A B & J NOYES FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- A B & J NOYES FOUNDATION INC (EIN 13-6161124)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-11
- IRS object ID
- 202001639349100005
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-11T09:32:29-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 136161124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A B & J NOYES FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SUSAN P FISHER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AB&J | BusinessNameControlTxt |
| Phone | 5166167888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 HATHAWAY DRIVE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLAS NOYES | PersonNm |
| Person Title | PRESIDENT-TREASURER-DIRECTOR | PersonTitleTxt |
| Phone | 5166167888 | PhoneNum |
| Signature | 2020-06-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN J KEANE | PreparerPersonNm |
| PTIN | P00584809 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2020-06-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.221.109.35 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-04 | IPDt |
| IP Tm | 11:09:23 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1CE4815F81D2AE1F63EDE15BD8228D64C1D80DB1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,394,221 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,983 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,983 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,633 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $305,506 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,633 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $140,616 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $140,616 | 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 | $2,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,223 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,223 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $788 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $127 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,712 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,712 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,004 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,427 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,354 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,662 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,427 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,354 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,662 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $57,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $128,262 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,758 | CashBOYAmt |
| Cash EOY | $9,681 | CashEOYAmt |
| Cash EOYFMV | $9,681 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,334 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,507 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,507 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $842,774 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $866,867 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,338,033 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $865,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $923,055 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,394,221 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $865,866 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $923,055 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $865,866 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $923,055 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $865,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $923,055 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $865,866 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $57,189 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $923,055 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $923,055 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DETAILS AVAILABLE UPON REQUEST | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2018-06-29 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $305,506 | GrossSalesPriceAmt |
| Cost Or Other Basis | $185,873 | CostOrOtherBasisAmt |
| Gain Or Loss | $119,633 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $119,633 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,633 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,136 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,275,128 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050298 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $62,635 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,228,542 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050983 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,839 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,142,107 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049767 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $63,483 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,250,864 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050751 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $63,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,260,319 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050186 | DistributionYr5Rt |
| Total Distribution | 0.251985 | TotalDistributionRt |
| Average Distribution | 0.050397 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,311,294 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,085 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,283 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,368 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,662 | 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 | $1,283 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,283 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,283 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $843 | 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 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | NICHOLAS NOYES | IndividualWithBooksNm |
| Phone | 5166167888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O S FISHER 64 HATHAWAY DRIVE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS B NOYES | ||||||||
| 64 HATHAWAY DRIVE | GARDEN CITY | NY | 11530 | PRESIDENT/TREASURER/DIRECT | 2.00 | $0 | $0 | $0 |
| SUSAN P FISHER | ||||||||
| 64 HATHAWAY DRIVE | GARDEN CITY | NY | 11530 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SARA FARGO | ||||||||
| 64 HATHAWAY DRIVE | GARDEN CITY | NY | 11530 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL NOYES | ||||||||
| 64 HATHAWAY DRIVE | GARDEN CITY | NY | 11530 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN K STICKNEY | ||||||||
| 64 HATHAWAY DRIVE | GARDEN CITY | NY | 11530 | DIRECTOR | 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 | $1,268,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,539 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,331,263 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,331,263 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,969 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,311,294 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,565 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,565 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,283 | TotalTaxAmt |
| Distributable Before Adj | $64,282 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,282 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,282 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,662 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $70,662 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,283 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $69,379 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,282 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $393 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,762 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $222 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,076 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,202 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,655 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,662 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,282 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,380 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,035 | 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 | $393 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,642 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,762 | ExcessFromYear4Amt |
| Excess From Year3 | $222 | ExcessFromYear3Amt |
| Excess From Year2 | $2,076 | ExcessFromYear2Amt |
| Excess From Year1 | $1,202 | ExcessFromYear1Amt |
| Excess From Current Year | $6,380 | ExcessFromCurrentYearAmt |
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 | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALINA LODGE | ||||||||
| 61 WARD ROAD | BLAIRSTOWN | NJ | 07825 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 | |
| AMERICAN RED CROSS-CLARA BARTON CHAPTER | ||||||||
| 57 ELIZABETH STREET | DANSVILLE | NY | 14437 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 | |
| CORNELL UNIVERSITY | ||||||||
| 130 E SENECA STREET SUITE 400 | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | CHARITABLE | $4,500 | |
| CENTRAL PARK TRACK CLUB | ||||||||
| 801 WEST END AVENUE | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| DRAYTON HALL NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| 3380 ASHLEY RIVER ROAD | CHARLESTON | SC | 29414 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| FORDHAM UNIVERSITY | ||||||||
| 45 COLUMBUS AVENUE 8TH FLOOR | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| FOLDS OF HONOR | ||||||||
| 8551 N 125TH AVENUE SUITE 100 | OWASSO | OK | 74055 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| HENRY LEE FERGUSON MUSEUM | ||||||||
| PO BOX 554 | FISHERS ISLAND | NY | 06390 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 | |
| ISLAND PEOPLE'S PROJECT | ||||||||
| PO BOX 523 | FISHERS ISLAND | NY | 06390 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 891 ELKRIDGE LANDING ROAD SUITE 150 | LINTHICUM | MD | 21090 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| GALAPAGOS CONSERVANCY | ||||||||
| 11150 FAIRFAX BOULEVARD SUITE 408 | FAIRFAX | VA | 22030 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| GREAT OAK THERAPUETIC RIDING CENTER | ||||||||
| POBOX 1288 | AIKEN | SC | 29802 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 | |
| HARBOR TO THE BAY INC | ||||||||
| PO BOX 990243 | BOSTON | MA | 02199 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| KEEWAYDIN FOUNDATIONKEEWAYDIN FOREVER | ||||||||
| 950 WEST SHORE ROAD | SALISBURY | VT | 05769 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| NO GREATER SACRIFICE | ||||||||
| 1101 PENNSYLVANIA AVENUE NW 3RD | WASHINGTON | DC | 20004 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | FLOOR |
| OPERATION SMILE | ||||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| PRESERVATION SOCIETY OF CHARLESTON | ||||||||
| PO BOX 521 | CHARLESTON SC | SC | 26402 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| PROCTOR ACADEMY ALFRED KING SCHOLAR | ||||||||
| 204 MAIN STREET PO BOX 500 | ANDOVER NH | NH | 03216 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| THE BLUE RIDGE SCHOOL | ||||||||
| 273 MAYO DRIVE | ST GEORGE | VA | 22935 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,983 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,633 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $140,616 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $140,616 | 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 AND TAX PREP FEES | CategoryTxt |
| Amt | $2,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,700 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITIES(DETAIL AVAILABLE UPON REQUEST) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $866,867 | BookValueAmt |
| EOYFMV | $1,338,033 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WIRE FEES CHARGE | $4 | $4 | $0 |
| SECRETARIAL AND BOOKKEEPING SERVICES | $4,000 | $0 | $4,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $12,223 | Amt |
| Net Investment Income | $12,223 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPT OF LAW | $250 | $0 | $250 |
| FOREIGN TAX PAID | $127 | $127 | $0 |
| FEDERAL TAXES | $411 | $0 | $0 |