A B & J NOYES FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- A B & J NOYES FOUNDATION INC (EIN 13-6161124)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-10
- IRS object ID
- 201601319349101685
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-10T15:17:02-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-05 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,181,482 | 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 | $21,757 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,757 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $329,041 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,126 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $53,883 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,883 | 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 | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,413 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,413 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,312 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $359 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,299 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,299 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,145 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,145 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,772 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,894 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,369 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,772 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,894 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,111 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,869 | CashBOYAmt |
| Cash EOY | $21,272 | CashEOYAmt |
| Cash EOYFMV | $21,272 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,261 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,755 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,755 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $928,688 | CorporateStockBOYAmt |
| Corporate Stock EOY | $845,305 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,083,455 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $966,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $943,332 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,181,482 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $966,818 | UnrestrictedBOYAmt |
| Unrestricted EOY | $943,332 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $966,818 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $943,332 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $966,818 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $943,332 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $966,818 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,486 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $943,332 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $943,332 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| SALE OF SECURITIES (S/T) - DETAILS AVAILABLE UPON REQUEST | P | $18,901 | $33,066 | -$14,165 | -$14,165 | |
| SALE OF SECURITIES (L/T) - DETAILS AVAILABLE UPON REQUEST | P | $295,052 | $248,849 | $46,203 | $46,203 | |
| SALE OF ISHARES SHARES | P | $88 | $88 | $88 | 2015-12-04 | |
| REDEMPTION OF 15,000 US T NOTE | P | $15,000 | $15,000 | $0 | $0 | 2015-11-15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,126 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,260,319 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050186 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,728 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,106,842 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045831 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,946 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $990,104 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042365 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,258 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,046,492 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040381 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,428 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $986,668 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034893 | DistributionYr5Rt |
| Total Distribution | 0.213656 | TotalDistributionRt |
| Average Distribution | 0.042731 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,250,864 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,451 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $411 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $53,862 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,894 | 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 | $411 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $411 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $411 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $746 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $746 | TotalPaymentsAndCreditsAmt |
| Overpayment | $335 | OverpaymentAmt |
| Applied To ES Tax | $335 | 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 | $1,206,949 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,269,913 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,269,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,049 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,250,864 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,543 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,543 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $411 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $411 | TotalTaxAmt |
| Distributable Before Adj | $62,132 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,132 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,132 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,894 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $63,894 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $411 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $63,483 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,132 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $393 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $393 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,894 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,762 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,155 | 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 | $2,155 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $393 | ExcessFromYear1Amt |
| Excess From Current Year | $1,762 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS- CLARA BARTON CHAPTER | ||||||||
| 57 ELIZABETH ST | DANSVILLE | NY | 14437 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| HENRY LEE FERGUSON MUSEUM | ||||||||
| PO BOX 554 | FISHERS ISLAND | NY | 06390 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| CARING HEARTS FOR CANINES | ||||||||
| PO BOX 31219 | SOUTHERN PINES | NC | 28399 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 | |
| EAGLE HILL SCHOOL GREENWICH | ||||||||
| 45 GLENVILLE ROAD | GREENWICH | CT | 06831 | NONE | PUBLIC CHARITY | CHARITABLE | $500 | |
| ISLAND HEALTH PROJECT INC | ||||||||
| PO BOX 344 | FISHERS ISLAND | NY | 06390 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| EPISCOPAL HS-ALEXANDRIA VA | ||||||||
| 1200 NORTH QUAKER LANE | ALEXANDRIA | VA | 22302 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| FISHERS ISLAND CONSERVANCY | ||||||||
| PO BOX 553 | FISHERS ISLAND | NY | 06390 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| DRAYTON HALL PRESERVATION TRUST | ||||||||
| 3380 ASHLEY RIVER ROAD | CHARLESTON | SC | 29414 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| HOME FOR LITTLE WANDERERS | ||||||||
| 271 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| INTERNATIONAL CHARITABLE FD OF BERMUDA | ||||||||
| C/O CORPORATION TRUST CO 1209 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | ORANGE ST |
| JNJR & JNIII SCHOLARSHIP-CORNELL | ||||||||
| 377 PINE TREE ROAD | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| KEEWAYDIN FOUNDATIONKEEWAYDIN FOREVER | ||||||||
| 950 WEST SHORE ROAD | SALISBURY | VT | 05769 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 | |
| LITTLE HILL - ALINA LODGE | ||||||||
| 61 WARD ROAD | BLAIRSTOWN | NJ | 07825 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 | |
| MAKE A WISH - METROWESTERN NY | ||||||||
| 1111 MARCUS AVENUE | LAKE SUCCESS | NY | 11042 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| OPERATION SMILE | ||||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23509 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| PRESERVATION SOCIETY OF CHARLESTON | ||||||||
| PO BOX 521 | CHARLESTON | SC | 29402 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| PSI UPSILON-CORNELL | ||||||||
| 377 PINE TREE ROAD | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | CHARITABLE | $500 | |
| RADCLIFF CREEK SCHOOL | ||||||||
| 201 TALBOT BOULEVARD | CHESTERTOWN | MD | 21620 | NONE | PUBLIC CHARITY | CHARITABLE | $7,000 | |
| WALSH PARK | ||||||||
| PO BOX 684 | FISHERS ISLAND | NY | 06390 | NONE | PUBLIC CHARITY | CHARITABLE | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,000 | 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 | $21,757 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,126 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $53,883 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,883 | 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 | $2,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,200 | 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 | $845,305 | EOYBookValueAmt |
| EOYFMV | $1,083,455 | 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 | $145 | $0 | $145 |
| SECRETARY | $5,000 | $0 | $5,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $12,413 | Amt |
| Net Investment Income | $12,413 | 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 | $359 | $359 | $0 |
| FEDERAL TAXES | $703 | $0 | $0 |