DOUG AND GAY LANE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DOUG AND GAY LANE FOUNDATION (EIN 22-3554995)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-14
- IRS object ID
- 201711349349100506
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-14T11:24:58-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134178294 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW P SEGAL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 THIRD AVENUE 38TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223554995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOUG AND GAY LANE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOUG | BusinessNameControlTxt |
| Phone | 9737464408 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 BRADFORD WAY | AddressLine1Txt |
| City | CEDAR GROVE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAY LANE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9737464408 | PhoneNum |
| Signature | 2017-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW P SEGAL | PreparerPersonNm |
| PTIN | P00697782 | PTIN |
| Phone | 2126976620 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.7.70.169 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-13 | IPDt |
| IP Tm | 15:35:44 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1C29A94F3055B476969E622733CD0F2FD89EB5CC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4431D780B8DB5276BCF60194323011C26B734833 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,278,069 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $42 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,177 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,177 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $255,653 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,141,338 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $732,000 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $312,872 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $789,219 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $643 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $643 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $487 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $487 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,160 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,130 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,177,398 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,177,398 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,178,558 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,130 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,177,428 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$865,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $788,089 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $212,609 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $190,611 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $190,611 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,125,732 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,263,435 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,068,849 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,609 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,609 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,338,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,472,655 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,278,069 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $127,721 | CapitalStockBOYAmt |
| Capital Stock EOY | $127,721 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,210,620 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,344,934 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,338,341 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,472,655 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,338,341 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,472,655 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,338,341 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$865,686 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,472,655 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,472,655 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .333 SH ALCOA CORP | P | 2005-03-28 | 2016-11-01 | $9 | $24 | -$15 | -$15 |
| .667 SH ALCOA INC | P | 2013-09-20 | 2016-10-06 | $19 | $17 | $2 | $2 |
| 1972 SH AMERICAN AIRLINES GROUP | D | 2011-03-08 | 2016-01-12 | $79,736 | $17,186 | $62,550 | $62,550 |
| 574 SH AMERICAN AIRLINES GROUP | D | 2011-07-22 | 2016-01-12 | $23,447 | $3,555 | $19,892 | $19,892 |
| 73.328 SH AMERICAN AIRLINES GROUP | D | 2011-09-23 | 2016-01-12 | $2,995 | $332 | $2,663 | $2,663 |
| 146.672 SH AMERICAN AIRLINES GROUP | D | 2011-09-23 | 2016-01-12 | $5,991 | $609 | $5,382 | $5,382 |
| 2206 SH AMERICAN AIRLINES GROUP | D | 2011-10-12 | 2016-01-12 | $90,111 | $8,344 | $81,767 | $81,767 |
| 100 SH ALNYLAM PHARMACEUTICALS | D | 2009-08-07 | 2016-01-12 | $8,153 | $2,173 | $5,980 | $5,980 |
| 800 SH ALNYLAM PHARMACEUTICALS | D | 2011-07-22 | 2016-01-12 | $65,225 | $8,256 | $56,969 | $56,969 |
| 200 SH ALNYLAM PHARMACEUTICALS | D | 2011-07-22 | 2016-01-12 | $16,306 | $2,064 | $14,242 | $14,242 |
| 8 SH ADVANSIX INC | D | 2001-10-08 | 2016-12-29 | $172 | $30 | $142 | $142 |
| 150 SH CHEVRON CORP | D | 2001-10-10 | 2016-12-29 | $17,645 | $4,262 | $13,383 | $13,383 |
| 500 SH DELTA AIR LINES INC | D | 2011-01-26 | 2016-01-12 | $23,106 | $5,996 | $17,110 | $17,110 |
| 1000 SH DELTA AIR LINES INC | D | 2011-03-08 | 2016-01-12 | $46,212 | $10,844 | $35,368 | $35,368 |
| 500 SH DELTA AIR LINES INC | P | 2012-01-12 | 2016-01-12 | $23,106 | $4,387 | $18,719 | $18,719 |
| 700 SH DUNKIN BRANDS GROUP | P | 2014-09-19 | 2016-12-29 | $37,178 | $32,037 | $5,141 | $5,141 |
| 300 SH DUNKIN BRANDS GROUP | P | 2013-06-10 | 2016-12-29 | $15,934 | $12,554 | $3,380 | $3,380 |
| 200 SH ECOLAB INC | D | 2011-03-08 | 2016-12-29 | $23,507 | $9,621 | $13,886 | $13,886 |
| 200 SH ECOLAB INC | D | 2010-01-04 | 2016-12-29 | $23,507 | $9,084 | $14,423 | $14,423 |
| 200 SH ECOLAB INC | D | 2009-03-09 | 2016-12-29 | $23,507 | $5,992 | $17,515 | $17,515 |
| 1250 SH GANNETT CO INC | D | 2009-03-09 | 2016-12-29 | $12,086 | $1,020 | $11,066 | $11,066 |
| 100 SH HARMAN INTERNATIONAL INDS | P | 2014-09-19 | 2016-12-29 | $11,099 | $10,946 | $153 | $153 |
| 100 SH HARMAN INTERNATIONAL INDS | P | 2015-10-07 | 2016-12-29 | $11,099 | $10,539 | $560 | $560 |
| 200 SH HARMAN INTERNATIONAL INDS | P | 2012-01-12 | 2016-12-29 | $22,199 | $8,183 | $14,016 | $14,016 |
| 100 SH IHS INC | P | 2013-09-20 | 2016-07-13 | $11,694 | $11,360 | $334 | $334 |
| 100 SH IHS INC | P | 2013-06-10 | 2016-07-13 | $11,694 | $10,842 | $852 | $852 |
| .32 SH IHS MARKIT LTD | P | 2016-07-13 | 2016-07-13 | $11 | $11 | $0 | $0 |
| 166.666 SH KRAFT HEINZ CO | D | 2008-03-24 | 2016-01-12 | $12,139 | $5,470 | $6,669 | $6,669 |
| 166.667 SH KRAFT HEINZ CO | D | 2009-08-07 | 2016-01-12 | $12,139 | $5,067 | $7,072 | $7,072 |
| 166.667 SH KRAFT HEINZ CO | D | 2009-10-19 | 2016-01-12 | $12,139 | $4,802 | $7,337 | $7,337 |
| 1000 SH SOUTHWEST AIRLINES CO | D | 2013-09-20 | 2016-01-12 | $41,405 | $14,687 | $26,718 | $26,718 |
| 500 SH SOUTHWEST AIRLINES CO | D | 2008-05-13 | 2016-01-12 | $20,703 | $6,695 | $14,008 | $14,008 |
| 500 SH SOUTHWEST AIRLINES CO | D | 2009-08-07 | 2016-01-12 | $20,703 | $4,620 | $16,083 | $16,083 |
| 500 SH SOUTHWEST AIRLINES CO | D | 2009-08-07 | 2016-01-12 | $20,703 | $4,621 | $16,082 | $16,082 |
| 500 SH MASTERCARD INC | D | 2015-10-16 | 2016-01-12 | $45,753 | $10,579 | $35,174 | $35,174 |
| 500 SH MICROCHIP TECHNOLOGY INC | D | 2013-06-10 | 2016-01-12 | $21,002 | $18,505 | $2,497 | $2,497 |
| 500 SH MICROCHIP TECHNOLOGY INC | D | 2007-11-26 | 2016-01-12 | $21,001 | $12,760 | $8,241 | $8,241 |
| 500 SH MICROCHIP TECHNOLOGY INC | D | 2009-10-19 | 2016-01-12 | $21,002 | $9,586 | $11,416 | $11,416 |
| 500 SH MICROCHIP TECHNOLOGY INC | D | 2009-03-09 | 2016-01-12 | $21,001 | $6,452 | $14,549 | $14,549 |
| 500 SH MONDELEZ INTL INC | D | 2009-08-07 | 2016-01-12 | $20,965 | $9,373 | $11,592 | $11,592 |
| 500 SH MONDELEZ INTL INC | D | 2012-10-03 | 2016-01-12 | $20,965 | $8,935 | $12,030 | $12,030 |
| 500 SH MONDELEZ INTL INC | D | 2009-10-19 | 2016-01-12 | $20,965 | $8,882 | $12,083 | $12,083 |
| 100 SH PEPSICO INC | P | 2011-03-08 | 2016-12-29 | $10,488 | $6,388 | $4,100 | $4,100 |
| 200 SH PEPSICO INC | D | 2010-01-04 | 2016-12-29 | $20,976 | $12,294 | $8,682 | $8,682 |
| 25 SH PJT PARTNERS INC | D | 2012-03-05 | 2016-01-12 | $613 | $95 | $518 | $518 |
| 25 SH PJT PARTNERS INC | D | 2012-06-12 | 2016-01-12 | $613 | $95 | $518 | $518 |
| 277 SH PENTAIR PLC | P | 2015-10-07 | 2016-12-29 | $15,637 | $15,292 | $345 | $345 |
| 23 SH PENTAIR PLC | D | 2002-07-08 | 2016-12-29 | $1,298 | $358 | $940 | $940 |
| 1000 SH UNITED CONTINENTAL HOLDINGS | D | 2011-07-22 | 2016-01-12 | $49,879 | $20,276 | $29,603 | $29,603 |
| 500 SH VISA INC | D | 2009-10-19 | 2016-01-12 | $37,283 | $9,362 | $27,921 | $27,921 |
| 100 SH VISA INC | D | 2010-08-12 | 2016-01-12 | $7,457 | $1,847 | $5,610 | $5,610 |
| 200 SH VISA INC | P | 2011-03-08 | 2016-01-12 | $14,913 | $3,683 | $11,230 | $11,230 |
| 100 SH VERIZON COMMUNICATIONS INC | D | 2003-12-31 | 2016-01-12 | $4,493 | $3,743 | $750 | $750 |
| 100 SH VERIZON COMMUNICATIONS INC | P | 2005-03-28 | 2016-01-12 | $4,493 | $3,204 | $1,289 | $1,289 |
| 200 SH VERIZON COMMUNICATIONS INC | P | 2010-01-04 | 2016-01-12 | $8,985 | $6,295 | $2,690 | $2,690 |
| 35 SH VERIZON COMMUNICATIONS INC | D | 1986-02-28 | 2016-01-12 | $1,572 | $450 | $1,122 | $1,122 |
| 421 SH VERIZON COMMUNICATIONS INC | D | 1984-04-11 | 2016-01-12 | $18,914 | $3,762 | $15,152 | $15,152 |
| 40 SH VERIZON COMMUNICATIONS INC | D | 1983-07-20 | 2016-01-12 | $1,797 | $302 | $1,495 | $1,495 |
| 80 SH VERIZON COMMUNICATIONS INC | D | 1983-07-19 | 2016-01-12 | $3,594 | $590 | $3,004 | $3,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $732,000 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $752,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,267,077 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.176256 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $493,186 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,344,830 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.147447 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $162,980 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,189,149 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074449 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $286,519 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,295,628 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.221143 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $174,359 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,112,021 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.156795 | DistributionYr5Rt |
| Total Distribution | 0.776090 | TotalDistributionRt |
| Average Distribution | 0.155218 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,286,456 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $510,117 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,881 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $517,998 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,177,428 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,881 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,881 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,881 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,365 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,365 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $144 | EsPenaltyAmt |
| Tax Due | $6,660 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDREW P SEGAL | IndividualWithBooksNm |
| Phone | 2126976620 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 THIRD AVENUE 38TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS C LANE | ||||||||
| 6 BRADFORD WAY | CEDAR GROVE | NJ | 07009 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHARON GAY LANE | ||||||||
| 6 BRADFORD WAY | CEDAR GROVE | NJ | 07009 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,123,465 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,336,504 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,336,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,048 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,286,456 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,881 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,881 | TotalTaxAmt |
| Distributable Before Adj | $156,442 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $156,442 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $156,442 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,177,428 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,177,428 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,881 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,169,547 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $156,442 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $121,912 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $225,760 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $60,477 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $341,402 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $552,016 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,301,567 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,177,428 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $156,442 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,020,986 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,322,553 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $121,912 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,200,641 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $225,760 | ExcessFromYear4Amt |
| Excess From Year3 | $60,477 | ExcessFromYear3Amt |
| Excess From Year2 | $341,402 | ExcessFromYear2Amt |
| Excess From Year1 | $552,016 | ExcessFromYear1Amt |
| Excess From Current Year | $1,020,986 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOUGLAS C LANE | ContributingManagerNm |
| Contributing Manager | SHARON GAY LANE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOCA GRANDE HEALTH CLINIC FOUNDATION | |||||||
| 131 1ST STREET W | BOCA GRANDE | FL | 33921 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $10,000 |
| BROADWAY HOUSING | |||||||
| 583 RIVERSIDE DRIVE | NEW YORK | NY | 10031 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 |
| CEDAR GROVE AMBULANCE RESCUE | |||||||
| PO BOX 81 | CEDAR GROVE | NJ | 07009 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| COLUMBIA UNIVERSITY | |||||||
| 630 WEST 168TH STREET | NEW YORK | NY | 10032 | N/A | PUBLIC CHARITY | COLLEGE OF PHYSICIANS AND SURGEONS, DEPARTMENT OF NEUROLOGY | $25,000 |
| COMMUNITY STOREHOUSE | |||||||
| PO BOX 13 | KELLER | TX | 76244 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $2,600 |
| EAST STROUDSBURG UNIVERSITY OF PENNSYLVANIA | |||||||
| 200 PROSPECT ST | EAST STROUDSBURG | PA | 18301 | N/A | PUBLIC CHARITY | GENERAL PURPOSESGENERAL PURPOSES | $31,391 |
| GIRLS INC | |||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $125,000 |
| INSTITUTE FOR BIOCULTURAL STUDY OF RELIGION | |||||||
| 217 HIGH ROCK STREET | NEEDHAM | MA | 02492 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $350,000 |
| KING LOW HEYWOOD THOMAS | |||||||
| 1450 NEWFIELD AVENUE | STAMFORD | CT | 06905 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DRIVE WEST | BETHLEHEM | PA | 18015 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $24,907 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $2,500 |
| NJ ELKS | |||||||
| PO BOX 1596 | WOODBRIDGE | NJ | 07095 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $5,000 |
| PMC JIMMY FUND | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $1,000 |
| PULMONARY FIBROSIS FDN | |||||||
| 230 EAST OHIO STREET | CHICAGO | IL | 60611 | N/A | PUBLIC CHARITY | GENERAL PURPOSES | $25,000 |
| THE DAYTON FOUNDATION | |||||||
| 40 N MAIN STREET | DAYTON | OH | 45423 | N/A | PUBLIC CHARITY | OAKWOOD HIGH SCHOOL | $540,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,177,398 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,177 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $255,653 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $312,872 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $312,872 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (71 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 SH 3-D SYSTEMS CORP | $13,222 | $13,290 |
| 300 SH ADOBE SYSTEMS INC | $15,589 | $30,885 |
| 300 SH ADVISORY BOARD CO | $12,966 | $9,975 |
| 1000 SH AIR LEASE CORP | $28,107 | $34,330 |
| 555 SH ALCOA CORP | $14,545 | $15,584 |
| 25 SH ALPHABET INC CAP STK CL A | $13,707 | $19,811 |
| 25 SH ALPHABET INC CAP STK CL C | $13,412 | $19,296 |
| 3000 SH AMERICAN AIRLINES GROUP INC | $44,249 | $140,070 |
| 300 SH AMERICAN EXPRESS CO | $21,054 | $22,224 |
| 1200 SH AMERICAN INTL GROUP INC | $75,948 | $78,372 |
| 400 SH AMGEN | $34,369 | $58,484 |
| 1666 SH ARCONIC INC | $39,913 | $30,888 |
| 500 SH BANKUNITED INC | $18,279 | $18,845 |
| 500 SH BB&T CORP | $18,414 | $23,510 |
| 1000 SH BORG WARNER INC | $43,525 | $39,440 |
| 500 SH BRISTOL-MYERS SQUIBB CO | $25,602 | $29,220 |
| 200 SH CELGENE CORP | $14,914 | $23,150 |
| 800 SH CERNER CORP | $16,754 | $37,896 |
| 2000 SH CISCO SYSTEMS INC | $40,140 | $60,440 |
| 3000 SH CORNING INC | $48,746 | $72,810 |
| 200 SH DANAHER CORP | $8,477 | $15,568 |
| 600 SH DELPHI AUTOMOTIVE PLC | $39,327 | $40,410 |
| 2500 SH DELTA AIR LINES INC | $23,507 | $122,975 |
| 500 SH DENTSPLY SIRONA INC | $18,170 | $28,865 |
| 300 SH DIAGEO PLC | $29,796 | $31,182 |
| 1000 SH DIGITALGLOBE INC | $21,493 | $28,650 |
| 1250 SH DISCOVERY COMMUNICATIONS | $28,392 | $33,475 |
| 1000 SH EBAY INC | $20,950 | $29,690 |
| 104 SH EQUINIX INC | $9,485 | $37,171 |
| 600 SH EXPEDITORS INTL OF WASHINGTON | $21,846 | $31,776 |
| 300 SH FACEBOOK INC | $13,915 | $34,515 |
| 100 SH FEDEX CORP | $9,630 | $18,620 |
| 4000 SH FORD MOTOR CO | $57,070 | $48,520 |
| 100 SH FORTIVE CORP | $2,638 | $5,363 |
| 1374 SH GENERAL ELECTRIC CO | $30,948 | $43,418 |
| 2000 SH GENERAL MOTORS CO | $61,817 | $69,680 |
| 200 SH HONEYWELL INTL INC | $20,885 | $23,170 |
| 3000 SH HUDSONS BAY CO | $50,035 | $29,362 |
| 711 SH IHS MARKIT LTD | $23,378 | $25,177 |
| 300 SH ILLINOIS TOOL WORKS INC | $16,252 | $36,738 |
| 600 SH ILLUMINA INC | $111,967 | $76,824 |
| 200 SH INTUIT INC | $16,805 | $22,922 |
| 3000 SH ISTAR INC | $18,382 | $37,110 |
| 15000 LEE ENTERPRISES INC | $56,700 | $43,500 |
| 200 SH LEVEL 3 COMMUNICATIONS | $10,891 | $11,272 |
| 600 SH MACYS INC | $30,675 | $21,486 |
| 1000 SH MASTERCARD INC | $48,699 | $103,250 |
| 1300 SH MERCK INC | $58,105 | $76,531 |
| 500 SH METLIFE INC | $24,109 | $26,945 |
| 500 SH NORDSTROM INC | $33,999 | $23,965 |
| 200 SH NOVARTIS A G | $10,530 | $14,568 |
| 1000 SH PAYPAL HOLDINGS INC | $32,398 | $39,470 |
| 300 SH PRAXAIR INC | $31,178 | $35,157 |
| 500 SH PREMIER INC | $18,212 | $15,180 |
| 500 SH PRUDENTIAL FINANCIAL INC | $38,859 | $52,030 |
| 1500 SH QIAGEN NV | $27,451 | $42,030 |
| 1500 SH QUALCOMM INC | $109,120 | $117,360 |
| 2000 SH SOUTHWEST AIRLINES CO | $45,101 | $99,680 |
| 1500 SH STRATASYS LTD | $77,293 | $24,810 |
| 1657 SH SYNCHRONY LTD | $46,211 | $60,099 |
| 2500 SH TEGNA INC | $27,297 | $53,475 |
| 1500 SH THOMSON REUTERS CORP | $49,031 | $65,670 |
| 200 SH TRANSDIGM GROUP INC | $18,371 | $49,792 |
| 1500 SH UNITED CONTINENTAL HOLDINGS INC | $46,531 | $109,320 |
| 500 SH US BANCORP | $20,879 | $25,685 |
| 500 SH VERISK ANALYTICS INC | $31,758 | $40,585 |
| 1000 SH VISA INC | $41,314 | $78,020 |
| 620 SH VULCAN MATERIALS CO | $28,129 | $77,593 |
| 1500 SH YAHOO INC | $48,186 | $58,005 |
| 600 SH YUM BRANDS INC | $30,586 | $37,998 |
| 600 SH YUM CHINA HOLDINGS INC | $13,202 | $15,672 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS RECEIVABLE | Desc |
| EOY Book Value | $18,609 | EOYBookValueAmt |
| EOYFMV | $18,609 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $487 | Amt |
| Net Investment Income | $487 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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