WILLIAM W AND PAMELA C LANE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM W AND PAMELA C LANE FOUNDATION (EIN 26-1497361)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-22
- IRS object ID
- 202501129349101005
- Schema version
- 2024v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-22T11:24:19-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4622 PENNSYLVANIA AVE STE 1100 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261497361 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM W & PAMELA C LANE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8476029449 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 BAY RD 104 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM LANE | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 8476029449 | PhoneNum |
| Signature | 2025-03-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN ENSMINGER | PreparerPersonNm |
| PTIN | P01310558 | PTIN |
| Phone | 8167533000 | PhoneNum |
| Preparation | 2025-03-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,078,630 | 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 | $140,651 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,762 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,762 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $81,722 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,722 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,210 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $401,032 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,210 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $273,345 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,694 | 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 |
| Accounting Fees Rev And Expnss | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,214 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,214 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,894 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,164 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,978 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $145,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $145,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,458 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,978 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $105,887 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,716 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,921 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,742 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,742 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,002,683 | CorporateStockBOYAmt |
| Corporate Stock EOY | $980,569 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,952,482 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,018,218 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,114,236 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,066,383 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $23 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $23 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,045,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,154,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,078,630 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,045,822 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,154,570 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,045,822 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,154,570 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,045,822 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,154,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,045,822 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $105,887 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,572 | OtherIncreasesAmt |
| Subtotal | $2,158,281 | SubtotalAmt |
| Other Decreases | $3,711 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,154,570 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $388,060 | $354,822 | $33,238 | $33,238 |
| CAPITAL GAIN DISTRIBUTION | $12,972 | $12,972 | $12,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,210 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,567 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,567 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,567 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $807 | 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 | FL | 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 | WILLIAM LANE | IndividualWithBooksNm |
| Phone | 8476029449 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 BAY ROAD 104 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM LANE | ||||||||
| 1901 BAY ROAD 104 | VERO BEACH | FL | 32963 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| RUSSEL LANE | ||||||||
| 1334 HINMAN AVE | EVANSTON | IL | 60201 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLES LANE | ||||||||
| 2279 WOODLAWN RD | NORTHBROOK | IL | 60062 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GWYNETH JOHNSON | ||||||||
| 316 SUNSET RD | WINNETKA | IL | 60093 | 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 | $2,951,164 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,354 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,055,518 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,055,518 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,833 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,009,685 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,567 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,567 | TotalTaxAmt |
| Distributable Before Adj | $148,917 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $6,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $155,417 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $155,417 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $146,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $155,417 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,516 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $146,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,516 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $143,234 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $12,183 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM LANE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 1111 S ALPINE RD 307 | ROCKFORD | IL | 61108 | PC | MEDICAL | $1,000 |
| AMERICAN RED CROSS | ||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PC | GENERAL | $1,500 |
| CARPENTER'S PLACE OUTREACH CENTER | ||||||
| 1149 RAILROAD AVE | ROCKFORD | IL | 61104 | PC | GENERAL | $1,000 |
| CENTRAL ASIA INSTITUTE | ||||||
| PO BOX 7209 | BOZEMAN | MT | 59771 | PC | GENERAL | $600 |
| CHICAGO BOTANIC GARDEN | ||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | PC | GENERAL | $1,000 |
| CHURCH OF THE HOLY COMFORTER | ||||||
| 222 KENILWORTH AVE | KENILWORTH | IL | 60043 | PC | GENERAL | $15,000 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 6801 BRECKSVILLE RD RK1-85 | INDEPENDENCE | OH | 441315032 | PC | MEDICAL | $2,500 |
| DOCTORS WITHOUT BORDERS USA | ||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10001 | PC | MEDICAL | $1,000 |
| ERIKA'S LIGHTHOUSE | ||||||
| 897 1/2 GREEN BAY ROAD | WINNETKA | IL | 60093 | PC | GENERAL | $5,000 |
| EVANS SCHOLARS FOUNDATION | ||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60201 | PC | EDUCATIONAL | $500 |
| EVANSTON ARTS CENTER | ||||||
| 1717 CENTRAL ST | EVANSTON | IL | 60201 | PC | GENERAL | $1,500 |
| EVANSTON PUBLIC LIBRARY | ||||||
| 1703 ORRINGTON AVE | EVANSTON | IL | 60201 | GOV | GENERAL | $500 |
| FIELD MUSEUM | ||||||
| 1400 S DUSABLE LAKE SHORE DRIVE | CHICAGO | IL | 60605 | PC | GENERAL | $4,500 |
| GIFFORD YOUTH ACHIEVEMENT CENTER | ||||||
| 4875 43RD AVE | VERO BEACH | FL | 32967 | PC | GENERAL | $3,500 |
| GLEN VIEW CLUB SCHOLARSHIP FOUNDATION | ||||||
| 100 GOLF ROAD | GOLF | IL | 60029 | PC | GENERAL | $500 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | PC | GENERAL | $500 |
| HOLY FAMILY MINISTRIES | ||||||
| 2215 ENTERPRISE DRIVE SUITE 1510 | WESTCHESTER | IL | 60154 | PC | GENERAL | $2,000 |
| INDIAN RIVER HABITAT FOR HUMANITY | ||||||
| 4568 N US HWY 1 | VERO BEACH | FL | 32967 | PC | GENERAL | $5,000 |
| INDIAN RIVER LAND TRUST | ||||||
| 3150 CARDINAL DRIVE | VERO BEACH | FL | 32963 | PC | GENERAL | $5,000 |
| KENILWORTH HISTORICAL SOCIETY | ||||||
| 415 KENILWORTH AVE | KENILWORTH | IL | 60043 | PC | GENERAL | $500 |
| MCKEE BOTANICAL GARDEN | ||||||
| 350 US-1 | VERO BEACH | FL | 32962 | PC | GENERAL | $6,000 |
| MISERICORDIA FOUNDATION | ||||||
| 6300 N RIDGE | CHICAGO | IL | 606601017 | PC | EDUCATIONAL | $3,000 |
| MOORINGS EDUCATIONAL FOUNDATION | ||||||
| 100 HARBOUR DR | VERO BEACH | FL | 32960 | PC | EDUCATIONAL | $1,000 |
| NEW HAMPSHIRE HISTORICAL SOCIETY | ||||||
| 30 PARK STREET | CONCORD | NH | 03301 | PC | GENERAL | $1,500 |
| NEW HAMPSHIRE PRESERVATION ALLIANCE | ||||||
| PO BOX 268 | CONCORD | NH | 033020268 | PC | GENERAL | $1,500 |
| NORTHSHORE UNIVERSITY HEALTH SYSTEM | ||||||
| 1001 UNIVERSITY PLACE SUITE 248 | EVANSTON | IL | 60201 | PC | MEDICAL | $500 |
| OCEAN RESEARCH & CONSERVATION ASSOCIATION INC (ORCA) | ||||||
| 1235 16TH STREET | VERO BEACH | FL | 32960 | PC | RESEARCH | $1,000 |
| RADCLIFFE INSTITUTE FOR ADVANCED STUDY AT HARVARD UNIVERSITY | ||||||
| 10 GARDEN ST | CAMBRIDGE | MA | 02138 | PC | EDUCATIONAL | $2,000 |
| RHODE ISLAND SCHOOL OF DESIGN | ||||||
| 20 WASHINGTON PLACE | PROVIDENCE | RI | 02903 | PC | GENERAL | $10,000 |
| RIVERSIDE THEATRE INC | ||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | PC | GENERAL | $10,000 |
| SHEDD AQUARIUM | ||||||
| 1200 S LAKE SHORE DR | CHICAGO | IL | 60605 | PC | GENERAL | $1,000 |
| SMILE TRAIN | ||||||
| 633 THIRD AVENUE 9TH FLOOR | NEW YORK | NY | 10017 | PC | MEDICAL | $1,000 |
| STRATHAM HISTORICAL SOCIETY | ||||||
| PO BOX 39 | STRATHAM | NH | 038850039 | PC | GENERAL | $1,500 |
| THE ARC OF INDIAN RIVER COUNTY INC | ||||||
| 1375 16TH AVE | VERO BEACH | FL | 32960 | PC | GENERAL | $1,000 |
| UNITED AGAINST POVERTY | ||||||
| 1400 27TH ST | VERO BEACH | FL | 32962 | PC | GENERAL | $2,000 |
| UNITED WAY OF INDIAN RIVER COUNTY | ||||||
| 1836 14TH AVE | VERO BEACH | FL | 32960 | PC | GENERAL | $3,000 |
| VERO BEACH MUSEUM OF ART | ||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 329631807 | PC | EDUCATIONAL | $5,000 |
| VERO BEACH ROWING | ||||||
| PO BOX 643063 | VERO BEACH | FL | 32963 | PC | MEDICAL | $5,000 |
| VNA HOSPICE OF INDIAN RIVER COUNTY INC | ||||||
| 920 37TH PLACE 101 | VERO BEACH | FL | 32960 | PC | GENERAL | $1,500 |
| WHOLE FAMILY HEALTH CENTER | ||||||
| 827 18TH STREET | VERO BEACH | FL | 32960 | PC | MEDICAL | $500 |
| WRIGHT WAY RESCUE | ||||||
| 5915 LINCOLN AVE | MORTON GROVE | IL | 600533348 | PC | GENERAL | $1,500 |
| YOUTH SAILING FOUNDATION | ||||||
| PO BOX 612 | VERO BEACH | FL | 32961 | PC | GENERAL | $5,000 |
| COMMUNITY CHURCH OF VERO BEACH | ||||||
| 1901 23RD ST | VERO BEACH | FL | 32960 | PC | GENERAL | $500 |
| THE ART INSTITUTE OF CHICAGO | ||||||
| 111 SOUTH MICHIGAN AVE | CHICAGO | IL | 60603 | PC | GENERAL | $550 |
| EVANSTON HISTORY CENTER | ||||||
| 225 GREENWOOD ST | EVANSTON | IL | 60201 | PC | GENERAL | $500 |
| THE JOSSELYN CENTER NFP | ||||||
| 405 CENTRAL AVE | NORTHFIELD | IL | 60093 | PC | GENERAL | $1,000 |
| HOOVED ANIMAL HUMANE SOCIETY | ||||||
| 10804 MCCONNELL ROAD | WOODSTOCK | IL | 60098 | PC | GENERAL | $2,000 |
| SPRING BOARD FOUNDATION | ||||||
| 225 N MICHIGAN AVE STE 2200 | CHICAGO | IL | 60601 | PC | GENERAL | $1,000 |
| VILAR PERFORMING ARTS CENVER | ||||||
| PO BOX 3822 | AVON | CO | 816203822 | PC | GENERAL | $5,000 |
| DIATRIBE FOUNDATION | ||||||
| 2522 CABOT ROAD | SAN FRANCISCO | CA | 94117 | PC | MEDICAL | $2,000 |
| MIDWEST LABRADOR RETRIEVER RESCUE | ||||||
| PO BOX 1473 | LOMBARD | IL | 60148 | PC | GENERAL | $1,500 |
| NORTHFIELD TWSHP FOOD PANTRY | ||||||
| 2550 WAUKEGAN ROAD SUITE 100 | GLENVIEW | IL | 60025 | PC | GENERAL | $5,000 |
| NORTHWESTERN SETTLEMENT | ||||||
| 1400 W AUGUSTA BLVD | CHICAGO | IL | 60642 | PC | GENERAL | $1,000 |
| YWCA EVANSTONNORTH SHORE | ||||||
| 1215 CHURCH ST | EVANSTON | IL | 60201 | PC | GENERAL | $5,000 |
| CHICAGO TRAINING CENTER | ||||||
| PO BOX 7076 | CHICAGO | IL | 60680 | PC | GENERAL | $1,000 |
| AMERICAN DIABETES ASSOCIATION | ||||||
| 2451 CRYSTAL DR SUITE 900 | ARLINGTON | VA | 22202 | PC | GENERAL | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $145,150 | 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 | $4,762 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,722 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,210 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,694 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,694 | 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 |
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 | WILLIAM LANE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 BAY ROAD 104 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $140,651 | 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 | $3,200 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS CORE FIXED INCOME FUND | $885,950 | $832,214 |
| GS HIGH YIELD FUND | $228,286 | $234,169 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| S&P HIGH YIELD DIVIDEND ARISTOCRATS INDEX FUND (SPDR) | $338,693 | $649,932 |
| RUSSELL 1000 GROWTH INDEX FUND (ISHARES) | $187,594 | $688,710 |
| MSCI US SMALL CAP 1750 INDEX FUND (VANGUARD) | $60,065 | $144,168 |
| GS INTERNATIONAL EQUITY INSIGHTS FUND | $331,037 | $404,426 |
| MSCI EMERGING MARKETS INDEX FUND (ISHARES) | $63,100 | $61,057 |
| GS MLP ENERGY INFRASTRUCTURE FUND | $80 | $4,189 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $23 | EOYBookValueAmt |
| EOYFMV | $23 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $3,711 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENT - BROKERAGE FIRM | $72 |
| RECOVERY OF PRIOR YEARS' QUALIFYING DISTRIBUTIONS | $6,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $17,214 | Amt |
| Net Investment Income | $17,214 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,164 | $1,164 | $0 |
| FEDERAL ESTIMATED TAXES | $730 | $0 | $0 |