BETA

HUGH R LAMLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HUGH R LAMLE FOUNDATION (EIN 11-3241586)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-02-13
IRS object ID
202430449349101108
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-02-13T12:10:45-06:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11500 RXR PLAZA WEST TOWERAddressLine1Txt
CityUNIONDALECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11556ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113241586EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HUGH R LAMLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHUGHBusinessNameControlTxt
Phone9178418227PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 EAST END AVENUE 3AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10028ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLIVIA HELMERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9178418227PhoneNum
Signature2024-02-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLIVIAPersonFirstNm
Person LastHELMERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLANCE CHRISTENSENPreparerPersonNm
PTINP00649657PTIN
Phone5167472000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,515,398FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,306,978ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$80,730DividendsRevAndExpnssAmt
Dividends Net Invst Incm$80,730DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$35,444NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,912,298GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$334,194CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,264OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,264OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,424,416TotalRevAndExpnssAmt
Total Net Invst Incm$416,188TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$2,368TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,446OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,238OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$223OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,814TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,238TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$223TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$225,103ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$225,103ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$234,917TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,238TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$225,326TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,189,499ExcessRevenueOverExpensesAmt
Net Investment Income$408,950NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$80,773CashBOYAmt
Sav And Temp Cash Invst BOY$94,372SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$413,184SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$413,184SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$94,694USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Other Investments BOY$83,399OtherInvestmentsBOYAmt
Other Investments EOY$3,130,850OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,102,214OtherInvestmentsEOYFMVAmt
Total Assets BOY$353,238TotalAssetsBOYAmt
Total Assets EOY$3,544,034TotalAssetsEOYAmt
Total Assets EOYFMV$3,515,398TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,082OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,379OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,082TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,379TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$352,156RetainedEarningBOYAmt
Retained Earning EOY$3,541,655RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$352,156TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,541,655TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$353,238TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,544,034TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$352,156TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,189,499ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,541,655SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,541,655TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALES OF SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$8,912,298GrossSalesPriceAmt
Cost Or Other Basis$8,578,104CostOrOtherBasisAmt
Gain Or Loss$334,194GainOrLossAmt
Gains Minus Excess Or Losses$334,194GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$334,194CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,684InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,684SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,684TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$622EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$622TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$5,062TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLIVIA HELMERIndividualWithBooksNm
Phone9179418227PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line140 EAST END AVENUE APT NO 3AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10028ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LIVIA HELMER
40 EAST END AVENUE APT 3ANEW YORKNY10028PRESIDENT1.00$0$0$0
PHILIP SIVIN
60B ASHWOOD ROADPORT WASHINGTONNY11050ASSISTANT TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,396,972AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$357,747AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$84,679FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,839,398TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,839,398AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,591CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,796,807NetVlNoncharitableAssetsAmt
Minimum Investment Return$139,840MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$139,840MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,684TaxBasedOnInvestmentIncomeAmt
Total Tax$5,684TotalTaxAmt
Distributable Before Adj$134,156DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$134,156DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$134,156DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$225,326ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$225,326QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$134,156DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$32,395ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$22,161ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$9,896ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$39,174ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$103,626TotalExcessDistributionCyovAmt
Qualifying Distributions$225,326QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$134,156AppliedToCurrentYearAmt
Remaining Distri From Corpus$91,170RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$194,796TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$32,395ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$162,401ExcessDistriCyovToNextYrAmt
Excess From Year4$22,161ExcessFromYear4Amt
Excess From Year2$9,896ExcessFromYear2Amt
Excess From Year1$39,174ExcessFromYear1Amt
Excess From Current Year$91,170ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALS ASSOCIATION GREATER NEW YORK CHAPTER
42 BROADWAY SUITE 1724NEW YORKNY10004NONEPUBLIC CHARITYUNRESTRICTED$10,000
BARUCH COLLEGE FUND
1 BERNARD BARUCH WAYNEW YORKNY10010NONEPUBLIC CHARITYUNRESTRICTED$50,000
FOOD BANK FOR NYC
39 BROADWAYNEW YORKNY10006NONEPUBLIC CHARITYUNRESTRICTED$35,000
LEADVILLE RACING
220 E 6TH STLEADVILLECO80461NONEPUBLIC CHARITYUNRESTRICTED$1,000
MANHATTAN THEATRE CLUB
311 WEST 43RD STREET 8TH FLOORNEW YORKNY10036NONEPUBLIC CHARITYUNRESTRICTED$3,000
METROPOLITAN MUSEUM OF ART
1000 5TH AVENUENEW YORKNY10028NONEPUBLIC CHARITYUNRESTRICTED$103
MR BONES & CO
PO BOX 66RED HOOKNY12571NONEPUBLIC CHARITYUNRESTRICTED$1,000
NYU LANGONE HEALTH
ONE PARK AVENUE 5TH FLOORNEW YORKNY10016NONEPUBLIC CHARITYUNRESTRICTED$100,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
434 WEST 33RD STREETNEW YORKNY10001NONEPUBLIC CHARITYUNRESTRICTED$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$225,103TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$80,730ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,264ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$35,444ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$117,438ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$117,438TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1HLBL FAMILY TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line140 EAST END AVENUE APT 3AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10028ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,306,978TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property5000 SHS ESSENT, 2506 SHS BLACKROCK, 40000 SHS SRH TOTAL RETURN, 70248.099 SHS VANGUARD, 3000 SHSNoncashPropertyDesc
Fair Market Value$2,306,978FairMarketValueAmt
Received2022-12-20ReceivedDt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
STAR MOUNTAIN CREDIT FUNDAT COST$84,679$84,679
RAYMOND JAMES 674JW714AT COST$318,602$313,748
RAYMOND JAMES 831VV760AT COST$2,727,569$2,703,787

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
K-1 STAR MOUNTAIN FUND$5,395$5,395$0
BANK CHARGES$1,828$1,843$0
NYS FILING FEE$100$0$100
MISCELLANEOUS EXPENSE$123$0$123

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK-1 STAR MOUNTAIN FUNDDesc
Revenue And Expenses Per Books$1,264RevenueAndExpensesPerBooksAmt
Net Investment Income$1,264NetInvestmentIncomeAmt
Adjusted Net Income$1,264AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCHANGEDesc
BOY Book Value$1,082BOYBookValueAmt
EOY Book Value$2,379EOYBookValueAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HLBL FAMILY TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 EAST END AVE APT 3AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10028ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$2,368Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.