TY 2022 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022

Name of foundation
THE LEIR FOUNDATION INC

% LAURIE KUHN

Number and street (or P.O. box number if mail is not delivered to street address)240 BRANCHVILLE RD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
RIDGEFIELD, CT06877

A Employer identification number

06-1466481

B Telephone number (see instructions)

(475) 215-5690

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$111,947,226J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .............
3	Interest on savings and temporary cash investments	195,389		193,900
4	Dividends and interest from securities...	1,243,020		1,243,020
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		2,938,221
b	Gross sales price for all assets on line 6a 16,751,325
7	Capital gain net income (from Part IV, line 2)...			2,916,419
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	110,007	127,421
12	Total. Add lines 1 through 11........	4,486,637		4,480,760
13	Compensation of officers, directors, trustees, etc.	399,047		199,523		199,524
14	Other employee salaries and wages......	12,001		6,001		6,000
15	Pension plans, employee benefits.......	83,966		41,983		41,983
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	74,352	37,176	0	37,176
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	161,009	80,505	0	80,504
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	351,742	351,742
17	Interest...............	229		229
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	275,578	33,328
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	182
20	Occupancy..............	107,640		53,820		53,820
21	Travel, conferences, and meetings.......	93,239				93,239
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	107,474	78,086		26,003
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	1,666,459		882,393	0	538,249
25	Contributions, gifts, grants paid.......	6,713,993				5,593,993
26	Total expenses and disbursements. Add lines 24 and 25	8,380,452		882,393	0	6,132,242
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-3,893,815
b	Net investment income (if negative, enter -0-)			3,598,367
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2022)

Form 990-PF (2022)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	817,702	1,124,331	1,124,331
	2	Savings and temporary cash investments.........	20,134,161	2,899,080	2,899,080
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	2,965	10,118	10,118
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	87,816,898	List of Attached Documents: // Content 100,844,564	107,874,744
	14	Land, buildings, and equipment: basis 60,166
		Less: accumulated depreciation (attach schedule) 59,984	364	List of Attached Documents: // Content 182	182
	15	Other assets (describe )	List of Attached Documents: // Content 38,771	List of Attached Documents: // Content 38,771	List of Attached Documents: // Content 38,771
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	108,810,861	104,917,046	111,947,226
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		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	108,810,861	104,917,046
	29	Total net assets or fund balances (see instructions).....	108,810,861	104,917,046
	30	Total liabilities and net assets/fund balances (see instructions).	108,810,861	104,917,046

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

108,810,861

Enter amount from Part I, line 27a .....................

-3,893,815

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

104,917,046

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

104,917,046

Form 990-PF (2022)

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	(d) Date sold (mo., day, yr.)
1 a	FIDELITY #4684 - VARIOUS ST (SEE ATTACHED)	P
b	FIDELITY #4684 - VARIOUS LT (SEE ATTACHED)	P
c	FIDELITY #5258 - VARIOUS LT (SEE ATTACHED)	P
d	FIDELITY #5259 - VARIOUS ST (SEE ATTACHED)	P
e	FIDELITY #5259 - VARIOUS LT (SEE ATTACHED)	P
	FIDELITY #5259 - VARIOUS LT -(SEE ATTACHED)	P
	FIDELITY #8576 - VARIOUS ST (SEE ATTACHED)
	FIDELITY #8576 - VARIOUS LT (SEE ATTACHED)	P
	JPM #9180 - VARIOUS ST (SEE ATTACHED)	P
	JPM #9180 - VARIOUS LT (SEE ATTACHED)	P
	CHARLES SCHWAB #4086 - VARIOUS ST (SEE ATTACHED)
	CHARLES SCHWAB #6252 - VARIOUS ST (SEE ATTACHED)
	OCA EUROPEAN STRATEG LT	P	2022-03-11
	4841.92 SHS SOLD - OCA OHA CREDIT FUND	P	2022-01-31
	544.0021 SHS SOLD - OCA OHA CREDIT FUND	P
	125.0262 SHS SOLD - OCA OHA CREDIT FUND	P
	112.7823 SHS SOLD - OCA OHA CREDIT FUND	P
	139.0595 SHS SOLD - OCA OHA CREDIT FUND	P
	75.6243 SHS SOLD - OCA OHA CREDIT FUND	P
	49.2588 SHS SOLD - OCA OHA CREDIT FUND	P
	29.4310 SHS SOLD - OCA LMMI	P
	17.5340 SHS SOLD - OCA LMMI	P
	15.0706 SHS SOLD - OCA LMMI	P
	9.5913 SHS SOLD - OCA LMMI	P
	36.7095 SHS SOLD- OCA SA MEZZANINE II	P
	32.0882 SHS SOLD- OCA SA MEZZANINE II	P
	28.4742 SHS SOLD- OCA SA MEZZANINE II	P
	1125 SHS SOLD - DAVIDSON KEMPNER	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	186,639	432,701	-246,062
b	922,633	961,505	-38,872
c	481,780	653,104	-171,324
d	151,224	111,341	39,883
e	1,506,617	1,018,111	488,506
	23	0	23
	1,870,688	1,947,615	-75,953
	1,216,630	1,312,398	-95,762
	358,281	371,531	-13,250
	383,800	428,132	-44,332
	859,915	959,246	-99,326
	337,713	282,315	55,398
	93,118		93,118
	4,865,744	3,296,084	1,569,660
	551,451	370,323	181,128
	129,753	85,110	44,643
	113,534	76,775	36,759
	129,753	94,663	35,090
	73,043	51,480	21,563
	53,565	33,532	20,033
	91,667	46,492	45,175
	54,602	27,698	26,904
	46,656	23,807	22,849
	29,783	15,151	14,632
	52,631	41,405	11,226
	46,002	36,192	9,810
	40,821	34,180	6,641
	1,343,405	1,125,000	218,405
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577
			818,577

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			-246,062
b			-38,872
c			-171,324
d			39,883
e			488,506
			23
			-76,927
			-95,768
			-13,250
			-44,332
			-99,331
			55,398
			93,118
			1,569,660
			181,128
			44,643
			36,759
			35,090
			21,563
			20,033
			45,175
			26,904
			22,849
			14,632
			11,226
			9,810
			6,641
			218,405

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	2,916,419
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 ...................		3

Form 990-PF (2022)

Page 4

Part V

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	50,017
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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	50,017
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	50,017
6	Credits/Payments:

a	2022 estimated tax payments and 2021 overpayment credited to 2022	6a	108,056
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	108,056
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	58,039
11	Enter the amount of line 10 to be: Credited to 2023 estimated tax58,039	Refunded	11	0

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? Click to see list of attachments

List of Attached Documents:

// Content

....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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 Click to see list of attachments

List of Attached Documents:

// Content

....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T. Click to see list of attachments

List of Attached Documents:

// Content

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? ................

Yes

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 XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2022)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

LAURIE KUHN Telephone no. right arrow

(475) 215-5690

Located at right arrow

240 BRANCHVILLE ROADRIDGEFIELDCT ZIP+4 right arrow

06877

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2022, 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 right arrow

Part VI-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

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? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(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)? ......................

1a(5)

(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.) ...............

1a(6)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2022? .............

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)):

At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2022?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2022 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 2022.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2022? ..

Form 990-PF (2022)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

Yes

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

Yes

If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment

List of Attached Documents:

// Content

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 VII

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
MARGOT GIBIS List of Attached Documents: // Content	PRES/DIREC-(DECEASED 11/19/22) 40.0	329,907	32,762
240 BRANCHVILLE RD RIDGEFIELD,CT06877	PRES/DIREC-(DECEASED 11/19/22) 40.0	329,907	32,762
LAURIE KUHN List of Attached Documents: // Content	ASSISTANT SEC'Y 40.0	69,140	29,447
240 BRANCHVILLE RD RIDGEFIELD,CT06877	ASSISTANT SEC'Y 40.0	69,140	29,447
MARKUS FUCHS List of Attached Documents: // Content	DIR/PRES/SEC'Y-AS OF 11/20/22 1.0	0	0
240 BRANCHVILLE ROAD RIDGEFIELD,CT06877	DIR/PRES/SEC'Y-AS OF 11/20/22 1.0	0	0
JOSEPH WHALEN List of Attached Documents: // Content	DIR/CHAIR/TREAS 1.0	0	0
240 BRANCHVILLE ROAD RIDGEFIELD,CT06877	DIR/CHAIR/TREAS 1.0	0	0
Paul Cambrai-Bell List of Attached Documents: // Content	DIRECTOR & VP - BEG 11/20/22 1.0	0	0
240 BRANCHVILLE RD RIDGEFIELD,CT06877	DIRECTOR & VP - BEG 11/20/22 1.0	0	0
Dr Jack S C Fong MD List of Attached Documents: // Content	DIRECTOR BEG 11/20/22 1.0	0	0
240 BRANCHVILLE RD RIDGEFIELD,CT06877	DIRECTOR BEG 11/20/22 1.0	0	0

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










Total number of other employees paid over $50,000...................

Form 990-PF (2022)

Page 7

Part VII

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
Offit Capital Advisors	Investment Advisory	260,475
485 Lexington Avenue Fl 24 NEW YORK,NY10017	Investment Advisory	260,475
MARCUM LLP	TAX & AUDIT SERVICE	160,469
730 THIRD AVE 11TH FL NEW YORK,NY10017	TAX & AUDIT SERVICE	160,469
CADWALADER WICKERSHAM AND TAFT LLP	LEGAL SERVICE	74,352
200 LIBERTY STREET NEW YORK,NY10281	LEGAL SERVICE	74,352

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-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 VIII-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	NONE
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2022)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

100,752,115

Average of monthly cash balances.......................

19,221,749

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

119,973,864

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

119,973,864

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

1,799,608

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

118,174,256

Minimum investment return. Enter 5% (0.05) of line 5................

5,908,713

Part X

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.)

Minimum investment return from Part IX, line 6..................

5,908,713

Tax on investment income for 2022 from Part V, line 5.......

50,017

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

50,017

Distributable amount before adjustments. Subtract line 2c from line 1............

5,858,696

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

5,858,696

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

5,858,696

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

6,132,242

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

6,132,242

Form 990-PF (2022)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2021	(c) 2021	(d) 2022
1 Distributable amount for 2022 from Part X, line 7					5,858,696
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only.......				0
b Total for prior years:2020, 2019, 2018			0
3 Excess distributions carryover, if any, to 2022:
a From 2017......	714,931
b From 2018......	1,588,748
c From 2019......	2,053,852
d From 2020......	387,686
e From 2021......
f Total of lines 3a through e ........		4,745,217
4Qualifying distributions for 2022 from Part
XI, line 4: $ 6,132,242
a Applied to 2021, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2022 distributable amount.....					5,858,696
e Remaining amount distributed out of corpus		273,546
5 Excess distributions carryover applied to 2022.
(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		5,018,763
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2021. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2022. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2023 ..........					0
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) .......
8 Excess distributions carryover from 2017 not applied on line 5 or line 7 (see instructions) ...		714,931
9 Excess distributions carryover to 2023. Subtract lines 7 and 8 from line 6a ......		4,303,832
10 Analysis of line 9:
a Excess from 2018....	1,588,748
b Excess from 2019....	2,053,852
c Excess from 2020....	387,686
d Excess from 2021....
e Excess from 2022....	273,546

Form 990-PF (2022)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2022	(b) 2021	(c) 2020	(d) 2019	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, 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 IX, 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 XIV

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).)

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.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2022)

Page 11

Part XIV

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
SEE ATTACHMENT A 240 BRANCHVILLE ROAD RIDGEFIELD,CT06877	N/A	PC	GRANTS FOR DONEE'S EXEMPT PURPOSE	4,883,500
THE LEIR RETREAT CENTER 240 BRANCHVILLE ROAD RIDGEFIELD,CT06877	N/A	POF	SUPPORT OF OPERATION OF PROGRAMS FOR DISADVANTAGED CHILDREN AND CONFERENCE CENTER FOR CHARITABLE ORGANIZATIONS	1,120,000
SEE ATTACHMENT A 240 BRANCHVILLE ROAD RIDGEFIELD,CT06877	N/A	NC	GRANTS FOR DONEE'S EXEMPT PURPOSE	710,493
Total ................................. 3a				6,713,993

bApproved for future payment
RAMBAM HEALTHCARE CAMPUS (LEIR RESEARCH INST) 420 LEXINGTON AVE SUITE 1701 NEW YORK,NY10170	NONE	NC	FOR MEDICAL RESEARCH	0
Total ................................. 3b				9,645,000

Form 990-PF (2022)

Page 12

Part XV-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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........	900099		14	195,389
4 Dividends and interest from securities ....	900099		14	1,243,020
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............	900099	21,802	18	2,916,419
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aORD INC - GSO CAP FD II AV-2 - K1	900099	-17,414
bOTHER INC. - MORGAN STANLEY			14
cOTHER INC. - OCA SILVER LAKE - K1			14	-155
dOTHER INC - ALPHAGEN - K1			14	-20,357
eOTHER INC - GSO CAP SOL FD II - NON UBIT			14	14
fOTHER ORD INC - GSO CAP SOL O/SEE FD II			14	46,038
gOTHER ORD INC - PEXCO - K1			14	403
hOTHER ORD INC - OCA SILVER LAKE K			14	7,377
iOTHER ORD INC - OCA BREDS IV			14	94,249
jOTHER ORD INCOME - OCA BREDS			14	155
kOTHER ORD INCOME - SAFWAY K1			14	157
lOTHER ORD INC. SEC 988 - OCA SILVER LAKE - K1			14	257
mOTHER ORD INC. SEC 988 - ALPHAGEN - K1			14	-2,256
nOTHER INCOME, SAFWAY K1			14	2,324
oOTHER INCOME, PEXCO K1			14	2,800
pOTHER GSO CAP. SOL FD (NON UBIT)			14	-3,585
12 Subtotal. Add columns (b), (d), and (e) ..		4,388		4,482,249

13Total. Add line 12, columns (b), (d), and (e)..................

4,486,637

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-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 (2022)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2022)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2022 AccountingFeesSchedule

Name:

THE LEIR FOUNDATION INC

EIN:

06-1466481

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MARCUM LLP - AUDIT, TAX, ADVIS	160,469	80,235		80,234
OTHER, BOOKKEEPER	540	270		270

- TIN:

TY 2022 AllOthProgRltdInvestmentsSch

Name:

THE LEIR FOUNDATION INC

EIN:

06-1466481

Category	Amount
NONE

- TIN:

TY 2022 CompensationExplanation

Name:

THE LEIR FOUNDATION INC

EIN:

06-1466481

Person Name	Explanation
MARKUS FUCHS	ASST TREAS, SECY THROUGH 11/19/2022

- TIN:

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

TY 2022 DepreciationSchedule

Name:

THE LEIR FOUNDATION INC

EIN:

06-1466481

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
OFFICE EQUIPMENT	2006-07-01	4,005	4,005	M5
FURN & FIXTURES	2010-06-30	10,767	10,767	SL	7
FURN & FIXTURES	2010-06-30	2,723	2,723	M7
FURN & FIXTURES	2010-06-30	2,271	2,271	M7
COMPUTERS	2008-07-01	6,400	6,400	SL	5
FURN & FIXTURES	2008-07-01	1,181	1,181	SL	7
ELEC WATER HEATER	2008-07-01	2,800	2,800	SL	7
OFFICE EQUIPMENT	2008-07-01	3,931	3,931	SL	5
OFFICE EQUIPMENT	2009-07-01	88	88	SL	5
COMPUTERS	2009-07-01	6,085	6,085	SL	5
FURN & FIXTURES	2009-07-01	2,106	2,106	SL	7
COMPUTER	2010-03-12	764	764	SL	5
FURN & FIXTURES	2011-04-08	890	890	SL	7
FURN & FIXTURES	2011-10-07	261	261	SL	7
OFFICE EQUIPMENT	2011-02-04	300	300	SL	5
FURN & FIXTURES	2012-04-12	765	765	SL	7
FURN & FIXTURES	2012-05-11	245	245	SL	7
FURN & FIXTURES	2012-09-07	93	93	SL	7
FURN & FIXTURES	2012-08-03	103	103	SL	7
FURN & FIXTURES	2013-06-30	1,140	1,140	SL	7
FURN & FIXTURES	2014-06-06	1,174	1,174	SL	7
COMPUTER	2014-03-07	2,461	2,461	SL	5
PHONE SYSTEM - AVA	2016-03-30	8,705	8,705	SL	5
COMPUTER	2018-12-31	908	546	SL	5	182

- TIN:

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

TY 2022 ExpenditureResponsibilityStmt

Name:

THE LEIR FOUNDATION INC

EIN:

06-1466481

Grantee's Name	Grantee's Address	Grant Date	Grant Amount	Grant Purpose	Amount Expended By Grantee	Any Diversion By Grantee?	Dates of Reports By Grantee	Results of Verification
CARITAS SENIORENHEIM ST GUNTER	GEYERSBERGER STRASSE 36 FREYUNG,BAVARIA94078 GM	2022-01-01	5,000	SUPPORT OF WORKSHOPS AND ACTIVITIES FOR THE ELDERLY	5,000	NO	PENDING	TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON INFORMATITON PROVIDED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
FINSTERAU FIRE DEPARTMENT	WALDMUHLWEG 10 MAUTH 4151 GM	2022-01-01	20,000	SUPPORT OF THE FIRE DEPARTMENT	20,000	NO	10/30/2022	TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON INFORMATION PROVIDED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
MALTESER HILFSDIENST PASSAU	VILSHOFENER STRASSE 50 PASSAU 94034 GM	2022-01-01	15,000	TO SUPPORT UNIVERSITIES AND SCHOOLS	15,000	NO	09/21/2022	TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON INFORMATION PROVIDED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
PFARR-CARITASVEREIN MAUTH EV GEMEINDE	Heinrichsbrunner Str 44 MAUTH 94157 GM	2022-02-04	20,000	SUPPORT OF CHILDREN'S EDUCATION	20,000	NO	06/17/2022	TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON INFORMATION PROVIDED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
MUDAM (Muse d'Art Moderne)	Park Dri Eechelen 3 L-1499 LU	2022-06-01	150,000	SUPPORT OF MUSEUM AND CULTUTAL	150,000	NO	04/01/2023	TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON INFORMATION PROVIDED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE
LEIR RETREAT CENTER	240 BRANCHVILLE ROAD RIDGEFIELD,CT06877		1,120,000	SUPPORT OF OPERATION OF PROGRAMS FOR DISADVANTAGED CHILDREN AND CONF CNTR FOR CHARITABLE ORGS	1,120,000	NO	10/02/2023	GRANTS IN SUPPORT OF THE LEIR RETREAT CENTER WERE MADE THROUGHOUT THE CALANDAR YEAR 2022. TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON INFORMATION PROVIDED BY THE GRANTEE, NO PART OF THE GRANTS HAVE BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
LUXEMBOURG SCIENCE CENTER	C/O 69 PROSPECT AVE LARCHMONT,NY10538	2022-09-12	240,000	TO SUPPORT SCIENCES	240,000	NO	PENDING	TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON INFORMATION PROVIDED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
Solistes Europens Luxembourg	8 rue Jean-Peirre Koenig L-1865 LU	2022-03-17	50,000	SUPPORT CULTURAL ACTIVITIES	50,000	NO	05/17/2022	TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON INFORMATION PROVIDED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
SV FINSTERAU	Giesekestr 2 MAUTH 94151 GM	2022-01-01	20,000	SUPPORT CULTURAL ACTIVITIES	20,000	NO	10/30/2022	TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON INFORMATION PROVIDED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
Verein Pro National Parkprk Freyung-Graf	Kirchenweg 27 Mauth-Annathal 94151 GM	2022-09-12	40,000	SUPPORT CULTURAL ACTIVITIES	40,000	NO	03/13/2023	TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON INFORMATION PROVIDED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
PFARR-CARITASVEREIN MAUTH EV GEMEINDE	HEINRICHSBRUNNER STR 44 MAUTH 94157 GM	2022-06-08	13,493	SUPPORT OF CHILDREN'S EDUCATION	13,493	NO	06/17/2022	TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON INFORMATION PROVIDED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
Verein Pro National Parkprk Freyung-Graf	Kirchenweg 27 Mauth-Annathal 94151 GM	2022-09-21	40,000	SUPPORT CULTURAL ACTIVITIES	40,000	NO	10/03/2023	TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON INFORMATION PROVIDED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
DeMains DeMaitres	2 Circuit de la Foire International Kirchberg L-1347 LU	2022-05-31	50,000	TO SUPPORT CULTURAL ACTIVITIES	50,000	NO	11/23/2022	TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON INFORMATION PROVIDED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
Freunde und Forderer des Raimundsreuter	Schnbrunn amLusen 5 Hohenau 94545 GM	2022-01-01	7,000	GENERAL SUPPORT	7,000	NO	11/02/2022	TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON INFORMATION PROVIDED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.
Medicins	C/O Lions Club Intl District 40 L-2210 LU	2022-09-12	40,000	TO SUPPORT CLINICAL ACTIVITIES	40,000	NO	PENDING	TO THE KNOWLEDGE OF THE FOUNDATION, AND BASED UPON INFORMATION PROVIDED BY THE GRANTEE, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE.

- TIN:

TY 2022 InvestmentsOtherSchedule2

Name:

THE LEIR FOUNDATION INC

EIN:

06-1466481

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ODYSSEY INVEST PTRNS FD IV	AT COST	183,581	69,633
OCA EUROPEAN STRATEGIC CREDIT	AT COST	0	123,929
THE ALPHAGEN EUROPEAN	AT COST	1,995,648	2,572,626
OCA OHA CREDIT FUND SEG PORT	AT COST	379,305	608,603
OCA CMTG LLC	AT COST	2,169,947	1,620,927
OCA SILVER LAKE	AT COST	2,643,777	3,333,259
OCA LMMI IV SEG PORT.	AT COST	3,349,246	4,724,923
OCA SA MEZZ FD II	AT COST	510,729	594,521
GSO	AT COST	698,862	242,220
STEPSTONE PE PTR	AT COST	0	33,086
WCM FOCUSED INTL GROWTH FUND	AT COST	2,505,672	3,455,613
MATTHEWS ASIA	AT COST	2,727,610	1,941,189
EDGEWOOD GROWTH FD INSTL	AT COST	2,685,714	3,162,922
ARIEL INT'L FD INSTITUTIONAL	AT COST	2,269,233	2,094,133
VANGUARD INSTL INDEX INSTL CL	AT COST	6,593,590	9,568,204
AKRE FOCUS FUND INSTL	AT COST	3,746,614	3,859,480
WILKINSON GLOBAL	AT COST	3,276,864	3,867,880
CLARKSTON CAPITAL	AT COST	3,313,964	3,627,387
SPYGLASS CAPITAL	AT COST	2,520,037	1,645,782
ADVISORY RESEARCH	AT COST	3,413,975	3,304,716
UNITED STATE TREASURY BONDS	AT COST	30,087,657	30,327,497
DAVIDSON KEMPNER DIST OPP INTL	AT COST	1,875,000	2,089,613
SEQUOIA	AT COST	385,815	2,183,503
GOLUB CAPITAL PARTNERS INT'L P	AT COST	1,504,925	1,530,000
ECHO STREET GOODCO SELECT OFFS		1,900,000	2,007,350
OCA BLACKSTONE BRED IV TE LLC		1,083,105	984,660
ORICROWN INVEST LTD		0	6,032
JPM BROKERAGE#6727- EQUITIES		8,108,011	7,997,381
JPM BROKERAGE#9180- EQUITIES		1,154,439	962,185
JPM BROKERAGE#9180- FIXED INC		657,083	620,855
JPM BROKERAGE#9180- ALTER INVT		213,200	183,037
CHARLES SCHWAB #4086		2,205,848	1,978,494
CHARLES SCHWAB #6252		2,385,113	2,177,739
OCA VHF SEG PORTFOLI (VIKING)		2,400,000	2,449,629
HOUND PARTNERS (OFFHOSRE)		1,900,000	1,925,736

- TIN:

TY 2022 LandEtcSchedule2

Name:

THE LEIR FOUNDATION INC

EIN:

06-1466481

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value
OFFICE EQUIPMENT	4,005	4,005
FURN & FIXTURES	10,767	10,767
FURN & FIXTURES	2,723	2,723
FURN & FIXTURES	2,271	2,271
COMPUTERS	6,400	6,400
FURN & FIXTURES	1,181	1,181
ELEC WATER HEATER	2,800	2,800
OFFICE EQUIPMENT	3,931	3,931
OFFICE EQUIPMENT	88	88
COMPUTERS	6,085	6,085
FURN & FIXTURES	2,106	2,106
COMPUTER	764	764
FURN & FIXTURES	890	890
FURN & FIXTURES	261	261
OFFICE EQUIPMENT	300	300
FURN & FIXTURES	765	765
FURN & FIXTURES	245	245
FURN & FIXTURES	93	93
FURN & FIXTURES	103	103
FURN & FIXTURES	1,140	1,140
FURN & FIXTURES	1,174	1,174
COMPUTER	2,461	2,461
PHONE SYSTEM - AVA	8,705	8,705
COMPUTER	908	728	180

- TIN:

TY 2022 LegalFeesSchedule

Name:

THE LEIR FOUNDATION INC

EIN:

06-1466481

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
CADWALADER, WICKERSHAM & TAFT	74,352	37,176		37,176

- TIN:

TY 2022 OtherAssetsSchedule

Name:

THE LEIR FOUNDATION INC

EIN:

06-1466481

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
ARTWORK	38,771	38,771	38,771

- TIN:

TY 2022 OtherExpensesSchedule

Name:

THE LEIR FOUNDATION INC

EIN:

06-1466481

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
INSURANCE	31,080	15,540	15,540
PAYROLL PROCESSING FEES	3,696	1,848	1,848
POSTAGE & SHIPPING	1,699	850	849
COPIER MACHINE	8,322	4,161	4,161
OFFICE EXPENSES	523	261	262
UTILITIES EXPENSES	2,785	1,393	1,392
COMPUTER SERVICES	3,902	1,951	1,951
SEC.59(E)2 GSO CAP SOL K1-UBIT	1,288
DEPLETION - K-1 - UBIT	2,097
OCA CMTG - K-1 PORT DED	5,715	5,715
OCA SILVER LAKE - K-1 PORT DED	31,600	31,600
OCA BREDS IV - PORT DED	12,013	12,013
ODYSSEY IV - K-1 PORT DED	2,022	2,022
PEXCO - K-1 PORT DED	160	160
GSO CAP SOL FD II - PORT DED	48	48
GSO CAP SOL AM - PORT DED	16	16
MISC FEES	306	306
SAFWAY - K1 PORT DED	202	202

- TIN:

TY 2022 OtherIncomeSchedule2

Name:

THE LEIR FOUNDATION INC

EIN:

06-1466481

Description	Revenue And Expenses Per Books	Net Investment Income
ORD INC - GSO CAP FD II AIV-2 -K1 (UBTI)	-17,414	0
OTHER INC. - OCA SILVER LAKE - K1	-155	-155
OTHER INC - ALPHAGEN - K1	-20,357	-20,357
OTHER INC - GSO CAP SOL FD II - NON UBIT	14	14
OTHER ORD INC - SAFWAY	157	157
OTHER ORD INC - PEXCO - K1	403	403
OTHER ORD INC - OCA SILVER LAKE K	7,377	7,377
OTHER INC - OCA BREDS IV	155	155
OTHER ORD INC - OCA BREDS IV	94,249	94,249
OTHER ORD INC - GSO CAP SOL O/SEA FD II	46,038	46,038
OTHER ORD INC - OCA SILVER LAKE	257	257
OTHER ORD INC - ALPHAGEN	-2,256	-2,256
OTHER INCOME, SAFWAY	2,324	2,324
OTHER INCOME, PEXCO	2,800	2,800
OTHER GSO CAP SOL FD II (NOT UBIT)	-3,585	-3,585

- TIN:

TY 2022 OtherProfessionalFeesSchedule

Name:

THE LEIR FOUNDATION INC

EIN:

06-1466481

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES	351,742	351,742

- TIN:

TY 2022 TaxesSchedule

Name:

THE LEIR FOUNDATION INC

EIN:

06-1466481

Category	Amount	Net Investment Income
FOREIGN TAX PAID-ALPHAGEN	21,073	21,073
FOREIGN TAX PAID-FIDELITY	12,095	12,095
FOREIGN TAX PAID-GSO CAP SOL F	160	160
NY UBIT TAX	250	0
990 PF TAX	220,000
990 T TAX	22,000