BOQUET FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BOQUET FOUNDATION INC (EIN 13-6114419)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349100647
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:33:52-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 136114419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boquet Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Brandywine Trust Company | InCareOfNm |
| Business Name Control | BOQU | BusinessNameControlTxt |
| Phone | 3022345750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7234 Lancaster pike ste 300a | AddressLine1Txt |
| City | Hockessin | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER S PAINE JR | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 3022345750 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203215000041 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 477C46ACF28576814DDF279F7270F1EC72C6F4AB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A26C29E5F40912E873B4E7A5785B2430321D944C | 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 | $4,973,001 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,405 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,405 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $291,989 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $569,929 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $291,989 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $86 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $86 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $358,002 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $358,002 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $25,529 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,347 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,182 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,542 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $790 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,090 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,840 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,161 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,432 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $213,661 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,932 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $144,341 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $351,025 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $305,407 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $299,400 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $299,400 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,640,542 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,807,639 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,492,217 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $189,420 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $172,671 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $181,384 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,135,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,279,710 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,973,001 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,135,369 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,279,710 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,135,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,279,710 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,135,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,279,710 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,135,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $144,341 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,279,710 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,279,710 | 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 |
| Gross Sales Price | $569,929 | GrossSalesPriceAmt |
| Cost Or Other Basis | $277,940 | CostOrOtherBasisAmt |
| Gain Or Loss | $291,989 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $291,989 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $291,989 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $179,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,055,002 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044266 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $186,603 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,693,871 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050517 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $180,722 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,325,359 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054347 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $173,267 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,375,815 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051326 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $154,856 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,442,236 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044987 | DistributionYr5Rt |
| Total Distribution | 0.245443 | TotalDistributionRt |
| Average Distribution | 0.049089 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,471,865 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $219,519 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,510 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $223,029 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $199,932 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,021 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,021 | SubtotalAmt |
| Tax Based On Investment Income | $7,021 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,820 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,020 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brandywine Trust Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3022345750 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7234 Lancaster Pike Suite 300-A | AddressLine1Txt |
| City | Hockessin | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Lea Paine Highet | ||||||||
| 7234 Lancaster pike ste 300a | Hockessin | DE | 19707 | Treas | 1.0 | $0 | $0 | $0 |
| Cynthia J Monty | ||||||||
| 7234 Lancaster pike ste 300a | Hockessin | DE | 19707 | Sec | 1.0 | $0 | $0 | $0 |
| Peter S Paine III | ||||||||
| 7234 Lancaster pike ste 300a | Hockessin | DE | 19707 | VP | 1.0 | $0 | $0 | $0 |
| Peter S Paine Jr | ||||||||
| 7234 Lancaster pike ste 300a | Hockessin | DE | 19707 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,283,420 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $256,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,539,964 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,539,964 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,471,865 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $223,593 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $223,593 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,021 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,021 | TotalTaxAmt |
| Distributable Before Adj | $216,572 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $216,572 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $216,572 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,932 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $199,932 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $199,932 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,572 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,485 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $199,932 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,485 | AppliedToYear1Amt |
| Applied To Current Year | $192,447 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $24,125 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Peter S Paine Jr | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADIRONDACK COUNCIL INC | |||||||
| PO BOX D2 | ELIZABETHTOWN | NY | 12932 | N/A | PC | General & Unrestricted | $3,500 |
| ADIRONDACK EXPERIENCE INC | |||||||
| 162 ADIRONDACK LOJ RD | LAKE PLACID | NY | 12946 | N/A | PC | General & Unrestricted | $1,000 |
| ADIRONDACK FOUNDATION | |||||||
| PO BOX 288 | LAKE PLACID | NY | 12946 | N/A | PC | Essex Community Fund | $1,000 |
| ADIRONDACK FOUNDATION | |||||||
| PO BOX 288 | LAKE PLACID | NY | 12946 | N/A | PC | In support of the Brian Mann Fund at North Country public radio | $1,000 |
| ADIRONDACK FOUNDATION | |||||||
| PO BOX 288 | LAKE PLACID | NY | 12946 | N/A | PC | the Teresa Sayward Fund for the Boquet River | $1,000 |
| ADIRONDACK GARDEN CLUB INC | |||||||
| PO BOX 72 | KEENE | NY | 12942 | N/A | PC | Ellen Lea Paine Memorial Fund | $5,000 |
| ADIRONDACK LAND TRUST INC | |||||||
| PO BOX 130 | KEENE | NY | 12942 | N/A | PC | General & Unrestricted | $10,000 |
| ADIRONDACK LAND TRUST INC | |||||||
| PO BOX 130 | KEENE | NY | 12942 | N/A | PC | Charitable Event | $5,000 |
| ADIRONDACK PARK INSTITUTE INC | |||||||
| PO BOX 67 | NEWCOMB | NY | 12852 | N/A | PC | General & Unrestricted | $500 |
| ADIRONDACK RESEARCH CONSORTIUM | |||||||
| PO BOX 96 | PAUL SMITHS | NY | 12970 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN FRIENDS OF CHRIST CHURCH INC | |||||||
| PO BOX 130 | WILLSBORO | NY | 12996 | N/A | SO I | General & Unrestricted | $13,000 |
| BUCKLEY SCHOOL IN THE CITY OF NEW YORK | |||||||
| 113 E 73RD ST | NEW YORK | NY | 10021 | N/A | PC | Annual Fund | $500 |
| CENTER FOR NORTHERN WOODLANDS EDUCATION INC | |||||||
| PO BOX 270 | LYME | NH | 03768 | N/A | PC | Center for Northern Woodlands | $500 |
| CHAMPLAIN AREA TRAILS INC | |||||||
| 6482 MAIN ST | WESTPORT | NY | 12993 | N/A | PC | General & Unrestricted | $1,000 |
| COLLEGE FOR EVERY STUDENT INC | |||||||
| 13 CHURCH ST PO BOX 247 | ESSEX | NY | 12936 | N/A | PC | General & Unrestricted | $1,000 |
| CORNELL UNIVERSITY WILLSBORO RESEARCH FARM | |||||||
| 48 SAYWARD LN | WILLSBORO | NY | 12996 | N/A | PC | General & Unrestricted | $1,000 |
| CVPH FOUNDATION INC | |||||||
| 75 BEEKMAN ST | PLATTSBURGH | NY | 12901 | N/A | PC | General & Unrestricted | $1,000 |
| DOWNEAST LAKES LAND TRUST | |||||||
| 4 WATER ST | GRAND LAKE STREAM | ME | 04637 | N/A | PC | General & Unrestricted | $1,500 |
| ELIZABETHTOWN COMMUNITY HOSPITAL | |||||||
| 75 PARK ST | ELIZABETHTOWN | NY | 12932 | N/A | PC | to support the Smith House Healthcare Center Campaign | $1,000 |
| EMPIRE STATE FORESTRY FOUNDATION INC | |||||||
| 47 VAN ALSTYNE DR | RENSSELAER | NY | 12144 | N/A | PC | General & Unrestricted | $1,000 |
| FORT TICONDEROGA ASSOCIATION INC | |||||||
| PO BOX 390 | TICONDEROGA | NY | 12883 | N/A | PC | Annual Fund | $15,000 |
| GETTING THE WORD OUT INC | |||||||
| 36 CHURCH ST | SARANAC LAKE | NY | 12983 | N/A | PC | Adirondack Explorer Campaign | $500 |
| HIGH PEAKS HOSPICE AND PALLIATIVE CARE INC | |||||||
| PO BOX 840 | SARANAC LAKE | NY | 12983 | N/A | PC | general support of your Essex Office | $500 |
| HOPE FOR DEPRESSION RESEARCH FOUNDATION | |||||||
| 40 W 57TH ST STE 1440 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $500 |
| JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $1,500 |
| LAKE CHAMPLAIN COMMITTEE INC | |||||||
| 208 FLYNN AVE | BURLINGTON | VT | 05401 | N/A | PC | General & Unrestricted | $1,000 |
| NATURAL HISTORY MUSEUM OF THE ADIRONDACKS | |||||||
| 45 MUSEUM DR | TUPPER LAKE | NY | 12986 | N/A | PC | General & Unrestricted | $1,000 |
| NATURE CONSERVANCY - ADIRONDACK CHAPTER | |||||||
| PO BOX 65 | KEENE VALLEY | NY | 12943 | N/A | PC | in support of the ANC's work on the Lower Boquet River fund | $25,000 |
| NORTH COUNTRY CULTURAL CENTER FOR THE ARTS | |||||||
| 23 BRINKERHOFF ST | PLATTSBURGH | NY | 12901 | N/A | PC | General & Unrestricted | $1,000 |
| NORTHERN FOREST CENTER INC | |||||||
| 18 N MAIN ST STE 204 | CONCORD | NH | 03301 | N/A | PC | General & Unrestricted | $500 |
| OPEN SPACE INSTITUTE INC | |||||||
| 1350 BROADWAY RM 201 | NEW YORK | NY | 10018 | N/A | PC | Land Conservation work in the Champlain Valley Project | $1,000 |
| PAINE MEMORIAL FREE LIBRARY | |||||||
| 2 GILLILAND LN | WILLSBORO | NY | 12996 | N/A | PC | General & Unrestricted | $6,000 |
| PAINE MEMORIAL FREE LIBRARY | |||||||
| 2 GILLILAND LN | WILLSBORO | NY | 12996 | N/A | PC | in support of operations Fund | $5,000 |
| PAINE MEMORIAL FREE LIBRARY | |||||||
| 2 GILLILAND LN | WILLSBORO | NY | 12996 | N/A | PC | in support of the capital projects of the Paine Memorial free library initiative | $10,000 |
| SHELBURNE MUSEUM INCORPORATED | |||||||
| PO BOX 10 | SHELBURNE | VT | 05482 | N/A | PC | General & Unrestricted | $1,000 |
| ST BERNARDS SCHOOL INC | |||||||
| 4 E 98TH ST | NEW YORK | NY | 10029 | N/A | PC | Annual Fund | $2,500 |
| ST PAULS SCHOOL | |||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | N/A | PC | Annual Fund | $1,000 |
| ST PAULS SCHOOL | |||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | N/A | PC | Paine Family Environmental Education Fund | $3,500 |
| ST PAULS SCHOOL | |||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | N/A | PC | Paine Family Fund for Environmental Education | $25,000 |
| St JOHN'S EPISCOPAL CHURCH | |||||||
| PO BOX 262 | ESSEX | NY | 12936 | N/A | PC | operations Fund | $2,500 |
| TOWN OF WILLSBORO | |||||||
| 5 FARRELL RD | WILLSBORO | NY | 12996 | N/A | GOV | the Town's Waterfront Revitalization Program | $20,000 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 100 OVERLOOK CENTER STE 300 | PRINCETON | NJ | 08540 | N/A | PC | Annual Giving Campaign | $500 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 100 OVERLOOK CENTER STE 300 | PRINCETON | NJ | 08540 | N/A | PC | Rowing Association | $2,500 |
| UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLE | |||||||
| 411 MAIN ST | BURLINGTON | VT | 05401 | N/A | GOV | College of Agriculture and Life Science Fund | $1,000 |
| UNIVERSITY OF WYOMING - THE GEORGE C FRISON INSTI | |||||||
| 1000 E UNIVERSITY AVE DEPT 3431 | LARAMIE | WY | 82071 | N/A | GOV | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,405 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,522 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $291,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $86 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $358,002 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $358,002 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC NOTE - 2.400% - 05/0 | $92,671 | $101,624 |
| CONSERVATION FD - 3.474% - 12/ | $80,000 | $79,760 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL C | $116,877 | $133,702 |
| AMERICAN EXPRESS CO | $24,515 | $217,858 |
| AMGEN INC | $38,350 | $60,268 |
| APPLE INC | $45,101 | $146,825 |
| BECTON DICKINSON & CO | $52,669 | $203,978 |
| BERKSHIRE HATHAWAY INC. CLASS | $118,007 | $452,999 |
| BROWN FORMAN CORP CL B | $53,958 | $316,840 |
| CANADIAN NATL RAILWAY CO | $41,325 | $180,900 |
| CARMAX INC | $64,719 | $87,670 |
| CHARLES SCHWAB CORP | $101,011 | $118,900 |
| COSTCO WHOLESALE CORPORATION | $39,025 | $73,480 |
| DIAGEO PLC ADS | $55,277 | $168,420 |
| ECOLAB INC | $87,720 | $144,743 |
| FASTENAL COMPANY | $99,555 | $184,750 |
| FIRST REPUBLIC BANK | $67,244 | $88,088 |
| HEINEKEN N V S ADR | $33,029 | $106,860 |
| MARTIN MARIETTA MATLS INC | $137,656 | $202,739 |
| MASTERCARD INC | $26,726 | $298,590 |
| MICROSOFT CORP | $59,768 | $394,249 |
| NESTLE S.A | $86,052 | $270,650 |
| NIKE INC-CL B | $78,487 | $101,310 |
| STARBUCKS CORP COM | $67,175 | $109,900 |
| TJX COMPANIES INC | $75,320 | $122,120 |
| UNILEVER PLC AMER | $82,280 | $100,048 |
| UNITED TECHNOLOGIES CORP | $88,958 | $112,320 |
| WALT DISNEY HOLDINGS CO | $66,835 | $94,010 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges | $1,840 | $1,840 | |
| State or Local Filing Fees | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $86 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $86 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $21,182 | $21,182 | |
| Investment Management Services | $4,347 | $4,347 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $5,200 | |
| 990-PF Extension for 2018 | $1,552 | |
| Foreign Tax Paid | $790 | $790 |
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