LANE MEMORIAL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LANE MEMORIAL FOUNDATION (EIN 47-4423726)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202003199349100210
- Schema version
- 2019v5.1
- 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 Govt Obligations Sch
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T11:35:32-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY-ALICE L GREINER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 YORKSHIRE ROAD | AddressLine1Txt |
| City | NEW HYDE PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474423726 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LANE MEMORIAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANE | BusinessNameControlTxt |
| Phone | 5167475717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO GREINER 57 YORKSHIRE ROAD | AddressLine1Txt |
| City | NEW HYDE PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 110403626 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY-ALICE L GREINER | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 5167475717 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY-ALICE L GREINER | PreparerPersonNm |
| PTIN | P00291012 | PTIN |
| Phone | 5167475717 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.56.140.54 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 14:02:44 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6BD08B45618F791D391241FC1FD8A754BBA31A6A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 17E9916A006A5BA3CE3F0EA813BF3D9970C2BCCF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,671,860 | 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 | $551,557 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $65,407 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65,407 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $161,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $161,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,491 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,496,195 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,491 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $818,185 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $266,628 | 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 | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $78,745 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,745 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,614 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $152 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,020 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $505 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,515 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $410 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $410 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,789 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,202 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $596,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $596,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $690,289 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,202 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $599,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $127,896 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $182,426 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $737 | CashBOYAmt |
| Cash EOY | $4,018 | CashEOYAmt |
| Cash EOYFMV | $4,018 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $310,895 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $124,900 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $124,900 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $21,744 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $21,744 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $21,744 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,153,520 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,470,130 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,521,198 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,486,896 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,620,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,671,860 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,486,896 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,614,792 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,486,896 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,614,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,486,896 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,620,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,486,896 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $127,896 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,614,792 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,614,792 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| THROUGH BNY MELLOM- S/T | P | 2019-12-31 | $734,903 | $774,859 | -$39,956 | -$39,956 |
| THROUGH BNY MELLOM- L/T | P | 2019-12-31 | $1,703,003 | $1,681,845 | $21,158 | $21,158 |
| CAPITAL GAINS DIVIDENDS | P | $58,289 | $58,289 | $58,289 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,491 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $747,137 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,530,409 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078395 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,001,628 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.078395 | TotalDistributionRt |
| Average Distribution | 0.039198 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,990,392 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $391,603 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,824 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $393,427 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $599,625 | 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 | $1,824 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,824 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,824 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,376 | OverpaymentAmt |
| Applied To ES Tax | $1,376 | 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 | Yes (1) | 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 | MARY-ALICE L GREINER | IndividualWithBooksNm |
| Phone | 5167475717 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 YORKSHIRE ROAD | AddressLine1Txt |
| City | NEW HYDE PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 110403626 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARY-ALICE GREINER | ||||||||
| C/O GREINER 57 YORKSHIRE RD | NEW HYDE PARK | NY | 11040 | PRESIDENT / TREASURER / DI | 1.00 | $0 | $0 | $0 |
| REV DANIEL LANE | ||||||||
| C/O GREINER 57 YORKSHIRE RD | NEW HYDE PARK | NY | 11040 | VICE-PRESIDENT / DIRECTOR | 0.25 | $0 | $0 | $0 |
| REV ITALO BAROZZI | ||||||||
| C/O GREINER 57 YORKSHIRE RD | NEW HYDE PARK | NY | 11040 | SECRETARY / DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY MELLON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 FRANKLIN AVENUE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $78,744 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $9,672,302 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $470,228 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,142,530 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,142,530 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,138 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,990,392 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $499,520 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $499,520 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,824 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,824 | TotalTaxAmt |
| Distributable Before Adj | $497,696 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $497,696 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $497,696 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $599,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $599,625 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,824 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $597,801 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $497,696 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,027 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $599,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,027 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $497,696 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $94,902 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $94,902 | 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 | $94,902 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $94,902 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY-ALICE GREINER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 YORKSHIRE ROAD | AddressLine1Txt |
| City | NEW HYDE PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5167475717 | RecipientPhoneNum |
| Recipient Email Address | MGREINER59@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MISSIONARY SOCIETY OF ST JAMES | |||||||||||
| 24 CLARK STREET | BOSTON | MA | 02109 | NONE | N/A | SUBSIDIZE FORMATION AT THE ST JEROME MAJOR SEMINARY & THE PRELATURE OF SICUANI FOR VARIUS STUDENTS (PERU.) | $70,000 | ||||
| MISSIONARY SOCIETY OF ST JAMES | |||||||||||
| 24 CLARK STREET | BOSTON | MA | 02109 | NONE | N/A | SUBSIDIZE CHILDRENS' FEEDING PROGRAM AT EL RESUCITADO PARISH, LIMA, PERU | $10,000 | ||||
| MISSIONARY SOCIETY OF ST COLUMBAN | |||||||||||
| NONE | N/A | HANGOP KABATAAN FDN- EDUCATION & REHAB FOR ADULTS/CHILDREN OF SPECIAL NEEDS. | $30,000 | 1857 SINGALONG STREET PO BOX 4454 | MANILA | RP | 1099 | ||||
| MISSIONARY SOCIETY OF ST COLUMBAN | |||||||||||
| NONE | N/A | SUBSIDIZE FORMATION PROGRAM AT COLUMBAN INT'L SEMINARY, MANILA, PHILIPPINES. | $100,000 | 1857 SINGALONG STREET PO BOX 4454 | MANILA | RP | 1099 | ||||
| PASSIONISTS OF THE HOLY SPIRIT- PAPAU NEW GUINEA | |||||||||||
| C/O MSGR KELLY 265 WICKOFF AVE | BROOKLYN | NY | 11237 | NONE | N/A | THEOLOGICAL EDUCATION IN PNG & AUSTRALIA. | $100,000 | ||||
| CONGREGATION OF ST GEMMA GALGANI | |||||||||||
| C/O KEENEY 856 PACIFIC STREET | BROOKLYN | NY | 11238 | NONE | N/A | SEMINARY TUITION AND LIVING EXPENSES FOR 1 SEMINARIAN AT ARUSHA CATHOLIC SEMINARY, TANZANIA. | $6,500 | ||||
| CHINA CHURCH SOLIDARITY | |||||||||||
| NONE | N/A | SUBSIDIZE BUILDING OF NURSING HOME, DIOCESE OF YU CI, CHINA. | $125,000 | ST JOSEPHS WATER WAY HENDON | LONDON | UK | NW44TY | ||||
| DIOCESE OF UYO NIGERIA | |||||||||||
| C/O ANWETING 775 W HAMBURG STREET | BALTIMORE | MD | 21230 | NONE | N/A | SUBSIDIZE TUITION & LIVING EXPENSES AT ST CYRIL'S SEMINARY & OTHERS, NIGERIA. FUNDS TOWARDS PUBLICATION OF BOOK. | $155,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $596,500 | 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 | $65,407 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161,730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,491 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $266,628 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $266,628 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ESTATE OF JOSEPH M LANE | ||||||
| 1 | C/O LSL 229 SEVENTH ST STE 305 | GARDEN CITY | NY | 11530 | $211,773 | Yes (X) |
| ESTATE OF JOAN M LANE | ||||||
| 2 | C/O LSL 229 SEVENTH ST STE 305 | GARDEN CITY | NY | 11530 | $339,784 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $4,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES AT BNY MELLON | StockNm |
| EOY Book Value | $9,470,130 | EOYBookValueAmt |
| EOYFMV | $10,521,198 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $21,744 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $21,744 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NY LAW JOURNAL | $160 | $0 | $160 |
| NY STATE FILING FEES | $250 | $0 | $250 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXPENSES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $6,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BNY MELLON | CategoryTxt |
| Amt | $78,745 | Amt |
| Net Investment Income | $78,745 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ESTATE OF JOSEPH M LANE | |||
| C/O LSL 229 SEVENTH ST STE 305 | GARDEN CITY | NY | 11530 |
| ESTATE OF JOAN M LANE | |||
| C/O LSL 229 SEVENTH ST STE 305 | GARDEN CITY | NY | 11530 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $6,462 | $0 | $0 |
| FOREIGN TAX WITHELD | $152 | $152 | $0 |