Nonprofit · EIN 47-1372065
LIONSTONE FOUNDATION
Tax-exempt · NEW YORK, NY 10151
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | -$46,946 | $6,302 | -$53,248 | $952,400 | $764 | $951,636 |
| December 31, 2023 | 990-PF | $78,871 | $65,679 | $13,192 | $1,005,648 | $702 | $1,004,946 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $6,500
- Interest
- $1
- Other income
- -$53,447
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $3,151
Balance sheet and other
- Total assets, start of year
- $1,005,648
- Total assets, end of year
- $952,400
- Total liabilities, end of year
- $764
- Net assets, end of year
- $951,636
- Fair market value of assets
- $1,582,640
- Qualifying distributions
- $3,151
- Net investment income
- -$53,446
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE LOWENSTEIN C/O LIONSTONE WEALTH SERVICES LLC 7, NEW YORK, NY 10151 | PRESIDENT | 5 | $0 |
| JOSHUA LORIA 2182 KENT CT, MAHWAH, NJ 07430 | TREASURER | 1 | $0 |
| MAX KOVAR 188 EAST 78TH STREET APT 3B, NEW YORK, NY 10075 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE LOWENSTEIN C/O LIONSTONE WEALTH SERVICES LLC 7, NEW YORK, NY 10151 | PRESIDENT | 5 | $0 |
| JOSHUA LORIA 2182 KENT CT, MAHWAH, NJ 07430 | TREASURER | 1 | $0 |
| MAX KOVAR 245 EAST 80TH STREET APT 3C, NEW YORK, NY 10075 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- C/O LIONSTONE WEALTH SERVICES 745 F, NEW YORK, NY 10151-0000
- In care of
- % LIONSTONE WEALTH SERVICES LLC
- Signed the 990-PF
- LEE LOWENSTEIN, PRESIDENT
- Phone
- (212) 207-3136
- Return prepared by
- Ablamsky & Company CPAs
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-1372065
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $952,400
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | -$46,946 | $6,302 | $952,400 | IRS |
| 990-PF | December 2023 | $78,871 | $65,679 | $1,005,648 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about LIONSTONE FOUNDATION
- What is the EIN of LIONSTONE FOUNDATION?
- The employer identification number (EIN) of LIONSTONE FOUNDATION is 47-1372065.
- Is LIONSTONE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to LIONSTONE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LIONSTONE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LIONSTONE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIONSTONE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LIONSTONE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does LIONSTONE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of -$46,946, expenses of $6,302 and total assets of $952,400 at year end.
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