BETA

HUGH R LAMLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HUGH R LAMLE FOUNDATION (EIN 11-3241586)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-02-08
IRS object ID
201800399349100505
Schema version
2016v3.0
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)
Return2018-02-08T13:20:53-06:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

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 Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113241586EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HUGH & BETSY LAMLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O HUGH LAMLEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHUGHBusinessNameControlTxt
Phone9178863649PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 EAST 84TH STREET NO PHAAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10028ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHUGH LAMLEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2127302000PhoneNum
Signature2018-02-08SignatureDt
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)
IP2018-02-08IPDt
IP Tm14:21:50IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4DC4E6F722EDF2B37C0C3939EA9E49B6AC3021AEAtSubmissionCreationDeviceId
At Submission Filing Device IdC5912D93914BC14DED8D3A0FE1FFB5E1C49686E2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$534,750FMVAssetsEOYAmt
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$10,860DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,860DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$310,311NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$310,949GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$310,308CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$762OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$136OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$321,933TotalRevAndExpnssAmt
Total Net Invst Incm$321,304TotalNetInvstIncmAmt
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$4,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,375AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,375AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$216TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,476OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$996OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$480OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,442TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,371TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,855TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$80,855ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$80,855ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$87,297TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,371TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$83,710TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$234,636ExcessRevenueOverExpensesAmt
Net Investment Income$317,933NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,157CashBOYAmt
Cash EOY$23,857CashEOYAmt
Cash EOYFMV$23,857CashEOYFMVAmt
Sav And Temp Cash Invst BOY$88,635SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$209,791SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$209,791SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$86,668USGovernmentObligationsBOYAmt
US Government Obligations EOY$184,418USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$212,524USGovtObligationsEOYFMVAmt
Other Investments BOY$70,407OtherInvestmentsBOYAmt
Other Investments EOY$67,437OtherInvestmentsEOYAmt
Other Investments EOYFMV$88,578OtherInvestmentsEOYFMVAmt
Total Assets BOY$250,867TotalAssetsBOYAmt
Total Assets EOY$485,503TotalAssetsEOYAmt
Total Assets EOYFMV$534,750TotalAssetsEOYFMVAmt
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$250,867RetainedEarningBOYAmt
Retained Earning EOY$485,503RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$250,867TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$485,503TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$250,867TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$485,503TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$250,867TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$234,636ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$485,503SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$485,503TotNetAstOrFundBalancesEOYAmt

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$171$3$168$168
K-1 MD SASS MUNICIPAL FINANCE PARTNERS II, LPP-$150-$150
PUBLICLY TRADED SECURITIESP$310,778$488$310,290$310,290
FieldValueIRS element (for citing)
Capital Gain Net Income$310,308CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$44,055AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$489,988NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.089910DistributionYr1Rt
Adjusted Qlfy Distri Yr2$81,824AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$572,112NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.143021DistributionYr2Rt
Adjusted Qlfy Distri Yr3$44,763AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$632,326NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.070791DistributionYr3Rt
Adjusted Qlfy Distri Yr4$40,155AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$480,650NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.083543DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,685AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$195,204NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059860DistributionYr5Rt
Total Distribution0.447125TotalDistributionRt
Average Distribution0.089425AverageDistributionRt
Net Vl Noncharitable Assets$511,622NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$45,752AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,179NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$48,931AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$83,710QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,179InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,179SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,179TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$7EsPenaltyAmt
Tax Due$3,186TaxDueAmt

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
Phone2127302000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1559 DUNE ROADAddressLine1Txt
CityWESTHAMPTONCityNm
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$340,021AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$179,392AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$519,413TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$519,413AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,791CashDeemedCharitableAmt
Net Vl Noncharitable Assets$511,622NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,581MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,581MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,179TaxBasedOnInvestmentIncomeAmt
Total Tax$3,179TotalTaxAmt
Distributable Before Adj$22,402DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$22,402DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$22,402DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$83,710ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$83,710QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,179PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$80,531AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,402DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,000ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$18,506ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,807ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$53,680ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$19,772ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$110,765TotalExcessDistributionCyovAmt
Qualifying Distributions$83,710QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,402AppliedToCurrentYearAmt
Remaining Distri From Corpus$61,308RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$172,073TotalCorpusAmt
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$2,000ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$170,073ExcessDistriCyovToNextYrAmt
Excess From Year4$18,506ExcessFromYear4Amt
Excess From Year3$16,807ExcessFromYear3Amt
Excess From Year2$53,680ExcessFromYear2Amt
Excess From Year1$19,772ExcessFromYear1Amt
Excess From Current Year$61,308ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 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 ALUMNI ASSOCIATION
ONE BERNARD BARUCH WAY BOX A-1605NEW YORKNY10010NONEPUBLIC CHARITYUNRESTRICTED$65
BARUCH COLLEGE FUND
1 BERNARD BARUCH WAYNEW YORKNY10010NONEPUBLIC CHARITYUNRESTRICTED$65,000
BROOKLYN ACADEMY OF MUSIC
30 LAFAYETTE AVENUEBROOKLYNNY11217NONEPUBLIC CHARITYUNRESTRICTED$2,500
CENTRAL PARK CONSERVANCY
14 E 60TH STREETNEW YORKNY10022NONEPUBLIC CHARITYUNRESTRICTED$100
COLUMBIA UNIVERSITY
MC 4524 622 W 113TH STREETNEW YORKNY10025NONEPUBLIC CHARITYUNRESTRICTED$10,000
EMMA'S TORCH
2257 15TH STREET SUITE 404BROOKLYNNY11215NONEPUBLIC CHARITYUNRESTRICTED$780
METROPOLITAN MUSEUM OF ART
1000 5TH AVENUENEW YORKNY10028NONEPUBLIC CHARITYUNRESTRICTED$210
MUSEUM OF MODERN ART
11 W 53RD STREETNEW YORKNY10019NONEPUBLIC CHARITYUNRESTRICTED$175
NEW YORK PUBLIC RADIO
160 VARICK STREETNEW YORKNY10013NONEPUBLIC CHARITYUNRESTRICTED$100
PEF ISRAEL ENFOWMENT FUNDS
630 THIRD AVE STE 1501NEW YORKNY10017NONEPUBLIC CHARITYUNRESTRICTED$1,500
PLANNED PARENTHOOD FEDERATION OF AMERICA
434 WEST 33RD STREETNEW YORKNY10001NONEPUBLIC CHARITYUNRESTRICTED$100
SPECIAL OLYMPICS
1133 19TH STREET NWWASHINGTONDC200363604NONEPUBLIC CHARITYUNRESTRICTED$100
WHITNEY MUSEUM
99 GANSEVOORT STNEW YORKNY10014NONEPUBLIC CHARITYUNRESTRICTED$125
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$80,855TotalGrantOrContriPdDurYrAmt
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$10,860ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$626UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$136ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$3UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$310,308ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$629UnrelatedBusinessTaxblIncmAmt
Exclusion$321,304ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$321,933TotalIncomeProducingActyAmt

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$4,750Amt
Net Investment Income$2,375NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,375DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$184,418USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$212,524USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
WATERFALL EDEN FUND LPAT COST$55,797$76,565
MD SASS MUNICIPAL FINANCE PARTNERS IIAT COST$11,640$12,013

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
K-1 WATERFALL EDEN FUND$542$542$0
K-1 MD SASS MUNICIPAL FINANCE PARTNERS II, LP$439$439$0
BANK CHARGES$15$15$0
NYS FILING FEE$100$0$100
CT CORP.$380$0$380

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK-1 WATERFALL EDEN FUNDDesc
Revenue And Expenses Per Books$762RevenueAndExpensesPerBooksAmt
Net Investment Income$136NetInvestmentIncomeAmt
Adjusted Net Income$762AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$216Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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