BETA

HUGH R LAMLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HUGH R LAMLE FOUNDATION (EIN 11-3241586)
Tax period
2017-10-01 to 2018-09-30
Filed
2019-02-11
IRS object ID
201910429349100201
Schema version
2017v2.3
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)
Return2019-02-11T08:33:39-06:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111558868PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARGOLIN WINER & EVENS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 GARDEN CITY PLAZAAddressLine1Txt
CityGARDEN CITYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP115303323ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113241586EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HUGH & BETSY LAMLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHUGHBusinessNameControlTxt
Phone9178863649PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 375AddressLine1Txt
CityWESTHAMPTON BEACHCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11978ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHUGH LAMLEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2127302000PhoneNum
Signature2019-02-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLANCE CHRISTENSENPreparerPersonNm
PTINP00649657PTIN
Phone5167472000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address205.159.21.230IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-02-11IPDt
IP Tm09:33:29IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id520AB420A5F87E91214A7014D36796328268E5C2AtSubmissionCreationDeviceId
At Submission Filing Device Id212CD26D597FC62F2F88C53BE34E28BB9E9FE74CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$462,921FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$18,916DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,916DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,531NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$94,648GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,524CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$817OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$320OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$37,264TotalRevAndExpnssAmt
Total Net Invst Incm$36,760TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,400AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,186TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,620OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,520OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,606TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,920TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$53,555ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$53,555ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$63,161TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,920TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$56,055TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25,897ExcessRevenueOverExpensesAmt
Net Investment Income$32,840NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,857CashBOYAmt
Cash EOY$11,360CashEOYAmt
Cash EOYFMV$11,360CashEOYFMVAmt
Sav And Temp Cash Invst BOY$209,791SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$203,325SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$203,325SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$184,418USGovernmentObligationsBOYAmt
US Government Obligations EOY$218,930USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$225,229USGovtObligationsEOYFMVAmt
Other Investments BOY$67,437OtherInvestmentsBOYAmt
Other Investments EOY$25,991OtherInvestmentsEOYAmt
Other Investments EOYFMV$23,007OtherInvestmentsEOYFMVAmt
Total Assets BOY$485,503TotalAssetsBOYAmt
Total Assets EOY$459,606TotalAssetsEOYAmt
Total Assets EOYFMV$462,921TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$485,503RetainedEarningBOYAmt
Retained Earning EOY$459,606RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$485,503TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$459,606TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$485,503TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$459,606TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$485,503TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25,897ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$459,606SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$459,606TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
K-1 WATERFALL EDEN FUNDP$148$7$141$141
K-1 MD SASS MUNICIPAL FINANCE PARTNERS II, LPP-$2,843-$2,843
PUBLICLY TRADED SECURITIESP$94,500$74,274$20,226$20,226
FieldValueIRS element (for citing)
Capital Gain Net Income$17,524CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$80,531AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$511,622NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.157403DistributionYr1Rt
Adjusted Qlfy Distri Yr2$44,055AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$489,988NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.089910DistributionYr2Rt
Adjusted Qlfy Distri Yr3$81,824AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$572,112NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.143021DistributionYr3Rt
Adjusted Qlfy Distri Yr4$44,763AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$632,326NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.070791DistributionYr4Rt
Adjusted Qlfy Distri Yr5$40,155AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$480,650NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.083543DistributionYr5Rt
Total Distribution0.544668TotalDistributionRt
Average Distribution0.108934AverageDistributionRt
Net Vl Noncharitable Assets$479,756NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$52,262AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$328NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$52,590AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$56,055QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$328InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$328SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$328TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$328TaxDueAmt

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 Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHUGH LAMLEIndividualWithBooksNm
Phone9179417030PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 375AddressLine1Txt
CityWESTHAMPTON BEACHCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11978ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonHUGH LAMLEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1559 DUNE ROADAddressLine1Txt
CityWESTHAMPTON BEACHCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11978ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENT AND TREASURERTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$269,649AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$217,413AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$487,062TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$487,062AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,306CashDeemedCharitableAmt
Net Vl Noncharitable Assets$479,756NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,988MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,988MinimumInvestmentReturnAmt
Tax Based On Investment Income$328TaxBasedOnInvestmentIncomeAmt
Total Tax$328TotalTaxAmt
Distributable Before Adj$23,660DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$23,660DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$23,660DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$56,055ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$56,055QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$328PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$55,727AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,660DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$18,506ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$16,807ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$53,680ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$19,772ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$61,308ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$170,073TotalExcessDistributionCyovAmt
Qualifying Distributions$56,055QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$23,660AppliedToCurrentYearAmt
Remaining Distri From Corpus$32,395RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$202,468TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$18,506ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$183,962ExcessDistriCyovToNextYrAmt
Excess From Year4$16,807ExcessFromYear4Amt
Excess From Year3$53,680ExcessFromYear3Amt
Excess From Year2$19,772ExcessFromYear2Amt
Excess From Year1$61,308ExcessFromYear1Amt
Excess From Current Year$32,395ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHUGH LAMLEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
92ND STREET Y
1395 LEXINGTON AVENUENEW YORKNY10128NONEPUBLIC CHARITYUNRESTRICTED$100
BARUCH COLLEGE FUND
1 BERNARD BARUCH WAYNEW YORKNY10010NONEPUBLIC CHARITYUNRESTRICTED$35,045
BROOKLYN ACADEMY OF MUSIC
30 LAFAYETTE AVENUEBROOKLYNNY11217NONEPUBLIC CHARITYUNRESTRICTED$2,500
CENTRAL PARK CONSERVANCY
14 E 60TH STREETNEW YORKNY10022NONEPUBLIC CHARITYUNRESTRICTED$100
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENUENEW YORKNY10001NONEPUBLIC CHARITYAHOERING - 01/31/19 03:31PM WORKSHEET PRIVATE FOUNDATION$250
FRIENDS OF WESTHAMPTON AMBULANCE
3 HAZELWOOD AVENUEWESTHAMPTON BEACHNY11978NONEPUBLIC CHARITYUNRESTRICTED$100
FRIENDS OF WESTHAMPTON FREE LIBRARY
7 LIBRARY AVENUEWESTHAMPTON BEACHNY11978NONEPUBLIC CHARITYUNRESTRICTED$500
MANHATTAN THEATRE CLUB
311 WEST 43RD STREET 8TH FLOORNEW YORKNY10036NONEPUBLIC CHARITYUNRESTRICTED$3,000
METROPOLITAN OPERA FOUNDATION
LINCOLN CENTERNEW YORKNY10023NONEPUBLIC CHARITYUNRESTRICTED$210
MUSEUM OF MODERN ART
11 W 53RD STREETNEW YORKNY10019NONEPUBLIC CHARITYUNRESTRICTED$175
NEW YORK PUBLIC RADIO
160 VARICK STREETNEW YORKNY10013NONEPUBLIC CHARITYUNRESTRICTED$100
NY PUBLIC LIBRARY
476 5TH AVENUENEW YORKNY10018NONEPUBLIC CHARITYUNRESTRICTED$100
PINK VAIL
PO BOX 1529VAILCO81658NONEPUBLIC CHARITYUNRESTRICTED$250
PLANNED PARENTHOOD FEDERATION OF AMERICA
434 WEST 33RD STREETNEW YORKNY10001NONEPUBLIC CHARITYUNRESTRICTED$100
POLICE BENEVOLENT ASSOC OF SOUTHHAMPTON
168 OLD COUNTRY ROAD/PO BOX 591SPEONKNY11972NONEPUBLIC CHARITYUNRESTRICTED$100
POLICE BENEVOLENT ASSOC OF WESTHAMPTON
165 MILL RDWESTHAMPTON BEACHNY11978NONEPUBLIC CHARITYUNRESTRICTED$100
QUOGUE WILDLIFE REFUGE
3 OLD COUNTRY ROAD PO BOX 492QUOGUENY11959NONEPUBLIC CHARITYUNRESTRICTED$100
REGENTS OF THE UNIVERSITY OF MICIGAN
503 THOMPSON STREETANN ARBORMI481091340NONEPUBLIC CHARITYUNRESTRICTED$10,000
SPECIAL OLYMPICS
1133 19TH STREET NWWASHINGTONDC200363604NONEPUBLIC CHARITYUNRESTRICTED$100
VISITING NURSE SERVICE OF NEW YORK
1250 BROADWAYNEW YORKNY10001NONEPUBLIC CHARITYUNRESTRICTED$500
WHITNEY MUSEUM
99 GANSEVOORT STNEW YORKNY10014NONEPUBLIC CHARITYUNRESTRICTED$125
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$53,555TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,916ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$497UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$320ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$7UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$17,524ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$504UnrelatedBusinessTaxblIncmAmt
Exclusion$36,760ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,264TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,800Amt
Net Investment Income$2,400NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,400DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$218,930USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$225,229USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
WATERFALL EDEN FUND LPAT COST$17,146$9,939
MD SASS MUNICIPAL FINANCE PARTNERS IIAT COST$7,845$12,068
STAR MOUNTAIN CREDIT FUNDAT COST$1,000$1,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
K-1 WATERFALL EDEN FUND$551$551$0
K-1 MD SASS MUNICIPAL FINANCE PARTNERS II, LP$954$954$0
BANK CHARGES$15$15$0
NYS FILING FEE$100$0$100

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK-1 WATERFALL EDEN FUNDDesc
Revenue And Expenses Per Books$817RevenueAndExpensesPerBooksAmt
Net Investment Income$320NetInvestmentIncomeAmt
Adjusted Net Income$817AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$3,186Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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