BETA

HUGH R LAMLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HUGH R LAMLE FOUNDATION (EIN 11-3241586)
Tax period
2015-10-01 to 2016-09-30
Filed
2017-02-02
IRS object ID
201710339349100601
Schema version
2015v3.0
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)
Return2017-02-02T09:53:04-06:00ReturnTs
Tax Period End2016-09-30TaxPeriodEndDt

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 Begin2015-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113241586EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HUGH & BETSY LAMLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MD SASS INVESTORS SERVICES INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHUGHBusinessNameControlTxt
Phone2127302000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11185 AVE OF THE AMERICAS 18TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHUGH LAMLEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2127302000PhoneNum
Signature2017-02-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMY JOYCEPreparerPersonNm
PTINP01231873PTIN
Phone5167472000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$515,481FMVAssetsEOYAmt
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$10,775DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,775DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,173NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$128,809GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,173CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$992OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$992OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$13,940TotalRevAndExpnssAmt
Total Net Invst Incm$13,940TotalNetInvstIncmAmt
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$4,790AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,395AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,395AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$231TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,230OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$765OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,251TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,160TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,395TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$41,660ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,660ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,911TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,160TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$44,055TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$33,971ExcessRevenueOverExpensesAmt
Net Investment Income$10,780NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,322CashBOYAmt
Cash EOY$5,157CashEOYAmt
Cash EOYFMV$5,157CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,689SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$88,635SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$88,635SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$219,075USGovernmentObligationsBOYAmt
US Government Obligations EOY$86,668USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$351,841USGovtObligationsEOYFMVAmt
Other Investments BOY$61,752OtherInvestmentsBOYAmt
Other Investments EOY$70,407OtherInvestmentsEOYAmt
Other Investments EOYFMV$69,848OtherInvestmentsEOYFMVAmt
Total Assets BOY$284,838TotalAssetsBOYAmt
Total Assets EOY$250,867TotalAssetsEOYAmt
Total Assets EOYFMV$515,481TotalAssetsEOYFMVAmt
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$284,838RetainedEarningBOYAmt
Retained Earning EOY$250,867RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$284,838TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$250,867TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$284,838TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$250,867TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$284,838TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$33,971ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$250,867SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$250,867TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmt
K-1 WATERFALL EDEN FUNDP$3,384$3,384
PUBLICLY TRADED SECURITIESP-$1,211-$1,211$128,809$130,020
FieldValueIRS element (for citing)
Capital Gain Net Income$2,173CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$81,824AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$572,112NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.143021DistributionYr1Rt
Adjusted Qlfy Distri Yr2$44,763AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$632,326NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.070791DistributionYr2Rt
Adjusted Qlfy Distri Yr3$40,155AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$480,650NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.083543DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,685AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$195,204NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.059860DistributionYr4Rt
Adjusted Qlfy Distri Yr5$58,646AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$191,663NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.305985DistributionYr5Rt
Total Distribution0.663200TotalDistributionRt
Average Distribution0.132640AverageDistributionRt
Net Vl Noncharitable Assets$489,988NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$64,992AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$108NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$65,100AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$44,055QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$216InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$216SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$216TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$216TaxDueAmt

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$406,917AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,533AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$497,450TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$497,450AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,462CashDeemedCharitableAmt
Net Vl Noncharitable Assets$489,988NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,499MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,499MinimumInvestmentReturnAmt
Tax Based On Investment Income$216TaxBasedOnInvestmentIncomeAmt
Total Tax$216TotalTaxAmt
Distributable Before Adj$24,283DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,283DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,283DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$44,055ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$44,055QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$44,055AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,283DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$49,217ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,000ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,506ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$16,807ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$53,680ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$140,210TotalExcessDistributionCyovAmt
Qualifying Distributions$44,055QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,283AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,772RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$159,982TotalCorpusAmt
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$49,217ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$110,765ExcessDistriCyovToNextYrAmt
Excess From Year4$2,000ExcessFromYear4Amt
Excess From Year3$18,506ExcessFromYear3Amt
Excess From Year2$16,807ExcessFromYear2Amt
Excess From Year1$53,680ExcessFromYear1Amt
Excess From Current Year$19,772ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 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$31,250
BROOKLYN ACADEMY OF MUSIC
30 LAFAYETTE AVENUEBROOKLYNNY11217NONEPUBLIC CHARITYUNRESTRICTED$2,500
CENTRAL PARK CONSERVANCY
14 E 60TH STREETNEW YORKNY10022NONEPUBLIC CHARITYUNRESTRICTED$100
COLORADO CHRISTIAN SERVICES
3959 EAST ARAPAHOE ROADCENTENNIALCO80122NONEPUBLIC CHARITYUNRESTRICTED$250
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENUENEW YORKNY10001NONEPUBLIC CHARITYUNRESTRICTED$250
FRIENDS OF WESTHAMPTON AMBULANCE
3 HAZELWOOD AVENUEWESTHAMPTON BEACHNY11978NONEPUBLIC CHARITYUNRESTRICTED$200
HEBREW FREE LOAN SOCIETY
675 THIRD AVENUENEW YORKNY10017NONEPUBLIC CHARITYUNRESTRICTED$100
MANHATTAN THEATRE CLUB
311 WEST 43RD STREET 8TH FLOORNEW YORKNY10036NONEPUBLIC CHARITYUNRESTRICTED$2,500
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
NY PUBLIC LIBRARY
476 5TH AVENUENEW YORKNY10018NONEPUBLIC CHARITYUNRESTRICTED$100
POLICE BENEVOLENT ASSOC OF WESTHAMPTON
165 MILL RDWESTHAMPTON BEACHNY11978NONEPUBLIC CHARITYUNRESTRICTED$200
THE SASS FOUNDATION FOR MEDICAL RESEARCH
1025 NORTHERN BLVDROSLYNNY115761506NONEPUBLIC CHARITYUNRESTRICTED$3,000
VISITING NURSE SERVICE OF NEW YORK
1250 BROADWAYNEW YORKNY10001NONEPUBLIC CHARITYUNRESTRICTED$250
WHITNEY MUSEUM
99 GANSEVOORT STNEW YORKNY10014NONEPUBLIC CHARITYUNRESTRICTED$125
WOUNDED WARRIOR PROJECT
PO BOX 758517TOPEKAKS66675NONEPUBLIC CHARITYUNRESTRICTED$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,660TotalGrantOrContriPdDurYrAmt
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$10,775ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$992ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,173ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$13,940ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,940TotalIncomeProducingActyAmt

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$4,790Amt
Net Investment Income$2,395NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,395DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$86,668USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$351,841USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemWATERFALL EDEN FUND LPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$70,407BookValueAmt
EOYFMV$69,848EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
K-1 WATERFALL EDEN FUND$702$702$0
BANK CHARGES$63$63$0
NYS FILING FEE$100$0$0
CT CORP.$365$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK-1 WATERFALL EDEN FUNDDesc
Revenue And Expenses Per Books$992RevenueAndExpensesPerBooksAmt
Net Investment Income$992NetInvestmentIncomeAmt
Adjusted Net Income$992AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$231Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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