Lionstone Foundation

990PF • Fiscal year 2020 • EIN 47-1372065

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

Organization Profile

C/O Lionstone Wealth Services 152 WNew York, NY 10019

(212) 207-3136

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 84% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

0.00x

Higher debt load relative to revenue than 84% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

90%

Higher net margin than 90% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2020

6.1%

Faster asset growth than 69% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2019 to 2020

-89%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets84th percentile

Assets

$934,934

Up $53,359 (+6.1%) from 2019

Net Assets

$934,720

Up $53,359 (+6.1%) from 2019

Liabilities

Flat

$214

Flat from 2019

Revenue And Expenses

Liabilities / Revenue84th percentile Net Margin90th percentile

Revenue

Down

$59,431

Down $500,910 (-89%) from 2019

Expenses

Down

$6,072

Down $45,309 (-88%) from 2019

Net Income

Down

$53,359

Down $455,601 (-90%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2020

Assets$934,934

Liabilities$214

Net Assets$934,720

Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2020

Revenue$59,431

Expenses$6,072

Net Income$53,359

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2020 to Dec 31, 2020
Signed: May 10, 2021
Return Version: 2020v4.1

Compensation and Service Providers

Top Officer Pay80th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LEE LOWENSTEIN	President	PT	$0	-	-
JOSHUA LORIA	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Lionstone Foundation
EIN: 47-1372065
Phone: 2122073136
Address: C/O LIONSTONE WEALTH SERVICES 152 W, NEW YORK, NY 10019

Signing Officer

Name: Lee Lowenstein
Title: President
Phone: 2122073136
Signed: 2021-05-10
Discuss with paid preparer: Yes

Preparer

Firm: John T Ablamsky MBA CPA PFS
Address: 63 Reid Avenue, Port Washington, NY 11050
Preparer: John T Ablamsky
Phone: 5168834306

Raw XML Appendix306 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	JOHN T. ABLAMSKY, CPA TAX & ACCOUNTING
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	3500
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	0	2014-03-19
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	0	200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	0	2524
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	0	0
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	0	5.000000000000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	0	2524
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	0	EQUIPMENT
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	0	2524
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	0	0
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	0	EQUIPMENT
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	0	2524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	933819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	INVESTMENT IN LIONSTONE GLOBAL SPECIAL SITUATION FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	1205049
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	LIONSTONE GLOBAL SPECIAL SITUATIONS FUND, L.P. FROM K-1
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	0	14
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	500
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	53359
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	59431
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IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	681
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	2000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	1115
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	214
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	LEE LOWENSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JOSHUA LORIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	C/O LIONSTONE WEALTH SERVICES LLC C
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	2182 KENT CT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	MAHWAH
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	NJ
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	LEE LOWENSTEIN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NA
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	936
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	44939
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	37843
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	936
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	6160
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	LEON LOWENSTEIN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	1085 PARK AVENUE APT 10-C
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	10128
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	6500
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	TELECOMMUNICATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	117
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	7
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	240
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	72
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	117
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	7
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	240
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	72
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	234
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	14
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	480
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	144
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	LIONSTONE GLOBAL SPECIAL SITUATIONS FUND, L.P. FROM K-1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	52931
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	52931
TaxesSchedule/TaxesDetail/Amt	0	1200
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LEE LOWENSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2122073136
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	LIONSTONE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	LION
ReturnHeader/Filer/EIN	0	471372065
ReturnHeader/Filer/PhoneNum	0	2122073136
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	C/O LIONSTONE WEALTH SERVICES 152 W
ReturnHeader/Filer/USAddress/CityNm	0	NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	10019
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	John T Ablamsky MBA CPA PFS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	63 Reid Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Port Washington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	11050
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5168834306
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	John T Ablamsky
ReturnHeader/ReturnTs	0	2021-11-12T14:58:35-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	LEE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	LOWENSTEIN
ReturnHeader/TaxPeriodBeginDt	0	2020-01-01
ReturnHeader/TaxPeriodEndDt	0	2020-12-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $934,934
Liabilities: $214
Net assets: $934,720
Revenue: $59,431
Expenses: $6,072
Net income: $53,359

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.95	$0.00	$0.95	$0.05	$0.01	$0.05
2023Detailed filing. Detailed filing data is available for this year.	$1.01	$0.00	$1.00	$0.08	$0.07	$0.01
2022Detailed filing. Detailed filing data is available for this year.	$0.99	$0.00	$0.99	$0.03	$0.07	$0.10
2021Detailed filing. Detailed filing data is available for this year.	$1.09	$0.00	$1.09	$0.17	$0.01	$0.16
2020Detailed filing. Detailed filing data is available for this year.	$0.93	$0.00	$0.93	$0.06	$0.01	$0.05
2019Detailed filing. Detailed filing data is available for this year.	$0.88	$0.00	$0.88	$0.56	$0.05	$0.51
2018Detailed filing. Detailed filing data is available for this year.	$0.37	$0.00	$0.37	$0.08	$0.04	$0.04
2017Detailed filing. Detailed filing data is available for this year.	$0.33	$0.00	$0.33	$0.10	$0.00	$0.10
2016Detailed filing. Detailed filing data is available for this year.	$0.23	$0.00	$0.23	$0.00	$0.01	$0.01
2015Detailed filing. Detailed filing data is available for this year.	$0.24	$0.00	$0.24	$0.00	$0.03	$0.02
2014Summary only. Only limited summary data is available for this year.	$0.26	$0.00		$0.27	$0.01	$0.26