ORDER OF COLONIAL LORDS OF MANORS IN AMERICA INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ORDER OF COLONIAL LORDS OF MANORS IN AMERICA INC (EIN 13-6104057)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-29
- IRS object ID
- 201802729349100100
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments 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 | 2018-09-29T09:17:08-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sean P McCarthy CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1300 7 Whitney Ln | AddressLine1Txt |
| City | Wainscott | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11975 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136104057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORDER OF COLONIAL LORDS | BusinessNameLine1Txt |
| Business Name Line2 | OF MANORS IN AMERICA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORDE | BusinessNameControlTxt |
| Phone | 4135832031 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2534 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100210059 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IAN FRASER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4135832031 | PhoneNum |
| Signature | 2018-09-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sean P McCarthy | PreparerPersonNm |
| PTIN | P00538056 | PTIN |
| Phone | 2122620551 | PhoneNum |
| Preparation | 2018-09-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $713,658 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $49 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,421 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,421 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,463 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,539 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $300 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,307 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,470 | 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 | $3,107 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,554 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,087 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,621 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,466 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $266 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $266 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,400 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,400 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,804 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,363 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,664 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,887 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,783 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,664 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,887 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,783 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,357 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,583 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,760 | CashBOYAmt |
| Cash EOY | $3,091 | CashEOYAmt |
| Cash EOYFMV | $3,091 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $75,031 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,600 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,600 | SavAndTempCashInvstEOYFMVAmt |
| Inventories BOY | $2,118 | InventoriesBOYAmt |
| Inventories EOY | $2,013 | InventoriesEOYAmt |
| Inventories EOYFMV | $2,013 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $700 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $367,104 | CorporateStockBOYAmt |
| Corporate Stock EOY | $400,711 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $697,954 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $59 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $450,772 | TotalAssetsBOYAmt |
| Total Assets EOY | $416,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $713,658 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $450,772 | RetainedEarningBOYAmt |
| Retained Earning EOY | $416,415 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $450,772 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $416,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $450,772 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $416,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $450,772 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,357 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $416,415 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $416,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ADIENT PLC 50 SH | 2016-11-03 | 2017-02-17 | $3,187 | $2,329 | $858 | $858 |
| GRAMERCY PPTY TR COM .333SH | 2016-03-04 | 2017-01-26 | $9 | $8 | $1 | $1 |
| ADVANSIX INC 7 SH | 2015-06-02 | 2017-02-17 | $194 | $97 | $97 | $97 |
| CUI GLOBAL INC 900 SH | 2014-02-11 | 2017-10-18 | $2,633 | $7,961 | -$5,328 | -$5,328 |
| GM CO 250 SH | 2015-02-12 | 2017-10-31 | $10,774 | $9,488 | $1,286 | $1,286 |
| PERMA-FIX ENVIRONMENT INC 200 SH | 2009-04-27 | 2017-10-31 | $742 | $2,119 | -$1,377 | -$1,377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,463 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,054 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $649,891 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046245 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,527 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $668,555 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050148 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $70,806 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $843,038 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083989 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,357 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $872,176 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.089841 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,191 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $843,381 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073740 | DistributionYr5Rt |
| Total Distribution | 0.343963 | TotalDistributionRt |
| Average Distribution | 0.068793 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $634,122 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,623 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $36 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,659 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,783 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $72 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $72 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,442 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,442 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,370 | OverpaymentAmt |
| Applied To ES Tax | $200 | AppliedToESTaxAmt |
| Refund | $1,170 | 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 | www.coloniallords.org | WebsiteAddressTxt |
| Individual With Books | IAN FRASER | IndividualWithBooksNm |
| Phone | 4135862031 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 HARLOW AVENUE | AddressLine1Txt |
| City | NORTHAMPTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 010604212 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| IAN H FRASER | ||||||||
| 44 HARLOW AVENUE | NORTHAMPTON | MA | 01060 | TREASURER | 1.00 | $0 | $0 | $0 |
| LEIGHTON H COLEMAN III | ||||||||
| PO BOX 403 | ST JAMES | NY | 11780 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| D ROGER B LIDDELL | ||||||||
| 520 EAST 86TH STREET 3C | NEW YORK | NY | 10028 | CHAIR FINANCE CMTE | 1.00 | $0 | $0 | $0 |
| JOAN ROCKWELL GIFFORD | ||||||||
| 12 OAK RIDGE ROAD | STONYBROOK | NY | 11790 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $634,421 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,645 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,713 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $643,779 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $643,779 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,657 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $634,122 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72 | TotalTaxAmt |
| Distributable Before Adj | $31,634 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,634 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,634 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,783 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,783 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $31,783 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,634 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,022 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,089 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,262 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,626 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $88,999 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,783 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,634 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $149 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $89,148 | 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 | $20,022 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $69,126 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,089 | ExcessFromYear4Amt |
| Excess From Year3 | $29,262 | ExcessFromYear3Amt |
| Excess From Year2 | $1,626 | ExcessFromYear2Amt |
| Excess From Current Year | $149 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BROWNE HOUSE HISTORICAL SOCIETY | |||||
| 37-01 BROWNE STREET | FLUSHING | NY | 11354 | HISTORICAL PRESERVATION | $500 |
| DYCKMAN FARMHOUSE MUSEUM | |||||
| 4881 BROADWAY | NEW YORK | NY | 10034 | HISTORICAL PRESERVATION | $500 |
| FRIENDS OF MOUNT HARMON ROAD | |||||
| 600 MT HARMON ROAD POB 65 | EARLVILLE | MD | 21919 | HISTORICAL PRESERVATION | $500 |
| GLEBE HOUSE MUSEUM | |||||
| 40 HOLLOW RD POB 245 | WOODBURY | CT | 06798 | HISTORICAL PRESERVATION | $500 |
| HISTORIC HOUSE TRUST OF NEW YORK CITY | |||||
| 830 FIFTH AVE RM 203 | NEW YORK | NY | 10065 | HISTORICAL PRESERVATION | $500 |
| KENT HISTORICAL SOCIETY | |||||
| 10 STUDIO HILL POB 651 | KENT | CT | 06757 | HISTORICAL PRESERVATION | $500 |
| MERCHANTS HOUSE MUSEUM | |||||
| 29 EAST 4TH STREET | NEW YORK | NY | 10003 | HISTORICAL PRESERVATION | $500 |
| NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN THE STATE OF NY | |||||
| 215 EAST 71ST STREET | NEW YORK | NY | 10021 | HISTORICAL PRESERVATION | $500 |
| NATIONAL SOCIETY OF COLONIAL DAMES OF AMERICA IN THE STATE OF CT | |||||
| 211 MAIN STREET | WESTHERSFIELD | CT | 06109 | HISTORICAL PRESERVATION | $500 |
| PRINCETON BATTLEFIELD SOCIETY | |||||
| PO BOX 7645 | PRINCETON | NJ | 08543 | HISTORICAL PRESERVATION | $500 |
| SMITHTOWN HISTORICAL SOCIETY | |||||
| 239 MIDDLE COUNTRY ROAD | SMITHTOWN | NY | 11787 | HISTORICAL PRESERVATION | $500 |
| SUFFOLK COUNTY ARCHAEOLOGICAL ASSN | |||||
| PO BOX 1542 | STONYBROOK | NY | 11790 | HISTORICAL PRESERVATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $300 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,421 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,463 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $300 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,007 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,307 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,107 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,554 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $400,711 | EOYBookValueAmt |
| EOYFMV | $697,954 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPARTMENT OF LAW | $100 | $0 | $50 |
| NY LAW JOUNAL | $155 | $0 | $78 |
| INSURANCE | $522 | $0 | $261 |
| MEETING EXPENSE | $6,147 | $0 | $6,147 |
| MEMBERSHIP EXPENSE | $517 | $0 | $517 |
| OUTREACH | $310 | $0 | $310 |
| OFFICE | $53 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Membership Dues and Assessments | Desc |
| Revenue And Expenses Per Books | $300 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $300 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DATABASE RESEARCH/MTCE | $12,466 | $0 | $12,466 |
| CUSTODY FEES | $8,621 | $8,621 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHELD | $260 | $260 | $0 |
| ADR FEES | $6 | $6 | $0 |
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