LACEY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LACEY FAMILY FOUNDATION (EIN 46-5451651)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-03
- IRS object ID
- 202021859349100512
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-03T16:47:17-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-07-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL KAHN | PreparerPersonNm |
| PTIN | P01231570 | PTIN |
| Phone | 5163336881 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.162.8.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-03 | IPDt |
| IP Tm | 17:47:05 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3C70095BA53A59E50B5F2EA2AD836D584018284A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 104D164CFA86467073CCEFF7256C70C0F61DB97B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $170,361 | 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 | $45 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,899 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,899 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,899 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,718 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $179,123 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,718 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,662 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,617 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,899 | 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 |
| Taxes Rev And Expnss | $256 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $88 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $256 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,099 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,099 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,099 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,187 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,355 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,355 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,187 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,355 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,307 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,430 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,544 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,042 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,856 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,856 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $89 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $33 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $28,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,210 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,938 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $125,880 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $133,800 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $137,567 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $162,342 | TotalAssetsBOYAmt |
| Total Assets EOY | $162,866 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $170,361 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $162,342 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $162,866 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $162,342 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $162,866 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $162,342 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $162,866 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $162,342 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,307 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $172,649 | SubtotalAmt |
| Other Decreases | $9,783 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $162,866 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 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 | 2019-09-03 | $21,296 | $17,485 | $3,811 | $3,811 |
| AMERICAN ENTERPRISE INVESTMENT #3953 | P | $82,088 | $81,251 | $837 | $837 | ||
| AMERICAN ENTERPRISE INVESTMENT #3953 | P | $73,551 | $69,532 | $4,019 | $4,019 | ||
| SPDR GOLD TRUST | P | 2019-04-25 | 2019-05-08 | $1,093 | $1,086 | $7 | $7 |
| SPDR GOLD TRUST | P | 2019-07-09 | 2019-11-11 | $1,095 | $1,051 | $44 | $44 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,718 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $888 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $168,572 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059322 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $166,709 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059985 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $155,651 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064246 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,975 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $58,600 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.170222 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $76,935 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.133879 | DistributionYr5Rt |
| Total Distribution | 0.487654 | TotalDistributionRt |
| Average Distribution | 0.097531 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $163,342 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,931 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $124 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,055 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $249 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $249 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $249 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $249 | 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 | $2,000 | 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 | $156,317 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,512 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $165,829 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $165,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,487 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $163,342 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,167 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,167 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $249 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $249 | TotalTaxAmt |
| Distributable Before Adj | $7,918 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,918 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,918 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,918 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,568 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,095 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,272 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,853 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,688 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,476 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,918 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,918 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,558 | 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 | $1,650 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,908 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,095 | ExcessFromYear4Amt |
| Excess From Year3 | $2,272 | ExcessFromYear3Amt |
| Excess From Year2 | $1,853 | ExcessFromYear2Amt |
| Excess From Year1 | $1,688 | ExcessFromYear1Amt |
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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANCE OF THERAPY DOGS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5750 DTC PKWY 170 | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROMOTE ANIMAL ASSISTED ACTIVITIES | GrantOrContributionPurposeTxt |
| Amt | $2,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,000 | 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 | $4,899 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,718 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,617 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,617 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AMERICAN EXPRESS COMPANY | StockNm |
| EOY Book Value | $11,210 | EOYBookValueAmt |
| EOYFMV | $14,938 | 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 | $23,884 | $22,767 |
| ISHARES IBOXX $INVESTMENT GRADE CORP BOND ETF | FMV | $1,044 | $1,280 |
| ISHARES JPMORGAN USD EMERGING MARKETS BOND | FMV | $1,373 | $1,489 |
| ISHARES MSCI EAFE EFT | FMV | $9,091 | $9,590 |
| EATON VANCE GLOBAL | FMV | $13,709 | $14,084 |
| GOLDMAN SACHS MANAGED | FMV | $6,559 | $6,073 |
| GOLDMAN SACHS ABSOLUTE RETURN | FMV | $10,950 | $11,109 |
| JP MORGAN GLOBAL BOND OPPTY | FMV | $4,866 | $4,888 |
| MFS GLOBAL EQUITY | FMV | $9,248 | $10,118 |
| MAINSTAY EPOCH GLOBAL EQUITY | FMV | $7,833 | $8,202 |
| NEUBERGER BERMAN LONG SHORT | FMV | $8,510 | $8,770 |
| WELLS FARGO CORE BOND | FMV | $2,703 | $2,868 |
| ISHARES CORE S&P | FMV | $12,278 | $13,576 |
| ISHARES MSCI CHINA | FMV | $1,117 | $1,282 |
| ISHARES EDGE MSCI EAFE ETF | FMV | $1,023 | $1,181 |
| ISHARES CORE MSCI EMER MKT | FMV | $4,942 | $4,946 |
| SPDR BLOOMBERG BARCLAYS | FMV | $2,266 | $2,300 |
| VANECK VECTORS JPM | FMV | $1,689 | $1,735 |
| VANGUARD HEALTH | FMV | $2,264 | $2,301 |
| VANGUARD INFORMATION | FMV | $2,759 | $3,183 |
| VANGUARD SHORT TERM CORP | FMV | $2,072 | $2,107 |
| VANGUARD MID CAP | FMV | $1,654 | $1,782 |
| WISDOM TREE JAPAN HEDGED | FMV | $1,966 | $1,936 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ADJUSTMENT | Desc |
| Amt | $9,783 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $1,099 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,099 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,099 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $88 | $88 | $88 | $0 |
| 990-PF TAXES | $118 | $0 | $118 | $0 |
| NYS CHAR500 FILING FEE | $50 | $0 | $50 | $0 |
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