HUGH R LAMLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HUGH R LAMLE FOUNDATION (EIN 11-3241586)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-02-12
- IRS object ID
- 201400439349100600
- Schema version
- 2012v2.1
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-12T08:45:30-06:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 111558868 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGOLIN WINER & EVENS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 GARDEN CITY PLAZA | AddressLine1 |
| City | GARDEN CITY | City |
| State | NY | State |
| ZIP Code | 115303323 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113241586 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUGH & BETSY LAMLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MD SASS INVESTORS SERVICES INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HUGH | NameControl |
| Phone | 2127302000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVE OF THE AMERICAS 18TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HUGH LAMLE | Name |
| Title | PRESIDENT | Title |
| Phone | 2127302000 | Phone |
| Date Signed | 2014-02-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH WOLOSOFF | Name |
| PTIN | P00160698 | PTIN |
| Phone | 5167472000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 573967 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2651 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 5943 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5943 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 118934 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 132169 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 118934 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 191 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 191 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 127719 | TotalRevenueAndExpenses |
| Total Net Investment Income | 125068 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 9000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 4500 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4500 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2222 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1356 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 11227 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5856 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4500 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 36015 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 35655 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 47242 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5856 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 40155 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 80477 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 119212 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8799 | CashBOY |
| Cash EOY | 32186 | CashEOY |
| Cash EOYFMV | 32186 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 19254 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 15794 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 15794 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 53287 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 82531 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 434913 | InvestmentsGovtObligEOYFMV |
| Investments Other BOY | 98725 | InvestmentsOtherBOY |
| Investments Other EOY | 82537 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 91074 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 180065 | TotalAssetsBOY |
| Total Assets EOY | 213048 | TotalAssetsEOY |
| Total Assets EOYFMV | 573967 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 180065 | RetainedEarningsBOY |
| Retained Earnings EOY | 213048 | RetainedEarningsEOY |
| Total Net Assets BOY | 180065 | TotalNetAssetsBOY |
| Total Net Assets EOY | 213048 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 180065 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 213048 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 180065 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 80477 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 260542 | Subtotal |
| Other Decreases | 47494 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 213048 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| THRU K-1 - MD SASS MULTI STRATEGY PTRS II LLC | P | 2006-09-01 | 2013-09-30 | 346 | 346 | ||
| THRU K-1 - WATERFALL EDEN FUND LP | P | 2006-07-01 | 2013-09-30 | -12399 | -12399 | ||
| FIDELITY - ASPEN TECHNOLOGY INC 5,000 SHARES | D | 2010-11-17 | 2012-12-12 | 130987 | 130987 | 132169 | 1182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 118934 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 11685 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 195204 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.059860 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 58646 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 191663 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.305985 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 12070 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 97369 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.123961 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 48315 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 133093 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.363017 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 68840 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 179299 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.383940 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.236763 | TotalDistributionRatio |
| Average Distribution Ratio | 0.247353 | AverageDistributionRatio |
| Net Noncharitable Assets | 480650 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 118890 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1192 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 120082 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 40155 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2384 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2384 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2384 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 20 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 20 | TotalCreditsAndPayments |
| Tax Due | 2364 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | HUGH LAMLE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2127302000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 559 DUNE ROAD | AddressLine1 |
| City | WESTHAMPTON | City |
| State | NY | State |
| ZIP Code | 11978 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | HUGH LAMLE | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 559 DUNE ROAD | AddressLine1 |
| City | WESTHAMPTON BEACH | City |
| State | NY | State |
| ZIP Code | 11978 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT AND TREASURER | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 394830 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 93140 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 487970 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 487970 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7320 | CashDeemedCharitable |
| Net Noncharitable Assets | 480650 | NetNoncharitableAssets |
| Minimum Investment Return | 24033 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 24033 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2384 | TaxBasedOnInvestmentIncome |
| Total Tax | 2384 | TotalTax |
| Distributable Amount Before Adj | 21649 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 21649 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 21649 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 40155 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 40155 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 40155 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 21649 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 60622 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 41694 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 7202 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 49217 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2000 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 160735 | TotalExcessDistriCarryover |
| Qualifying Distributions | 40155 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 21649 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 18506 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 179241 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 60622 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 118619 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 41694 | ExcessFromYear4 |
| Excess From Year3 | 7202 | ExcessFromYear3 |
| Excess From Year2 | 49217 | ExcessFromYear2 |
| Excess From Year1 | 2000 | ExcessFromYear1 |
| Excess From Current Year | 18506 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HUGH LAMLE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| BARUCH COLLEGE FUND | |||||||
| 1 BERNARD BARUCH WAY | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | UNRESTRICTED | $30,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| FRIENDS OF WESTHAMPTON AMBULANCE | |||||||
| 3 HAZELWOOD AVENUE | WESTHAMPTON BEACH | NY | 11978 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| HEBREW FREE LOAN SOCIETY | |||||||
| 675 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | UNRESTRICTED | $140 |
| NY PUBLIC LIBRARY | |||||||
| 476 5TH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | UNRESTRICTED | $200 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 200363604 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| THE SASS FOUNDATION FOR MEDICAL RESEARCH | |||||||
| 1025 NORTHERN BLVD | ROSLYN | NY | 115761506 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,275 |
| THE WESTHAMPTON BEACH PERFORMING ARTS CENTER | |||||||
| 76 MAIN STREET | WESTHAMPTON BEACH | NY | 11978 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| WHITNEY MUSEUM | |||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | UNRESTRICTED | $125 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| EAST 84TH STREET NEIGHBORHOOD ASSOCIATION INC | |||||||
| 351 E 84TH STREET SUITE 27-B | NEW YORK | NY | 100284458 | NONE | PUBLIC CHARITY | UNRESTRICTED | $15 |
| HEROES ON THE WATER | |||||||
| 101-C N GREENVILLE AVE 55 | ALLEN | TX | 75002 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 35655 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,943 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $191 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $118,934 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $125,068 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 125068 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | HUGH R LAMLE | 559 DUNE ROAD | WESTHAMPTON | NY | 11978 | 286660 | X | |
| 2 | JODI LINK | PO BOX 3938 | AVON | CO | 81620 | 50 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 11,000 SHS OF ASPEN TECHNOLOGY, INC. | NoncashPropertyDescription |
| Fair Market Value | 286660 | FairMarketValue |
| Date Received | 2012-12-03 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $9,000 | Amount |
| Net Investment Income | 4500 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 4500 | DisbursementsCharitablePrps |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 82531 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 434913 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| WATERFALL EDEN FUND LP | AT COST | 45821 | 57343 |
| MS SASS MULTI STRATEGY LP | AT COST | 35716 | 32731 |
| ASCENT MESSANINE REIT INC. | AT COST | 1000 | 1000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO TAX BASIS OF CONTRIBUTED SECURITIES IN PRIOR PERIOD | Description |
| Amount | $47,494 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| THRU WATERFALL EDEN FUND | 496 | 496 | 0 | 0 |
| THRU MD SASS MULTI-STRATEGY PARTNERS | 860 | 860 | 0 | 0 |
| BANK CHARGES | 84 | 0 | 0 | 0 |
| NON-DEDUCTIBLE EXPENSES | 2 | 0 | 0 | 0 |
| NYS FILING FEES | 50 | 0 | 0 | 0 |
| MISCELLANEOUS EXPENSES | 730 | 0 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| THRU WATERFALL EDEN FUND | 183 | 183 |
| THRU MD SASS MULTI-STRATEGY PARTNERS | 8 | 8 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $5 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments