hudson,NY12504     		No Relationship 509(a)(1) Annual fund 4,000
    Berkshire Community College Foundat
    1350 West St
    Pittsfield,MA01201     		No Relationship 509(a)(1) support environmental field research 5,850
    Bird Conservancy of the Rockies
    14500 Lark Bunting Lane
    Brighton,CO80603     		No Relationship 509(a)(1) general fund to support mission 500
    Bright Spot Therapy Dogs
    PO Box 132
    Leeds,MA01053     		No Relationship 509(a)(2) general fund 1,000
    California Native Plant Society
    2707 K Street
    Suite 1
    Sacramento,CA95816     		No Relationship 509(a)(1) general fund to support mission 1,000
    Ctr for Science in the Public Inter
    1220 L St N W
    Suite 300
    Washington,DC20005     		No Relationship 509(a)(1) general fund to support mission 200
    Community Involved in Sust Ag
    1 Sugarloaf St
    South Deerfield,MA01373     		No Relationship 509(a)(1) general fund to support mission 300
    Congregation Beth El
    8215 Old Georgetown Rd
    Bethesda,MD20814     		No Relationship 509(a)(1) general fund to support mission 1,500
    Congregation Bnai Israel
    253 Prospect St
    Northampton,MA01060     		No Relationship PC general fund to support mission 600
    Craigs Doors
    434 N Pleasant St
    Amherst,MA01002     		No Relationship 509(a)(2) general fund to support mission 500
    Dorcas Internationa Institute of RI
    645 Elmwood Ave
    Providence,RI02907     		No Relationship 509(a)(1) general fund to support mission 200
    Eaglebrook School
    271 Pine Nook Road
    Deerfield,MA01342     		No Relationship PC Annual fund and scholarship fund 30,000
    East Coast Greenway Alliance
    5826 Fayetteville Road
    Suite 210
    Durham,NC27713     		No Relationship 509(a)(1) general fund to support mission 1,000
    Food Bank of Western Mass
    97 North Hatfield Rd
    Hatfield,MA01038     		No Relationship 509(a)(1) general fund to support mission 10,000
    Framingham State University Fnd
    100 State St
    Framingham,MA01701     		No Relationship PC Annual fund 300
    Franklin Land Trust
    679 Mohawk Trl
    Shelburne Falls,MA01370     		No Relationship 509(a)(1) general fund to support mission 1,000
    Friends of the Amherst Senior Ctr
    70 Boltwood Walk
    Amherst,MA01002     		No Relationship 509(a)(1) general fund to support mission 200
    Friends of the Jones Library
    43 Amity St
    Amherst,MA01002     		No Relationship 509(a)(1) general fund to support mission 10,000
    Friends of the Inyo
    621 W Line St
    Suite 201
    Bishop,CA93514     		No Relationship 509(a)(1) general fund to support mission 1,000
    Garden Conservancy
    20 Nazareth Way
    Garrison,NY10524     		No Relationship 509(a)(1) general fund to support mission 1,500
    Garrison Institute
    14 Mary s Way
    Garrison,NY10524     		No Relationship 509(a)(2) general fund to support mission 200
    Grier School
    PO Box 308
    Tyrone,PA16686     		No Relationship PC Annual fund 8,000
    Guatamala Aid Fund
    12 Wollaston Ave
    Arlington,MA02476     		No Relationship 509(a)(1) general fund to support mission 2,000
    Guiding Eyes for the Blind Inc
    611 Granite Springs Rd
    Yorktown Heights,NY10598     		No Relationship 509(a)(2) general fund to support mission 500
    Hazon
    25 Broadway
    suite 1700
    New York,NY10004     		No Relationship 509(a)(2) general fund to support mission 2,000
    Hebrew College
    160 Herrick Rd
    Newton Centre,MA02459     		No Relationship PC general fund to support mission 360
    Historic Deerfield
    80 Old Main St
    Deerfield,MA01342     		No Relationship 509(a)(1) general fund to support mission 1,000
    Hitchcock Cntr for the Environment
    845 West St
    Amherst,MA01002     		No Relationship 509(a)(1) general fund to support mission 13,000
    Insight Meditation Society Inc
    1230 Pleasant St
    Barre,MA01005     		No Relationship PC general fund to support mission 500
    Institute for Jewish Spirituality
    121 W 27th St
    404
    New York,NY10001     		No Relationship 509(a)(1) general fund to support mission 6,900
    Ithaca College
    953 Danby Rd
    Ithaca,NY14850     		No Relationship PC Annual Fund 1,500
    Jeudevine Memorial Library
    93 N Main St
    Hardwick,VT05843     		No Relationship 509(a)(1) general fund to support mission 10,000
    Jewish Community of Amherst
    742 Main St
    Amherst,MA01002     		No Relationship PC general fund to support mission 10,150
    League of American Bicyclists
    1612 K St NW
    Suite 1102
    Washington,DC20006     		No Relationship 509(a)(1) general fund to support mission 1,000
    Live and Let Live Farm Inc
    20 Paradice Lane
    Chichester,NH03258     		No Relationship 509(a)(2) general fund to support mission 3,000
    Massachusetts Audubon Society Inc
    127 Combs Rd
    Easthampton,MA01027     		No Relationship 509(a)(1) support for student education at Arcadia site 10,000
    Massachusetts Audubon Society Inc
    208 S Great Rd
    Lincoln,MA01773     		No Relationship 509(a)(1) to support land acquisition 3,000
    Mono Lake Committee
    PO Box 29
    Lee Vining,CA93541     		No Relationship 509(a)(2) general fund to support mission 1,000
    Museum at Eldridge St
    12 Eldridge St
    New York,NY10002     		No Relationship 509(a)(1) general fund to support mission 200
    Natural Resources Defense Council
    40 West 20th St
    New York,NY10011     		No Relationship 509(a)(1) general fund to support mission 2,000
    New England Public Media
    44 Hampden St
    Springfield,MA01103     		No Relationship 509(a)(1) general fund to support mission 5,000
    Pine Island Camp
    234 Pine Island Rd
    Belgrade Lakes,ME04917     		No Relationship 509(a)(2) general fund to support mission 6,000
    Pocumtuck Valley Memorial Assoc
    10 Memorial St
    Deerfield,MA01342     		No Relationship 509(a)(2) general fund to support mission 1,100
    RI Natural History Survey
    14 East Farm Rd
    North Kingston,RI02907     		No Relationship 509(a)(2) general fund to support mission 5,000
    Rhode Island Zoological Society
    1000 Elmwood Ave
    Providence,RI02907     		No Relationship 509(a)(2) general fund to support mission 5,000
    St Andrews School
    63 Federal St
    Barrington,RI02806     		No Relationship PC Annual fund 300
    Sierra Nevada Bighorn Sheep Foundn
    PO Box 1183
    Bishop,CA93515     		No Relationship 509(a)(2) general fund to support mission 1,000
    Sierra Club Fnd Desert Report
    2101 Webster St
    Suite 1300
    Oakland,CA94612     		No Relationship 509(a)(1) general fund to support mission 500
    Southside Community Land Trust
    109 Somerset St
    Providence,RI02907     		No Relationship 509(a)(2) general fund to support mission 2,000
    Survival Center Inc
    138 Sunderland Rd
    Amherst,MA01002     		No Relationship 509(a)(1) general fund to support mission 11,500
    Temple Habonim
    165 New Meadow Rd
    Barrington,RI02806     		No Relationship PC general fund to support mission 28,700
    Temple Israel
    27 Pierce St
    Greenfield,MA01301     		No Relationship PC general fund to support mission 300
    Tiferet Inc
    PO Box 484
    Wexford,PA15090     		No Relationship PC general fund to support mission 100
    Trustees of Reservations
    200 High St
    Boston,MA02110     		No Relationship 509(a)(1) general fund to support mission 1,000
    UVM Foundation
    411 Main St
    Burlington,VT05401     		No Relationship PC Nursing Scholarship Fund 25,000
    Wildland Firefighter Foundation
    2393 W Airport Way
    Boise,ID83705     		No Relationship 509(a)(1) general fund to support mission 1,000
    The Wolf School
    215 Ferris Ave
    Rumford,RI02916     		No Relationship PC Annual fund and Scholarship fund 25,000
    Woonasquatucket River Watershed
    45 Eagle St
    Suite 202
    Providence,RI02909     		No Relationship 509(a)(1) Bicycle Camp scholarship fund 10,000
    National Yiddish Book Center
    1021 West St
    Amherst,MA01002     		No Relationship PC general fund to support mission and intern 17,000
    California State Parks Foundation
    33 New Montgomery St
    Suite 520
    San Francisco,CA94105     		No Relationship 509(a)(1) general fund to support mission 1,500
    Jewish Family Serv of Western Mass
    15 Lenox St
    Springfield,MA01108     		No Relationship 509(a)(2) general fund to support mission 4,500
    Total .................................bullet 3a 314,660
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a     0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    f     0   0 0
        0   0 0
    gFees and contracts from government agencies          
    2 Membership dues and assessments....   0   0 0
    3 Interest on savings and temporary cash
    investments ...........     		  0   0 0
    4 Dividends and interest from securities....   0   0 0
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......   0   0 0
    bNot debt-financed property.....   0   0 0
    6 Net rental income or (loss) from personal property   0   0 0
    7 Other investment income.....   0   0 0
    8 Gain or (loss) from sales of assets other than
    inventory ............     		  0   0 0
    9 Net income or (loss) from special events:   0   0 0
    10 Gross profit or (loss) from sales of inventory   0   0 0
    11 Other revenue:
    a       		  0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    12 Subtotal. Add columns (b), (d), and (e).. 0 0 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    0
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20012075
    Software Version: V1.0
    Part VI Line 7 - Tax Paid with the Original Return: 0


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    LORBER FOUNDATION
    EIN:
    23-7003984
    Software ID:
    20012075
    Software Version:
    V1.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Ametek 2012-01 Donations 2020-06   93,171 99,740   0   0
    Dow Inc 2005-06 Purchase 2020-06   6,751 9,085   0   0
    Dupont Demours 2005-06 Purchase 2020-06   8,711 10,657   0   0
    GE 2011-02 Donations 2020-06   107,897 171,261   0   0
    Humana Inc 2012-01 Donations 2020-06   204,497 183,260   0   0
    ING Groep NV Add F 2005-08 Purchase 2020-12   7,056 8,435   0   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    LORBER FOUNDATION
    EIN:
    23-7003984
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1,000 AT&T 28,760 28,760
    200 Ameriprise Financial Inc. 38,866 38,866
    9,500 Ametek, Inc. 1,148,930 1,148,930
    167 Ashland Global Holdings 13,226 13,226
    376 Bio-Rad Labs Inc. 219,185 219,185
    1,000 Bristol Myers Squibb 62,030 62,030
    600 Chevron Corp 50,670 50,670
    506.9970 Dodge & Cox Intl Stock 22,156 22,156
    666 Duke Energy Corp. 60,979 60,979
    2,610 Exxon Mobil Corp. 107,584 107,584
    4,500 Humana Inc. 1,846,215 1,846,215
    5,124 Intl Busin Mach 645,009 645,009
    500 International Flavors & Frag 54,420 54,420
    400 IShares Select 38,472 38,472
    400 Kimberly-Clark Corp. 53,932 53,932
    1,000 Microsoft Corp. 222,420 222,420
    600 Nucor 31,914 31,914
    420 Pfizer, Inc. 15,460 15,460
    420 Pfizer, Inc. (11/16) spin-off 52 Viatris 974 974
    2,892 PNC Finl Serv Gp 430,908 430,908
    2,100 Proctor & Gamble 292,194 292,194
    500 Southern Co. 30,715 30,715
    500 Sysco Corp 37,130 37,130
    9,500 United Technologies (4/3) merger: 9,500 Raytheon Tech 679,345 679,345
    9,500 United Technologies (4/2) spin-off 9,500 Carrier Global 358,340 358,340
    9,500 United Technologies (4/2) spin-off 4750 Otis Worldwide 320,863 320,863
    458 Valvoline Inc 10,598 10,598
    1,000 Vanguard All World 58,360 58,360
    300 Vanguard European 18,072 18,072
    600 Vanguard Total Stock Mkt 116,784 116,784
    800 Wal-mart Stores, Inc. 115,320 115,320
    300 Ametek sold 6/2 0 0
    700 Ametek sold 6/2 0 0
    166 Dow, Inc. sold 6/2 0 0
    166 Dupont Demours sold 6/2 0 0
    500 GE sold 6/2 0 0
    14846 GE sold 6/2 0 0
    500 Humana, Inc. sold 6/2 0 0
    700 ING Groep NV Adr F sold 12/3 0 0

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    LORBER FOUNDATION
    EIN:
    23-7003984
    Software ID:
    20012075
    Software Version:
    V1.0
    US Government Securities - End of Year Book Value:

    49,554
    US Government Securities - End of Year Fair Market Value:

    49,752
    State & Local Government Securities - End of Year Book Value:


    49,752
    State & Local Government Securities - End of Year Fair Market Value:


    49,752


    TY 2020 OtherIncomeSchedule2
    Name:
    LORBER FOUNDATION
    EIN:
    23-7003984
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    3/24 Foreign Tax Reclaim: $27.57 7/16 Windstream Litigation: $0.03 11/16 Cash-in-lieu: $1.81 29 29 0


    TY 2020 OtherIncreasesSchedule
    Name:
    LORBER FOUNDATION
    EIN:
    23-7003984
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Amount
    Change in unrealized gain: This year's EOY total investments [Part II Line 10a & 10b] minus (BOY 355,180


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    LORBER FOUNDATION
    EIN:
    23-7003984
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    3/19 Check Postal Fee 15 15 0 0
    3/19 Check order 28 28 0 0
    3/24 Bank Fee 14 14 0 0
    5/8 State Filing Fee 125 125 0 0
    11/4 Mailing Fee 8 8 0 0


    TY 2020 TaxesSchedule
    Name:
    LORBER FOUNDATION
    EIN:
    23-7003984
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Federal Tax for 2019 867 0 0 0
    5/6 Est Tax 1,000 0 0 0
    6/16 Est Tax 2,000 0 0 0
    9/18 Est Tax 2,000 0 0 0