THE GEORGE A LONG FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE GEORGE A LONG FOUNDATION (EIN 31-1806107)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-07
- IRS object ID
- 202041899349100934
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-07T16:48:25-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 GEORGE A LONG | 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 | 680 LAKE DRIVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE LONG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6465365120 | PhoneNum |
| Signature | 2020-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHIMON WOLF | PreparerPersonNm |
| PTIN | P00141512 | PTIN |
| Phone | 6465365120 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.108.221.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-07 | IPDt |
| IP Tm | 17:43:45 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F1E34C0E0403B980D7F5A6C5468CFF1FA6F87780 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F1E34C0E0403B980D7F5A6C5468CFF1FA6F87780 | 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 | $866,976 | 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 | $454,611 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,104 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,104 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $660,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $403,730 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,742 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,742 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $467,146 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $419,576 | 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 | $5,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,850 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,800 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,850 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,550 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,850 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $404,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $416,726 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $54,736 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $251,531 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $251,531 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $294,404 | CorporateStockBOYAmt |
| Corporate Stock EOY | $497,943 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $537,285 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $62,268 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $66,530 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $78,160 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $411,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $816,004 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $866,976 | 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 | $876,878 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $603,117 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,007,713 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,068,587 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,068,587 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $411,408 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $816,004 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $411,408 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $816,004 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $411,408 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $404,596 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $816,004 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $816,004 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY - CAPITAL GAIN DISTRIBUTIONS | P | $791 | $791 | $791 | |
| MORGAN STANLEY - SHORT TERM COVERED SECURITIES | $115,635 | $24,550 | $24,550 | $91,085 | |
| MORGAN STANLEY - LONG TERM COVERED SECURITIES | $34,719 | $14,793 | $14,793 | $19,926 | |
| MORGAN STANLEY - LONG TERM NON-COVERED SECURITIES | $300,211 | $266,670 | $266,670 | $33,541 | |
| KRATOS DEFENSE & SEC SOLU NEW | $61,617 | $30,375 | $30,375 | $31,242 | |
| WPX ENERGY INC | $57,165 | $18,599 | $18,599 | $38,566 | |
| QUOTIENT LTD | $90,392 | $47,952 | $47,952 | $42,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $403,730 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,648 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $313,167 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049967 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $230,692 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.017556 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,531 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $214,963 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.142029 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $40,737 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $236,694 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.172108 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,485 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $421,915 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.122027 | DistributionYr5Rt |
| Total Distribution | 0.503687 | TotalDistributionRt |
| Average Distribution | 0.100737 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $538,749 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $54,272 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,167 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $58,439 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,700 | 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 | $4,167 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,167 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,167 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $871 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $871 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,296 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 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 | $389,307 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $157,646 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $546,953 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $546,953 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,204 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $538,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,937 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,937 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,167 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $801 | IncomeTaxAmt |
| Total Tax | $4,968 | TotalTaxAmt |
| Distributable Before Adj | $21,969 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,969 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,969 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $59,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,167 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,533 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,969 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,828 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,183 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,947 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $141 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $81,099 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,969 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,731 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $118,830 | 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 | $31,828 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $87,002 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,183 | ExcessFromYear4Amt |
| Excess From Year3 | $19,947 | ExcessFromYear3Amt |
| Excess From Year1 | $141 | ExcessFromYear1Amt |
| Excess From Current Year | $37,731 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUBS FOUNDATION OF INDIAN RIVER COUNTY INC | ||||||
| 1729 17TH AVE | VERO BEACH | FL | 32960 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| VERO BEACH MUSEUM OF ART INC | ||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $500 |
| VNA AND HOSPICE CARE FOUNDATION OF HUDSON VALLEY | ||||||
| 540 WHITE PLAINS RD STE 300 | TARRYTOWN | NY | 10591 | A SUPPORTING ORGANIZ | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 733 THIRD AVE 3RD FLOOR | NEW YORK | NY | 10017 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| IMPACT 100 OF INDIAN RIVER COUNTY INC | ||||||
| PO BOX 643425 | VERO BEACH | FL | 32964 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| INDIAN RIVER COUNTY HEALTHY START COALITION | ||||||
| 1555 INDIAN RIVER BLVD B241 | VERO BEACH | FL | 32960 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $200 |
| VERO BEACH MUSEUM OF ART INC | ||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $7,000 |
| THERAPIES FOR INHERITED NEUROPATHIES | ||||||
| 5 LONGWOOD ROAD | BALTIMORE | MD | 21210 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $10,000 |
| FABRETTO CHILDRENS FOUNDATION | ||||||
| 325 COMMERCE ST | ALEXANDRIA | VA | 22314 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $10,000 |
| SENIOR RESOURCE ASSOCIATION INC | ||||||
| 694 14TH ST | VERO BEACH | FL | 32960 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,500 |
| PARTNERSHIP WITH CHILDREN | ||||||
| 299 BROADWAY 1300 | NEW YORK | NY | 10007 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $5,000 |
| VERO BEACH MUSEUM OF ART INC | ||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $2,000 |
| HEALING THE CHILDREN | ||||||
| 2624 W BEACON AVE | SPOKANE | WA | 99208 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $250 |
| WGA CADDIE SCHOLARSHIP FUND | ||||||
| 49 KNOLLWOOD RD 220 | ELMSFORD | NY | 10523 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| CONNECTICUT CANCER FOUNDATION | ||||||
| 15 N MAIN ST | OLD SAYBROOK | CT | 06475 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| VERO BEACH MUSEUM OF ART INC | ||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $5,000 |
| BOYS & GIRLS CLUBS FOUNDATION OF INDIAN RIVER COUNTY INC | ||||||
| 1729 17TH AVE | VERO BEACH | FL | 32960 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $600 |
| VERO BEACH MUSEUM OF ART INC | ||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $400 |
| COMMITTEE TO REDUCE INFECTION DEATHS INC | ||||||
| 5 PARTRIDGE HOLLOW RD | GREENWICH | CT | 06831 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $2,000 |
| MANHATTAN SCHOOL OF MUSIC | ||||||
| 130 CLAREMONT AVE | NEW YORK | NY | 10027 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| INDIAN RIVER COUNTY VOLUNTEER AMBULANCE SQUAD | ||||||
| 3401 INDIAN RIVER DR E | VERO BEACH | FL | 32963 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $200 |
| GEORGETOWN UNIVERSITY | ||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| UNITED SERVICE ORGANIZATIONS | ||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $300 |
| FLORIDA SHERIFFS ASSOCIATION | ||||||
| 2617 MAHAN DR | TALLAHASSEE | FL | 32308 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $300 |
| INDIAN RIVER COMMUNITY FOUNDATION | ||||||
| N 5070 FLORIDA A1A 200 | VERO BEACH | FL | 32963 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| CANTERBURY SCHOOL | ||||||
| 101 ASPETUCK AVE | NEW MILFORD | CT | 06776 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| INDIAN RIVER LAND TRUST | ||||||
| 80 ROYAL PALM POINTE | VERO BEACH | FL | 32960 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $500 |
| NEW YORK PRESBYTERIAN HOSPITAL | ||||||
| 5141 BROADWAY | NEW YORK | NY | 10034 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| AMERICAN NATIONAL RED CROSS | ||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,750 | 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 | $6,104 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,742 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,311 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,535 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,535 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| GEORGE LONG | ||||||
| 1 | 680 LAKE DRIVE | VERO BEACH | FL | 32963 | $20,170 | Yes (X) |
| GEORGE LONG | ||||||
| 2 | 680 LAKE DRIVE | VERO BEACH | FL | 32963 | $38,520 | Yes (X) |
| GEORGE LONG | ||||||
| 3 | 680 LAKE DRIVE | VERO BEACH | FL | 32963 | $91,900 | Yes (X) |
| GEORGE LONG | ||||||
| 4 | 680 LAKE DRIVE | VERO BEACH | FL | 32963 | $62,319 | Yes (X) |
| GEORGE LONG | ||||||
| 5 | 680 LAKE DRIVE | VERO BEACH | FL | 32963 | $241,702 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,000 SHS KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $20,170 | 2019-05-17 |
| 2 | 2,000 SHS KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $38,520 | 2019-05-14 |
| 3 | 10,000 SHS QUOTIENT LTD. | $91,900 | 2019-05-17 |
| 4 | 2,024 SHS SILK ROAD MEDICAL, INC. | $62,319 | 2019-10-04 |
| 5 | 7,850 SHS SILK ROAD MEDICAL, INC. | $241,702 | 2019-10-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOLF MARYLES & ASSOCIATES LLC | CategoryTxt |
| Amt | $5,700 | Amt |
| Net Investment Income | $2,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 SHS CHEMOURS CO COM | $13,699 | $18,090 |
| 1,000 SHS SMARTSHEET INC | $40,084 | $44,920 |
| 10,000 SHS POLARITYTE INC | $28,925 | $26,000 |
| 140 SHS MICROSOFT CORP | $14,821 | $22,078 |
| 2,000 SHS META FNCL GRP INC | $54,392 | $73,020 |
| 2,500 SHS AMBAC FINL GROUP INC COM NEW | $49,781 | $53,925 |
| 200 SHS CIGNA CORP | $32,011 | $40,898 |
| 3,000 SHS COMMSCOPE HOLDING COMPANY INC | $39,238 | $42,570 |
| 3,000 SHS NEW RESIDENTIAL INVT CORP | $38,199 | $48,330 |
| 3,000 SHS WPX ENERGY INC | $55,900 | $41,220 |
| 4,963 SHS MR COOPER GROUP INC | $68,438 | $62,087 |
| 5,000 SHS FALCON MINERALS CORP CL A | $31,957 | $35,300 |
| 700 SHS OCCIDENTAL PETROLEUM CORP DE | $30,498 | $28,847 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 4,000 SHS FORTRESS TRANSPORTATION AND INFRASTRUCTURE INVESTORS LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $66,530 | BookValueAmt |
| EOYFMV | $78,160 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS DEPT OF LAW | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| THRU FORTRESS TRANSPORTATION & INFRASTRUCTURE INVESTORS | $9,542 | $9,542 | $9,542 |
| MISCELLANEOUS INCOME | $200 | $200 | $200 |
Comments