LANE MEMORIAL FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LANE MEMORIAL FOUNDATION (EIN 47-4423726)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-12
IRS object ID
201913169349101086
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-12T10:56:58-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARY-ALICE L GREINER CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line157 YORKSHIRE ROADAddressLine1Txt
CityNEW HYDE PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11040ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474423726EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LANE MEMORIAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLANEBusinessNameControlTxt
Phone5162945233PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O GREINER 57 YORKSHIRE ROADAddressLine1Txt
CityNEW HYDE PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP110403626ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY-ALICE L GREINERPersonNm
Person TitlePRESIDENT/TREASURERPersonTitleTxt
Phone5162945233PhoneNum
Signature2019-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY-ALICE L GREINERPreparerPersonNm
PTINP00291012PTIN
Phone5162945233PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.56.140.54IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-12IPDt
IP Tm11:46:25IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6BD08B45618F791D391241FC1FD8A754BBA31A6AAtSubmissionCreationDeviceId
At Submission Filing Device Id0E41BE0130549145995F456B01E6CD43A8754829AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,890,704FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,022,354ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$42,982InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$42,982InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$159,606DividendsRevAndExpnssAmt
Dividends Net Invst Incm$159,606DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$181,773NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,484,430GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$181,773CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,406,715TotalRevAndExpnssAmt
Total Net Invst Incm$384,361TotalNetInvstIncmAmt
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$16,775TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$71,296OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$71,046OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$88,071TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$71,046TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$750,020ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$750,020ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$838,091TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$71,046TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$750,270TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$568,624ExcessRevenueOverExpensesAmt
Net Investment Income$313,315NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,118,860CashBOYAmt
Cash EOY$737CashEOYAmt
Cash EOYFMV$737CashEOYFMVAmt
Sav And Temp Cash Invst BOY$367,532SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$310,895SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$310,895SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$21,744USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$21,744USGovtObligationsEOYFMVAmt
Corporate Stock BOY$7,431,880CorporateStockBOYAmt
Corporate Stock EOY$9,153,520CorporateStockEOYAmt
Corporate Stock EOYFMV$8,557,328CorporateStockEOYFMVAmt
Total Assets BOY$8,918,272TotalAssetsBOYAmt
Total Assets EOY$9,486,896TotalAssetsEOYAmt
Total Assets EOYFMV$8,890,704TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$8,918,272UnrestrictedBOYAmt
Unrestricted EOY$9,486,896UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$8,918,272TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,486,896TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,918,272TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,486,896TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,918,272TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$568,624ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$9,486,896SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,486,896TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
THROUGH BNY MELLOM- S/TP2018-12-31$731,704$730,551$1,153$1,153
THROUGH BNY MELLOM- L/TP2018-12-31$637,426$572,106$65,320$65,320
CAPITAL GAINS DIVIDENDSP$115,300$115,300$115,300
FieldValueIRS element (for citing)
Capital Gain Net Income$181,773CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,001,628NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$9,530,409NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,133NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,133AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$750,270QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,133InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,133SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,133TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,000TotalPaymentsAndCreditsAmt
Es Penalty$129EsPenaltyAmt
Overpayment$1,738OverpaymentAmt
Applied To ES Tax$1,738AppliedToESTaxAmt
Refund$0RefundAmt

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 BooksMARY-ALICE L GREINERIndividualWithBooksNm
Phone5162945233PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line157 YORKSHIRE ROADAddressLine1Txt
CityNEW HYDE PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP110403626ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY-ALICE GREINER
C/O GREINER 57 YORKSHIRE RDNEW HYDE PARKNY11040PRESIDENT / TREASURER / DIRECTOR0.00$0$0$0
REV DANIEL LANE
C/O GREINER 57 YORKSHIRE RDNEW HYDE PARKNY11040VICE-PRESIDENT / DIRECTOR0.00$0$0$0
ITALO BAROZZI
C/O GREINER 57 YORKSHIRE RDNEW HYDE PARKNY11040SECRETARY / TREASURER / DI0.00$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$8,876,512AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$799,030AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,675,542TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,675,542AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$145,133CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,530,409NetVlNoncharitableAssetsAmt
Minimum Investment Return$476,520MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$476,520MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,133TaxBasedOnInvestmentIncomeAmt
Total Tax$3,133TotalTaxAmt
Distributable Before Adj$473,387DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$473,387DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$473,387DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$750,270ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$750,270QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,133PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$747,137AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$473,387DistributableAsAdjustedAmt
Undistributed Income PY$283,910UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$750,270QualifyingDistributionsAmt
Applied To Year1$283,910AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$466,360AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$7,027UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARY-ALICE GREINERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line157 YORKSHIRE ROADAddressLine1Txt
CityNEW HYDE PARKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11040ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5162945233RecipientPhoneNum
Recipient Email AddressMGREINER59@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsLETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCd
DIOCESE OF LA CEIBA
9 CALLE ENTRE AVE SAN ISIDRO Y14 DEJULIO CASA NO 11LA CEIBAHONONEN/ASEMINARY TUITION, HOUSING SUBSIDY FOR NUNS & BUILDING NEW CLINIC FOR SPECIAL NEEDS CHILDREN.$114,600
DIOCESE OF TORIT SOUTH SUDAN
C/O ST PATRICKS SOCKILTEGANWICKLOWEINONEN/ASUBSIDIZE TEACHERS' & NUNS' SALARIES, BUILDING ADDITIONAL CLASSROOMS & TEACHERS' HOUSING.$200,920
SEMINARY- TANGAZA COLLEGE NAIROBI KENYA
C/O ST PATRICKS SOCKILTEGANWICKLOWEINONEN/ASEMINARY TUITION AND LIVING EXPENSES FOR 4 SEMINARIANS.$80,000
CONSOLATA MISSIONARIES
NONEN/ASUBSIDIZE THEOLOGY AND PHILOSOPHY SEMINARIES FOR VARIOUS STUDENTS.$131,5002624 STATE HWY 27NEW BRUNSWICKNJ08875
MERCEDES PARISH
CIUDAD DE MERCEDES 6600BUENOS AIRESARNONEN/ABUILDING OF A CHURCH IN ALTAMIRA, ARGENTINA.$153,000
PASSIONISTS OF THE HOLY SPIRIT- PAPAU NEW GUINEA
NONEN/ATHEOLOGICAL EDUCATION IN PNG & AUSTRALIA.$70,000C/O MSGR KELLY 265 WICKOFF AVEBROOKLYNNY11237
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$750,020TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,982ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$159,606ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$181,773ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$384,361ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$384,361TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ESTATE OF JOSEPH M LANE
1C/O LSL 229 SEVENTH ST STE 305GARDEN CITYNY11530$500,305Yes (X)
ESTATE OF JOAN M LANE
2C/O LSL 229 SEVENTH ST STE 305GARDEN CITYNY11530$522,049Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES AT BNY MELLONStockNm
EOY Book Value$9,153,520EOYBookValueAmt
EOYFMV$8,557,328EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$21,744USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$21,744USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$71,046$71,046$0
NY STATE FILING FEES$250$0$250

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
ESTATE OF JOSEPH M LANE
C/O LSL 229 SEVENTH ST STE 305GARDEN CITYNY11530
ESTATE OF JOAN M LANE
C/O LSL 229 SEVENTH ST STE 305GARDEN CITYNY11530

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$16,775Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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