A B & J NOYES FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- A B & J NOYES FOUNDATION INC (EIN 13-6161124)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-03
- IRS object ID
- 201721239349100302
- Schema version
- 2016v3.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-03T09:02:35-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136161124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A B & J NOYES FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SUSAN P FISHER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AB&J | BusinessNameControlTxt |
| Phone | 5166167888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 HATHAWAY DRIVE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANSEN NOYES III | PersonNm |
| Person Title | PRESIDENT-TREASURER | PersonTitleTxt |
| Phone | 5166167888 | PhoneNum |
| Signature | 2017-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS HORAN | PreparerPersonNm |
| PTIN | P00584809 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2017-05-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.112.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-01 | IPDt |
| IP Tm | 15:19:17 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FE5B3D422B6211F4B9A238507309C3023CF1D37D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1119991AAD7992453D156E11E4B1597BCCA1D313 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,152,057 | 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 |
| Dividends Rev And Expnss | $19,128 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,128 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $198,958 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,893 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $36,021 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,021 | 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 | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,486 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,486 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $153 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,383 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,383 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,827 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,639 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,083 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,639 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,083 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,806 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,382 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,272 | CashBOYAmt |
| Cash EOY | $19,083 | CashEOYAmt |
| Cash EOYFMV | $19,083 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $76,755 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,671 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,671 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $845,305 | CorporateStockBOYAmt |
| Corporate Stock EOY | $861,772 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,103,303 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $943,332 | TotalAssetsBOYAmt |
| Total Assets EOY | $910,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,152,057 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $943,332 | UnrestrictedBOYAmt |
| Unrestricted EOY | $910,526 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $943,332 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $910,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $943,332 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $910,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $943,332 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,806 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $910,526 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $910,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF SECURITIES (S/T) - DETAILS AVAILABLE UPON REQUEST | P | $16,380 | $20,365 | -$3,985 | -$3,985 |
| SALE OF SECURITIES (L/T) - DETAILS AVAILABLE UPON REQUEST | P | $182,578 | $161,700 | $20,878 | $20,878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,893 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,483 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,250,864 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050751 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,260,319 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050186 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,728 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,106,842 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045831 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,946 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $990,104 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042365 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,258 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,046,492 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040381 | DistributionYr5Rt |
| Total Distribution | 0.229514 | TotalDistributionRt |
| Average Distribution | 0.045903 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,142,107 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $52,426 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $244 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $52,670 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,083 | 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 | $244 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $244 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $244 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $440 | TotalPaymentsAndCreditsAmt |
| Overpayment | $196 | OverpaymentAmt |
| Applied To ES Tax | $196 | 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 | JANSEN NOYES III | IndividualWithBooksNm |
| Phone | 5166167888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O S FISHER 64 HATHAWAY DRIVE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JANSEN NOYES III | ||||||||
| 64 HATHAWAY DRIVE | GARDEN CITY | NY | 11530 | PRESIDENT/TREASURER | 2.00 | $0 | $0 | $0 |
| SUSAN P FISHER | ||||||||
| 64 HATHAWAY DRIVE | GARDEN CITY | NY | 11530 | SECRETARY | 1.00 | $0 | $0 | $0 |
| NICHOLAS B NOYES | ||||||||
| 64 HATHAWAY DRIVE | GARDEN CITY | NY | 11530 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN K STICKNEY | ||||||||
| 64 HATHAWAY DRIVE | GARDEN CITY | NY | 11530 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEBORAH H COBURN | ||||||||
| 64 HATHAWAY DRIVE | GARDEN CITY | NY | 11530 | DIRECTOR | 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 | $1,076,146 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,353 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,159,499 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,159,499 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,392 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,142,107 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,105 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,105 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $244 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $244 | TotalTaxAmt |
| Distributable Before Adj | $56,861 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,861 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,861 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,083 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,083 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $244 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $56,839 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,861 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $393 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,762 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,155 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,083 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,861 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $222 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,377 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,377 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $393 | ExcessFromYear2Amt |
| Excess From Year1 | $1,762 | ExcessFromYear1Amt |
| Excess From Current Year | $222 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HENRY LEE FERGUSON MUSEUM | |||||||
| PO BOX 554 | FISHERS ISLAND | NY | 06390 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| NATIONAL PARK FOUNDATION-JUNIOR RANGER PROGRAM | |||||||
| 1110 VERMONT AVE NW SUITE 200 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| WHEATON COLLEGE | |||||||
| 26 E MAIN STREET | NORTON | MA | 02766 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| AMERICAN RED CROSS | |||||||
| 50 PINE STREET | ROCHESTER | NY | 14607 | NONE | PUBLIC CHARITY | CHARITABLECHARITABLE | $1,000 |
| PROCTOR ACADEMY | |||||||
| 204 MAIN STREET PO BOX 500 | ANDOVER | NH | 03216 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 |
| CORTE MADERA LARKSPUR FOUNDATION | |||||||
| 230 DOHERTY DRIVE | LARKSPUR | CA | 94939 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| ISLAND HEALTH PROJECT | |||||||
| PO BOX 344 | FISHERS ISLAND | NY | 06390 | NONE | PUBLIC CHARITY | CHARITABLE | $9,000 |
| GREAT OAK ATRC | |||||||
| 1163 EDGEFIELD HIGHWAY | AIKEN | SC | 29081 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 |
| CORNELL UNIVERSITY | |||||||
| 130 E SENECA STREET SUITE 400 | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| ROLAND PARK COUNTRY SCHOOL | |||||||
| 5204 ROLAND AVENUE | BALTIMORE | MD | 21210 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| KNOX YOUTH SPORTS | |||||||
| 5908 LYONS VIEW PIKE | KNOXVILLE | TN | 37919 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 |
| HANNA BOYS CENTER | |||||||
| 17000 ARNOLD DRIVE PO BOX 100 | SONOMA | CA | 95476 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 |
| FISHERS ISLAND LIBRARY ASSOCIATION | |||||||
| PO BOX 366 | FISHERS ISLAND | NY | 06390 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 |
| ENACTUS | |||||||
| 1959 E KERR ST | SPRINGFIELD | MO | 65803 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 |
| FORDHAM UNIVERSITY | |||||||
| 45 COLUMBUS AVENUE 8TH FLOOR | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| MARIAN SCHOOL OF ENVIRONMENTAL LEADERSHIP | |||||||
| 320 NOVA ALBION WAY | SAN RAFAEL | CA | 94903 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | 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 | $19,128 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,893 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,021 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,021 | 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) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREP FEES | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES(DETAIL AVAILABLE UPON REQUEST) | StockNm |
| EOY Book Value | $861,772 | EOYBookValueAmt |
| EOYFMV | $1,103,303 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NY LAW JOURNAL ANNUAL NOTICE | $150 | $0 | $150 |
| SECRETARIAL AND BOOKKEEPING SERVICES | $3,000 | $0 | $3,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $11,486 | Amt |
| Net Investment Income | $11,486 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPT OF LAW | $250 | $0 | $250 |
| FOREIGN TAX PAID | $153 | $153 | $0 |
| FEDERAL TAXES | $105 | $0 | $0 |