HILDENBRAND FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HILDENBRAND FAMILY FOUNDATION (EIN 38-6884677)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349104594
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:03:38-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131639826 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 ROUTE 31 NORTH SUITE A | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | 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 | 386884677 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HILDENBRAND FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILD | BusinessNameControlTxt |
| Phone | 6319798870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WHEELWRIGHT WAY | AddressLine1Txt |
| City | SMITHTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11787 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILTON J HILDENBRAND | PersonNm |
| Person Title | PRESIDENT DIRECTOR | PersonTitleTxt |
| Phone | 6319798870 | PhoneNum |
| Signature | 2020-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN A HORVATH | PreparerPersonNm |
| PTIN | P00011739 | PTIN |
| Phone | 6097370300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-04 | IPDt |
| IP Tm | 13:38:46 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FCFA90A329A04D99C448135E2A2919FE1E4C34ED | 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 | $7,013,398 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $583 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $583 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $162,880 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $162,880 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,009 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $398,857 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,009 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $234,472 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $234,472 | 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 |
| Other Prof Fees Rev And Expnss | $52,345 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,345 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,828 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,828 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,173 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,173 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $360,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $360,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $417,173 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,173 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $360,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$182,701 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $177,299 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,220,818 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,038,475 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,013,398 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $5,220,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,038,475 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,013,398 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,220,818 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,038,475 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,220,818 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,038,475 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,220,818 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,038,475 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,220,818 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$182,701 | ExcessRevenueOverExpensesAmt |
| Other Increases | $358 | OtherIncreasesAmt |
| Subtotal | $5,038,475 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,038,475 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 37SH ISHARES 3-7 YR TREAS BOND EFT | P | 2018-12-04 | 2019-01-09 | $4,482 | $4,427 | $55 | $55 |
| 149SH ISHARES RUSSELL MID-CAP VALUE ETF | P | 2018-12-04 | 2019-11-18 | $13,738 | $12,769 | $969 | $969 |
| 14SH ISHARES CORE HIGH DIVID | P | 2019-01-09 | 2019-11-18 | $1,342 | $1,201 | $141 | $141 |
| 290SH ISHARES US REAL ESTATE EFT | P | 2018-12-04 | 2019-11-18 | $27,083 | $23,776 | $3,307 | $3,307 |
| 211SH ISHARES RUSSELL 1000 VALUE ETF | P | 2018-12-04 | 2019-11-18 | $28,184 | $26,072 | $2,112 | $2,112 |
| 1SH ISHARES RUSSELL 2000 GROWTH ETF | P | 2018-02-15 | 2019-01-09 | $179 | $189 | -$10 | -$10 |
| 187SH ISHARES EUROPE ETF | P | 2018-12-04 | 2019-11-18 | $8,501 | $7,800 | $701 | $701 |
| 54SH ISHARE MSCI EAFE ETF | P | 2018-12-04 | 2019-01-09 | $3,303 | $3,402 | -$99 | -$99 |
| 38SH SPDR S&P 500 ETF TR | P | 2019-01-09 | 2019-11-18 | $11,851 | $9,813 | $2,038 | $2,038 |
| 329SH ISHARES MSCI MEXICO ETF | P | 2018-12-04 | 2019-01-09 | $14,618 | $13,229 | $1,389 | $1,389 |
| 141SH ISHARES EUROPE ETF | P | 2018-12-04 | 2019-01-19 | $5,722 | $5,881 | -$159 | -$159 |
| 45SH ISHARES MSCI PAC EX JAPAN ETF | P | 2018-12-04 | 2019-01-09 | $1,911 | $1,969 | -$58 | -$58 |
| 13SH ISHARES 1-3 YR TREAS BOND ETF | P | 2018-12-04 | 2019-01-09 | $1,086 | $1,080 | $6 | $6 |
| 37SH ISHARES 7-10 YR TREAS BOND EFT | P | 2018-12-04 | 2019-01-09 | $3,841 | $3,774 | $67 | $67 |
| 40SH ISHARES SHORT-TERM CORPORATE BOND ETF | P | 2018-12-04 | 2019-01-09 | $2,067 | $2,055 | $12 | $12 |
| 115SH ISHARE MSCI EAFE ETF | P | 2018-12-04 | 2019-11-18 | $7,860 | $7,244 | $616 | $616 |
| 148SH ISHARES RUSSELL 1000 GROWTH ETF | P | 2017-07-17 | 2019-11-18 | $25,043 | $17,975 | $7,068 | $7,068 |
| 96 SH ISHARES RUSSELL 1000 GROWTH ETF | P | 2017-03-15 | 2019-11-18 | $16,244 | $10,917 | $5,327 | $5,327 |
| 133SH ISHARES RUSSELL 1000 GROWTH ETF | P | 2017-06-15 | 2019-11-18 | $22,504 | $15,822 | $6,682 | $6,682 |
| 140SH ISHARES RUSSELL 1000 VALUE ETF | P | 2017-10-16 | 2019-11-18 | $18,700 | $16,780 | $1,920 | $1,920 |
| 147SH ISHARES RUSSELL 1000 GROWTH ETF | P | 2017-08-15 | 2019-11-18 | $24,873 | $17,960 | $6,913 | $6,913 |
| 208SH ISHARES MSCI BRAZIL ETF | P | 2017-03-15 | 2019-01-09 | $8,904 | $7,662 | $1,242 | $1,242 |
| 15SH ISHARES RUSSELL MID-CAP GROWTH ETF | P | 2017-10-16 | 2019-11-18 | $2,232 | $1,732 | $500 | $500 |
| 20SH ISHARES MSCI BRAZIL ETF | P | 2017-04-17 | 2019-01-09 | $856 | $736 | $120 | $120 |
| 24SH ISHARES RUSSELL MID-CAP GROWTH ETF | P | 2017-11-15 | 2019-11-18 | $3,571 | $2,766 | $805 | $805 |
| 7SH ISHARES RUSSELL 1000 VALUE ETF | P | 2017-11-15 | 2019-11-18 | $935 | $827 | $108 | $108 |
| 87SH ISHARES CORE HIGH DIVID ETF | P | 2017-10-16 | 2019-11-18 | $8,342 | $7,530 | $812 | $812 |
| 41SH ISHARES RUSSELL MID-CAP GROWTH ETF | P | 2017-06-15 | 2019-11-18 | $6,100 | $4,435 | $1,665 | $1,665 |
| 6SH ISHARES RUSSELL MID-CAP GROWTH ETF | P | 2017-12-15 | 2019-11-18 | $893 | $717 | $176 | $176 |
| 98SH ISHARES MSCI BRAZIL ETF | P | 2017-08-15 | 2019-01-09 | $4,195 | $3,755 | $440 | $440 |
| 56SH ISHARES RUSSELL MID-CAP GROWTH ETF | P | 2017-09-15 | 2019-11-18 | $8,332 | $6,239 | $2,093 | $2,093 |
| 37SH ISHARES RUSSELL 1000 GROWTH ETF | P | 2017-04-17 | 2019-11-18 | $6,261 | $4,176 | $2,085 | $2,085 |
| 38SH ISHARES RUSSELL 1000 GROWTH ETF | P | 2017-09-15 | 2019-11-18 | $6,430 | $4,738 | $1,692 | $1,692 |
| 40SH ISHARES RUSSELL 1000 GROWTH ETF | P | 2017-05-15 | 2019-11-18 | $6,768 | $4,710 | $2,058 | $2,058 |
| 6SH ISHARES RUSSELL MID-CAP GROWTH ETF | P | 2017-05-15 | 2019-11-18 | $893 | $642 | $251 | $251 |
| 55SH ISHARES RUSSELL MID-CAP GROWTH ETF | P | 2017-07-17 | 2019-11-18 | $8,183 | $6,021 | $2,162 | $2,162 |
| 55SH ISHARES RUSSELL MID-CAP GROWTH ETF | P | 2017-08-15 | 2019-11-18 | $8,183 | $5,963 | $2,220 | $2,220 |
| 48SH ISHARES MSCI BRAZIL ETF | P | 2017-12-15 | 2019-01-09 | $2,055 | $1,856 | $199 | $199 |
| 10SH ISHARES RUSSELL MID-CAP GROWTH ETF | P | 2017-12-15 | 2019-01-09 | $1,191 | $1,195 | -$4 | -$4 |
| 11SH ISHARES RUSSELL 2000 GROWTH ETF | P | 2017-11-15 | 2019-11-18 | $2,236 | $1,936 | $300 | $300 |
| 12SH ISHARES RUSSELL 2000 GROWTH ETF | P | 2017-12-15 | 2019-11-18 | $2,439 | $2,208 | $231 | $231 |
| 3SH ISHARES RUSSELL 2000 GROWTH ETF | P | 2018-02-15 | 2019-11-18 | $610 | $566 | $44 | $44 |
| 44SH SPDR S&P 500 ETF TR | P | 2017-08-15 | 2019-11-18 | $13,722 | $10,839 | $2,883 | $2,883 |
| 75SH SPDR S&P 500 ETF TR | P | 2017-09-15 | 2019-11-18 | $23,390 | $18,649 | $4,741 | $4,741 |
| 63SH SPDR S&P 500 ETF TR | P | 2017-10-16 | 2019-11-18 | $19,648 | $16,091 | $3,557 | $3,557 |
| 25SH SPDR S&P 500 ETF TR | P | 2017-11-15 | 2019-11-18 | $7,797 | $6,396 | $1,401 | $1,401 |
| 5SH SPDR S&P 500 ETF TR | P | 2017-12-15 | 2019-11-18 | $1,559 | $1,328 | $231 | $231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,009 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $317,025 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,362,571 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049827 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $242,024 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,431,016 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037634 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $143,558 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,590,050 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031276 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $121,679 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,871,162 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042380 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,748 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,349,453 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.021174 | DistributionYr5Rt |
| Total Distribution | 0.182291 | TotalDistributionRt |
| Average Distribution | 0.036458 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,457,655 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $235,433 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,773 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $237,206 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $360,000 | 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 | $1,773 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,773 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,773 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $779 | 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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNN V HILDENBRAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6319798870 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WHEELWRIGHT WAY | AddressLine1Txt |
| City | SMITHTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11787 | 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 (3 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYNN V HILDENBRAND | |||||||||||||
| 2 WHEELWRIGHT WAY | SMITHTOWN | NY | 11787 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 | |||||
| MARC W HILDENBRAND | |||||||||||||
| DIRECTOR | 0.00 | $0 | $0 | $0 | 42 KERFERD ROAD | GLEN IRIS | VICTORIA | AS | 3146 | ||||
| AMANDA L HILDENBRAND | |||||||||||||
| 240 EAST 55TH STREET PHC | NEW YORK | NY | 10022 | SECRETARY/DIRECTOR | 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 | $6,407,752 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,243 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,555,995 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,555,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,340 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,457,655 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $322,883 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $322,883 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,773 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,773 | TotalTaxAmt |
| Distributable Before Adj | $321,110 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $321,110 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $321,110 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $360,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $360,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,773 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $358,227 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $321,110 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $298,811 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $360,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $298,811 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,189 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $259,921 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LYNN V HILDENBRAND | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LYNN V HILDENBRAND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 WHEELWRIGHT WAY | AddressLine1Txt |
| City | SMITHTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11787 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6319798870 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A 501(C)(3) CHARITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | UNRESTRICTED | $80,000 |
| AMERICAN SOCIETY FOR HEALTH FOR ALL | |||||
| 15 NOTRE DAME AVE | CAMBRIDGE | MA | 02140 | UNRESTRICTED | $15,000 |
| COALTION FOR THE HOMELESS | |||||
| 600 ALBANY AVENUE SUITE 2 | AMITYVILLE | NY | 11701 | UNRESTRICTED | $15,000 |
| COMMUNITY ACTION SOUTHOLD TOWN INC | |||||
| PO BOX 159 | GREENPORT | NY | 11944 | UNRESTRICTED | $5,000 |
| FISHER HOUSE FOUNDATION | |||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | UNRESTRICTED | $15,000 |
| FOLDS OF HONOR FOUNDATION | |||||
| 8551 N 125TH E AVENUE SUITE 100 | OWASSO | OK | 74055 | UNRESTRICTED | $20,000 |
| GUIDE DOG FOUNDATION FOR THE BLIND | |||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 117872976 | UNRESTRICTED | $15,000 |
| MANY HOPES | |||||
| 67 TROTTING PARK ROAD | EAST FALMOUTH | MA | 02536 | UNRESTRICTED | $15,000 |
| NEWSDAY CHARITIES | |||||
| 6 CORPORATE CENTER DRIVE | MELVILLE | NY | 11747 | UNRESTRICTED | $5,000 |
| SAMARITAN'S PURSE | |||||
| PO BOX 3000 | BOONE | NC | 28607 | UNRESTRICTED | $15,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | UNRESTRICTED | $20,000 |
| THE INDEPENDENCE FUND | |||||
| 9013 PERIMETER WOODS DRIVE SUITE E | CHARLOTTE | NC | 28216 | UNRESTRICTED | $30,000 |
| THE SALVATION ARMY | |||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | UNRESTRICTED | $80,000 |
| OPERATION HOMEFRONT | |||||
| 1355 CENTRAL PARKWAY S STE 100 | SAN ANTONIO | TX | 78232 | UNRESTRICTED | $10,000 |
| LUSTGARTEN FOUNDATION | |||||
| 415 CROSSWAYS PARK DRIVE SUITE D | WOODBURY | NY | 11797 | UNRESTRICTED | $10,000 |
| ROTARY CLUB OF GREENPORT | |||||
| PO BOX 204 | GREENPORT | NY | 11944 | UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $360,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $583 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,880 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,009 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $234,472 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $234,472 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | EARNINGS ON INVESTMENTS USED FOR DONATIONS |
| 4 | EARNINGS ON INVESTMENTS USED FOR DONATIONS |
| 8 | EARNINGS ON INVESTMENTS USED FOR DONATIONS |
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 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENTS DUE TO TIMING DIFFERENCES ON 1099 ISSUANCE | Desc |
| Amt | $358 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT | $52,095 | $52,095 | $0 |
| FILING FEE | $250 | $250 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US TREASURY | $2,013 | $2,013 | $0 |
| FOREIGN TAXES | $2,815 | $2,815 | $0 |
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