THE GEORGE A LONG FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE GEORGE A LONG FOUNDATION (EIN 31-1806107)
- Tax period
- 2021-01-01 to 2021-09-30
- Filed
- 2022-04-19
- IRS object ID
- 202201099349102150
- Schema version
- 2021v4.2
- 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
- Dissolution Stmt
- General Explanation Attachment
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-19T13:49:06-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113458820 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF MARYLES & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 EAST 42ND STREETSUITE 2201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311806107 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE A LONG FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DAVID WARMFLASH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 6465365120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 BROADWAY 1703 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WARMFLASH | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2125772800 | PhoneNum |
| Signature | 2021-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | WARMFLASH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHIMON WOLF | PreparerPersonNm |
| PTIN | P00141512 | PTIN |
| Phone | 6465365120 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF Status Term Sect507b1 A | Yes (X) | PFStatusTermSect507b1AInd |
| Final Return | Yes (X) | FinalReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $132,445 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,137 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,137 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,986 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $467,837 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,859 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $192,568 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,996 | 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 |
| Legal Fees Rev And Expnss | $9,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,750 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,750 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,381 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $81 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,406 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,106 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,142,445 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,142,445 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,164,851 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,106 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,152,445 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$972,283 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,890 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $271,477 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $530,680 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $20,168 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,200 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $824,525 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $876,878 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $1,016,234 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $191,709 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,068,587 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$191,709 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $824,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $824,525 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $824,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$972,283 | ExcessRevenueOverExpensesAmt |
| Other Increases | $149,890 | OtherIncreasesAmt |
| Subtotal | $2,132 | SubtotalAmt |
| Other Decreases | $2,132 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CASH IN LIEU DEVON ENERGY CORP NEW | P | 2015-10-02 | 2021-01-07 | $9 | $9 | $9 | |
| 10 CONTRACTS CALL SMARTSHEET INC AT 80.000 EXPIRES 1/21/22 | P | 2020-12-08 | 2021-02-16 | $12,728 | -$5,821 | -$5,821 | $18,549 |
| 1,129.667 SHS MR COOPER GROUP INC | P | 2018-08-02 | 2021-02-16 | $35,775 | $16,390 | $16,390 | $19,385 |
| 370.333 SHS MR COOPER GROUP INC | P | 2018-10-01 | 2021-02-16 | $11,728 | $5,441 | $5,441 | $6,287 |
| 1,000 SHS SMARTSHEET INC | P | 2019-10-09 | 2021-02-16 | $82,108 | $42,024 | $42,024 | $40,084 |
| 30 CONTRACTS CALL ROCKET COS INC CL A EXPIRES 4/16/21 | P | 2021-03-02 | 2021-03-03 | $10,664 | -$1,562 | -$1,562 | $12,226 |
| 1,000 SHS ROCKET COS INC CL A | P | 2021-02-08 | 2021-03-04 | $28,844 | $7,185 | $7,185 | $21,659 |
| 2,000 SHS ROCKET COS INC CL A | P | 2021-02-08 | 2021-03-29 | $52,498 | $9,180 | $9,180 | $43,318 |
| 137 SHS OUTSET MED INC COM | P | 2010-02-22 | 2021-04-21 | $7,506 | $6,640 | $6,640 | $866 |
| 507 SHS OUTSET MED INC COM | P | 2012-02-21 | 2021-04-21 | $27,778 | $24,168 | $24,168 | $3,610 |
| 320 SHS OUTSET MED INC COM | P | 2015-05-05 | 2021-04-21 | $17,532 | $13,129 | $13,129 | $4,403 |
| 5,000 SHS FALCON MINERALS CORP CL A | P | 2019-10-25 | 2021-04-21 | $21,812 | -$8,312 | -$8,312 | $30,124 |
| 2,000 SHS AMBAC FINL GROUP INC | P | 2019-10-11 | 2021-05-27 | $29,139 | -$10,598 | -$10,598 | $39,737 |
| 500 SHS AMBAC FINL GROUP INC | P | 2019-10-25 | 2021-05-27 | $7,285 | -$2,759 | -$2,759 | $10,044 |
| 1,500 SHS AT&T INC | P | 2020-12-29 | 2021-05-27 | $44,126 | $1,035 | $1,035 | $43,091 |
| 6 CONTRACTS CALL PHILIPS 66 COM AT 80.000 EXPIRES 1/21/22 | P | 2020-12-29 | 2021-04-22 | $3,661 | -$483 | -$483 | $4,144 |
| 35 CONTRACTS CALL MR. COOPER GROUP INC AT 35.000 EXPIRES 1/21/22 | P | 2020-12-09 | 2021-06-23 | $11,886 | -$1,334 | -$1,334 | $13,220 |
| 100 CONTRACTS CALL PHILIPS 66 COM AT 80.000 EXPIRES 1/21/22 | P | 2021-02-16 | 2021-06-23 | $7,674 | $7,143 | $7,143 | $531 |
| 1,000 SHS OCADO GROUP PLC | P | 2020-12-30 | 2021-06-29 | $27,542 | -$4,208 | -$4,208 | $31,750 |
| 1,000 SHS OCADO GROUP PLC | P | 2021-03-01 | 2021-06-29 | $27,542 | -$3,408 | -$3,408 | $30,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,859 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,319 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,319 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,319 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,470 | 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 | $1,470 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $151 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $151 | 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 | Yes (1) | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WOLF MARYLES ASSOCIATES LLC | IndividualWithBooksNm |
| Phone | 6465365120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 EAST 42ND STREET SUITE 2201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE A LONG | ||||||||
| 680 LAKE DRIVE | VERO BEACH | FL | 32963 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| DAVID WARMFLASH CO SEXTER | ||||||||
| WARMFLASH PC 115 BROADWAY 15TH FL | NEW YORK | NY | 10006 | SECRETARY | 0.00 | $0 | $0 | $0 |
| SHIMON WOLF CO WOLF MARYLES | ||||||||
| ASSOC LLC 220 EAST 42ND STREET | SUITE NY | NY | 10017 | TREASURER | 0.00 | $0 | $0 | $0 |
| HOLLY LONG MATURO | ||||||||
| 49R SYCAMORE DRIVE | DURHAM | CT | 06422 | VICE PRESIDENT | 0.00 | $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 | $336,777 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,047 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $416,824 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $416,824 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $410,572 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,354 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,354 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,319 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,319 | TotalTaxAmt |
| Distributable Before Adj | $14,035 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,035 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,035 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,152,445 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,152,445 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,035 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,947 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $141 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,731 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,903 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $59,722 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,152,445 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,035 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,138,410 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,198,132 | 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 | $19,947 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,178,185 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $141 | ExcessFromYear3Amt |
| Excess From Year2 | $37,731 | ExcessFromYear2Amt |
| Excess From Year1 | $1,903 | ExcessFromYear1Amt |
| Excess From Current Year | $1,138,410 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE A LONG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| VERO BEACH MUSEUM OF ART | ||||||
| 3001 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,500 |
| NEW CANAAN FIRE DEPARTMENT | ||||||
| 60 MAIN STREET | NEW CANAAN | CT | 06840 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $250 |
| SENIOR RESOURCE ASSOCIATION | ||||||
| 694 14TH STREET | VERO BEACH | FL | 32960 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| QUAIL VALLEY CHURCH OF CHRIST | ||||||
| 4104 HARRISON ST | BATESVILLE | AR | 72501 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $425 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 733 THIRD AVE 3RD FLOOR | NEW YORK | NY | 10017 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,500 |
| THERAPIES FOR INHERITED NEUROP | ||||||
| 5 LONGWOOD ROAD | BALTIMORE | MD | 21210 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $50,000 |
| GREATER HORIZONS | ||||||
| 1055 BROADWAY BLVD STE 130 | KANSAS CITY | MO | 64105 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $253,923 |
| GREATER HORIZONS | ||||||
| 1055 BROADWAY BLVD STE 130 | KANSAS CITY | MO | 64105 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $833,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,142,445 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,137 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,986 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $60,123 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,123 | 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 | GEORGE LONG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 LAKE DRIVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $132,445 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,500 SHS MR. COOPER GROUP, INC | $44,812 | 2021-02-12 |
| 1 | 1,000 SHS MR. COOPER GROUP, INC | $33,880 | 2021-03-31 |
| 1 | 964 SHS OUTSET MEDICAL, INC | $53,753 | 2021-04-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOLF MARYLES & ASSOCIATES LLC | CategoryTxt |
| Amt | $10,500 | Amt |
| Net Investment Income | $5,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,250 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER HORIZONS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 BROADWAY BLVD SUITE 130 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH DISTRIBUTED: $253,923DESCRIPTION AND FMV OF SECURITIES DISTRIBUTED:ALIBABA GROUP HOLDING LTD: $64,052BARRICK GOLD CORP: $69,990CIGNA CORP: $48,295COMMSCOPE HOLDING COMPANY INC: $64,275CRESTWOOD EQUITY PARTNERS LP: $56,580DEVON ENERGY CORP NEW: $46,222GILEAD SCIENCE: $69,090MICROSOFT CORP: $35,779MR COOPER GROUP INC: $169,288NAVIGATOR HOLDINGS LTD: $54,050NEW RESIDENTIAL INVT CORP: $89,320PHILLIPS 66 COM: $55,506POLARITYTE INC: $11,400 | ShortExplanationTxt |
| Dissolution | $1,087,770 | DissolutionAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LATE E-FILE | IdentifierTxt |
| Form And Line Reference | 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | THIS TAX RETURN IS A FINAL, SHORT YEAR ENDING SEPTEMBER 30, 2021. THE 2021 FORMS WERE NOT READY WHEN THE RETURN NEEDED TO BE FILED. THEREFORE A PAPER FILING WAS DONE ON DECEMBER 9, 2021. THIS WAS REJECTED BY THE IRS. THE EXPLANATION WAS THAT THIS RETURN HAD TO BE ELECTRONICALLY FILED. BY THE TIME THE NOTICE WAS RECEIVED AND THE RETURN WAS ABLE TO BE PREPARED, IT IS TECHINALLY LATE. AS AN ATTEMPT WAS MADE TO FILE A RETURN ON TIME, WE REQUEST THAT NO PENALTIES BE ASSESSED. | MediumExplanationTxt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS ORGANIZATION HAS DISTRIBUTED ALL OF ITS REMAINING ASSETS TO A DONOR ADVISED FUND PURSUANT TO THE DIRECTIONS OF THE FORMER DIRECTORS OF THE FOUNDATION. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEXTER & WARMFLASH ATTORNEY | CategoryTxt |
| Legal Fees | $9,500 | LegalFeesAmt |
| Net Investment Income | $4,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,750 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS IN TRANSIT | Desc |
| BOY Book Value | $2,200 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET ADJUSTMENT FROM PRIOR YEAR (PRIOR PERIOD NONDIVIDEND DISTRIBUTION) | Desc |
| Amt | $2,132 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEE- LATE PAYMENT | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN VALUE OF ASSETS DONATED | Desc |
| Amt | $149,890 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX (990-PF) | $1,000 | $0 | $0 |
| FEDERAL UBTI TAX (990-T) | $900 | $0 | $0 |
| NEW YORK STATE UBTI TAX (CT-13) | $400 | $0 | $0 |
| FOREIGN TAXES | $81 | $81 | $0 |
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