ORDER OF COLONIAL LORDS OF MANORS IN AMERICA INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ORDER OF COLONIAL LORDS OF MANORS IN AMERICA INC (EIN 13-6104057)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-04
- IRS object ID
- 202401569349100105
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-04T08:12:42-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 853229886 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REVONARY ACCOUNTANTS & ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 INTERNATIONAL DRIVE STE 110 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10573 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136104057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORDER OF COLONIAL LORDS | BusinessNameLine1Txt |
| Business Name Line2 | OF MANORS IN AMERICA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORDE | BusinessNameControlTxt |
| Phone | 4135862031 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2534 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100210059 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IAN H FRASER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4135832031 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | IAN | PersonFirstNm |
| Person Last | FRASER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | IRA GROSSBACH | PreparerPersonNm |
| PTIN | P00290601 | PTIN |
| Phone | 9144680400 | PhoneNum |
| Preparation | 2024-05-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $930,274 | 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 | $975 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $146 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $146 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,256 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,256 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,567 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,638 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,567 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $268 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $117 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $151 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $300 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $35,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,969 | 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 | $2,702 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,351 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,351 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,499 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,499 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $457 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $107 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,642 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,642 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,300 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,957 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,993 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,350 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,957 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,043 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,955 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,012 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,762 | CashBOYAmt |
| Cash EOY | $8,320 | CashEOYAmt |
| Cash EOYFMV | $8,320 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,267 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,220 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,220 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $315,706 | CorporateStockBOYAmt |
| Corporate Stock EOY | $294,972 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $908,734 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $350,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $316,512 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $930,274 | 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 | $350,735 | RetainedEarningBOYAmt |
| Retained Earning EOY | $316,512 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $350,735 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $316,512 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $350,735 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $316,512 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $350,735 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,955 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $316,780 | SubtotalAmt |
| Other Decreases | $268 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $316,512 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $74,638 | GrossSalesPriceAmt |
| Cost Or Other Basis | $54,071 | CostOrOtherBasisAmt |
| Gain Or Loss | $20,567 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $20,567 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,567 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $320 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $320 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $320 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,192 | 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 | $1,192 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $872 | OverpaymentAmt |
| Applied To ES Tax | $872 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.COLONIALLORDS.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4135862031 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2534 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100210059 | 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 |
|---|---|---|---|---|---|---|---|---|
| IAN H FRASER | ||||||||
| 44 HARLOW AVENUE | NORTHAMPTON | MA | 01060 | TREASURER | 1.00 | $0 | $0 | $0 |
| LEIGHTON H COLEMAN III | ||||||||
| PO BOX 403 | ST JAMES | NY | 11780 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| D ROGER B LIDDELL | ||||||||
| 520 EAST 86TH ST 3C | NEW YORK | NY | 10028 | CHAIR FINANCE COMMITTEE | 1.00 | $0 | $0 | $0 |
| JOAN ROCKWELL GIFFORD | ||||||||
| 12 OAK RIDGE ROAD | STONY BROOK | NY | 11790 | SECRETARY | 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 | $910,799 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,181 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $937,980 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $937,980 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,070 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $923,910 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,196 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,196 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $320 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $320 | TotalTaxAmt |
| Distributable Before Adj | $45,876 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,876 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,876 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,043 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $58,043 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,876 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $47,249 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,043 | QualifyingDistributionsAmt |
| Applied To Year1 | $47,249 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,794 | 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 | $35,082 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BARTOW-PELL MANSION MUSEUM | ||||||
| 895 SHORE ROAD | BRONX | NY | 10464 | NONE | GENERAL SUPPORT | $2,000 |
| BELLPORT-BROOKHAVEN HISTORICAL SOCIETY | ||||||
| 31 BELLPORT LANE | BELLPORT | NY | 11713 | NONE | GENERAL SUPPORT | $2,000 |
| BOWNE HOUSE HISTORIAL SOCIETY | ||||||
| 37-01 BOWNE ST | FLUSHING | NY | 11354 | NONE | GENERAL SUPPORT | $2,000 |
| COLONIAL DAMES OF AMERICA | ||||||
| 417 EAST 61ST ST | NEW YORK | NY | 10065 | NONE | GENERAL SUPPORT | $3,500 |
| DYCKMAN FARMHOUSE MUSEUM | ||||||
| 4881 BROADWAY | NEW YORK | NY | 10034 | NONE | GENERAL SUPPORT | $2,000 |
| FRAUNCES TAVERN MUSEUM | ||||||
| 54 PEARL STREET | NEW YORK | NY | 10004 | NONE | GENERAL SUPPORT | $3,000 |
| GLEBE HOUSE MUSEUM & GERTRUDE JEKYLL GARDEN | ||||||
| 49 HOLLOW ROAD | WOODBURY | CT | 06798 | NONE | GENERAL SUPPORT | $2,000 |
| LONG ISLAND MUSEUM | ||||||
| 1200 ROUTE 25A | STONY BROOK | NY | 11790 | NONE | GENERAL SUPPORT | $1,500 |
| MANOR CONSERVANCY | ||||||
| PO BOX 408 | MONKTON | MD | 21111 | NONE | GENERAL SUPPORT | $3,000 |
| MERCHANTS & DROVERS TAVERN MUSEUM ASSOCIATION | ||||||
| PO BOX 1842 | RAHWAY | NJ | 07065 | NONE | GENERAL SUPPORT | $2,000 |
| MOUNT GULIAN HISTORIC SITE | ||||||
| 125 STERLING ST | BEACON | NY | 12508 | NONE | GENERAL SUPPORT | $3,000 |
| WEBB-DEANE STEVENS MUSEUM | ||||||
| 211 MAIN STREET | WETHERSFIELD | CT | 06109 | NONE | GENERAL SUPPORT | $3,500 |
| NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN THE STATE OF NY | ||||||
| 215 EAST 71ST STREET | NEW YORK | NY | 10021 | NONE | GENERAL SUPPORT | $3,500 |
| NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY | ||||||
| 101 NEWBURY ST | BOSTON | MA | 02116 | NONE | GENERAL SUPPORT | $3,000 |
| NEW YORK GENEALOGICAL & BIOGRAPHICAL SOCIETY | ||||||
| 36 WEST 44TH STREET | NEW YORK | NY | 10036 | NONE | GENERAL SUPPORT | $3,000 |
| PRESERVATION LONG ISLAND | ||||||
| PO BOX 148 | COLD SPRING HARBOR | NY | 11724 | NONE | GENERAL SUPPORT | $2,000 |
| PRINCETON BATTLEFIELD SOCIETY | ||||||
| PO BOX 7645 | PRINCETON | NJ | 08543 | NONE | GENERAL SUPPORT | $2,000 |
| RAYNHAM HALL MUSEUM | ||||||
| 30 WEST MAIN ST | OYSTER BAY | NY | 11771 | NONE | GENERAL SUPPORT | $1,000 |
| SAINT THOMAS CHURCH | ||||||
| 1 WEST 53RD ST | NEW YORK | NY | 10019 | NONE | GENERAL SUPPORT | $50 |
| SMITHTOWN HISTORICAL SOCIETY | ||||||
| 239 EAST MAIN ST | SMITHTOWN | NY | 11787 | NONE | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,050 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 561000 | BusinessCd |
| Unrelated Business Taxbl Incm | $300 | UnrelatedBusinessTaxblIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,256 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,567 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 459420 | BusinessCd |
| Unrelated Business Taxbl Incm | $151 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $451 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,969 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,420 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,702 | Amt |
| Net Investment Income | $1,351 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,351 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCKS | StockNm |
| EOY Book Value | $294,972 | EOYBookValueAmt |
| EOYFMV | $908,734 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) ON INVESTMENTS | Desc |
| Amt | $268 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $342 | $0 | $342 |
| INSURANCE | $662 | $0 | $662 |
| MAILING & MEETING EXPENSES | $10,638 | $0 | $10,638 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES AND ASSESSMENTS | Desc |
| Revenue And Expenses Per Books | $300 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $300 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $9,499 | Amt |
| Net Investment Income | $9,499 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $107 | $107 | $0 |
| NYS TAXES PAID | $250 | $0 | $0 |
| NYS FILING FEE | $100 | $0 | $0 |
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