DOUG AND GAY LANE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DOUG AND GAY LANE FOUNDATION (EIN 22-3554995)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202641359349102024
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T12:07:59-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134178294 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW P SEGAL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 SUTTON PLACE SOUTH | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223554995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOUG AND GAY LANE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOUG | BusinessNameControlTxt |
| Phone | 9177576006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1972 | AddressLine1Txt |
| City | BOCA GRANDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33921 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS C LANE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9177511333 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW P SEGAL | PreparerPersonNm |
| PTIN | P00697782 | PTIN |
| Phone | 2126976620 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,446,854 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $889,378 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $100 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $213,131 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $213,131 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $704,795 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,674,535 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,600,907 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,807,404 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,814,138 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,448 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,940 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,907 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,907 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,847 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,398,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,398,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,450,480 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,847 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,398,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $356,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,782,291 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,051,134 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $623,686 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $623,686 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,483,625 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,267,997 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,823,168 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,534,759 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,891,683 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,446,854 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $127,721 | CapitalStockBOYAmt |
| Capital Stock EOY | $127,721 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,407,038 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,763,962 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,534,759 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,891,683 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,534,759 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,891,683 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,534,759 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $356,924 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,891,683 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,891,683 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SH ALNYLAM PHARMACEUTICALS | D | 2024-12-17 | 2025-02-06 | $27,513 | $1,032 | $26,481 | $26,481 |
| 500 SH ALPHABET INC CL C | D | 2024-12-17 | 2025-10-21 | $126,785 | $17,119 | $109,666 | $109,666 |
| 500 SH ALPHABET INC CL C | D | 2025-10-17 | 2025-10-21 | $126,785 | $9,397 | $117,388 | $117,388 |
| 100 SH ALPHABET INC CL C | D | 2025-10-17 | 2025-10-21 | $25,357 | $2,639 | $22,718 | $22,718 |
| 300 SH AMERICAN EXPRESS CO | D | 2023-10-26 | 2025-10-21 | $105,660 | $16,645 | $89,015 | $89,015 |
| 400 SH APA CORP | D | 2023-10-27 | 2025-02-06 | $8,862 | $5,067 | $3,795 | $3,795 |
| 300 SH BLACKSTONE INC | D | 2024-12-17 | 2025-10-21 | $48,378 | $7,851 | $40,527 | $40,527 |
| 300 SH BRISTOL-MYERS SQUIBB | D | 2021-11-17 | 2025-02-12 | $16,714 | $14,273 | $2,441 | $2,441 |
| 200 SH BRISTOL-MYERS SQUIBB | D | 2019-11-21 | 2025-02-12 | $11,142 | $9,515 | $1,627 | $1,627 |
| 100 SH BRISTOL-MYERS SQUIBB | D | 2019-11-21 | 2025-02-12 | $5,571 | $4,758 | $813 | $813 |
| 300 SH BRISTOL-MYERS SQUIBB | D | 2019-11-21 | 2025-02-12 | $16,714 | $14,273 | $2,441 | $2,441 |
| 500 SH BRISTOL-MYERS SQUIBB | D | 2023-10-31 | 2025-02-12 | $27,856 | $23,788 | $4,068 | $4,068 |
| 500 SH BRISTOL-MYERS SQUIBB | D | 2013-12-03 | 2025-02-12 | $27,856 | $23,788 | $4,068 | $4,068 |
| 400 SH BRISTOL-MYERS SQUIBB | D | 2018-11-06 | 2025-02-12 | $22,285 | $19,031 | $3,254 | $3,254 |
| 200 SH BRISTOL-MYERS SQUIBB | D | 2019-06-18 | 2025-02-12 | $11,142 | $9,515 | $1,627 | $1,627 |
| 25 SH CHARTER COMMUNICATIONS | P | 2021-08-31 | 2025-01-31 | $8,641 | $20,403 | -$11,762 | -$11,762 |
| 25 SH CHARTER COMMUNICATIONS | P | 2021-10-04 | 2025-01-31 | $8,641 | $18,315 | -$9,674 | -$9,674 |
| 50 SH CHARTER COMMUNICATIONS | P | 2022-10-11 | 2025-01-31 | $17,281 | $15,439 | $1,842 | $1,842 |
| 2000 SH COMPAGNIE FINANCIERE RICHEMONT SA | P | 2024-06-05 | 2025-10-22 | $40,340 | $32,580 | $7,760 | $7,760 |
| 1000 SH COMPAGNIE FINANCIERE RICHEMONT SA | P | 2024-03-04 | 2025-10-22 | $20,170 | $16,030 | $4,140 | $4,140 |
| 2000 SH COMPAGNIE FINANCIERE RICHEMONT SA | P | 2024-02-26 | 2025-10-22 | $40,340 | $30,960 | $9,380 | $9,380 |
| 500 SH CVS HEALTH CORP | P | 2023-01-13 | 2025-04-08 | $33,845 | $45,124 | -$11,279 | -$11,279 |
| 289 SH CVS HEALTH CORP | P | 2021-10-04 | 2025-04-08 | $19,563 | $24,975 | -$5,412 | -$5,412 |
| 1000 SH DELTA AIR LINES | D | 2023-10-26 | 2025-02-06 | $68,302 | $11,991 | $56,311 | $56,311 |
| 500 SH DELTA AIR LINES | D | 2023-10-26 | 2025-10-22 | $30,766 | $5,432 | $25,334 | $25,334 |
| 500 SH DELTA AIR LINES | D | 2023-10-26 | 2025-10-22 | $30,430 | $5,432 | $24,998 | $24,998 |
| 200 SH EXPEDITORS INTL | D | 2023-10-23 | 2025-10-22 | $24,026 | $7,397 | $16,629 | $16,629 |
| 125 SH GE AEROSPACE | D | 2021-07-09 | 2025-06-10 | $30,259 | $8,023 | $22,236 | $22,236 |
| 275 SH GE AEROSPACE | D | 2022-08-11 | 2025-06-10 | $66,569 | $13,255 | $53,314 | $53,314 |
| 700 SH GE AEROSPACE | D | 2022-08-11 | 2025-10-21 | $215,012 | $34,029 | $180,983 | $180,983 |
| 300 SH GODADDY INC | P | 2021-07-09 | 2025-02-06 | $63,240 | $26,070 | $37,170 | $37,170 |
| 500 SH GODADDY INC | P | 2021-11-17 | 2025-02-06 | $105,400 | $36,409 | $68,991 | $68,991 |
| 800 SH GSK PLC | P | 2021-11-17 | 2025-06-10 | $33,024 | $34,975 | -$1,951 | -$1,951 |
| 400 SH GSK PLC | P | 2021-08-31 | 2025-06-10 | $16,512 | $16,682 | -$170 | -$170 |
| 1600 SH GSK PLC | P | 2021-07-09 | 2025-06-10 | $66,049 | $65,743 | $306 | $306 |
| 400 SH GSK PLC | P | 2021-07-22 | 2025-06-10 | $16,512 | $16,106 | $406 | $406 |
| 200 SH INTERNATIONAL BUSINESS MACHINES | P | 2023-01-23 | 2025-10-22 | $57,206 | $29,204 | $28,002 | $28,002 |
| 100 SH INTERNATIONAL BUSINESS MACHINES | P | 2021-09-30 | 2025-10-22 | $28,603 | $13,414 | $15,189 | $15,189 |
| 250 SH LOWES COS INC | D | 2017-11-28 | 2025-10-22 | $61,291 | $19,539 | $41,752 | $41,752 |
| 2000 SH MACYS | D | 2020-05-11 | 2025-02-06 | $29,525 | $10,821 | $18,704 | $18,704 |
| 100 SH MASTERCARD INC | D | 2021-11-11 | 2025-10-21 | $57,011 | $2,116 | $54,895 | $54,895 |
| 100 SH MICROSOFT | D | 2020-12-17 | 2025-10-21 | $51,692 | $3,279 | $48,413 | $48,413 |
| 200 SH MICROSOFT | D | 2017-12-22 | 2025-10-21 | $103,384 | $6,558 | $96,826 | $96,826 |
| 100 SH MICROSOFT | D | 2025-10-17 | 2025-10-21 | $51,692 | $3,279 | $48,413 | $48,413 |
| 50 SH MICROSOFT | D | 2025-10-17 | 2025-10-21 | $25,846 | $1,639 | $24,207 | $24,207 |
| 50 SH MICROSOFT | D | 2025-10-17 | 2025-10-21 | $25,846 | $1,639 | $24,207 | $24,207 |
| 200 SH NESTLE SA | D | 2021-08-13 | 2025-04-24 | $21,097 | $21,157 | -$60 | -$60 |
| 400 SH NESTLE SA | D | 2023-10-21 | 2025-04-24 | $42,195 | $42,314 | -$119 | -$119 |
| 200 SH NESTLE SA | D | 2023-10-31 | 2025-04-24 | $31,646 | $18,030 | $13,616 | $13,616 |
| 200 SH NESTLE SA | D | 2023-10-27 | 2025-04-24 | $10,549 | $10,773 | -$224 | -$224 |
| 175 SH NESTLE SA | D | 2024-03-04 | 2025-04-24 | $18,460 | $15,776 | $2,684 | $2,684 |
| 300 SH ORACLE CORP | D | 2025-10-17 | 2025-10-21 | $83,089 | $14,798 | $68,291 | $68,291 |
| 100 SH ORACLE CORP | D | 2025-10-17 | 2025-10-21 | $27,696 | $4,884 | $22,812 | $22,812 |
| 400 SH ORACLE CORP | D | 2025-10-17 | 2025-11-07 | $94,342 | $19,535 | $74,807 | $74,807 |
| 300 SH PAYPAL HOLDINGS INC | D | 2020-12-17 | 2025-01-28 | $26,639 | $9,398 | $17,241 | $17,241 |
| 300 SH PAYPAL HOLDINGS INC | P | 2024-03-04 | 2025-01-28 | $26,639 | $17,881 | $8,758 | $8,758 |
| 135 SH TRUIST FINANCIAL | P | 2020-10-20 | 2025-02-06 | $6,419 | $5,830 | $589 | $589 |
| 500 SH TRUIST FINANCIAL | P | 2015-10-07 | 2025-02-06 | $23,774 | $18,414 | $5,360 | $5,360 |
| 800 SH UNITED AIRLINES HOLDINGS | D | 2024-03-04 | 2025-07-17 | $73,162 | $30,747 | $42,415 | $42,415 |
| 669 SH UNITED AIRLINES HOLDINGS | D | 2020-10-20 | 2025-07-17 | $61,182 | $25,157 | $36,025 | $36,025 |
| 200 SH US BANCORP | P | 2017-11-28 | 2025-02-06 | $9,526 | $10,629 | -$1,103 | -$1,103 |
| 500 SH US BANCORP | P | 2015-01-07 | 2025-02-06 | $23,814 | $20,879 | $2,935 | $2,935 |
| 800 SH US BANCORP | P | 2020-10-20 | 2025-02-06 | $38,103 | $31,877 | $6,226 | $6,226 |
| Capital Gains Dividends | P | $565 | $565 | $565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,600,907 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,774 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,774 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,774 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,267 | EsPenaltyAmt |
| Tax Due | $26,041 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GAY LANE | IndividualWithBooksNm |
| Phone | 9177576006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1972 | AddressLine1Txt |
| City | BOCA GRANDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33921 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS C LANE | ||||||||
| PO BOX 1972 | BOCA GRANDE | FL | 33921 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHARON GAY LANE | ||||||||
| PO BOX 1972 | BOCA GRANDE | FL | 33921 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,910,509 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $917,423 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,827,932 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,827,932 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,419 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,680,513 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $484,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $484,026 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,774 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,774 | TotalTaxAmt |
| Distributable Before Adj | $459,252 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $459,252 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $459,252 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,398,125 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,398,125 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $459,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $248,490 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $785,478 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $458,126 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $156,581 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $688,035 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,336,710 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,398,125 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $459,252 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $938,873 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,275,583 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $248,490 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,027,093 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $785,478 | ExcessFromYear4Amt |
| Excess From Year3 | $458,126 | ExcessFromYear3Amt |
| Excess From Year2 | $156,581 | ExcessFromYear2Amt |
| Excess From Year1 | $688,035 | ExcessFromYear1Amt |
| Excess From Current Year | $938,873 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOUGLAS C LANE | ContributingManagerNm |
| Contributing Manager | SHARON GAY LANE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCENT DANCE | |||||||
| 57 WEST 57TH STREET | NEW YORK | NY | 10019 | N/A | PC | GENERAL PURPOSES | $50,000 |
| ARTS QUEST | |||||||
| 25 WEST 3RD STREET | BETHLEHEM | PA | 18015 | N/A | PC | GENERAL PURPOSES | $10,000 |
| FRIENDS OF BOCA GRANDE | |||||||
| 131 FIRST STREET WEST | BOCA GRANDE | FL | 33921 | N/A | PC | GENERAL PURPOSES | $100,000 |
| HEALTHNETWORK FOUNDATION | |||||||
| 3550 LANDER ROAD SUITE 225 | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL PURPOSES | $50,000 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DRIVE WEST | BETHLEHEM | PA | 18015 | N/A | PC | ATHLETIC DEPARTMENT | $500,000 |
| NEVER FORGET RIDE | |||||||
| 1137 MARBELLA PLAZA DRIVE | TAMPA | FL | 33619 | N/A | PC | GENERAL PURPOSES | $10,000 |
| PERLMAN MUSIC PROGRAM SUNCOAST | |||||||
| PO BOX 3407 | SARASOTA | FL | 34230 | N/A | PC | GENERAL PURPOSES | $55,000 |
| PULMONARY FIBROSIS FOUNDATION | |||||||
| 230 EAST OHIO STREET | CHICAGO | IL | 60611 | N/A | PC | GENERAL PURPOSES | $50,000 |
| ROCKLAND DEVELOPMENT PROGRAM | |||||||
| 198 CHARLES STREET | CLIFTON | NJ | 07013 | N/A | PC | GENERAL PURPOSES | $2,000 |
| SPECIAL OPERATION WARRIOR FOUNDATION | |||||||
| 1137 MARBELLA PLAZA DRIVE | TAMPA | FL | 33619 | N/A | PC | DELTA FORCE | $69,875 |
| SWIM ACROSS AMERICA | |||||||
| 8508 PARK ROAD | CHARLOTTE | NC | 28210 | N/A | PC | GENERAL PURPOSES | $10,250 |
| RADCLIFFE CREEK SCHOOL | |||||||
| 201 TALBOT BOULEVARD | CHESTERTOWN | MD | 21620 | N/A | PC | GENERAL PURPOSES | $80,000 |
| THOMAS JEFFERSON UNIVERSITY HOSPITAL | |||||||
| 1101 MARKET STREET | PHILADLPHIA | PA | 19107 | N/A | PC | SCHOLARSHIP FUND | $100,000 |
| MONTCLAIR FOUNDATION | |||||||
| 21 VAN VLEEK STREET | MONTCLAIR | NJ | 07042 | N/A | PC | SPECIAL ARTS | $150,000 |
| COLUMBIA UNIVERSITY IRVING MEDICAL CENTER | |||||||
| 630 WEST 168TH STREET | NEW YORK | NY | 10032 | N/A | PC | RESEARCH | $150,000 |
| MORAVIAN MANOR | |||||||
| 300 WEST LEMON STREET | LITITZ | PA | 17543 | N/A | PC | GENERAL PURPOSES | $10,000 |
| UPPER SAUCON AMBULANCE CORPS | |||||||
| 5560 CAMP MEETING ROAD | CENTER VALLEY | PA | 18034 | N/A | PC | GENERAL PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,398,125 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213,131 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $704,795 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $918,026 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $918,026 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| DOUGLAS C LANE | ||||||
| 1 | PO BOX 1972 | BOCA GRANDE | FL | 33921 | $500,832 | Yes (X) |
| GAY LANE | ||||||
| 2 | PO BOX 1972 | BOCA GRANDE | FL | 33921 | $388,546 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 700 SH ALPHABET INC CAP STK CL C | $176,214 | 2025-10-17 |
| 1 | 400 SH MICROSOFT CORP | $204,558 | 2025-10-17 |
| 1 | 400 GE AEROSPACE | $120,060 | 2025-10-17 |
| 2 | 100 SH MICROSOFT CORP | $51,140 | 2025-10-17 |
| 2 | 800 SH ORACLE CORP | $236,712 | 2025-10-17 |
| 2 | 400 SH ALPHABET INC CAP STK CL C | $100,694 | 2025-10-17 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (84 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 700 SH AMERICAN EXPRESS CO | $100,765 | $258,965 |
| 1000 SH BRISTOL-MYERS SQUIBB CO | $43,614 | $53,940 |
| 2500 SH DELTA AIR LINES INC | $23,507 | $173,500 |
| 50 SH EQUINIX INC | $6,289 | $38,308 |
| 1000 SH EXPEDITORS INTL OF WASHINGTON | $65,166 | $149,010 |
| 7000 SH FORD MOTOR CO | $60,189 | $91,840 |
| 3000 SH GENERAL MOTORS CO | $98,187 | $243,960 |
| 200 SH HONEYWELL INTL INC | $18,880 | $39,018 |
| 300 SH ILLINOIS TOOL WORKS INC | $16,252 | $73,890 |
| 300 SH MASTERCARD INC | $29,980 | $171,264 |
| 1500 SH MERCK INC | $80,238 | $157,890 |
| 1400 SH QUALCOMM INC | $78,410 | $239,470 |
| 400 SH VERISK ANALYTICS INC | $25,123 | $89,476 |
| 800 SH VISA INC | $80,655 | $280,568 |
| 620 SH VULCAN MATERIALS CO | $28,129 | $176,836 |
| 1994 SH APTIV PLC | $137,580 | $151,723 |
| 700 SH JPMORGAN CHASE | $72,634 | $225,554 |
| 300 SH MICROSOFT CORP | $153,419 | $145,086 |
| 1000 SH CHEVRON | $133,852 | $152,410 |
| 2500 SH COCA COLA CO | $133,238 | $174,775 |
| 1200 SH BLACKSTONE INC | $140,839 | $184,968 |
| 1000 SH CITIGROUP INC | $47,010 | $116,690 |
| 2500 SH INTERNATIONAL FLAVORS & FRAGRANCES INC | $201,292 | $168,475 |
| 200 SH ESTEE LAUDER COS INC | $52,417 | $20,944 |
| 1000 SH SIMON PROPERTY GROUP INC | $98,138 | $185,110 |
| 1031 SH UNITED AIRLINES HOLDINGS INC | $19,398 | $115,286 |
| 4000 SH COMCAST CORP | $170,754 | $119,560 |
| 1231 SH CVS HEALTH CORP | $96,826 | $97,692 |
| 700 SH GE AEROSPACE | $134,577 | $215,621 |
| 1500 SH GXO LOGISTICS | $79,369 | $78,960 |
| 800 SH INGERSOLL RAND | $38,507 | $63,376 |
| 700 SH INTERNATIONAL BUSINESS MACHINES | $88,503 | $207,347 |
| 6000 SH KIMCO REALTY CORP | $125,026 | $121,620 |
| 3000 SH MODERNA INC | $166,684 | $88,470 |
| 825 SH NESTLE | $76,081 | $81,995 |
| 1000 SH REINSURANCE GROUP AMERICA | $132,721 | $203,460 |
| 1300 SH SMUCKER J M | $144,026 | $127,153 |
| 300 SH FERRARI N V | $60,413 | $110,868 |
| 1000 SH BANK OF AMERICA CORP | $31,284 | $55,000 |
| 1000 SH DISNEY WALT | $99,137 | $113,770 |
| 2000 SH FREEPORT MCMORAN INC | $68,233 | $101,580 |
| 10000 SH HALEON PLC | $80,779 | $101,100 |
| 2000 SH IHEARTMEDIA INC | $14,812 | $8,320 |
| 5410 SH RXO INC | $106,271 | $68,382 |
| 1000 SH STANLEY BLACK & DECKER | $77,476 | $74,280 |
| 3000 SH ALCOA CORP | $94,856 | $159,420 |
| 500 SH AUTODESK INC | $102,435 | $148,005 |
| 4000 SH CLEVELAND CLIFFS | $67,988 | $53,120 |
| 1000 SH JOHNSON & JOHNSON | $149,674 | $206,950 |
| 600 SH LOWES COS | $110,905 | $144,696 |
| 300 SH MARATHON PETROLEUM CORP | $43,923 | $48,789 |
| 70 SH MARTIN MARIETTA MATERIALS INC | $24,697 | $43,586 |
| 2000 SH NEW YORK TIMES | $97,328 | $138,840 |
| 500 SH NUCOR CORP | $73,875 | $81,555 |
| 500 SH WHEATON PRECIOUS METAL | $26,317 | $58,760 |
| 6000 SH ORGANON & CO | $74,626 | $43,020 |
| 500 SH WORKDAY INC | $112,497 | $107,390 |
| 6000 SH AES CORP | $100,182 | $86,040 |
| 100 SH AIR PRODUCTS & CHEMICALS INC | $27,006 | $24,702 |
| 150 SH ALNYLAM PHRMACEUTICALS | $36,749 | $59,648 |
| 500 SH ALPHABET INC | $125,867 | $156,900 |
| 1000 SH AMERICAN TOWER | $196,657 | $175,570 |
| 700 SH BOEING CO | $150,502 | $151,984 |
| 1000 SH CF INDUSTRIES HOLDINGS INC | $77,336 | $77,340 |
| 1500 SH EXXON MOBIL | $126,875 | $180,510 |
| 83 SH GRAIL | $1,315 | $7,104 |
| 10000 SH HEALTHPEAK PROPERTIES INC | $207,353 | $160,800 |
| 700 SH HERSHEY CO | $132,760 | $127,386 |
| 1000 SH ILLUMINA INC | $101,135 | $131,160 |
| 800 SH NOVARTIS A G | $82,203 | $110,296 |
| 600 SH PEPSICO INC | $100,376 | $86,112 |
| 200 SH RBC BEARINGS INC | $54,018 | $89,686 |
| 1000 SH RTX CORP | $133,185 | $183,400 |
| 1000 SH TECK RESOURCES LTD | $46,016 | $47,890 |
| 1500 SH CANADIAN PACIFIC KANSAS CITY | $110,581 | $110,445 |
| 2000 SH LAMB WESTON HOLDINGS | $111,261 | $83,780 |
| 1000 SH NIKE | $67,817 | $63,710 |
| 500 SH ORGANON | $40,590 | $43,020 |
| 500 SH SALESFORCE INC | $131,792 | $132,455 |
| 50 SH SOLTICE ADVANCED MATS | $1,182 | $2,429 |
| 1000 SH UBER TECHNOLOGIES | $67,413 | $81,710 |
| 1000 SH ZOETIS INC | $134,983 | $125,820 |
| 3000 SH SLB LIMITED | $122,562 | $115,140 |
| 3000 SH WILLSCOT HOLDINGS | $64,480 | $56,490 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $26,907 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26,907 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $4,940 | $4,940 | $0 |
| EXCISE TAX | $20,508 | $0 | $0 |
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