LACEY FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LACEY FAMILY FOUNDATION (EIN 46-5451651)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-13
- IRS object ID
- 201902259349100320
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-13T13:35:29-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-08-13 | 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 | 2019-08-13 | IPDt |
| IP Tm | 08:55:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 70B312827C3FE7EF6B8AF98FDCA504449D490772 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F8848F60CBEA369C44B61CB92D4B3A6CC701390F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $159,337 | 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 | $9,305 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,145 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,145 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,145 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,907 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,623 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,907 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,357 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,052 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,145 | 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 | $79 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $79 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,229 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,179 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,229 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,208 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,308 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,208 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,308 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,049 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,844 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,837 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,168 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,042 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,042 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $89 | AcctRcvblAmt |
| Acct Rcvbl EOY | $89 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $89 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $33 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $33 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $33 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $36,477 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,298 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,454 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $122,420 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $125,880 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $121,719 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $162,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $162,342 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $159,337 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,805 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $4,805 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $157,293 | UnrestrictedBOYAmt |
| Unrestricted EOY | $162,342 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $157,293 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $162,342 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $162,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $162,342 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $157,293 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,049 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $162,342 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $162,342 | 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 |
|---|---|---|---|---|---|---|---|
| AMERN EXPRESS CO | P | 2014-03-25 | 2018-11-16 | $9,911 | $8,179 | $1,732 | $1,732 |
| BRCLY BLMBRG CMDTY | P | 2018-02-01 | 2018-07-17 | $482 | $528 | -$46 | -$46 |
| BRCLY BLMBRG CMDTY | P | 2017-12-04 | 2018-08-01 | $517 | $522 | -$5 | -$5 |
| ISHS PAC EX JPN | P | 2017-11-15 | 2018-07-17 | $551 | $564 | -$13 | -$13 |
| ISHS PAC EX JPN | P | 2017-11-15 | 2018-08-01 | $511 | $517 | -$6 | -$6 |
| ISHS TIPS BD | P | 2017-10-03 | 2018-02-01 | $563 | $567 | -$4 | -$4 |
| ISHS INVSTMNT BD | P | 2017-10-03 | 2018-02-01 | $718 | $723 | -$5 | -$5 |
| ISHS INVSTMNT BD | P | 2018-08-01 | 2018-11-01 | $447 | $460 | -$13 | -$13 |
| ISHS 20+ TRSY | P | 2018-02-01 | 2018-03-12 | $1,184 | $1,223 | -$39 | -$39 |
| ISHS 20+ TRSY | P | 2018-02-01 | 2018-06-01 | $1,564 | $1,590 | -$26 | -$26 |
| ISHS 20+ TRSY | P | 2018-08-01 | 2018-10-01 | $3,617 | $3,756 | -$139 | -$139 |
| ISHS 20+ TRSY | P | 2018-08-01 | 2018-11-01 | $566 | $593 | -$27 | -$27 |
| ISHS 7-10Y TRSY | P | 2018-02-01 | 2018-06-01 | $4,383 | $4,458 | -$75 | -$75 |
| ISHS 7-10Y TRSY | P | 2018-02-01 | 2018-10-01 | $2,420 | $2,473 | -$53 | -$53 |
| ISHS 1-3YR TRS | P | 2018-02-01 | 2018-06-01 | $1,915 | $1,928 | -$13 | -$13 |
| ISHS 1-3YR TRS | P | 2018-02-01 | 2018-10-01 | $995 | $1,002 | -$7 | -$7 |
| ISHS MSCI EAFE INDX ETF | P | 2017-07-05 | 2018-02-01 | $2,291 | $2,012 | $279 | $279 |
| ISHS MSCI EAFE INDX ETF | P | 2018-06-01 | 2018-07-02 | $2,379 | $2,518 | -$139 | -$139 |
| ISHS MSCI EAFE INDX ETF | P | 2018-06-01 | 2018-08-01 | $1,235 | $1,259 | -$24 | -$24 |
| ISHS JPM USD E/M BD ETF | P | 2017-10-03 | 2018-02-01 | $1,036 | $1,024 | $12 | $12 |
| ISHS JPM USD E/M BD ETF | P | 2017-07-05 | 2018-02-16 | $564 | $568 | -$4 | -$4 |
| ISHS JPM USD E/M BD ETF | P | 2017-07-05 | 2018-07-02 | $848 | $908 | -$60 | -$60 |
| ISHS JPM USD E/M BD ETF | P | 2018-06-01 | 2018-08-01 | $432 | $432 | $0 | $0 |
| ISHS IBOX $ H/Y CORP ETF | P | 2017-10-03 | 2018-02-01 | $4,954 | $5,019 | -$65 | -$65 |
| ISHS IBOX $ H/Y CORP ETF | P | 2017-07-05 | 2018-02-16 | $775 | $792 | -$17 | -$17 |
| ISHS IBOX $ H/Y CORP ETF | P | 2017-07-05 | 2018-07-02 | $847 | $880 | -$33 | -$33 |
| ISHS IBOX $ H/Y CORP ETF | P | 2018-06-01 | 2018-08-01 | $514 | $511 | $3 | $3 |
| ISHS 3-7Y TRSY ETF | P | 2017-12-04 | 2018-06-01 | $479 | $490 | -$11 | -$11 |
| ISHS 3-7Y TRSY ETF | P | 2018-02-01 | 2018-10-01 | $951 | $969 | -$18 | -$18 |
| ISHS 3-7Y TRSY ETF | P | 2018-02-01 | 2018-11-01 | $119 | $120 | -$1 | -$1 |
| SPDR S&P 500 ETF | P | 2017-10-03 | 2018-02-01 | $2,816 | $2,443 | $373 | $373 |
| SPDR S&P 500 ETF | P | 2018-06-25 | 2018-07-02 | $2,160 | $2,186 | -$26 | -$26 |
| SPDR S&P 500 ETF | P | 2018-06-01 | 2018-08-01 | $1,972 | $1,902 | $70 | $70 |
| SPDR S&P 500 ETF | P | 2018-10-12 | 2018-12-03 | $1,114 | $1,137 | -$23 | -$23 |
| VNGRD FTSE EMG MKTS ETF | P | 2017-10-03 | 2018-02-01 | $1,390 | $1,188 | $202 | $202 |
| VNGRD FTSE EMG MKTS ETF | P | 2018-02-16 | 2018-05-04 | $761 | $826 | -$65 | -$65 |
| VNGRD FTSE EMG MKTS ETF | P | 2018-06-01 | 2018-06-25 | $548 | $596 | -$48 | -$48 |
| VNGRD FTSE EMG MKTS ETF | P | 2018-06-01 | 2018-07-02 | $955 | $950 | $5 | $5 |
| VNGRD REAL EST INDX ETF | P | 2017-12-04 | 2018-02-01 | $475 | $509 | -$34 | -$34 |
| VNGRD REAL EST INDX ETF | P | 2017-12-04 | 2018-08-01 | $82 | $85 | -$3 | -$3 |
| WSDMTR JPN HEDG EQ ETF | P | 2017-07-14 | 2018-02-01 | $912 | $786 | $126 | $126 |
| BRCLY BLMBRG CMDTY | P | 2017-09-11 | 2018-10-01 | $24 | $23 | $1 | $1 |
| COLUMBIA ADPT RSK I | P | 2016-03-15 | 2018-02-01 | $187 | $167 | $20 | $20 |
| COLUMBIA ADPT RSK I | P | 2016-03-15 | 2018-05-01 | $379 | $343 | $36 | $36 |
| COLUMBIA ADPT RSK I | P | 2016-03-15 | 2018-08-01 | $631 | $564 | $67 | $67 |
| COLUMBIA ADPT RSK I | P | 2016-03-15 | 2018-11-01 | $105 | $96 | $9 | $9 |
| COLUMBIA ALT BETA I | P | 2016-03-15 | 2018-05-01 | $37 | $38 | -$1 | -$1 |
| ISHS TIPS BD | P | 2016-04-04 | 2018-02-01 | $359 | $352 | $7 | $7 |
| ISHS TIPS BD | P | 2016-03-15 | 2018-02-16 | $470 | $466 | $4 | $4 |
| ISHS TIPS BD | P | 2016-03-15 | 2018-07-02 | $914 | $932 | -$18 | -$18 |
| ISHS TIPS BD | P | 2016-03-15 | 2018-11-01 | $671 | $699 | -$28 | -$28 |
| ISHS MSCI EAFE INDX ETF | P | 2017-07-05 | 2018-08-01 | $3,226 | $3,051 | $175 | $175 |
| ISHS JPM USD E/M BD ETF | P | 2017-07-05 | 2018-08-01 | $649 | $681 | -$32 | -$32 |
| ISHS IBOX $ H/Y CORP ETF | P | 2017-07-05 | 2018-08-01 | $1,628 | $1,671 | -$43 | -$43 |
| SPDR S&P 500 ETF | P | 2017-07-05 | 2018-12-03 | $278 | $242 | $36 | $36 |
| VNGRD MTG BKD SEC ETF | P | 2016-06-01 | 2018-02-01 | $1,035 | $1,068 | -$33 | -$33 |
| VNGRD MTG BKD SEC ETF | P | 2016-06-01 | 2018-02-16 | $565 | $588 | -$23 | -$23 |
| VNGRD REAL EST INDX ETF | P | 2017-07-05 | 2018-08-01 | $1,061 | $1,089 | -$28 | -$28 |
| ISHS TIPS BD | P | 2017-01-04 | 2018-02-01 | $451 | $453 | -$2 | -$2 |
| P | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,907 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $28 | 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 | $166,709 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059985 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $155,651 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064246 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,975 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $58,600 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.170222 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $76,935 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.133879 | DistributionYr4Rt |
| Total Distribution | 0.428332 | TotalDistributionRt |
| Average Distribution | 0.107083 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $168,572 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,051 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $58 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,109 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $117 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $117 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $117 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $71 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $103 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $14 | 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 | $10,000 | 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 | $165,618 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $171,139 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $171,139 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,567 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $168,572 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $117 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $117 | TotalTaxAmt |
| Distributable Before Adj | $8,312 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,312 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,312 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,312 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $7,568 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,095 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,272 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,853 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,788 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,312 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,688 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,476 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,476 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,568 | ExcessFromYear4Amt |
| Excess From Year3 | $7,095 | ExcessFromYear3Amt |
| Excess From Year2 | $2,272 | ExcessFromYear2Amt |
| Excess From Year1 | $1,853 | ExcessFromYear1Amt |
| Excess From Current Year | $1,688 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BETH ANN LACEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73 WORTH STREET 5F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2122330661 | RecipientPhoneNum |
| Form And Info And Materials | MAIL. INFORMATION REGARDING PURPOSE AND NATURE OF CHARITY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PET PARTNERS | |||||||
| 345 118TH AVE SE 200 | BELLEVUE | WA | 98005 | NONE | PUBLIC CHARITY | PROMOTE ANIMAL ASSISTED ACTIVITIES | $2,000 |
| ALLIANCE OF THERAPY DOGS | |||||||
| 5750 DTC PKWY 170 | GREENWOOD VILLAGE | CO | 80111 | NONE | PUBLIC CHARITY | PROMOTE ANIMAL ASSISTED ACTIVITIES | $2,500 |
| HORSES HEALING HUMANS | |||||||
| 340 NEW LONDON TURNPIKE | STONINGTON | CT | 06378 | NONE | PUBLIC CHARITY | HELPING PEOPLE WITH VARIOUS AILMENTS | $3,000 |
| PETS FOR VETS | |||||||
| PO BOX 10860 | WILMINGTON | NC | 28404 | NONE | PUBLIC CHARITY | HELP VETERANS EASE BACK TO CIVILIAN LIFE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,000 | 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 | $5,145 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,907 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,052 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,052 | 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 | $28,298 | EOYBookValueAmt |
| EOYFMV | $29,454 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GUGGENHEIM MACRO OPPTYS CL A | FMV | $23,190 | $22,369 |
| ISHARES TIPS BOND EFT | FMV | $3,270 | $3,176 |
| ISHARES IBOXX $INVESTMENT GRADE CORP BOND ETF | FMV | $1,036 | $1,015 |
| ISHARES JPMORGAN USD EMERGING MARKETS BOND | FMV | $1,075 | $1,039 |
| ISHARES IBOXX $ HIGH YIELD CORP BOND | FMV | $2,155 | $2,028 |
| SPDR S&P 500 ETF | FMV | $8,236 | $8,497 |
| VANGUARD FTSE EMERGING MKTS ETF | FMV | $2,147 | $2,019 |
| VANGUARD FTSE MORTGAGE BACKED SECURITIES ETF | FMV | $1,094 | $1,081 |
| VANGUARD REIT INDEX ETF | FMV | $1,049 | $969 |
| COLUMBIA ADAPTIVE RISK ALLOC CL W | FMV | $40,874 | $40,689 |
| COLUMBIA ALTERNATIVE BETA CL W | FMV | $11,686 | $9,691 |
| ISHARES MSCI EAFE EFT | FMV | $7,796 | $6,877 |
| ISHARES 7-10YR TREASURY BOND ETF | FMV | $12,966 | $13,233 |
| ISHARES 1-3 YR TREASURY BOND ETF | FMV | $2,912 | $2,927 |
| ISHARES 3-7YR TREASURY BOND ETF | FMV | $1,319 | $1,335 |
| BARCLAYS BANK PLC IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN | FMV | $1,046 | $955 |
| ISHARES 20+ YR TREASURY BOND ETF | FMV | $1,897 | $1,944 |
| ISHARES RUSSELL 2000 ETF | FMV | $2,132 | $1,875 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $1,179 | $1,179 | $1,179 | $0 |
| MISCELLANEOUS EXPENSES | $50 | $0 | $50 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $29 | $29 | $29 | $0 |
| NYS CHAR500 FILING FEE | $50 | $0 | $50 | $0 |
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