HUGH R LAMLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HUGH R LAMLE FOUNDATION (EIN 11-3241586)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-03-14
- IRS object ID
- 201230749349100108
- Schema version
- 2010v3.4
- 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
- General Explanation Attachment
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-14T15:32:44-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-10-01 | 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 | 2012-03-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5167472000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 183340 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 121100 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3780 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3780 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 711 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 711 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3053 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 75548 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3053 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1154 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1154 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 129798 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8698 | 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 |
| Taxes Rev And Expnss | 3 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1595 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1019 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1598 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1019 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 59895 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 58723 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 61493 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1019 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 58723 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 68305 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7679 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3807 | CashBOY |
| Cash EOY | 21185 | CashEOY |
| Cash EOYFMV | 21185 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 3038 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 17555 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 17555 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 7455 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 54703 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 67453 | InvestmentsGovtObligEOYFMV |
| Investments Other BOY | 107500 | InvestmentsOtherBOY |
| Investments Other EOY | 96662 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 77147 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 121800 | TotalAssetsBOY |
| Total Assets EOY | 190105 | TotalAssetsEOY |
| Total Assets EOYFMV | 183340 | 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 | 121800 | RetainedEarningsBOY |
| Retained Earnings EOY | 190105 | RetainedEarningsEOY |
| Total Net Assets BOY | 121800 | TotalNetAssetsBOY |
| Total Net Assets EOY | 190105 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 121800 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 190105 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 121800 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 68305 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 190105 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 190105 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| THRU K-1 - MD SASS MULTI STRATEGY PTRS II LLC | P | 2006-09-01 | 2011-09-30 | 685 | 685 | 685 | |
| THRU K-1 - MD SASS MULTI STRATEGY PTRS II LLC | P | 2006-09-01 | 2011-09-30 | 568 | 568 | 568 | |
| THRU K-1 - WATERFALL EDEN FUND LP | P | 2006-07-01 | 2011-09-30 | 119 | 119 | 119 | |
| THRU K-1 - WATERFALL EDEN FUND LP | P | 2006-07-01 | 2011-09-30 | -11945 | -11945 | 11945 | |
| 1568 SHS ASPEN TECHNOLOGY INC | D | 2010-11-17 | 2011-04-11 | 23227 | 4239 | 4239 | 18988 |
| 732 SHS ASPEN TECHNOLOGY INC | D | 2010-11-17 | 2011-04-11 | 10724 | 1859 | 1859 | 8865 |
| 700 SHS ASPEN TECHNOLOGY INC | D | 2010-11-17 | 2011-04-11 | 10259 | 1782 | 1782 | 8477 |
| 2000 SHS ASPEN TECHNOLOGY INC | D | 2010-11-17 | 2011-04-26 | 29966 | 5746 | 5746 | 24220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3053 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 12070 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 97369 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.123961 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 48315 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 133093 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.363017 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 68840 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 179299 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.383940 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 55175 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 215970 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.255475 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 53967 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 229616 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.235032 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.361425 | TotalDistributionRatio |
| Average Distribution Ratio | 0.272285 | AverageDistributionRatio |
| Net Noncharitable Assets | 191663 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 52187 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 77 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 52264 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 58723 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 77 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 77 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 77 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 672 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 672 | TotalCreditsAndPayments |
| Overpayment | 595 | Overpayment |
| Amount Credited To Next Year | 595 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1 | 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 | 168101 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 26481 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 194582 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 194582 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2919 | CashDeemedCharitable |
| Net Noncharitable Assets | 191663 | NetNoncharitableAssets |
| Minimum Investment Return | 9583 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 9583 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 77 | TaxBasedOnInvestmentIncome |
| Total Tax | 77 | TotalTax |
| Distributable Amount Before Adj | 9506 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 9506 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 9506 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 58723 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 58723 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 77 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 58646 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 9506 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 46248 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 45394 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 60622 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 41694 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 7202 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 201160 | TotalExcessDistriCarryover |
| Qualifying Distributions | 58723 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 9506 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 49217 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 250377 | 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 | 46248 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 204129 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 45394 | ExcessFromYear4 |
| Excess From Year3 | 60622 | ExcessFromYear3 |
| Excess From Year2 | 41694 | ExcessFromYear2 |
| Excess From Year1 | 7202 | ExcessFromYear1 |
| Excess From Current Year | 49217 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 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 | $80 |
| BARUCH COLLEGE FUND | |||||||
| 1 BERNARD BARUCH WAY | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | UNRESTRICTED | $50,000 |
| BROOKLYN ACADEMY OF MUSIC | |||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| BROOKLYN COLLEGE FOUNDATION | |||||||
| 2900 BEDFORD AVENUE | BROOKLYN | NY | 11210 | NONE | PUBLIC CHARITY | UNRESTRICTED | $798 |
| CARL SCHURZ PARK ASSOCIATION | |||||||
| 217 EAST 85TH STREET PMB 116 | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | UNRESTRICTED | $100 |
| COLORADO CHRISTIAN SERVICES | |||||||
| 3959 EAST ARAPAHOE ROAD | CENTENNIAL | CO | 80122 | NONE | PUBLIC CHARITY | UNRESTRICTED | $250 |
| 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 |
| GUGGENHEIM MUSEUM | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | UNRESTRICTED | $125 |
| 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 YROK | NY | 10019 | NONE | PUBLIC CHARITY | UNRESTRICTED | $150 |
| NY PUBLIC LIBRARY | |||||||
| 476 5TH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | UNRESTRICTED | $200 |
| POLICE BENEVOLENT ASSOC OF WESTHAMPTON | |||||||
| 165 MILL RD | WESTWESTHAMPTON BEACHH | NY | 11978 | NONE | PUBLIC CHARITY | UNRESTRICTED | $300 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 200363604 | NONE | PUBLIC CHARITY | UNRESTRICTED | $200 |
| THE SASS FOUNDATION FOR MEDICAL RESEARCH | |||||||
| 1025 NORTHERN BLVD | ROSLYN | NY | 115761506 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,550 |
| 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 | $150 |
| WNYC | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PUBLIC CHARITY | UNRESTRICTED | $220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 59023 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,780 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $711 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,154 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,053 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $8,698 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8698 | 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 (25 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||
| 1 | HUGH R LAMLE | 559 DUNE ROAD | WESTHAMPTON | NY | 11978 | 108990 | X | |
| (no name) | ||||||||
| 2 | MARIA DI MEO | 23-90 26TH STREET | ASTORIA | NY | 11105 | 100 | X | |
| (no name) | ||||||||
| 3 | MAXINE C CHAMPION | 6211 UTAH AVENUE NW | WASHINGTON | DC | 20015 | 100 | X | |
| (no name) | ||||||||
| 4 | HERBERT J EPPICH | 142 TODD ROAD | KATONAH | NY | 10536 | 100 | X | |
| ICE FUTURES US | ||||||||
| 5 | 2100 RIVEREDGE PARKWAY 5TH FLOOR | ATLANTA | GA | 30328 | 2500 | X | ||
| (no name) | ||||||||
| 6 | TERRY ROSEN | 220 MADISON AVENUE APT 14K | NEW YORK | NY | 10016 | 200 | X | |
| (no name) | ||||||||
| 7 | BRUCE GEORGE | 5 CONSTITUTION DRIVE | SOUTHBOROUGH | MA | 01772 | 200 | X | |
| (no name) | ||||||||
| 8 | CRAIG TASHJIAN | 39 S VIRGINIA COURT | ENGLEWOOD CLIFFS | NJ | 07632 | 200 | X | |
| (no name) | ||||||||
| 9 | DOMINIC R BRUNO JR | 81 VALLEY DRIVE | GREENWICH | CT | 06831 | 300 | X | |
| P&F MANAGEMENT COMPANY LLC | ||||||||
| 10 | 1350 LIBERTY AVENUE | HILLSIDE | NJ | 07205 | 360 | X | ||
| (no name) | ||||||||
| 11 | MARTIN D SASS | 60 ASTOR LANE | SANDS POINT | NY | 11050 | 3000 | X | |
| (no name) | ||||||||
| 12 | AVNI P PATEL | 259-A REICHELT ROAD | NEW MILFORD | NJ | 07646 | 100 | X | |
| (no name) | ||||||||
| 13 | LINDA E PIECHOTA | 555 WASHINGTON AVENUE APT 2H | BROOKLYN | NY | 11238 | 100 | X | |
| (no name) | ||||||||
| 14 | BEN BECKER | 354 EISENHOWER PKWY PLAZA 2 | LIVINGSTON | NJ | 07039 | 100 | X | |
| (no name) | ||||||||
| 15 | LIPKEE LU | 500 WEST 56TH STREET APT 1627 | NEW YORK | NY | 10019 | 100 | X | |
| (no name) | ||||||||
| 16 | CHI SHEN SUNG | 18 RIDGE ROAD | CRESSKILL | NJ | 07626 | 100 | X | |
| (no name) | ||||||||
| 17 | NANCY J PERSOONS | 88 BARTRAM AVENUE | BRIDGEPORT | CT | 06605 | 100 | X | |
| (no name) | ||||||||
| 18 | JERRY A MILLER | 2 HALE HOLLOW ROAD | CROTONONHUDSON | NY | 10520 | 100 | X | |
| (no name) | ||||||||
| 19 | NANCY OBLER KAUFMAN | 1365 YORK AVENUE APT 36B | NEW YORK | NY | 10021 | 200 | X | |
| HONIG & GREENBERG LLC | ||||||||
| 20 | 1949 HADDONFIELD - BERLIN ROAD | CHERRY HILL | NJ | 08003 | 50 | X | ||
| (no name) | ||||||||
| 21 | EDWARD E BARR | 26110 MANDEVILLA DRIVE | BONITA SPRINGS | FL | 34134 | 1000 | X | |
| (no name) | ||||||||
| 22 | JOHN A PORGES | 188 EAST 78TH STREET APT 20A | NEW YORK | NY | 10075 | 1000 | X | |
| (no name) | ||||||||
| 23 | GREGORY L SCHULSON | 414 N ORLEANS APT 402 | CHICAGO | IL | 60654 | 100 | X | |
| GOODRICH LLC | ||||||||
| 24 | 525 OKEECHOBEE BLVD SUITE 1000 | WEST PALM BEACH | FL | 33401 | 1000 | X | ||
| HIGH TOWER HOLDING LLC | ||||||||
| 25 | 200 WEST MADISON STREET SUITE 2500 | CHICAGO | IL | 60606 | 1000 | X | ||
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 9,000 SHS OF ASPEN TECHNOLOGY INC. | NoncashPropertyDescription |
| Fair Market Value | 108990 | FairMarketValue |
| Date Received | 2010-11-17 | DateReceived |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | REASONABLE CAUSE STATEMENT | Identifier |
| Explanation | REASONABLE CAUSE STATEMENT ==========================THIS RETURN IS BEING FILED BETWEEN MARCH 1, 2012 AND MARCH 30, 2012, AS DIRECTED BY THE IRS IN NOTICE 2012-4 BECAUSE ELECTRONIC FILING WAS NOT AVAILABLE JANUARY 1, 2012 THROUGH FEBRUARY 20, 2012. WE REQUEST THAT PENALTIES BE WAIVED BECAUSE IT WOULD BE INEQUITABLE TO IMPOSE A PENALTY ON US DUE TO THE UNUSUAL CIRCUMSTANCES REQUIRING US TO DELAY THE FILING OF THIS RETURN. | Explanation |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 54703 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 67453 | 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 | 62053 | 44352 |
| MS SASS MULTI STRATEGY LP | AT COST | 33609 | 31795 |
| ASCENT MESSANINE REIT INC. | AT COST | 1000 | 1000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BANK CHARGES | 166 | 0 | 0 | 0 |
| THRU WATERFALL EDEN FUND | 412 | 412 | 0 | 0 |
| THRU MD SASS MULTI-STRATEGY PARTNERS | 607 | 607 | 0 | 0 |
| MISC EXPENSE | 358 | 0 | 0 | 0 |
| NON-DEDUCTIBLE EXPENSES | 2 | 0 | 0 | 0 |
| NYS FILING FEES | 50 | 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 | -63 | -63 |
| THRU MD SASS MULTI-STRATEGY PARTNERS | 1217 | 1217 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| 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 | City |
| State | NY | State |
| ZIP Code | 11978 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $3 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments