DOUG AND GAY LANE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DOUG AND GAY LANE FOUNDATION (EIN 22-3554995)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-28
- IRS object ID
- 201903019349100225
- Schema version
- 2018v3.1
- 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 | 2019-10-28T14:42:11-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 777 THIRD AVENUE 38TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2122627670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 THIRD AVENUE No 38 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAY LANE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122627670 | PhoneNum |
| Signature | 2019-10-25 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.7.70.169 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-25 | IPDt |
| IP Tm | 10:18:49 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 65B8B93038FC9A04A79C40F6417A264B873999A1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 65B8B93038FC9A04A79C40F6417A264B873999A1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,789,229 | 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 | $615,307 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,552 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,552 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,454 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,454 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $304,222 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,220,755 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $758,472 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $980,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $819,478 | 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 | $7,508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $384 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,514 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $390 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $477,077 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $477,077 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $484,591 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $390 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $477,077 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $495,944 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $819,088 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,940 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $333,783 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $333,783 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,871,695 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,060,796 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,455,446 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,898,635 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,394,579 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,789,229 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,770,914 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,266,858 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,898,635 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,394,579 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,898,635 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,394,579 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,898,635 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $495,944 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,394,579 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,394,579 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 SH AMERICAN AIRLINES GROUP | D | 2013-12-03 | 2018-01-18 | $28,900 | $1,891 | $27,009 | $27,009 |
| 300 SH ADOBE INC | D | 2017-12-22 | 2018-11-06 | $71,692 | $15,580 | $56,112 | $56,112 |
| 200 SH ADOBE INC | D | 2017-12-22 | 2018-01-18 | $39,080 | $10,387 | $28,693 | $28,693 |
| 300 SH ADOBE INC | P | 2013-09-20 | 2018-01-18 | $58,619 | $15,589 | $43,030 | $43,030 |
| 500 SH AIR LEASE CORP | P | 2013-09-20 | 2018-01-18 | $24,296 | $14,053 | $10,243 | $10,243 |
| 1000 SH CISCO SYSTEMS | D | 2018-05-31 | 2018-11-06 | $46,177 | $22,508 | $23,669 | $23,669 |
| 67 SH DELPHI TECHNOLOGIES | P | 2015-10-07 | 2018-11-06 | $1,430 | $2,625 | -$1,195 | -$1,195 |
| 67 SH DELPHI TECHNOLOGIES | P | 2014-09-19 | 2018-11-06 | $1,430 | $2,174 | -$744 | -$744 |
| 67 SH DELPHI TECHNOLOGIES | P | 2013-06-10 | 2018-11-06 | $1,430 | $1,669 | -$239 | -$239 |
| 56 SH EQUINIX INC | P | 2011-03-08 | 2018-11-06 | $24,614 | $4,727 | $19,887 | $19,887 |
| 1500 SH ENVISION HEALTHCARE CO | P | 2017-11-28 | 2018-10-11 | $69,000 | $46,418 | $22,582 | $22,582 |
| 100 SH FEDEX CORP | D | 2000-12-26 | 2018-11-06 | $22,573 | $3,824 | $18,749 | $18,749 |
| 25 SH ALPHABET INC | D | 2014-11-18 | 2018-11-06 | $26,565 | $7,781 | $18,784 | $18,784 |
| 20 SH GARRETT MOTION | D | 2001-10-08 | 2018-11-07 | $291 | $61 | $230 | $230 |
| 1200 SH HOLLYFRONTIER CORP | D | 2018-06-01 | 2018-06-01 | $97,341 | $32,738 | $64,603 | $64,603 |
| 800 SH HOLLYFRONTIER CORP | D | 2018-05-31 | 2018-06-01 | $64,894 | $27,339 | $37,555 | $37,555 |
| 200 SH HOLLYFRONTIER CORP | D | 2018-05-31 | 2018-06-01 | $16,211 | $27,339 | -$11,128 | -$11,128 |
| 1000 SH HOLLYFRONTIER CORP | D | 2018-05-29 | 2018-06-01 | $81,057 | $81,057 | $81,057 | |
| 200 SH IAC/INTERACTIVE CORP | D | 2018-05-31 | 2018-11-06 | $38,971 | $13,875 | $25,096 | $25,096 |
| 400 SH ILLUMINA | D | 2017-12-22 | 2018-01-18 | $97,013 | $27,126 | $69,887 | $69,887 |
| 100 SH ILLUMINA | D | 2011-12-29 | 2018-01-18 | $24,253 | $24,253 | $24,253 | |
| 100 SH ILLUMINA | D | 2017-12-22 | 2018-11-06 | $32,048 | $32,048 | $32,048 | |
| 711 SH IHS MARKIT LTD | P | 2016-07-13 | 2018-01-18 | $33,751 | $23,378 | $10,373 | $10,373 |
| 300 SH LINDE PLC | P | 2018-10-31 | 2018-11-07 | $49,599 | $49,037 | $562 | $562 |
| 500 SH SOUTHWEST AIRLINES | D | 2014-05-07 | 2018-01-18 | $32,770 | $4,621 | $28,149 | $28,149 |
| 600 SH MACY'S INC | P | 2015-10-07 | 2018-05-29 | $20,664 | $30,675 | -$10,011 | -$10,011 |
| 200 SH NVIDIA CORP | D | 2017-12-22 | 2018-01-18 | $44,995 | $5,630 | $39,365 | $39,365 |
| 100 SH PRAXAIR INC | P | 2013-09-20 | 2018-10-31 | $16,346 | $12,256 | $4,090 | $4,090 |
| 100 SH PRAXAIR INC | P | 2015-10-07 | 2018-10-31 | $16,346 | $10,720 | $5,626 | $5,626 |
| 100 SH PRAXAIR INC | P | 2010-01-04 | 2018-10-31 | $16,346 | $8,203 | $8,143 | $8,143 |
| 400 SH PAYPAL HOLDINGS INC | P | 2013-06-10 | 2018-01-18 | $32,669 | $12,885 | $19,784 | $19,784 |
| RESIDEO TECHNOLOGIES | D | 2001-10-08 | 2018-10-29 | $7 | $2 | $5 | $5 |
| 33 SH RESIDEO TECHNOLOGIES | D | 2001-10-08 | 2018-11-07 | $777 | $163 | $614 | $614 |
| 500 SH UNITED CONTINENTAL HOLDINGS | D | 2015-10-16 | 2018-01-18 | $38,127 | $10,062 | $28,065 | $28,065 |
| 200 SH VISA INC | D | 2017-12-22 | 2018-11-06 | $28,015 | $3,745 | $24,270 | $24,270 |
| 300 SH YUM CHINA HOLDINGS | P | 2013-06-10 | 2018-11-06 | $11,229 | $6,616 | $4,613 | $4,613 |
| 300 SH YUM CHINA HOLDINGS | P | 2013-09-20 | 2018-11-06 | $11,229 | $6,586 | $4,643 | $4,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $758,472 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $751,755 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,364,478 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.223439 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,169,547 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,286,456 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.355869 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $752,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,267,077 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.176256 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $493,186 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,344,830 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.147447 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $162,980 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,189,149 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074449 | DistributionYr5Rt |
| Total Distribution | 0.977460 | TotalDistributionRt |
| Average Distribution | 0.195492 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,133,532 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $808,072 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,191 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $816,263 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $477,077 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,382 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,382 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,382 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,618 | OverpaymentAmt |
| Applied To ES Tax | $1,618 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | ANDREW P SEGAL | IndividualWithBooksNm |
| Phone | 2126976620 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 THIRD AVENUE 38TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | ||||||||
| 777 THIRD AVENUE | NEW YORK | NY | 10017 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHARON GAY LANE | ||||||||
| 777 THIRD AVENUE | NEW YORK | NY | 07009 | 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 | $3,743,563 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $452,916 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,196,479 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,196,479 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,947 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,133,532 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,677 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,677 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,382 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,382 | TotalTaxAmt |
| Distributable Before Adj | $190,295 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $190,295 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $190,295 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $477,077 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $477,077 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $477,077 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $190,295 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $60,477 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $341,402 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $552,016 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,020,986 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $597,779 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,572,660 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $477,077 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $190,295 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $286,782 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,859,442 | 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 | $60,477 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,798,965 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $341,402 | ExcessFromYear4Amt |
| Excess From Year3 | $552,016 | ExcessFromYear3Amt |
| Excess From Year2 | $1,020,986 | ExcessFromYear2Amt |
| Excess From Year1 | $597,779 | ExcessFromYear1Amt |
| Excess From Current Year | $286,782 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOCA GRANDE HEALTH CLINIC FOUNDATION | |||||||
| 320 PARK AVENUE | BOCA GRANDE | FL | 33921 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| BROADWAY HOUSING | |||||||
| 583 RIVERSIDE DRIVE | NEW YORK | NY | 10031 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $35,000 |
| CEDAR GROVE VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 435 | CEDAR GROVE | NJ | 07009 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| CENTER FOR MIND AND CULTURE | |||||||
| 566 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| COLUMBIA UNIVERSITY MEDICAL CENTER | |||||||
| 630 WEST 168TH STREET | NEW YORK | NY | 10032 | N/A | DEPARTMENT OF NEUROL | GENERAL PURPOSES | $25,000 |
| COMMUNITY STOREHOUSE | |||||||
| PO BOX 13 | KELLER | TX | 76244 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $4,977 |
| DAVIS AND ELKINS | |||||||
| 100 CAMPUS DRIVE | ELKINS | WV | 26241 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $125,000 |
| FRIENDS OF BOCA GRANDE | |||||||
| 131 FIRST STREET WEST | BOCA GRANDE | FL | 33921 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DRIVE WEST | BETHLEHEM | PA | 18015 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| NEW YORK PUBLIC LIBRARY | |||||||
| 445 FIFTH AVENUE | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $350 |
| NJ ELKS | |||||||
| PO BOX 1596 | WOODBRIDGE | NJ | 07095 | N/A | PUBLIC CHARITY | SPECIAL CHILDRENS FUND | $5,000 |
| OAKWOOD ATHLETIC BOOSTERS | |||||||
| 1200 FAR HILLS AVENUE | OAKWOOD | OH | 45419 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 |
| PULMONARY FIBROSIS FDN | |||||||
| 230 EAST OHIO STREET | CHICAGO | IL | 60611 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 |
| RACQUET UP DETROIT | |||||||
| 18100 MEYERS ROAD | DETROIT | MI | 48235 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| RADCLIFFE CREEK SCHOOL | |||||||
| 201 TALBOT BOULEVARD | CHESTERTOWN | MD | 21620 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $75,000 |
| REDWOOD CHRISTIAN HS | |||||||
| 4200 JAMES AVENUE | CASTRO VALLEY | CA | 94546 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $250 |
| RIGHT TO DREAM | |||||||
| 12 JOHNSON PLACE | RYE | NY | 10580 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| SANDHILLS SCHOOL | |||||||
| 1500 HALLBROOK DRIVE | COLUMBIA | SC | 29209 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $477,077 | 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 | $2,552 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,454 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $304,222 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $365,228 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $365,228 | 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 | 777 THIRD AVENUE 38TH FLOOR | NEW YORK | NY | 10017 | $326,099 | Yes (X) |
| GAY LANE | ||||||
| 2 | 777 THIRD AVENUE 38TH FLOOR | NEW YORK | NY | 10017 | $289,208 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1000 SH HOLLYFRONTIER CORP | $74,151 | 2018-05-29 |
| 1 | 1000 SH CISCO SYSTEMS INC | $42,875 | 2018-05-31 |
| 1 | 1000 SH HOLLYFRONTIER CORP | $77,665 | 2018-05-31 |
| 1 | 500 SH IAC INTERACTIVE CORP | $77,785 | 2018-05-31 |
| 1 | 500 SH XPO LOGISTICS INC | $53,623 | 2018-05-31 |
| 2 | 1200 SH HOLLYFRONTIER CORP | $95,868 | 2018-06-01 |
| 2 | 300 SH ADOBE INC | $75,281 | 2018-11-08 |
| 2 | 4 SH CHEVRON CORP | $482 | 2018-11-08 |
| 2 | 2 SH EQUINIX INC | $790 | 2018-11-08 |
| 2 | 200 SH NVIDIA CORPORATION | $41,526 | 2018-11-08 |
| 2 | 300 SH UNITED CONTINENTAL HOLDINGS INC | $27,657 | 2018-11-08 |
| 2 | 500 SH ZOETIS INC | $47,604 | 2018-11-08 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1500 SH 3-D SYSTEMS CORP | $21,724 | $15,255 |
| 300 SH ADOBE SYSTEMS INC | $75,281 | $67,872 |
| 1000 SH AIR LEASE CORP | $33,896 | $30,210 |
| 25 SH ALPHABET INC CAP STK CL C | $13,412 | $25,890 |
| 1500 SH AMERICAN AIRLINES GROUP INC | $22,125 | $48,165 |
| 800 SH AMERICAN EXPRESS CO | $65,381 | $76,256 |
| 1200 SH AMERICAN INTL GROUP INC | $75,948 | $47,292 |
| 1666 SH ARCONIC INC | $39,913 | $28,089 |
| 2000 SH BANKUNITED INC | $71,406 | $59,880 |
| 1000 SH BB&T CORP | $42,946 | $43,320 |
| 1000 SH BORG WARNER INC | $43,525 | $34,740 |
| 1200 SH BRISTOL-MYERS SQUIBB CO | $64,837 | $62,376 |
| 600 SH CELGENE CORP | $47,785 | $38,454 |
| 800 SH CERNER CORP | $16,754 | $41,952 |
| 2000 SH CISCO SYSTEMS INC | $40,140 | $86,660 |
| 200 SH DANAHER CORP | $8,477 | $20,624 |
| 2500 SH DELTA AIR LINES INC | $23,507 | $124,750 |
| 500 SH DENTSPLY SIRONA INC | $18,170 | $18,605 |
| 300 SH DIAGEO PLC | $29,796 | $42,540 |
| 3000 SH DISCOVERY COMMUNICATIONS | $57,811 | $69,240 |
| 1000 SH EBAY INC | $20,950 | $28,070 |
| 152 SH EQUINIX INC | $51,037 | $53,589 |
| 600 SH EXPEDITORS INTL OF WASHINGTON | $21,846 | $40,854 |
| 400 SH FACEBOOK INC | $31,603 | $52,436 |
| 9000 SH FORD MOTOR CO | $108,134 | $68,850 |
| 200 SH FORTIVE CORP | $9,887 | $13,532 |
| 2000 SH GENERAL MOTORS CO | $61,817 | $66,900 |
| 200 SH HONEYWELL INTL INC | $20,062 | $26,424 |
| 12500 SH HUDSONS BAY CO | $124,205 | $67,125 |
| 300 SH ILLINOIS TOOL WORKS INC | $16,252 | $38,007 |
| 500 SH ILLUMINA INC | $93,666 | $149,965 |
| 3400 SH MACYS INC | $85,470 | $101,252 |
| 350 SH MASTERCARD INC | $17,045 | $66,028 |
| 1000 SH MERCK INC | $41,323 | $76,410 |
| 1000 SH METLIFE INC | $45,373 | $41,060 |
| 1500 SH NORDSTROM INC | $77,867 | $69,915 |
| 800 SH PAYPAL HOLDINGS INC | $34,208 | $67,272 |
| 800 SH PRUDENTIAL FINANCIAL INC | $68,257 | $65,240 |
| 1800 SH QUALCOMM INC | $106,114 | $102,438 |
| 1000 SH SOUTHWEST AIRLINES CO | $20,976 | $46,480 |
| 2500 SH STRATASYS LTD | $100,044 | $45,025 |
| 1657 SH SYNCHRONY LTD | $46,211 | $38,873 |
| 200 SH TRANSDIGM GROUP INC | $14,561 | $68,012 |
| 1300 SH UNITED CONTINENTAL HOLDINGS INC | $45,931 | $108,849 |
| 700 SH US BANCORP | $31,508 | $31,990 |
| 500 SH VERISK ANALYTICS INC | $31,758 | $54,520 |
| 900 SH VISA INC | $48,900 | $118,746 |
| 620 SH VULCAN MATERIALS CO | $28,129 | $61,256 |
| 1500 SH ALTABA INC | $48,186 | $86,910 |
| 600 SH APTIV PLC | $32,859 | $36,942 |
| 100 SH EXPEDIA INC | $12,533 | $11,265 |
| 700 SH FIRST REPUBLIC BANK | $65,910 | $60,830 |
| 500 SH JPMORGAN CHASE | $52,294 | $48,810 |
| 1500 SH L BRANDS INC | $64,715 | $38,505 |
| 5000 SH MAXAR TECHNOLOGIES | $125,081 | $59,800 |
| 200 SH MICROSOFT CORP | $17,055 | $20,314 |
| 600 SH NVIDIA CORP | $118,906 | $80,100 |
| 4 SH CHEVRON | $482 | $435 |
| 500 SH COCA COLA CO | $24,495 | $23,675 |
| 1000 SH FORTUNE BRANDS HOME & SECURITY | $45,301 | $37,990 |
| 300 SH IAC/INTERACTIVE CORP | $46,671 | $54,912 |
| 1500 SH MASCO CORP | $47,221 | $43,860 |
| 1000 SH XPO LOGISTICS | $95,515 | $57,040 |
| 500 SH ZOETIS INC | $47,604 | $42,770 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEE | Desc |
| Revenue And Expenses Per Books | $6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $384 | $384 | $0 |
| EXCISE TAX | $7,124 | $0 | $0 |
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