LACEY FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LACEY FAMILY FOUNDATION (EIN 46-5451651)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-12
- IRS object ID
- 201612569349100101
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-12T07:36:54-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112674705 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWM CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 JERICHO TURNPIKE - STE 300 | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465451651 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LACEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LACE | BusinessNameControlTxt |
| Phone | 2122330661 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73 WORTH STREET NO 5F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH ANN LACEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122330661 | PhoneNum |
| Signature | 2016-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL KAHN | PreparerPersonNm |
| PTIN | P01231570 | PTIN |
| Phone | 5163336881 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $159,441 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,381 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,807 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,807 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,754 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,002 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,434 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,807 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,807 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,670 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,670 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $218 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $73 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $215 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,262 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,262 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,262 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,335 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,147 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,150 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,335 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,147 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,716 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,472 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,252 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,310 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,310 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $212 | AcctRcvblAmt |
| Acct Rcvbl EOY | $212 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $212 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $92,463 | CorporateStockBOYAmt |
| Corporate Stock EOY | $58,889 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,207 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $100,964 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $123,876 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $111,712 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $197,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $185,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $159,441 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $197,679 | UnrestrictedBOYAmt |
| Unrestricted EOY | $185,287 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $197,679 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $185,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $197,679 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $185,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $197,679 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,716 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $186,963 | SubtotalAmt |
| Other Decreases | $1,676 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $185,287 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SHS AMERICAN EXPRESS COMPANY | P | 2014-03-25 | 2015-12-24 | $6,819 | $9,863 | -$3,044 | -$3,044 |
| 10 SHS AMERICAN EXPRESS COMPANY | P | 2014-03-25 | 2015-12-29 | $629 | $916 | -$287 | -$287 |
| 246 SHS AMERICAN EXPRESS COMPANY | P | 2014-03-25 | 2014-03-20 | $20,354 | $21,737 | -$1,383 | -$1,383 |
| ALLNZGI CONV A I CUSIP: 01900C680 I SYMBOL: ANZAX | P | 2014-11-12 | 2015-10-27 | $108 | $110 | -$2 | -$2 |
| ALLNZGI CONV A I CUSIP: 01900C680 I SYMBOL: ANZAX | P | 2014-11-12 | 2015-10-27 | $1,988 | $2,152 | -$164 | -$164 |
| BLKRCK GLB ALLOC A I CUSIP: 09251T103 /SYMBOL: MDLOX | P | 2014-11-12 | 2015-05-19 | $3,077 | $3,341 | -$264 | -$264 |
| BLKRCK STR INC OPP A I CUSIP: 09256H310 I SYMBOL: BASIX | P | 2014-11-12 | 2015-10-27 | $137 | $141 | -$4 | -$4 |
| BLKRCK STR INC OPP A I CUSIP: 09256H310 I SYMBOL: BASIX | P | 2014-11-12 | 2015-10-27 | $5 | $5 | $0 | $0 |
| BLKRCK STR INC OPP A I CUSIP: 09256H310 I SYMBOL: BASIX | P | 2014-11-12 | 2015-10-27 | $6 | $7 | -$1 | -$1 |
| COLUMBIA STR INCM A I CUSIP: 19765L801 I SYMBOL: COSIX | P | 2014-11-12 | 2015-10-27 | $118 | $123 | -$5 | -$5 |
| COLUMBIA STR INCM A I CUSIP: 19765L801 I SYMBOL: COSIX | P | 2014-11-12 | 2015-10-27 | $14 | $15 | -$1 | -$1 |
| COLUMBIA STR INCM A I CUSIP: 19765L801 I SYMBOL: COSIX | P | 2014-11-12 | 2015-10-27 | $15 | $15 | $0 | $0 |
| COLUMBIA STR INCM A I CUSIP: 19765L801 I SYMBOL: COSIX | P | 2014-11-12 | 2015-10-27 | $15 | $15 | $0 | $0 |
| COLUMBIA CONTRA COR AL CUSIP: 19765P109 /SYMBOL: LCCAX | P | 2014-11-12 | 2015-05-19 | $110 | $109 | $1 | $1 |
| COLUMBIA CONTRA COR AL CUSIP: 19765P109 /SYMBOL: LCCAX | P | 2014-11-12 | 2015-10-27 | $237 | $242 | -$5 | -$5 |
| EV GLB MACRO ABS ADVTG A I CUSIP: XXX-XX-XXXX I SYMBOL: EGRAX | P | 2014-11-12 | 2015-05-19 | $1,034 | $1,032 | $2 | $2 |
| EV GLB MACRO ABS ADVTG A I CUSIP: XXX-XX-XXXX I SYMBOL: EGRAX | P | 2014-11-12 | 2015-10-27 | $235 | $238 | -$3 | -$3 |
| IVY SCI & TECH A I CUSIP: 466000718 /SYMBOL: WSTAX | P | 2014-11-12 | 2015-05-19 | $163 | $154 | $9 | $9 |
| JPM INTL VAL A I CUSIP: 4812A0540 I SYMBOL: JFEAX | P | 2014-11-12 | 2015-05-19 | $179 | $172 | $7 | $7 |
| JPM VAL ADVTG A I CUSIP: 4812A2637 I SYMBOL: JVAAX | P | 2014-11-12 | 2015-10-27 | $199 | $206 | -$7 | -$7 |
| MFS INTL GRW A I CUSIP: 55273E103 /SYMBOL: MGRAX | P | 2014-11-12 | 2015-05-19 | $174 | $163 | $11 | $11 |
| NUVEEN GLB INFRA A I CUSIP: XXX-XX-XXXX /SYMBOL: FGIAX | P | 2014-11-12 | 2015-10-27 | $108 | $120 | -$12 | -$12 |
| OPPEN GLB OPP A I CUSIP: XXX-XX-XXXX /SYMBOL: OPGIX | P | 2014-11-12 | 2015-05-19 | $108 | $101 | $7 | $7 |
| OPPEN GLB OPP A I CUSIP: XXX-XX-XXXX /SYMBOL: OPGIX | P | 2014-11-12 | 2015-10-27 | $183 | $174 | $9 | $9 |
| PUTNAM CAP SPECTRUM A I CUSIP: 74676P102 /SYMBOL: PVSAX | P | 2014-11-12 | 2015-10-27 | $1,048 | $1,122 | -$74 | -$74 |
| WF PREM LG CO GRW A I CUSIP: XXX-XX-XXXX / SYMBOL: EKJAX | P | 2014-11-12 | 2015-10-27 | $266 | $260 | $6 | $6 |
| WSDMTRE EURO HDGD EQ ETF I CUSIP: 97717X701 /SYMBOL: HEDJ | P | 2014-11-12 | 2015-05-19 | $264 | $223 | $41 | $41 |
| CAPITAL GAINS DIVIDENDS | P | $1,409 | $1,409 | $1,409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,754 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,163 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,300 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $76,935 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.133879 | DistributionYr1Rt |
| Total Distribution | 0.133879 | TotalDistributionRt |
| Average Distribution | 0.133879 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $58,600 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,845 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,870 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,000 | 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 | $25 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $300 | AppliedToEsTaxAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Overpayment | $275 | OverpaymentAmt |
| Applied To ES Tax | $275 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | TAXPAYER | IndividualWithBooksNm |
| Phone | 2122330661 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73 WORTH STREET 5F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 |
|---|---|---|---|---|---|---|---|---|
| BETH ANN LACEY | ||||||||
| 73 WORTH STREET APT 5F | NEW YORK | NY | 10013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BRIAN LACEY | ||||||||
| 773 UPPER MIDDLE CREEK ROAD | KUNKLETOWN | PA | 18058 | TRUSTEE | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS TO OTHER CHARITABLE ORGANIZATIONS AS PER PART XV. | Description1Txt |
| Expenses1 | $10,000 | Expenses1Amt |
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 | $1,439 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,053 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,492 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,492 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $892 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25 | TotalTaxAmt |
| Distributable Before Adj | $2,905 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,905 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,905 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $25 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,975 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,905 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $7,568 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,568 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,905 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,095 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,663 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,663 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $7,568 | ExcessFromYear1Amt |
| Excess From Current Year | $7,095 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BETH ANN LACEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73 WORTH STREET 5F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2122330661 | RecipientPhoneNum |
| Form And Info And Materials | MAIL. INFORMATION REGARDING PURPOSE AND NATURE OF CHARITY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE GOOD DOG FOUNDATION | |||||||
| 817 BROADWAY | NEW YORK | NY | 10276 | NONE | PUBLIC CHARITY | EASE HUMAN SUFFERING | $2,000 |
| HORSES HEALING HUMANS | |||||||
| 340 NEW LONDON TUNPIKE | STONINGTON | CT | 06378 | NONE | PUBLIC CHARITY | HELPING PEOPLE WITH VARIOUS AILMENTS | $3,000 |
| PETS FOR VETS | |||||||
| PO BOX 10860 | WILMINGTON | NC | 28404 | NONE | PUBLIC CHARITY | HELP VETERANS EASE BACK TO CIVILIAN LIFE | $3,000 |
| ALLIANCE OF THERAPY DOGS | |||||||
| 5750 DTC PKWY 170 | GREENWOOD VILLAGE | CO | 80111 | NONE | PUBLIC CHARITY | PROMOTE ANIMAL ASSISTED ACTIVITIES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,807 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,754 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $53 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | SUPPORT IS PROVIDED TO DESERVING PUBLIC CHARITY | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BETH ANN LACEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73 WORTH STREET APT 5F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,381 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,670 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,670 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AMERICAN EXPRESS COMPANY | StockNm |
| EOY Book Value | $58,889 | EOYBookValueAmt |
| EOYFMV | $45,207 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLIAZG1 CONVERTIBLE MCLA A | FMV | $4,495 | $3,812 |
| BLACKROCK GLOBAL ALLOC INVESTOR CL A | FMV | $3,385 | $2,855 |
| BLACKROCK STRATEGIC INCOME OPPTYS CL A | FMV | $4,048 | $3,854 |
| COLUMBIA STARTEGIC INCOME CL A | FMV | $4,133 | $3,837 |
| COLUMBIA CONTRARIAN CORE CL A | FMV | $5,231 | $4,854 |
| EATON VANCE GLOBAL MACRO ABSOLUTE RETURN | FMV | $3,917 | $3,711 |
| GOLDMAN SACHS LOCAL EMERGING MKTS DEBT | FMV | $4,763 | $3,693 |
| IVY SCIENCE & TECHNOLOGY CL A | FMV | $3,000 | $2,800 |
| JOHN HANCOCK EMERGING MARKETS CL A | FMV | $9,965 | $8,070 |
| JPMORGAN INTL VALUE CL A | FMV | $6,206 | $5,594 |
| JPMORGAN VALUE ADVANTAGE CL A | FMV | $7,127 | $6,615 |
| JPMORGAN STRATEGIC INCOME OPPTYS CL A | FMV | $3,115 | $2,932 |
| LEGG MASON BW ABSOLUTE RETURN OPPTYS CL | FMV | $3,380 | $2,925 |
| LORD ABBETT INFLATION FOCUSED CL A | FMV | $3,308 | $3,015 |
| MFS INTL GROWTH CL A | FMV | $3,936 | $3,764 |
| NUVEEN GLOBAL INFRA CL A | FMV | $5,417 | $4,592 |
| OPPENHEIMER GLOBAL OPPTYS CL A | FMV | $3,763 | $4,298 |
| PRUDENTIAL JENNISON NATURAL RESOURCE | FMV | $3,895 | $2,535 |
| PUTNAM CAPITAL SPECTRUM CL A | FMV | $4,345 | $3,761 |
| WELLS FARGO ADVANTAGE PREMIER LARGE COMP | FMV | $4,063 | $3,871 |
| DEUTSCHE X TRACKERS MSCI JAPAN HEDGED EQ | FMV | $2,939 | $2,776 |
| WISDOMTREE TRUST EUROPE HEDGED EQUITY | FMV | $2,710 | $2,583 |
| JOHN HANCOCK GLOBAL ABSOLUTE RETURN STRAT CL A | FMV | $3,094 | $2,899 |
| NATIXIS ASG MANAGED FUTURES STRATEGY CL A | FMV | $2,946 | $2,804 |
| GUGGENHEIM MACRO OPPTYS CL A | FMV | $20,695 | $19,262 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO COST BASIS AND UNREALIZED GAIN FOR 2015 | Desc |
| Amt | $1,676 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $1,262 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,262 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,262 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH ANN LACEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73 WORTH STREET APT 5F | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $73 | $73 | $73 | $0 |
| 990-PF TAXES 2014 | $95 | $0 | $92 | $0 |
| CHAR500 | $50 | $0 | $50 | $0 |
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