LACEY FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LACEY FAMILY FOUNDATION (EIN 46-5451651)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201831359349100428
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-15T08:13:27-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112674705PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KWM CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1125 JERICHO TURNPIKE - STE 300AddressLine1Txt
CityJERICHOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11753ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465451651EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LACEY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLACEBusinessNameControlTxt
Phone2122330661PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line173 WORTH STREET NO 5FAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10013ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBETH ANN LACEYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2122330661PhoneNum
Signature2018-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMITCHELL KAHNPreparerPersonNm
PTINP01231570PTIN
Phone5163336881PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$171,922FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,910ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,164DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,164DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,164DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$6,360NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$118,904GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,360CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$15,434TotalRevAndExpnssAmt
Total Net Invst Incm$10,524TotalNetInvstIncmAmt
Total Adj Net Incm$4,164TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,805AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$4,805AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$252TaxesRevAndExpnssAmt
Taxes Net Invst Incm$15TaxesNetInvstIncmAmt
Taxes Adj Net Incm$252TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,141OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,128OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$1,141OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,198TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,143TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$6,198TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,198TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,143TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$6,198TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$10,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$764ExcessRevenueOverExpensesAmt
Net Investment Income$9,381NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,596SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,168SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,168SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$219PrepaidExpensesBOYAmt
Prepaid Expenses EOY$33PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$33PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$45,636CorporateStockBOYAmt
Corporate Stock EOY$36,477CorporateStockEOYAmt
Corporate Stock EOYFMV$39,724CorporateStockEOYFMVAmt
Other Investments BOY$113,317OtherInvestmentsBOYAmt
Other Investments EOY$122,420OtherInvestmentsEOYAmt
Other Investments EOYFMV$128,997OtherInvestmentsEOYFMVAmt
Total Assets BOY$169,768TotalAssetsBOYAmt
Total Assets EOY$162,098TotalAssetsEOYAmt
Total Assets EOYFMV$171,922TotalAssetsEOYFMVAmt
Accounts Payable BOY$4,790AccountsPayableBOYAmt
Accounts Payable EOY$4,805AccountsPayableEOYAmt
Other Liabilities BOY$7,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$11,790TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,805TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$157,978UnrestrictedBOYAmt
Unrestricted EOY$157,293UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$157,978TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$157,293TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$169,768TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$162,098TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$157,978TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$764ExcessRevenueOverExpensesAmt
Other Increases$79OtherIncreasesAmt
Subtotal$157,293SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$157,293TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (71 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BRCLY BLMBRG CMDTY ETN/ CUSIP: 06738C778/SYMBOL: DJPP2017-03-202017-07-05$718$750-$32-$32
BRCLY BLMBRG CMDTY ETN/ CUSIP: 06738C778/SYMBOL: DJPP2017-09-182017-10-03$508$517-$9-$9
ISHS TIPS BD ETF / CUSIP: XXX-XX-XXXX/SYMBOL: TOPP2016-11-012017-03-20$568$578-$10-$10
ISHS TIPS BD ETF / CUSIP: XXX-XX-XXXX/SYMBOL: TOPP2017-04-03$1,032$1,029$3$3
ISHS TIPS BD ETF / CUSIP: XXX-XX-XXXX/SYMBOL: TOPP2017-07-05$3,054$3,093-$39-$39
ISHS TIPS BD ETF/CUSIP XXX-XX-XXXX/SYMBOL TIP (CONTD)P2017-09-01$1,142$1,135$7$7
ISHS INVSTMNT BD ETF/CUSIP XXX-XX-XXXX SYMBOL LQDP2016-11-012017-09-11$121$120$1$1
ISHS INVSTMNT BD ETF/CUSIP XXX-XX-XXXX SYMBOL LQDP2017-10-032017-12-04$966$968-$2-$2
ISHS 20+ TRSY ETF/CUSIP XXX-XX-XXXX SYMBOL TLTP2017-06-022017-06-07$877$877$0$0
ISHS 20+ TRSY ETF/CUSIP XXX-XX-XXXX SYMBOL TLTP2017-06-022017-06-08$4,726$4,761-$35-$35
ISHS 20+ TRSY ETF/CUSIP XXX-XX-XXXX SYMBOL TLTP2017-06-012017-06-09$744$743$1$1
ISHS 20+ TRSY ETF/CUSIP XXX-XX-XXXX SYMBOL TLTP2017-07-05$5,097$5,068$29$29
ISHS 20+ TRSY ETF/CUSIP XXX-XX-XXXX SYMBOL TLTP2017-04-032017-08-01$742$729$13$13
ISHS 20+ TRSY ETF/CUSIP XXX-XX-XXXX SYMBOL TLTP2017-10-03$1,490$1,509-$19-$19
ISHS 7-10Y TRSY ETF/CUSIP XXX-XX-XXXX SYMBOL IEFP2017-07-05$8,809$8,909-$100-$100
ISHS 7-10Y TRSY ETF/CUSIP XXX-XX-XXXX SYMBOL IEFP2017-04-032017-08-01$427$423$4$4
ISHS 7-10Y TRSY ETF/CUSIP XXX-XX-XXXX SYMBOL IEFP2017-04-032017-10-03$1,595$1,588$7$7
ISHS 1-3 YR TRS ETF/CUSIP XXX-XX-XXXX SYMBOL SHYP2017-07-05$4,640$4,649-$9-$9
ISHS 1-3 YR TRS ETF/CUSIP XXX-XX-XXXX SYMBOL SHYP2017-08-01$507$507$0$0
ISHS 1-3 YR TRS ETF/CUSIP XXX-XX-XXXX SYMBOL SHYP2017-04-032017-10-03$591$592-$1-$1
ISHS MSCI EAFE INDX ETF/CUSIP XXX-XX-XXXX SYMBOL EFAP2017-01-032017-02-02$120$116$4$4
ISHS MSCI EAFE INDX ETF/CUSIP XXX-XX-XXXX SYMBOL EFAP2017-01-032017-04-03$808$753$55$55
ISHS MSCI EAFE INDX ETF/CUSIP XXX-XX-XXXX SYMBOL EFAP2017-07-052017-07-14$794$779$15$15
ISHS MSCI EAFE INDX ETF/CUSIP XXX-XX-XXXX SYMBOL EFA (CONTD)P2017-09-01$1,138$1,141-$3-$3
ISHS MSCI EAFE INDX ETF/CUSIP XXX-XX-XXXX SYMBOL EFA (CONTD)P2017-10-032017-11-15$1,094$1,096-$2-$2
ISHS MSCI EAFE INDX ETF/CUSIP XXX-XX-XXXX SYMBOL EFA (CONTD)P2017-12-04$1,186$1,154$32$32
ISHS JPM USD E/M BD ETF CUSIP XXX-XX-XXXX SYMBOL EMBP2017-04-03$567$567$0$0
ISHS JPM USD E/M BD ETF CUSIP XXX-XX-XXXX SYMBOL EMBP2017-03-202017-06-01$115$113$2$2
ISHS JPM USD E/M BD ETF CUSIP XXX-XX-XXXX SYMBOL EMBP2017-10-032017-12-04$923$927-$4-$4
ISHS IBOX $ H/Y CORP ETF/CUSIP XXX-XX-XXXX SYMBOL HYGP2017-04-032017-06-01$530$524$6$6
ISHS 3-7Y TRSY ETF/CUSIP XXX-XX-XXXX SYMBOL IEI (CONTD)P2017-07-05$6,161$6,198-$37-$37
ISHS 3-7Y TRSY ETF/CUSIP XXX-XX-XXXX SYMBOL IEI (CONTD)P2017-06-092017-08-01$495$496-$1-$1
ISHS 3-7Y TRSY ETF/CUSIP XXX-XX-XXXX SYMBOL IEI (CONTD)P2017-06-092017-10-03$864$867-$3-$3
ISHS U S TREAS ETF/CUSIP 46429B267 SYMBOL GOVTP2016-12-012017-01-03$971$971$0$0
ISHS U S TREAS ETF/CUSIP 46429B267 SYMBOL GOVTP2016-12-012017-01-04$947$947$0$0
ISHS U S TREAS ETF/CUSIP 46429B267 SYMBOL GOVTP2016-12-012017-02-02$2,199$2,192$7$7
ISHS U S TREAS ETF/CUSIP 46429B267 SYMBOL GOVTP2016-12-012017-03-07$944$947-$3-$3
ISHS U S TREAS ETF/CUSIP 46429B267 SYMBOL GOVTP2016-12-012017-03-20$772$772$0$0
SPDR S&P 500 ETF/CUSIP 78462F103/SYMBOL SPYP2017-01-032017-01-04$226$225$1$1
SPDR S&P 500 ETF/CUSIP 78462F103/SYMBOL SPYP2017-04-03$3,054$2,883$171$171
SPDR S&P 500 ETF/CUSIP 78462F103/SYMBOL SPYP2017-07-052017-07-14$978$969$9$9
SPDR S&P 500 ETF/CUSIP 78462F103/SYMBOL SPYP2017-08-012017-09-01$1,240$1,235$5$5
SPDR S&P 500 ETF/CUSIP 78462F103/SYMBOL SPYP2017-10-032017-12-04$2,397$2,271$126$126
SPDR BLOOMBERG HI YL ETF/CUSIP 78464A417 SYMBOL JNKP2016-11-012017-04-03$330$324$6$6
SPDR BLOOMBERG HI YL ETF/CUSIP 78464A417 SYMBOL JNKP2016-11-012017-06-01$744$721$23$23
VNGRD FTSE DEV MKTS ETF/CUSIP XXX-XX-XXXX SYMBOL VEAP2017-05-22$1,914$1,782$132$132
VNGRD FTSE DEV MKTS ETF/CUSIP XXX-XX-XXXX SYMBOL VEAP2016-12-092017-06-01$2,708$2,406$302$302
VNGRD FTSE DEV MKTS ETF/CUSIP XXX-XX-XXXX SYMBOL VEAP2016-12-092017-06-02$2,773$2,443$330$330
VNGRD FTSE EMG MKTS ETF/CUSIP XXX-XX-XXXX SYMBOL VWOP2017-05-22$488$444$44$44
VNGRD FTSE EMG MKTS ETF/CUSIP XXX-XX-XXXX SYMBOL VWOP2016-06-012017-06-01$286$236$50$50
VNGRD REAL EST INDX ETF/CUSIP XXX-XX-XXXX SYMBOL VNQP2016-12-012017-06-01$986$947$39$39
VNGRD REAL EST INDX ETF/CUSIP XXX-XX-XXXX SYMBOL VNQP2017-07-052017-09-18$512$503$9$9
VNGRD REAL EST INDX ETF/CUSIP XXX-XX-XXXX SYMBOL VNQP2017-07-052017-10-03$414$419-$5-$5
VNGRD REAL EST INDX ETF/CUSIP XXX-XX-XXXX SYMBOL VNQ (CONTD)P2017-12-042017-12-11$504$509-$5-$5
WSDMTR JPN HEDG EQ ETF/CUSIP 97717W851 SYMBOL DXJP2017-04-032017-06-01$1,034$1,009$25$25
COLUMBIA APD RSK I/CUSIP 19765Y175 SYMBOL CRAZXP2016-03-152017-04-03$495$449$46$46
COLUMBIA APD RSK I/CUSIP 19765Y175 SYMBOL CRAZXP2016-03-152017-11-01$295$252$43$43
ISHS INVSTMNT BD ETF/CUSIP XXX-XX-XXXX SYMBOL LQDP2016-04-042017-09-11$363$357$6$6
ISHS MSCI EAFE INDX ETF/CUSIP XXX-XX-XXXX SYMBOL EFAP2016-03-152017-04-03$1,180$1,076$104$104
ISHS MSCI EAFE INDX ETF/CUSIP XXX-XX-XXXX SYMBOL EFAP2016-03-152017-06-01$3,381$2,887$494$494
ISHS JPM USD E/M BD ETF CUSIP XXX-XX-XXXX SYMBOL EMBP2016-03-282017-06-01$1,496$1,422$74$74
ISHS JPM USD E/M BD ETF CUSIP XXX-XX-XXXX SYMBOL EMBP2016-03-152017-06-02$1,501$1,406$95$95
ISHS IBOX $ H/Y CORP ETF/CUSIP XXX-XX-XXXX SYMBOL HYGP2016-03-152017-06-01$3,800$3,491$309$309
SPDR S&P 500 ETF/CUSIP 78462F103/SYMBOL SPYP2017-04-03$2,114$1,822$292$292
SPDR S&P 500 ETF/CUSIP 78462F103/SYMBOL SPYP2016-03-152017-05-22$2,391$2,018$373$373
SPDR S&P 500 ETF/CUSIP 78462F103/SYMBOL SPYP2016-03-152017-06-01$6,046$5,044$1,002$1,002
SPDR BLOOMBERG HI YL ETF CUSIP 78464A417/SYMBOL JNKP2016-03-152017-06-01$2,082$1,903$179$179
VNGRD FTSE EMG MKTS ETF/CUSIP XXX-XX-XXXX SYMBOL VWOP2016-03-152017-06-01$2,329$1,865$464$464
VNGRD REAL EST INDX ETF/CUSIP XXX-XX-XXXX SYMBOL VNQP2016-03-282017-06-01$986$963$23$23
AMERN EXPRESS CO/CUSIP: XXX-XX-XXXX/ SYMBOL:AXPP2014-03-252017-11-14$9,287$9,158$129$129
CAPITAL GAINS DIVIDENDSP$1,588$1,588$1,588
FieldValueIRS element (for citing)
Capital Gain Net Income$6,360CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,139NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$155,651NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.064246DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,975AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$58,600NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.170222DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,300AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$76,935NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.133879DistributionYr3Rt
Total Distribution0.368347TotalDistributionRt
Average Distribution0.122782AverageDistributionRt
Net Vl Noncharitable Assets$166,709NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,469AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$94NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,563AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$188InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$188SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$188TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$220EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$220TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$32OverpaymentAmt
Applied To ES Tax$32AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
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 BooksTAXPAYERIndividualWithBooksNm
Phone2122330661PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line173 WORTH STREET 5FAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10013ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BETH ANN LACEY
73 WORTH STREET APT 5FNEW YORKNY10013TRUSTEE0.00$0$0$0
BRIAN LACEY
773 UPPER MIDDLE CREEK ROADKUNKLETOWNPA18058TRUSTEE0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DONATIONS TO OTHER CHARITABLE ORGANIZATIONS AS PER PART XV.Description1Txt
Expenses1$10,000Expenses1Amt

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$163,401AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,847AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$169,248TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$169,248AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,539CashDeemedCharitableAmt
Net Vl Noncharitable Assets$166,709NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,335MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,335MinimumInvestmentReturnAmt
Tax Based On Investment Income$188TaxBasedOnInvestmentIncomeAmt
Total Tax$188TotalTaxAmt
Distributable Before Adj$8,147DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,147DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,147DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,147DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$7,568ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,095ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,272ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$16,935TotalExcessDistributionCyovAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,147AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,853RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$18,788TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$18,788ExcessDistriCyovToNextYrAmt
Excess From Year3$7,568ExcessFromYear3Amt
Excess From Year2$7,095ExcessFromYear2Amt
Excess From Year1$2,272ExcessFromYear1Amt
Excess From Current Year$1,853ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBETH ANN LACEYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line173 WORTH STREET 5FAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10013ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2122330661RecipientPhoneNum
Form And Info And MaterialsMAIL. INFORMATION REGARDING PURPOSE AND NATURE OF CHARITY.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE OF THERAPY DOGS
5750 DTC PKWY 170GREENWOOD VILLAGECO80111NONEPUBLIC CHARITYPROMOTE ANIMAL ASSISTED ACTIVITIES$3,000
HORSES HEALING HUMANS
340 NEW LONDON TURNPIKESTONINGTONCT06378NONEPUBLIC CHARITYHELPING PEOPLE WITH VARIOUS AILMENTS$4,000
PETS FOR VETS
PO BOX 10860WILMINGTONNC28404NONEPUBLIC CHARITYHELP VETERANS EASE BACK TO CIVILIAN LIFE$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt
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$4,164ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,360ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,524ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,524TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementSUPPORT IS PROVIDED TO DESERVING PUBLIC CHARITYRelationshipStatementTxt

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$4,805Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$4,805AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockAMERICAN EXPRESS COMPANYStockNm
EOY Book Value$36,477EOYBookValueAmt
EOYFMV$39,724EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (18 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GUGGENHEIM MACRO OPPTYS CL AFMV$22,473$22,326
ISHARES TIPS BOND EFTFMV$2,153$2,168
ISHARES IBOXX $INVESTMENT GRADE CORP BOND ETFFMV$3,172$3,282
ISHARES JPMORGAN USD EMERGING MARKETS BONDFMV$3,181$3,251
ISHARES IBOXX $ HIGH YIELD CORP BONDFMV$8,361$8,290
SPDR S&P 500 ETFFMV$10,921$12,009
VANGUARD FTSE EMERGING MKTS ETFFMV$3,023$3,351
VANGUARD FTSE MORTGAGE BACKED SECURITIES ETFFMV$2,187$2,150
VANGUARD REIT INDEX ETFFMV$1,682$1,660
COLUMBIA ADAPTIVE RISK ALLOC CL WFMV$39,662$43,899
COLUMBIA ALTERNATIVE BETA CL WFMV$10,703$10,847
ISHARES MSCI EAFE EFTFMV$8,115$8,789
ISHARES 7-10YR TREASURY BOND ETFFMV$1,057$1,056
ISHARES 1-3 YR TREASURY BOND ETFFMV$1,343$1,342
ISHARES 3-7YR TREASURY BOND ETFFMV$857$855
ISHARES MSCI PACIFIC EX JAPAN ETFFMV$1,081$1,099
WISDOMTREE JAPAN HEDGED EQUITY FD ETFFMV$786$890
BARCLAYS BANK PLC IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNFMV$1,663$1,733

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$1,128$1,128$1,128$0
MISCELLANEOUS EXPENSES$13$0$13$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDIVIDENDS TAXED IN PRIOR YEARDesc
Amt$79Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescAMERICAN EXPRESSDesc
BOY Book Value$7,000BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$15$15$15$0
990-PF TAXES$187$0$187$0
NYS CHAR500 FILING FEE$50$0$50$0

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