THE GEORGE A LONG FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE GEORGE A LONG FOUNDATION (EIN 31-1806107)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-10
- IRS object ID
- 201611319349101696
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-10T15:45:01-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113458820 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOLF MARYLES & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 EAST 42ND STREETSUITE 2201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311806107 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE A LONG FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GEORGE A LONG | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 6465365120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 LAKE DRIVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE LONG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6465365120 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHIMON WOLF | PreparerPersonNm |
| PTIN | P00141512 | PTIN |
| Phone | 6465365120 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $195,020 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,357 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,357 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,633 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,633 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $41,990 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,990 | 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 | $5,915 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,958 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,957 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $896 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $674 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,485 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,958 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,057 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,680 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,680 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,165 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,958 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,737 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,032 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $101,138 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,834 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,834 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $277,627 | CorporateStockBOYAmt |
| Corporate Stock EOY | $355,123 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $173,566 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $70,545 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $75,178 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,620 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $449,310 | TotalAssetsBOYAmt |
| Total Assets EOY | $446,135 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $195,020 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $876,878 | CapitalStockBOYAmt |
| Capital Stock EOY | $876,878 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $641,019 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $637,844 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,068,587 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,068,587 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $449,310 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $446,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $449,310 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $446,135 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $449,310 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,175 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $446,135 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $446,135 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,485 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $421,915 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.122027 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $53,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $468,171 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.113420 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,547 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $414,122 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.158279 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $398,154 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082883 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $209,248 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $465,679 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.449340 | DistributionYr5Rt |
| Total Distribution | 0.925949 | TotalDistributionRt |
| Average Distribution | 0.185190 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $236,694 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $43,833 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $140 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,973 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,737 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $281 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $281 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $281 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,385 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,385 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,104 | OverpaymentAmt |
| Applied To ES Tax | $1,104 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WOLF MARYLES ASSOCIATES LLC | IndividualWithBooksNm |
| Phone | 6465365120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 EAST 42ND STREET SUITE 2201 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GEORGE A LONG | ||||||||
| 680 LAKE DRIVE | VERO BEACH | FL | 32963 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| DAVID WARMFLASH CO SEXTER | ||||||||
| WARMFLASH PC 115 BROADWAY 15TH FL | NEW YORK | NY | 10006 | SECRETARY | 0.00 | $0 | $0 | $0 |
| SHIMON WOLF CO WOLF MARYLES | ||||||||
| ASSOC LLC 220 EAST 42ND STREET | SUITE NY | NY | 10017 | TREASURER | 0.00 | $0 | $0 | $0 |
| HOLLY LONG MATURO | ||||||||
| 233 VALLEY ROAD NORTH | NORTH BRANFORD | CT | 06471 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $177,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,524 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $240,298 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $240,298 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,604 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $236,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,835 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,835 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $281 | TotalTaxAmt |
| Distributable Before Adj | $11,554 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,554 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,554 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,737 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $40,737 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,737 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,554 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $189,212 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,512 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $45,811 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,364 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,828 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $313,727 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,737 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,554 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,183 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $342,910 | 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 | $189,212 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $153,698 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,512 | ExcessFromYear4Amt |
| Excess From Year3 | $45,811 | ExcessFromYear3Amt |
| Excess From Year2 | $33,364 | ExcessFromYear2Amt |
| Excess From Year1 | $31,828 | ExcessFromYear1Amt |
| Excess From Current Year | $29,183 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE A LONG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INDIAN RIVER COMMUNITY FOUNDATION | ||||||
| 5070 N HIGHWAY A1A SUITE 200 | VERO BEACH | FL | 32963 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| QUAIL VALLEY CHARITIES INC | ||||||
| 6545 PINNACLE DRIVE | VERO BEACH | FL | 32967 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $800 |
| BOYS & GIRLS CLUBS FOUNDATION OF INDIAN RIVER COUNTY INC | ||||||
| 1729 17TH AVENUE | VERO BEACH | FL | 32960 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| INDIAN RIVER COUNTY VOLUNTEER AMBULANCE SQUAD INC | ||||||
| 3401 INDIAN RIVER DRIVE EAST | VERO BEACH | FL | 32963 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $200 |
| INDIAN RIVER COUNTY MEDICAL SOCIETY FOUNDATION INC | ||||||
| 1000 37TH PLACE SUITE 101 | VERO BEACH | FL | 32960 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $500 |
| VERO BEACH POLICE BENEVOLENT ASSOCIATION INC | ||||||
| 4401 41ST STREET | VERO BEACH | FL | 32967 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $200 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 3101 INDUSTRIAL DRIVE SUITE 210 | RALEIGH | NC | 27609 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,500 |
| CHARCOT-MARIE-TOOTH ASSOCIATION | ||||||
| PO BOX 105 | GLENOLDEN | PA | 19036 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $5,000 |
| FABRETTO CHILDRENS FOUNDATION INC | ||||||
| 325 COMMERCE STREET | ALEXANDRIA | VA | 22314 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $10,000 |
| ASSOCIATION OF COMMUNITY EMPLOYMENT PROGRAMS FOR THE HOMELESS INC | ||||||
| 598 BROADWAY | NEW YORK | NY | 10012 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,500 |
| FRIENDS OF THE GATEWAY SCHOOL INC | ||||||
| 211 WEST 61ST STREET 6TH FLOOR | NEW YORK | NY | 10023 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| PARTNERSHIP WITH CHILDREN INC | ||||||
| 299 BROADWAY SUITE 1300 | NEW YORK | NY | 10007 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $12,500 |
| MANHATTAN SCHOOL OF MUSIC | ||||||
| 120 CLAREMONT AVENUE | NEW YORK | NY | 10027 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 |
| NEW COMMUNITY CHURCH | ||||||
| 3100 WEXFORD ROAD | WEXFORD | PA | 15090 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $200 |
| QUAIL VALLEY CHARITIES INC | ||||||
| 6545 PINNACLE DRIVE | VERO BEACH | FL | 32967 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $30 |
| SENIOR RESOURCE ASSOCIATION INC | ||||||
| 694 14TH STREET | VERO BEACH | FL | 32960 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,680 | 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 | $8,357 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,633 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,990 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,990 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GEORGE LONG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 LAKE DRIVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WOLF MARYLES & ASSOCIATES LLC | CategoryTxt |
| Amt | $5,915 | Amt |
| Net Investment Income | $2,958 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,957 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 SHS AECOM | $28,742 | $30,030 |
| 2,000 SHS NATIONSTAR MORTGAGE HLDGS INC | $28,754 | $26,740 |
| 2,885.137 SHS HIGHLAND FLTG RATE OPPORT C | $20,000 | $19,936 |
| 25,000 SHS EDUCATION HLDGS 1 INC COM | $50,664 | $0 |
| 4,000 SHS APPROACH RESOURCES INC | $87,891 | $7,360 |
| 5,000 SHS NEW RESIDENTIAL INVT CORP | $62,406 | $60,800 |
| 5,000 SHS WPX ENERGY INC | $76,666 | $28,700 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 2,000 SHS EV ENERGY PARTNERS LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $75,178 | BookValueAmt |
| EOYFMV | $5,620 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPT OF LAW | $100 | $0 | $100 |
| NYS DEPT OF LAW - CT-13 2014 BALANCE DUE | $538 | $0 | $0 |
| SERVICE FEE | $36 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THRU EV ENERGY PARTNERS LP | Desc |
| Revenue And Expenses Per Books | $8,633 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,633 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,633 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2014 FORM 990-T BALANCE DUE | CategoryTxt |
| Amt | $896 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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