DOUG AND GAY LANE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DOUG AND GAY LANE FOUNDATION (EIN 22-3554995)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-09
- IRS object ID
- 202503139349100205
- Schema version
- 2024v5.2
- 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 | 2025-11-09T13:56:16-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 20 SUTTON PLACE SOUTH | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 9177576006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1972 | AddressLine1Txt |
| City | BOCA GRANDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33921 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAY LANE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9177576006 | PhoneNum |
| Signature | 2025-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,688,724 | 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 | $865,904 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $77,042 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77,042 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $162,040 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $162,040 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $616,580 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,503,053 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,680,071 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,721,566 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,919,153 | 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 | $3,809 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,809 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,450 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,450 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,259 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,139,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,139,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,167,729 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,259 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,139,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $553,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,890,894 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,459,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,051,134 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,051,134 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,521,493 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,483,625 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,637,590 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,980,922 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,534,759 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,688,724 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $6,853,201 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,407,038 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,980,922 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,534,759 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,980,922 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,534,759 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,980,922 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $553,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,534,759 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,534,759 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 SH AIR LEASE CORP | P | 2018-11-06 | 2024-03-22 | $24,035 | $19,843 | $4,192 | $4,192 |
| 1000 SH AIR LEASE CORP | P | 2020-10-20 | 2024-03-22 | $48,071 | $31,158 | $16,913 | $16,913 |
| 500 SH AIR LEASE CORP | P | 2013-09-20 | 2024-03-22 | $24,036 | $14,053 | $9,983 | $9,983 |
| 500 SH ALCOA CORP | P | 2023-01-26 | 2024-11-08 | $22,150 | $25,781 | -$3,631 | -$3,631 |
| 303 SH AMERICAN AIRLINES GROUP | D | 2019-02-28 | 2024-07-05 | $3,345 | $3,345 | $3,345 | |
| 697 SH AMERICAN AIRLIES GROUP | P | 2019-06-18 | 2024-07-05 | $7,695 | $23,047 | -$15,352 | -$15,352 |
| 1500 SH AMERICAN AIRLIES GROUP | D | 2013-12-03 | 2024-07-05 | $16,560 | $5,674 | $10,886 | $10,886 |
| 2000 SH AMERICAN AIRLIES GROUP | P | 2020-10-20 | 2024-07-05 | $22,080 | $25,946 | -$3,866 | -$3,866 |
| 300 SH AMERICAN EXPRESS CO | D | 2023-10-27 | 2024-06-05 | $70,121 | $16,645 | $53,476 | $53,476 |
| 200 SH AMERICAN EXPRESS CO | D | 2023-10-27 | 2024-07-05 | $47,060 | $11,096 | $35,964 | $35,964 |
| 1000 SH ANHEUSER BUSCH INBEV | P | 2021-11-17 | 2024-11-08 | $57,208 | $59,360 | -$2,152 | -$2,152 |
| 500 SH ANHEUSER BUSCH INBEV | P | 2022-10-31 | 2024-11-08 | $28,604 | $25,064 | $3,540 | $3,540 |
| 500 SH APTIV PLC | D | 2021-09-24 | 2024-07-05 | $35,055 | $11,920 | $23,135 | $23,135 |
| 100 SH APTIV PLC | D | 2023-10-26 | 2024-07-05 | $7,010 | $4,239 | $2,771 | $2,771 |
| 1000 SH AT&T | P | 2022-10-31 | 2024-09-13 | $21,630 | $18,200 | $3,430 | $3,430 |
| 200 SH BLACKSTONE INC | D | 2021-11-11 | 2024-11-08 | $35,521 | $4,416 | $31,105 | $31,105 |
| 50 SH CORPAY INC | P | 2020-10-20 | 2024-04-01 | $15,250 | $12,272 | $2,978 | $2,978 |
| 100 SH DIAGEO PLC | P | 2011-03-08 | 2024-07-05 | $12,928 | $7,813 | $5,115 | $5,115 |
| 395 EOG RESOURCES INC | P | 2020-10-20 | 2024-06-04 | $47,151 | $14,314 | $32,837 | $32,837 |
| 100 SH EXPEDIA GROUP INC | P | 2017-11-28 | 2024-07-05 | $12,348 | $12,533 | -$185 | -$185 |
| 1 SH EXXON MOBIL | P | 2024-03-19 | 2024-05-06 | $105 | $98 | $7 | $7 |
| 31 SH GE VERNOVA INC | D | 2021-07-09 | 2024-06-05 | $5,202 | $1,422 | $3,780 | $3,780 |
| 319 SH GE VERNOVA INC | D | 2022-08-11 | 2024-06-05 | $53,059 | $14,638 | $38,421 | $38,421 |
| 200 SH GODADDY INC | P | 2021-07-09 | 2024-07-05 | $28,752 | $17,380 | $11,372 | $11,372 |
| GRAIL INC | P | 2024-06-05 | 2024-06-26 | $6 | $5 | $1 | $1 |
| 200 SH INGERSOLL RAND | P | 2021-08-31 | 2024-11-08 | $20,485 | $10,595 | $9,890 | $9,890 |
| 2440 SH KYNDRYL HOLDINGD INC | P | 2022-10-31 | 2024-04-29 | $48,515 | $23,588 | $24,927 | $24,927 |
| 1960 SH KYNDRYL HOLDINGD INC | P | 2022-10-11 | 2024-04-29 | $38,971 | $16,160 | $22,811 | $22,811 |
| 200 SH MARATHON PETROLEUM CORP | D | 2023-10-27 | 2024-02-26 | $34,636 | $6,067 | $28,569 | $28,569 |
| 50 SH MASTERCARD | D | 2021-09-24 | 2024-11-08 | $26,379 | $1,058 | $25,321 | $25,321 |
| 50 SH MASTERCARD | D | 2021-11-11 | 2024-11-08 | $26,379 | $1,058 | $25,321 | $25,321 |
| 100 SH MICROSOFT CORP | D | 2020-12-17 | 2024-02-26 | $40,885 | $2,923 | $37,962 | $37,962 |
| 100 SH MICROSOFT CORP | D | 2020-12-17 | 2024-03-04 | $41,505 | $2,923 | $38,582 | $38,582 |
| 150 SH MICROSOFT CORP | D | 2020-12-17 | 2024-07-05 | $70,011 | $4,385 | $65,626 | $65,626 |
| 50 SH MICROSOFT CORP | D | 2020-12-17 | 2024-11-08 | $21,166 | $1,461 | $19,705 | $19,705 |
| 2000 SH MILLERKNOLL INC | P | 2022-10-31 | 2024-01-24 | $53,835 | $42,343 | $11,492 | $11,492 |
| 500 SH NORDSTROM INC | P | 2019-06-18 | 2024-09-10 | $11,035 | $16,237 | -$5,202 | -$5,202 |
| 2500 SH NORDSTROM INC | P | 2020-10-20 | 2024-09-10 | $55,174 | $31,456 | $23,718 | $23,718 |
| 300 SH NVIDIA CORP | D | 2023-10-26 | 2024-02-26 | $237,817 | $2,072 | $235,745 | $235,745 |
| 50 SH NVIDIA CORP | D | 2017-12-22 | 2024-02-26 | $39,636 | $345 | $39,291 | $39,291 |
| 200 SH NVIDIA CORP | D | 2024-03-01 | 2024-03-04 | $173,273 | $1,381 | $171,892 | $171,892 |
| 200 SH NVIDIA CORP | D | 2024-03-01 | 2024-03-04 | $173,273 | $1,381 | $171,892 | $171,892 |
| 500 SH PRUDENTIAL FINANCIAL INC | P | 2015-10-07 | 2024-04-05 | $57,720 | $38,859 | $18,861 | $18,861 |
| 300 SH PRUDENTIAL FINANCIAL INC | P | 2018-11-06 | 2024-04-05 | $34,632 | $29,399 | $5,233 | $5,233 |
| 700 SH QUALCOMM | D | 2024-07-01 | 1974-07-05 | $144,119 | $10,483 | $133,636 | $133,636 |
| 300 SH QUALCOMM | D | 2024-07-01 | 2024-11-08 | $51,581 | $13,514 | $38,067 | $38,067 |
| 200 SH REINSURANCE GROUP AMERICA INC | P | 2022-08-09 | 2024-04-09 | $38,099 | $24,960 | $13,139 | $13,139 |
| 270 SH REINSURANCE GROUP AMERICA INC | P | 2021-11-17 | 2024-04-09 | $51,434 | $30,200 | $21,234 | $21,234 |
| 50 SH SCHLUMBERGER LTD | D | 2023-10-27 | 2024-07-05 | $23,145 | $8,750 | $14,395 | $14,395 |
| 500 SH SHELL PLC | P | 2022-10-11 | 2024-02-26 | $31,640 | $25,089 | $6,551 | $6,551 |
| 190 SH STRATASYS | P | 2017-11-28 | 2024-09-17 | $1,425 | $4,323 | -$2,898 | -$2,898 |
| 1500 SH STRATASYS | P | 2020-02-10 | 2024-09-17 | $11,253 | $28,284 | -$17,031 | -$17,031 |
| 2000 SH STRATASYS | P | 2022-10-31 | 2024-09-17 | $15,005 | $28,865 | -$13,860 | -$13,860 |
| 300 SH UNITED AIRLINES HOLDINGS INC | D | 2018-10-08 | 2024-11-08 | $26,155 | $13,281 | $12,874 | $12,874 |
| 200 SH UNITED AIRLINES HOLDINGS INC | D | 2024-03-04 | 2024-11-08 | $17,437 | $8,854 | $8,583 | $8,583 |
| 500 SH XPO INC | D | 2021-11-11 | 2024-02-09 | $59,665 | $4,021 | $55,644 | $55,644 |
| 500 SH XPO INC | D | 2021-11-11 | 2024-02-09 | $59,665 | $3,933 | $55,732 | $55,732 |
| 500 SH XPO INC | D | 2018-05-31 | 2024-02-09 | $59,665 | $3,927 | $55,738 | $55,738 |
| 500 SH XPO INC | D | 2017-12-22 | 2024-02-26 | $60,525 | $3,890 | $56,635 | $56,635 |
| Capital Gains Dividends | P | $1,931 | $1,931 | $1,931 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,680,071 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,283 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,283 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,283 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,238 | 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 | $6,238 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $463 | EsPenaltyAmt |
| Tax Due | $20,508 | 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 | 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 | GAY LANE | IndividualWithBooksNm |
| Phone | 9177576006 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1972 | AddressLine1Txt |
| City | BOCA GRANDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33921 | 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 | ||||||||
| PO BOX 1972 | BOCA GRANDE | FL | 33921 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHARON GAY LANE | ||||||||
| PO BOX 1972 | BOCA GRANDE | FL | 33921 | 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 | $8,113,681 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,586,173 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,699,854 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,699,854 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,498 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,554,356 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $477,718 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $477,718 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,283 | TotalTaxAmt |
| Distributable Before Adj | $451,435 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $451,435 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $451,435 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,139,470 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,139,470 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $451,435 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $481,605 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $248,490 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $785,478 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $458,126 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $156,581 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,130,280 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,139,470 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $451,435 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $688,035 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,818,315 | 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 | $481,605 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,336,710 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $248,490 | ExcessFromYear4Amt |
| Excess From Year3 | $785,478 | ExcessFromYear3Amt |
| Excess From Year2 | $458,126 | ExcessFromYear2Amt |
| Excess From Year1 | $156,581 | ExcessFromYear1Amt |
| Excess From Current Year | $688,035 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTS QUEST | |||||||
| 25 WEST 3RD STREET | BETHLEHEM | PA | 18015 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DRIVE WEST | BETHLEHEM | PA | 18015 | N/A | PUBLIC CHARITY | ATHLETIC DEPARTMENT | $375,000 |
| PULMONARY FIBROSIS FOUNDATION | |||||||
| 230 EAST OHIO STREET | CHICAGO | IL | 60611 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $70,000 |
| SWIM ACROSS AMERICA | |||||||
| 8508 PARK ROAD | CHARLOTTE | NC | 28210 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| JUST HORIZONS ALLIANCE | |||||||
| 566 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $200,000 |
| DAVIS AND ELKINS | |||||||
| 100 CAMPUS DRIVE | ELKINS | WV | 26241 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $100,000 |
| PERLMAN MUSIC PROGRAM SUNCOAST | |||||||
| PO BOX 3407 | SARASOTA | FL | 34230 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 |
| CAMP LEELANAU KOHAHNA FOUNDATION | |||||||
| 1653 SPORT ONEIDA RD | MAPLE CITY | MI | 49664 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $200,000 |
| HEALTHNETWORK FOUNDATION | |||||||
| 3550 LANDER ROAD SUITE 225 | PEPPER PIKE | OH | 44124 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $50,000 |
| BOCA GRANDE HEALTH CLINIC FOUNDATION | |||||||
| PO BOX 2340 | BOCA GRANDE | FL | 33921 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| FRIENDS OF BOCA GRANDE | |||||||
| 131 FIRST STREET WEST | BOCA GRANDE | FL | 33921 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| ROCKLAND DEVELOPMENT PROGRAM | |||||||
| 198 CHARLES STREET | CLIFTON | NJ | 07013 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| A SHOT FOR LIFE | |||||||
| 80 POPLAR STREET | WATERTOWN | MA | 02472 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $500 |
| SPECIAL OPERATION WARRIOR FOUNDATION | |||||||
| 1137 MARBELLA PLAZA DRIVE | TAMPA | FL | 33619 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $64,970 |
| NEVER FORGET RIDE | |||||||
| 1137 MARBELLA PLAZA DRIVE | TAMPA | FL | 33619 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $2,000 |
| ACCENT DANCE | |||||||
| 57 WEST 57TH STREET | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,139,470 | 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 | $77,042 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,040 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $616,580 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $855,662 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $855,662 | 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 | PO BOX 1972 | BOCA GRANDE | FL | 33921 | $415,491 | Yes (X) |
| GAY LANE | ||||||
| 2 | PO BOX 1972 | BOCA GRANDE | FL | 33921 | $450,413 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 200 SH NVIDIA CORP | $161,736 | 2024-03-01 |
| 1 | 250 SH ALNYLAM PHARMACEUTICALS INC | $61,247 | 2024-12-17 |
| 1 | 290 SH BLACKSTONE INC | $92,615 | 2024-12-17 |
| 1 | 500 SH ALPHABET INC CL C | $99,893 | 2024-12-17 |
| 2 | 200 SH NVIDIA CORP | $161,736 | 2024-03-01 |
| 2 | 200 SH MICROSOFT CORP | $90,303 | 2024-07-01 |
| 2 | 200 SH QUALCOMM INC | $39,675 | 2024-07-01 |
| 2 | 800 SH QUALCOMM INC | $158,699 | 2024-07-01 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (84 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 SH AMERICAN EXPRESS CO | $143,950 | $296,790 |
| 2500 SH BRISTOL-MYERS SQUIBB CO | $132,771 | $141,400 |
| 4500 SH DELTA AIR LINES INC | $86,687 | $272,250 |
| 50 SH EQUINIX INC | $6,289 | $47,145 |
| 1200 SH EXPEDITORS INTL OF WASHINGTON | $86,826 | $132,924 |
| 7000 SH FORD MOTOR CO | $60,189 | $69,300 |
| 3000 SH GENERAL MOTORS CO | $98,187 | $159,810 |
| 200 SH HONEYWELL INTL INC | $20,062 | $45,178 |
| 300 SH ILLINOIS TOOL WORKS INC | $16,252 | $76,068 |
| 2000 SH MACYS INC | $37,980 | $33,860 |
| 400 SH MASTERCARD INC | $65,591 | $210,628 |
| 1300 SH MERCK INC | $62,484 | $129,324 |
| 600 SH PAYPAL HOLDINGS INC | $88,456 | $51,210 |
| 1400 SH QUALCOMM INC | $78,410 | $215,068 |
| 1500 SH US BANCORP | $63,385 | $71,745 |
| 400 SH VERISK ANALYTICS INC | $25,123 | $110,172 |
| 800 SH VISA INC | $80,655 | $252,832 |
| 620 SH VULCAN MATERIALS CO | $28,129 | $159,483 |
| 1994 SH APTIV PLC | $137,580 | $120,597 |
| 700 SH JPMORGAN CHASE | $72,634 | $167,797 |
| 300 SH MICROSOFT CORP | $38,996 | $126,450 |
| 700 SH CHEVRON | $87,946 | $101,388 |
| 2000 SH COCA COLA CO | $101,621 | $124,520 |
| 1500 SH BLACKSTONE INC | $196,408 | $258,630 |
| 635 SH TRUIST FINANCIAL CORP | $24,244 | $27,546 |
| 1000 SH CITIGROUP INC | $47,010 | $70,390 |
| 2000 SH INTERNATIONAL FLAVORS & FRAGRANCES INC | $169,142 | $169,100 |
| 200 SH ESTEE LAUDER COS INC | $52,417 | $14,996 |
| 1000 SH SIMON PROPERTY GROUP INC | $98,138 | $172,210 |
| 2500 SH UNITED AIRLINES HOLDINGS INC | $79,075 | $242,750 |
| 100 SH CHARTER COMMUNICATIONS | $54,156 | $34,277 |
| 2000 SH COMCAST CORP | $112,025 | $75,060 |
| 2020 SH CVS HEALTH CORP | $166,925 | $90,678 |
| 1400 SH GE AEROSPACE | $69,748 | $233,506 |
| 800 SH GODADDY INC | $62,479 | $157,896 |
| 1500 SH GXO LOGISTICS | $79,369 | $65,250 |
| 800 SH INGERSOLL RAND | $38,507 | $72,368 |
| 1000 SH INTERNATIONAL BUSINESS MACHINES | $131,121 | $219,830 |
| 6000 SH KIMCO REALTY CORP | $128,364 | $140,580 |
| 700 SH MODERNA INC | $102,634 | $29,106 |
| 2000 SH NESTLE | $206,392 | $165,252 |
| 730 SH REINSURANCE GROUP AMERICA | $81,651 | $155,950 |
| 800 SH SMUCKER J M | $92,356 | $88,096 |
| 300 SH FERRARI N V | $60,413 | $127,452 |
| 1000 SH BANK OF AMERICA CORP | $31,284 | $43,950 |
| 1000 SH DISNEY WALT | $99,137 | $111,350 |
| 2000 SH FREEPORT MCMORAN INC | $68,233 | $76,160 |
| 3200 SH GSK PLC | $133,507 | $108,224 |
| 10000 SH HALEON PLC | $80,779 | $95,400 |
| 2000 SH IHEARTMEDIA INC | $14,812 | $3,960 |
| 3000 SH RXO INC | $68,099 | $71,520 |
| 1000 SH STANLEY BLACK & DECKER | $77,476 | $80,290 |
| 1500 SH ALCOA CORP | $42,573 | $56,670 |
| 400 SH APA CORP | $16,000 | $9,236 |
| 500 SH AUTODESK INC | $102,435 | $147,785 |
| 4000 SH CLEVELAND CLIFFS | $67,988 | $37,600 |
| 700 SH JOHNSON & JOHNSON | $103,457 | $101,234 |
| 850 SH LOWES COS | $157,533 | $209,780 |
| 300 SH MARATHON PETROLEUM CORP | $43,923 | $41,850 |
| 70 SH MARTIN MARIETTA MATERIALS INC | $24,697 | $36,155 |
| 1000 SH NEW YORK TIMES | $41,287 | $52,050 |
| 500 SH NUCOR CORP | $73,875 | $58,355 |
| 1000 SH SCHLUMBERGER LTD | $49,133 | $38,340 |
| 500 SH WHEATON PRECIOUS METAL | $26,317 | $28,120 |
| 6000 SH ORGANON & CO | $74,626 | $89,520 |
| 300 SH WORKDAY INC | $64,457 | $77,409 |
| 4000 SH AES CORP | $73,029 | $51,480 |
| 100 SH AIR PRODUCTS & CHEMICALS INC | $27,006 | $29,004 |
| 250 SH ALNYLAM PHRMACEUTICALS | $61,248 | $58,828 |
| 500 SH ALPHABET INC | $99,893 | $95,220 |
| 600 SH AMERICAN TOWER | $118,018 | $110,046 |
| 500 SH BOEING CO | $107,293 | $88,500 |
| 1000 SH CF INDUSTRIES HOLDINGS INC | $77,336 | $85,320 |
| 5000 SH COMPAGNIE FINNCIERE RICHEMONT | $79,570 | $76,083 |
| 1200 SH EXXON MOBIL | $105,031 | $139,841 |
| 83 SH GRAIL | $1,315 | $1,482 |
| 5000 SH HEALTHPEAK PROPERTIES INC | $114,296 | $101,350 |
| 500 SH HERSHEY CO | $95,503 | $84,675 |
| 800 SH ILLUMINA INC | $83,611 | $106,904 |
| 800 SH NOVARTIS A G | $82,203 | $77,848 |
| 600 SH PEPSICO INC | $100,376 | $91,236 |
| 200 SH RBC BEARINGS INC | $54,018 | $59,828 |
| 500 SH RTX CORP | $45,050 | $57,860 |
| 500 SH TECK RESOURCES LTD | $24,424 | $20,265 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $24,450 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $3,809 | Amt |
| Net Investment Income | $3,809 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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