THE GEORGE A LONG FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE GEORGE A LONG FOUNDATION (EIN 31-1806107)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-10
- IRS object ID
- 201921309349102442
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T15:08:22-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-10 | 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 | 2019-05-10 | IPDt |
| IP Tm | 16:06:17 | 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $352,974 | 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 | $172,670 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,071 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,071 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$171,623 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $213,581 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,474 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,474 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,545 | 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 | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | 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 | $6,100 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,548 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,548 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,648 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,648 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,056 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,545 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,270 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,736 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,736 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $265,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $294,404 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $240,878 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $127,773 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $62,268 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,360 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $419,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $411,408 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $352,974 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $876,878 | CapitalStockBOYAmt |
| Capital Stock EOY | $876,878 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $610,898 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $603,117 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,068,587 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,068,587 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $419,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $411,408 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $419,189 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $411,408 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $419,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,056 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $412,133 | SubtotalAmt |
| Other Decreases | $725 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $411,408 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 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 | $68 | $68 | $68 | |
| MORGAN STANLEY - SHORT TERM COVERED SECURITIES | $76,246 | $1,394 | $1,394 | $74,852 | |
| MORGAN STANLEY - LONG TERM COVERED SECURITIES | $118,464 | -$57,974 | -$57,974 | $176,438 | |
| WPX ENERGY INC | $17,921 | $14,838 | $14,838 | $3,083 | |
| EV ENERGY PARTNERS LP | $881 | -$25,923 | -$25,923 | $26,804 | |
| EDUCATION HLDGS 1 INC | P | $1 | -$50,663 | -$50,663 | $50,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$118,260 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,050 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $230,692 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.017556 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,531 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $214,963 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.142029 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $40,737 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $236,694 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.172108 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $51,485 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $421,915 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.122027 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $53,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $468,171 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.113420 | DistributionYr5Rt |
| Total Distribution | 0.567140 | TotalDistributionRt |
| Average Distribution | 0.113428 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $313,167 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,522 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $75 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,597 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,648 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $151 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $151 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $151 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,022 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,022 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $871 | OverpaymentAmt |
| Applied To ES Tax | $871 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 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 | ||||||||
| 233 VALLEY ROAD NORTH | NORTH BRANFORD | CT | 06471 | 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 | $282,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,168 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $317,936 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $317,936 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,769 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $313,167 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,658 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,658 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $151 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $151 | TotalTaxAmt |
| Distributable Before Adj | $15,507 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,507 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,507 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,648 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,648 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,648 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,507 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $33,364 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $31,828 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,183 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,947 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $114,322 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,648 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,507 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $141 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $114,463 | 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 | $33,364 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $81,099 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,828 | ExcessFromYear4Amt |
| Excess From Year3 | $29,183 | ExcessFromYear3Amt |
| Excess From Year2 | $19,947 | ExcessFromYear2Amt |
| Excess From Current Year | $141 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUBS OF INDIAN RIVER COUNTY INC | ||||||
| 1729 17TH AVE | VERO BEACH | FL | 32960 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| CHILDRENS HOME SOCIETY OF FLORIDA | ||||||
| 650 10TH STREET | VERO BEACH | FL | 32960 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $400 |
| SENIOR RESOURCE ASSOCIATEION INC | ||||||
| 694 14TH STREET | VERO BEACH | FL | 32960 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $125 |
| QUAIL VALLEY CHARITIES INC | ||||||
| 2345 HIGHWAY A1A | VERO BEACH | FL | 32963 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $100 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 3101 INDUSTRIAL DR STE 210 | RALEIGH | NC | 27609 | 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 | $1,500 |
| 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 |
| LATHAM CENTERS INC | ||||||
| 1646 MAIN ST | BREWSTER | MA | 02631 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| INDIAN RIVER COMMUNITY FOUNDATION | ||||||
| PO BOX 643968 | VERO BEACH | FL | 32964 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| QUAIL VALLEY CHARITIES INC | ||||||
| 2345 HIGHWAY A1A | VERO BEACH | FL | 32963 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $373 |
| POUND RIDGE POLICE BENEVOLENT ASSOCIATION INC | ||||||
| PO BOX 16 | POUND RIDGE | NY | 10576 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $250 |
| MANHATTAN SCHOOL OF MUSIC | ||||||
| 130 CLAREMONT AVENUE | NEW YORK | NY | 10027 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $500 |
| VERO BEACH VOLUNTEER FIRE DEPARTMENT INC | ||||||
| PO BOX 2222 | VERO BEACH | FL | 32961 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $100 |
| VERO BEACH POLICE BENEVOLENT ASSOCIATION INC | ||||||
| PO BOX 6151 | VERO BEACH | FL | 32961 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,548 | 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 | $6,071 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,474 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$171,623 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$161,078 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$161,078 | 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 (4 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 | $36,620 | Yes (X) |
| GEORGE LONG | ||||||
| 2 | 680 LAKE DRIVE | VERO BEACH | FL | 32963 | $38,080 | Yes (X) |
| GEORGE LONG | ||||||
| 3 | 680 LAKE DRIVE | VERO BEACH | FL | 32963 | $37,100 | Yes (X) |
| GEORGE LONG | ||||||
| 4 | 680 LAKE DRIVE | VERO BEACH | FL | 32963 | $60,870 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,000 SHS WPX ENERGY, INC. | $36,620 | 2018-08-08 |
| 2 | 2,000 SHS WPX ENERGY, INC. | $38,080 | 2018-08-25 |
| 3 | 2,000 SHS WPX ENERGY, INC. | $37,100 | 2018-10-11 |
| 4 | 3,000 SHS WPX ENERGY, INC. | $60,870 | 2018-10-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOLF MARYLES & ASSOCIATES LLC | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,963 SHS MR COOPER GROUP INC | $50,692 | $34,578 |
| 3,000 SHS KRATOS DEFENSE & SEC SOLU NEW | $32,212 | $42,270 |
| 5,000 SHS NEW RESIDENTIAL INVT CORP | $35,958 | $42,630 |
| 5,000 SHS QUOTIENT LTD | $21,422 | $30,600 |
| 8,000 SHS WPX ENERGY INC | $154,120 | $90,800 |
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 | $62,268 | BookValueAmt |
| EOYFMV | $57,360 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $725 | Amt |
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 EV ENERGY PARTNERS LP | -$2,304 | -$2,304 | -$2,304 |
| THRU FORTRESS TRANSPORTATION & INFRASTRUCTURE INVESTORS | $6,778 | $6,778 | $6,778 |
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