LACEY FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LACEY FAMILY FOUNDATION (EIN 46-5451651)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202131339349102833
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T16:19:15-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112674705 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWM CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 JERICHO QUADRANGLE - STE 220 | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465451651 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LACEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LACE | BusinessNameControlTxt |
| Phone | 2122330661 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73 WORTH STREET NO 5F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH ANN LACEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122330661 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BETH | PersonFirstNm |
| Person Last | ANN LACEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL KAHN | PreparerPersonNm |
| PTIN | P01231570 | PTIN |
| Phone | 5163336881 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $145,400 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,155 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,155 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $852 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $107,242 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $852 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $100 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $100 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,007 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,255 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,151 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $9,151 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $355 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $355 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,578 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,289 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $6,578 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $16,084 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,084 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $16,084 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,977 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,718 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,736 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,736 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,210 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,723 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,585 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $133,800 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $122,698 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $132,079 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $162,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $134,157 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $145,400 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $162,866 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $134,157 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $162,866 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $134,157 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $162,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $134,157 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $162,866 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,977 | ExcessRevenueOverExpensesAmt |
| Other Increases | $268 | OtherIncreasesAmt |
| Subtotal | $134,157 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $134,157 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS COMPANY | P | 2014-03-25 | 2020-09-08 | $5,027 | $4,487 | $540 | $540 |
| GUGG MACRO OPP A | P | 2015-03-23 | 2020-02-28 | $4,994 | $5,233 | -$239 | -$239 |
| EV GLB MACRO | P | 2019-04-25 | 2020-04-07 | $501 | $524 | -$23 | -$23 |
| GS MGD FUT | P | 2019-04-25 | 2020-04-07 | $536 | $552 | -$16 | -$16 |
| GS ABS RET | P | 2019-04-25 | 2020-04-07 | $1,415 | $1,490 | -$75 | -$75 |
| ISHS CORE | P | $10,297 | $10,359 | -$62 | -$62 | ||
| ISHS INVEST | P | $3,187 | $3,132 | $55 | $55 | ||
| ISHS TRSY | P | $1,772 | $1,919 | -$147 | -$147 | ||
| ISHS JPM | P | $1,949 | $1,978 | -$29 | -$29 | ||
| ISHS MSCI CHINA | P | $2,068 | $1,705 | $363 | $363 | ||
| ISHS MSCI USA | P | $1,180 | $1,107 | $73 | $73 | ||
| ISHS CORE MSCI EAFE | P | $8,134 | $9,256 | -$1,122 | -$1,122 | ||
| ISHS CORE MSCI E/MKT | P | $3,884 | $4,353 | -$469 | -$469 | ||
| ISHS MSCI JAPAN | P | $177 | $178 | -$1 | -$1 | ||
| JPM GLB BD OPP | P | $308 | $308 | $0 | $0 | ||
| MAINSTAY EPO GLB | P | $1,637 | $1,570 | $67 | $67 | ||
| MFS GLB EQ | P | $963 | $880 | $83 | $83 | ||
| N&B L/S | P | $1,825 | $1,788 | $37 | $37 | ||
| PRIN CAP APRC | P | $1,112 | $968 | $144 | $144 | ||
| SPDR GOLD TRUST | P | $881 | $877 | $4 | $4 | ||
| SPDR BLOOMBERG | P | $1,016 | $1,086 | -$70 | -$70 | ||
| FINL SEL SECT | P | $912 | $1,198 | -$286 | -$286 | ||
| VANECK JPM | P | $1,588 | $1,683 | -$95 | -$95 | ||
| VNGRD TOTAL BD MKT | P | $6,407 | $6,393 | $14 | $14 | ||
| VNGRD CONSMR DISCRET | P | $250 | $241 | $9 | $9 | ||
| VNGRD CNSMR STAPLES | P | $2,125 | $2,050 | $75 | $75 | ||
| VNGRD HEALTH CARE | P | $3,165 | $3,019 | $146 | $146 | ||
| VNGRD INFO TECH | P | $3,394 | $2,817 | $577 | $577 | ||
| VNGRD MATERIALS | P | $142 | $129 | $13 | $13 | ||
| VNGRD CNSMR STAPLES | P | $1,876 | $2,102 | -$226 | -$226 | ||
| VNGRD SHRT TERM CORP | P | $2,548 | $2,501 | $47 | $47 | ||
| VNGRD MID CAP | P | $175 | $167 | $8 | $8 | ||
| VNGRD SMALL CAP | P | $1,235 | $1,168 | $67 | $67 | ||
| WF COR BD | P | $262 | $245 | $17 | $17 | ||
| WSDMTR JPN HEDG EQ | P | $1,767 | $2,073 | -$306 | -$306 | ||
| EV GLB MACRO ABS RET | P | $3,459 | $3,462 | -$3 | -$3 | ||
| GS MGD FUT | P | $713 | $728 | -$15 | -$15 | ||
| GS ABS RET | P | $6,174 | $6,330 | -$156 | -$156 | ||
| ISHS COIRE S&P | P | $3,029 | $2,651 | $378 | $378 | ||
| ISHS INVEST | P | $1,352 | $1,152 | $200 | $200 | ||
| ISHS CORE MSCI EAFE | P | $1,454 | $1,467 | -$13 | -$13 | ||
| ISHS CORE MSCI E/MKT | P | $509 | $525 | -$16 | -$16 | ||
| JPM GLB BD OPP | P | $1,227 | $1,200 | $27 | $27 | ||
| MFS GLB EQ | P | $1,740 | $1,547 | $193 | $193 | ||
| MAINSTAY EPO GLB | P | $1,969 | $2,100 | -$131 | -$131 | ||
| N&B L/S | P | $794 | $702 | $92 | $92 | ||
| SPDR BLOOMBERG | P | $211 | $215 | -$4 | -$4 | ||
| VNGRD INFO TECH | P | $2,896 | $1,896 | $1,000 | $1,000 | ||
| VNGRD SHRT TERM CORP | P | $1,489 | $1,432 | $57 | $57 | ||
| VNGRD MID CAP | P | $187 | $167 | $20 | $20 | ||
| WF COR BD | P | $1,330 | $1,280 | $50 | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $852 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,128 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $52 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | TAXPAYER | IndividualWithBooksNm |
| Phone | 2122330661 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73 WORTH STREET 5F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | 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 |
|---|---|---|---|---|---|---|---|---|
| BETH ANN LACEY | ||||||||
| 73 WORTH STREET APT 5F | NEW YORK | NY | 10013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BRIAN LACEY | ||||||||
| 773 UPPER MIDDLE CREEK ROAD | KUNKLETOWN | PA | 18058 | TRUSTEE | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS TO OTHER CHARITABLE ORGANIZATIONS AS PER PART XV. | Description1Txt |
| Expenses1 | $18,000 | Expenses1Amt |
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 | $138,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,930 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $147,077 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $147,077 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $144,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,244 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52 | TotalTaxAmt |
| Distributable Before Adj | $7,192 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,192 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,192 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,192 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,095 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,272 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,853 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,688 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $12,908 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,192 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,808 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,716 | 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 | $7,095 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,621 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,272 | ExcessFromYear4Amt |
| Excess From Year3 | $1,853 | ExcessFromYear3Amt |
| Excess From Year2 | $1,688 | ExcessFromYear2Amt |
| Excess From Current Year | $10,808 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BETH ANN LACEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73 WORTH STREET 5F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2122330661 | RecipientPhoneNum |
| Form And Info And Materials | MAIL. INFORMATION REGARDING PURPOSE AND NATURE OF CHARITY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PETS FOR VETS | |||||||
| PO BOX 10860 | WILMINGTON | NC | 28404 | NONE | PUBLIC CHARITY | PROMOTE ANIMAL ASSISTED ACTIVITIES | $6,500 |
| HORSES HEALING HUMANS | |||||||
| 340 NEW LONDON TURNPIKE | STONINGTON | CT | 06378 | NONE | PUBLIC CHARITY | PROMOTE ANIMAL ASSISTED ACTIVITIES | $3,250 |
| THE BARN AT SPRING BROOK FARM | |||||||
| 360 LOCUST GROVE ROAD | WEST CHESTER | PA | 19382 | NONE | PUBLIC CHARITY | PROMOTE ANIMAL ASSISTED ACTIVITIESPROMOTE ANIMAL ASSISTED ACTIVITIES | $8,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,155 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $852 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD REBATE | Desc |
| Unrelated Business Taxbl Incm | $100 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $100 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,007 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,107 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | SUPPORT IS PROVIDED TO DESERVING PUBLIC CHARITY | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,151 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,151 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AMERICAN EXPRESS COMPANY | StockNm |
| EOY Book Value | $6,723 | EOYBookValueAmt |
| EOYFMV | $8,585 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GUGGENHEIM MACRO OPPTYS CL A | FMV | $19,296 | $19,733 |
| ISHARES JPMORGAN USD EMERGING MARKETS BOND | FMV | $2,419 | $2,550 |
| ISHARES MSCI EAFE EFT | FMV | $3,355 | $3,800 |
| EATON VANCE GLOBAL | FMV | $11,714 | $11,885 |
| GOLDMAN SACHS MANAGED | FMV | $8,005 | $8,128 |
| GOLDMAN SACHS ABSOLUTE RETURN | FMV | $3,463 | $3,579 |
| JP MORGAN GLOBAL BOND OPPTY | FMV | $9,035 | $9,436 |
| MFS GLOBAL EQUITY | FMV | $8,628 | $10,579 |
| MAINSTAY EPOCH GLOBAL EQUITY | FMV | $5,201 | $5,361 |
| NEUBERGER BERMAN LONG SHORT | FMV | $7,817 | $8,889 |
| WELLS FARGO CORE BOND | FMV | $9,427 | $9,391 |
| ISHARES CORE S&P | FMV | $4,577 | $5,631 |
| ISHARES CORE MSCI EMER MKT | FMV | $5,273 | $6,204 |
| SPDR BLOOMBERG BARCLAYS | FMV | $2,734 | $2,832 |
| PRINCIPAL CAP APPREC INSTL | FMV | $3,234 | $3,619 |
| ISHARES MSCI JAPAN | FMV | $1,603 | $1,824 |
| SPDR GOLD TRUST | FMV | $2,493 | $2,675 |
| VANGUARD TOTAL BAND MKT | FMV | $5,093 | $5,115 |
| VANGUARD CONSUMER DISCRETIONARY | FMV | $2,118 | $2,477 |
| VANGUARD INDUSTRIALS | FMV | $2,133 | $2,210 |
| VANGUARD MATERIALS | FMV | $2,062 | $2,512 |
| VANGUARD MID CAP | FMV | $1,959 | $2,481 |
| FMV | $1,059 | $1,168 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $1,289 | $1,289 | $1,289 | $0 |
| WEB DEVELOPMENT | $5,250 | $0 | $5,250 | $0 |
| WEBSITE TOOL | $39 | $0 | $39 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD REBATE | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $100 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ADJUSTMENT | $249 |
| NON-DIVIDEND DISTRIBUTIONS | $19 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 990-PF TAXES | $249 | $0 | $249 | $0 |
| NYS CHAR500 FILING FEE | $50 | $0 | $50 | $0 |
| MISCELLANEOUS TAXES | $56 | $0 | $56 | $0 |
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