THE STEELE FOUNDATION UA 090175: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE STEELE FOUNDATION UA 090175 (EIN 51-0163773)
- Tax period
- 2015-09-01 to 2016-08-31
- Filed
- 2016-09-26
- IRS object ID
- 201642709349100104
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Dissolution Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-26T13:58:15-05:00 | ReturnTs |
| Tax Period End | 2016-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113452093 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKOWITZ FENELON & BANK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 PANTIGO PLACE SUITE 109 | AddressLine1Txt |
| City | EAST HAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11937 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510163773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEELE FOUNDATION UA 090175 | BusinessNameLine1Txt |
| Business Name Line2 | C/O CURTIS D BECKER TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEE | BusinessNameControlTxt |
| Phone | 6313241434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 PANTIGO PLACE NO 109 | AddressLine1Txt |
| City | EAST HAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11937 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CURTIS D BECKER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6313241434 | PhoneNum |
| Signature | 2016-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E WHITE CPAPFS | PreparerPersonNm |
| PTIN | P00230296 | PTIN |
| Phone | 6313241434 | PhoneNum |
| Preparation | 2016-09-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,555 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,555 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,100 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,100 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,985 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,878,960 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,985 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $191,640 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $191,640 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $12,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,320 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,320 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $360 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $360 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,840 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,810 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $520 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $370 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,640 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,120 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,067,775 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,067,775 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,133,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,640 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,078,895 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,942,025 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,000 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $230,220 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $3,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $0 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $75,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $20 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $111,975 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,464,200 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $52,610 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,942,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,942,025 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | 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 | $3,942,025 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,942,025 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,942,025 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,942,025 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $0 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES-78684820 | P | 2015-09-01 | 2016-06-29 | $1,144,870 | $0 | $1,137,405 | $7,465 | $7,465 |
| RAYMOND JAMES-78684820 | P | 2010-08-01 | 2016-06-29 | $2,841,725 | $0 | $2,808,375 | $33,350 | $33,350 |
| RAYMOND JAMES-78362216 | P | 2015-09-01 | 2016-06-29 | $285,430 | $0 | $269,765 | $15,665 | $15,665 |
| RAYMOND JAMES-78362216 | P | 2010-08-01 | 2016-06-29 | $569,690 | $0 | $566,430 | $3,260 | $3,260 |
| ART COLLECTION-HENRY HOWARD | P | 2002-10-29 | 2016-03-22 | $2,550 | $0 | $5,000 | -$2,450 | -$2,450 |
| CAPITAL GAINS DIVIDENDS | P | $34,695 | $34,695 | $34,695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,985 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $783,625 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,642,300 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.168801 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,248,625 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,484,805 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.227652 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $259,120 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,828,805 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053661 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $226,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,597,300 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049268 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $253,450 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,002,495 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050665 | DistributionYr5Rt |
| Total Distribution | 0.550047 | TotalDistributionRt |
| Average Distribution | 0.110009 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,416,005 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $375,790 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,410 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $377,200 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,078,895 | 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 | $1,410 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,410 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,410 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $40 | EsPenaltyAmt |
| Tax Due | $1,450 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | Yes (1) | 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 |
| Individual With Books | MARKOWITZ FENELON BANK LLP | IndividualWithBooksNm |
| Phone | 6313241434 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 PANTIGO PLACE-SUITE-109 | AddressLine1Txt |
| City | EAST HAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11937 | 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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN W CROWLEY | ||||||||
| 4506 WHISPERWOOD | SARASOTA | FL | 34235 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| ANN M CROWLEY | ||||||||
| 4506 WHISPERWOOD | SARASOTA | FL | 34235 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| CURTIS D BECKER | ||||||||
| 37 COOPER LANE | EAST HAMPTON | NY | 11937 | TREASURER & TRUSTEE | 2.00 | $0 | $0 | $0 |
| DENNIS J FUZIE | ||||||||
| 119 MAIN AVENUE | MASTIC | NY | 11950 | SECRETARY & TRUSTEE | 2.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,923,400 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $489,375 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $55,250 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,468,025 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,468,025 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,416,005 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $170,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $170,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,410 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,410 | TotalTaxAmt |
| Distributable Before Adj | $169,390 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $169,390 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $169,390 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,078,895 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,078,895 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,410 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,077,485 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $169,390 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,700 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $22,430 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $986,325 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $556,750 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,574,205 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,078,895 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $169,390 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,909,505 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,483,710 | 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 | $8,700 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,475,010 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $22,430 | ExcessFromYear3Amt |
| Excess From Year2 | $986,325 | ExcessFromYear2Amt |
| Excess From Year1 | $556,750 | ExcessFromYear1Amt |
| Excess From Current Year | $3,909,505 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CURTIS D BECKER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 PANTIGO PLACE-SUITE 109 | AddressLine1Txt |
| City | EAST HAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11937 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6313241434 | RecipientPhoneNum |
| Recipient Email Address | NONE | RecipientEmailAddressTxt |
| Form And Info And Materials | BY LETTER INDICATING PURPOSES OF THE GRANTS TO BE MAILED TO CURTIS D. BECKER-300 PANTIGO PLACE-SUITE 109-EAST HAMPTON, NEW YORK 11937. PLEASE NOTE THAT THIS IS A FINAL RETURN-FOUNDATION WAS TERMINATED AND ALL FUNDS WERE DISBURSED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A QUALIFIED CHARITY UNDER I.R.S. CODE-NO INDIVIDUALS. | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|
| ST MARTHA CATHOLIC CHURCH-ZAZARINO CENTER | |||||||
| 200 NORTH ORANGE AVENUE | SARASOTA | FL | 34236 | NONE | PRIVATE | UNRESTRICTED FUNDS FOR CHURCH RECREATION CENTER OPERATING BUDGET | $1,000,000 |
| ST MARTHA CATHOLIC CHURCH | |||||||
| 200 NORTH ORANGE AVENUE | SARASOTA | FL | 34236 | NONE | PRIVATE | UNRESTRICTED FUNDS FOR CHURCH OPERATING BUDGET | $500,000 |
| ST MARTHA CATHOLIC CHURCH | |||||||
| 200 NORTH ORANGE AVENUE | SARASOTA | FL | 34236 | NONE | PRIVATE | UNRESTRICTED FUNDS FOR CHURCH OPERATING BUDGET-FINAL DESIGNATION | $65,775 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 332 N LAUDERDALE-PO BOX 50 | MEMPHIS | TN | 381019929 | NONE | PRIVATE | UNRESTRICTED FUNDS FOR HOSPITAL OPERATING BUDGET | $500,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | NONE | PRIVATE | UNRESTRICTED FUNDS FOR HOSPITAL OPERATING BUDGETUNRESTRICTED FUNDS FOR HOSPITAL OPERATING BUDGET | $300,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 3229 BURNETT AVENUE | CINCINNATI | OH | 45229 | NONE | PRIVATE | UNRESTRICTED FUNDS FOR HOSPITAL OPERATING BUDGET | $50,000 |
| ST JUDE CATHOLIC CHURCH | |||||||
| 89 OVERLOOK DRIVE | MASTIC BEACH | NY | 11951 | NONE | PRIVATE | RESTRICTED TO CHURCH BUILDING AND RESTORATION CAPITAL CAMPAIGN FUND | $250,000 |
| MOST HOLY TRINITY CHURCH | |||||||
| 79 BUELL LANE | EAST HAMPTON | NY | 11937 | NONE | PRIVATE | UNRESTRICTED FUNDS FOR CHURCH OPERATING BUDGET | $250,000 |
| SOUTHAMPTON HOSPITAL FOUNDATION | |||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | NONE | PRIVATE | UNRESTRICTED FUNDS FOR HOSPITAL OPERATING BUDGETEMERGENCY MEDICAL ROOM RESPONSE EQUIPMENT AND COMMUNICATIONS | $225,000 |
| GUIDE DOG FOUNDATION FOR THE BLIND INC | |||||||
| 371 E MAIN ST JERICHO TPKE | SMITHTOWN | NY | 117879897 | NONE | PRIVATE | UNRESTRICTED FUNDS FOR FOUNDATION OPERATING BUDGET | $175,000 |
| AMERICA'S VETDOGS | |||||||
| 371 E MAIN ST JERICHO TPKE | SMITHTOWN | NY | 117879897 | NONE | PRIVATE | UNRESTRICTED FUNDS FOR THE FOUNDATION OPERATING BUDGET | $175,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 2999 SCHURZ AVENUE | BRONX | NY | 10465 | NONE | PRIVATE | UNRESTRICTED FUNDS FOR THE FOUNDATION OPERATING BUDGET | $150,000 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PRIVATE | UNRESTRICTED FUNDS FOR THE FOUNDATION OPERATING BUDGET | $150,000 |
| TIDEWELL HOSPICE | |||||||
| 5955 RAND BLVD | SARASOTA | FL | 34238 | NONE | PRIVATE | UNRESTRICTED FUNDS FOR THE FOUNDATION OPERATING BUDGET | $125,000 |
| CAT DEPOT | |||||||
| 2542 17TH STREET | SARASOTA | FL | 34234 | NONE | PRIVATE | UNRESTRICTED FUNDS FOR THE FOUNDATION OPERATED BUDGET | $150,000 |
| SARASOTA MEMORIAL HEALTHCARE FOUNDATION | |||||||
| 1515 S OSPREY AVENUE-SUITE B4 | SARASOTA | FL | 34239 | NONE | PRIVATE | UNRESTRICTED FUNDS FOR THE FOUNDATION OPERATING BUDGET | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,067,775 | 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 | $8,555 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,100 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $91,985 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $191,640 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $191,640 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MARKOWITZ, FENELON & BANK, LLP-8/31/2015 | $4,975 | $825 | $4,150 |
| MARKOWITZ, FENELON & BANK, LLP-8/31/2016 | $6,625 | $1,275 | $5,350 |
| MARKOWITZ, FENELON & BANK, LLP-DISSOLUTION | $1,250 | $0 | $1,250 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| ST MARTHA CATHOLIC CHURCH-ZAZARINO CENTER | |||||
| 200 NORTH ORANGE AVENUE | SARASOTA | FL | 34236 | CASH DISTRIBUTION BY A CHECK FROM THE FOUNDATION | $1,000,000 |
| ST MARTHA CATHOLIC CHURCH | |||||
| 200 NORTH ORANGE AVENUE | SARASOTA | FL | 34236 | CASH DISTRIBUTION BY A CHECK FROM THE FOUNDATION | $500,000 |
| ST MARTHA CATHOLIC CHURCH | |||||
| 200 NORTH ORANGE AVENUE | SARASOTA | FL | 34236 | CASH DISTRIBUTION BY A CHECK FROM THE FOUNDATION-FINAL DESIGNATION | $65,775 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||
| 332 N LAUDERALE-PO BOX 50 | MEMPHIS | TN | 381019929 | CASH DISTRIBUTION BY A CHECK FROM THE FOUNDATION | $500,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | CASH DISTRIBUTION BY A CHECK FROM THE FOUNDATION | $300,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||
| 3229 BURNETT AVENUE | CINCINNATI | OH | 45229 | CASH DISTRIBUTION BY A CHECK FROM THE FOUNDATION | $50,000 |
| ST JUDE CATHOLIC CHURCH | |||||
| 89 OVERLOOK DRIVE | MASTIC BEACH | NY | 11951 | CASH DISTRIBUTION BY A CHECK FROM THE FOUNDATION | $250,000 |
| MOST HOLY TRINITY CHURCH | |||||
| 79 BUELL LANE | EAST HAMPTON | NY | 11937 | CASH DISTRIBUTION BY A CHECK FROM THE FOUNDATION | $250,000 |
| SOUTHAMPTON HOSPITAL FOUNDATION | |||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | CASH DISTRIBUTION BY A CHECK FROM THE FOUNDATION | $225,000 |
| GUIDE DOG FOUNDATION FOR THE BLIND INC | |||||
| 371 E MAIN ST JERICHO TPKE | SMITHTOWN | NY | 117879897 | CASH DISTRIBUTION BY A CHECK FROM THE FOUNDATION | $175,000 |
| AMERICA'S VETDOGS | |||||
| 371 E MAIN ST JERICHO TPKE | SMITHTOWN | NY | 117879897 | CASH DISTRIBUTION BY A CHECK FROM THE FOUNDATION | $175,000 |
| LITTLE SISTERS OF THE POOR | |||||
| 2999 SCHURZ AVENUE | BRONX | NY | 10465 | CASH DISTRIBUTION BY A CHECK FROM THE FOUNDATION | $150,000 |
| PROSTATE CANCER FOUNDATION | |||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | CASH DISTRIBUTION BY A CHECK FROM THE FOUNDATION | $150,000 |
| CAT DEPOT | |||||
| 2542 17TH STREET | SARASOTA | FL | 34234 | CASH DISTRIBUTION BY A CHECK FROM THE FOUNDATION | $150,000 |
| TIDEWELL HOSPICE | |||||
| 5955 RAND BLVD | SARASOTA | FL | 34238 | CASH DISTRIBUTION BY A CHECK FROM THE FOUNDATION | $125,000 |
| SARASOTA MEMORIAL HEALTHCARE FOUNDATION | |||||
| 1515 S OSPREY AVENUE-SUITE B4 | SARASOTA | FL | 34239 | CASH DISTRIBUTION BY A CHECK FROM THE FOUNDATION | $2,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | RAYMOND JAMES-78362216 | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYMOND JAMES-78362216 | $0 | $0 |
| RAYMOND JAMES-FREEDOM-7868420 | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ART COLLECTION-1 HENRY HOWARD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ON MAY 25, 2015 A MEETING WAS CALLED AND HELD BY PRESIDENT KEVIN W. CROWLEY AT 300 PANTIGO PLACE-SUITE 109-EAST HAMPTON, NEW YORK 11937 AND WAS REPRESENTED BY ALL TRUSTEES OF DATE IN PERSON OR BY TELEPHONE CONFERENCE. A RESOLUTION WAS OFFERED BY PRESIDENT CROWLEY, THAT IN VIEW OF HIS HEALTH SITUATION THAT CURRENT TRUSTEE CURTIS D. BECKER NOW ALSO BECOME TREASURER AND FURTHER THAT DENNIS J. FUZIE BE APPOINTED A TRUSTEE AND ALSO BECOME SECRETARY THUS RELIEVING TRUSTEE ANN M. CROWLEY OF THAT DUTY. THE RESOLUTION WAS ADOPTED AND PASSED BY ALL. ON AUGUST 1, 2016 A MEETING WAS CALLED AND HELD BY VICE-PRESIDENT ANN M. CROWLEY AT 300 PANTIGO PLACE-SUITE 109-EAST HAMPTON, NEW YORK 11937 AND WAS REPRESENTED BY ALL TRUSTEES OF DATE IN PERSON OR BY TELEPHONE CONFERENCE. A RESOLUTION WAS OFFERED BY VICE-PRESIDENT ANN M. CROWLEY, THAT THE FOUNDATION SHOULD BE DISSOLVED BY A DATE NO LATER THAN AUGUST 31, 2016 AND THAT ALL INVESTMENTS SHOULD BE LIQUIDATED TO CASH AS SOON AS POSSIBLE AND FURTHER THAT $4,000,000.00 BE PAID OUT FOR CONTRIBUTIONS, $7,875.00 AND $95.00 BE APPROVED FOR FINAL ACCOUNTING AND FILING FEE COSTS AND AFTER THE FINAL EXCISE TAX OF THE FOUNDATION HAS BEEN DETERMINED AND PAID, THE REMAINING FUNDS ON HAND BE DESIGNATED TO ST. MARTHA CATHOLIC IN SARASOTA, FLORIDA. THE RESOLUTION WAS ADOPTED AND PASSED BY ALL TO BE EFFECTIVE RECTROACTIVE TO JULY 1, 2016. THE FINAL DISTRIBUTION OF FUNDS IN THE AMOUNT OF $65,775.00 WAS MADE ON AUGUST 20, 2016 TO ST. MARTHA CATHOLIC CHURCH. | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ATTORNEY GENERAL & FILING FEES | $275 | $0 | $275 |
| NEW YORK STATE DISSOLUTION FEE | $45 | $0 | $45 |
| POSTAGE | $45 | $20 | $25 |
| OFFICE EXPENSES | $55 | $30 | $25 |
| FORM 990-PF-ESTIMATED TAX PENALTY-8/31/2015 | $60 | $0 | $0 |
| FORM 990-PF-ESTIMATED TAX PENALTY-8/31/2016 | $40 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOSMAN'S RESTAURANT AND BAR INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $75,000 | LoanOriginalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Note | 2014-01 | NoteDt |
| Loan Maturity | 2016-12 | LoanMaturityDt |
| Repayment Terms | 25,000 ANN | RepaymentTermsTxt |
| Interest | 6.000000000000 | InterestRt |
| Security Provided Borrower | PROMISSORY NOTE | SecurityProvidedBorrowerTxt |
| Loan Purpose | BUSINESS CAPITAL | LoanPurposeTxt |
| Lender Consideration | PROMISSORY NOTE | LenderConsiderationDesc |
| Consideration FMV | $0 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RAYMOND JAMES-78684820 | $35,665 | $35,665 | $0 |
| RAYMOND JAMES-78362216 | $9,655 | $9,655 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX-8/31/2015 | $2,620 | $0 | $0 |
| FEDERAL EXCISE TAX-8/31/2016 | $1,410 | $0 | $0 |
| FOREIGN TAX WITHHELD-78684820 | $2,305 | $2,305 | $0 |
| FOREIGN TAX WITHHELD-78362216 | $350 | $350 | $0 |
| FOREIGN TAX WITHHELD-79684598 | $155 | $155 | $0 |
Comments