THE STEELE FOUNDATION UA 090175: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE STEELE FOUNDATION UA 090175 (EIN 51-0163773)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2015-11-16
- IRS object ID
- 201503219349100410
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T10:19:45-06:00 | ReturnTs |
| Tax Period End | 2015-08-31 | 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 | 2014-09-01 | 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 | KEVIN W CROWLEY | PersonNm |
| Person Title | VICE PRESIDENT & TRUSTEE | PersonTitleTxt |
| Phone | 6313241434 | PhoneNum |
| Signature | 2015-10-15 | 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 | 2015-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,983,725 | 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 | $11,665 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,665 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,470 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,470 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $249,340 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,394,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $249,340 | 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 | $339,475 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $339,475 | 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 | $4,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,145 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,145 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $9,385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,415 | 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 | $345 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $270 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,725 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,460 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,245 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $782,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $782,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $869,725 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,460 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $786,245 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$530,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $262,015 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $245,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $230,220 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $230,220 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,000 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $3,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,000 | 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 | $75,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $75,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $75,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $75,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $10 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $20 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $20 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $169,040 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $111,975 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $114,575 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,708,375 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,464,200 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,502,990 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $266,385 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $52,610 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $52,920 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,000 | 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 | $4,472,275 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,942,025 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,983,725 | 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 |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,472,275 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,942,025 | 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 | $4,472,275 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,942,025 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,472,275 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,942,025 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,472,275 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$530,250 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,942,025 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,942,025 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 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 | 2014-09-01 | 2015-08-30 | $367,865 | $0 | $416,191 | -$48,326 | -$48,326 |
| RAYMOND JAMES-78684820 | P | 2007-08-01 | 2015-08-30 | $1,315,610 | $0 | $1,026,314 | $289,296 | $289,296 |
| RAYMOND JAMES-78362216 | P | 2014-09-01 | 2015-08-30 | $519,502 | $0 | $537,777 | -$18,275 | -$18,275 |
| RAYMOND JAMES-78362216 | P | 2010-09-17 | 2015-08-30 | $165,248 | $0 | $165,158 | $90 | $90 |
| CAPITAL GAINS DIVIDENDS | P | $26,555 | $26,555 | $26,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $249,340 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,248,625 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,484,805 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.227652 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $259,120 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,828,805 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053661 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $226,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,597,300 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049268 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $253,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,002,495 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050665 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $220,225 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,501,495 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048923 | DistributionYr5Rt |
| Total Distribution | 0.430169 | TotalDistributionRt |
| Average Distribution | 0.086034 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,642,300 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $399,395 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,620 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $402,015 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $786,245 | 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 | $2,620 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,620 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,620 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $60 | EsPenaltyAmt |
| Tax Due | $2,680 | TaxDueAmt |
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 | 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 (3 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 & TREASURER | 8.00 | $0 | $0 | $0 |
| ANN M CROWLEY | ||||||||
| 4506 WHISPERWOOD | SARASOTA | FL | 34235 | SECRETARY & TRUSTEE | 2.00 | $0 | $0 | $0 |
| CURTIS D BECKER | ||||||||
| 37 COOPER LANE | EAST HAMPTON | NY | 11937 | VICE PRESIDENT & 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 | $4,407,720 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $223,325 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $81,950 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,712,995 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,712,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,695 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,642,300 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $232,115 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $232,115 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,620 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,620 | TotalTaxAmt |
| Distributable Before Adj | $229,495 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $229,495 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $229,495 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $786,245 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $786,245 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,620 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $783,625 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $229,495 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $300 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,700 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $22,430 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $986,325 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,017,755 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $786,245 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $229,495 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $556,750 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,574,505 | 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 | $300 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,574,205 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,700 | ExcessFromYear4Amt |
| Excess From Year2 | $22,430 | ExcessFromYear2Amt |
| Excess From Year1 | $986,325 | ExcessFromYear1Amt |
| Excess From Current Year | $556,750 | 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 | KEVIN W CROWLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4506 WHISPERWOOD 4 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9417061096 | RecipientPhoneNum |
| Recipient Email Address | NONE | RecipientEmailAddressTxt |
| Form And Info And Materials | BY LETTER INDICATING PURPOSES OF THE GRANTS TO BE MAILED TO KEVIN W. CROWLEY, TRUSTEE-4506 WHISPERWOOD #4-SARASOTA, FLORIDA 34235 BY LETTER INDICATING PURPOSES OF THE GRANTS TO BE MAILED TO KEVIN W. CROWLEY, TRUSTEE-4506 WHISPERWOOD #4-SARASOTA, FLORIDA 34235 | 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 (10 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 | |||||||
| 200 NORTH ORANGE AVENUE | SARASOTA | FL | 34236 | NONE | PRIVATE | CHURCH RECREATION BUILDING FUND | $500,000 |
| ST MARTHA CATHOLIC CHURCH | |||||||
| 200 NORTH ORANGE AVENUE | SARASOTA | FL | 34236 | NONE | PRIVATE | UNRESTRICTED FUNDS FOR CHURCH OPERATING BUDGET | $75,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 332 N LAUDERDALE-PO BOX 50 | MEMPHIS | TN | 381019929 | NONE | PRIVATE | CHILDREN'S CANCER TREATMENT AND CANCER RESEARCH | $75,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PRIVATE | PHYSICAL AND MORAL SUPPORT OF WOUNDED VETERANS RETURNING HOME TO PRIVATE CIVILIAN LIFE | $50,000 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 F0URTH STREET | SANTA MONICA | CA | 90401 | NONE | PRIVATE | PROSTATE CANCER TREATMENT AND CANCER RESEARCH | $25,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 2999 SCHURZ AVENUE | BRONX | NY | 10465 | NONE | PRIVATE | ASSISTANCE FOR THE HOMELESS, NEEDY & POOR & NUTRITION PROGRAMS | $25,000 |
| GUIDE DOG FOUNDATION FOR THE BLIND INC | |||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 117872976 | NONE | PRIVATE | BLINDNESS REHABILITATION AND GUIDE DOG AID TO THE BLIND | $25,000 |
| DIABETES RESEARCH INSTITUTE | |||||||
| 1450 NW 10TH AVENUE | MIAMI | FL | 33136 | NONE | PRIVATE | MEDICAL RESEARCH FOR THE TREATMENT AND PREVENTION OF DIABETES | $5,000 |
| SARASOTA MEMORIAL HEALTHCARE FOUNDATION | |||||||
| 1515 S OSPREY AVENUE-SUITE B4 | SARASOTA | FL | 34239 | NONE | PRIVATE | EMERGENCY ROOM RESPONSE AND CUMMUNICATIONS EQUIPMENTEMERGENCY MEDICAL ROOM RESPONSE EQUIPMENT AND COMMUNICATIONS | $1,000 |
| MARIST FUND | |||||||
| 3399 NORTH ROAD | POUGHKEEPSIE | NY | 12601 | NONE | PRIVATE | GENERAL SUPPORT OF THE MARIST ACADEMIC EDUCATIONAL PROGRAMS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $782,000 | 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 | $11,665 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,470 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $249,340 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $339,475 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $339,475 | 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 | MARKOWITZ, FENELON & BANK, LLP | CategoryTxt |
| Amt | $4,850 | Amt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,975 | DisbursementsCharitablePrpsAmt |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | RAYMOND JAMES-78362216 | BondNm |
| EOY Book Value | $52,610 | EOYBookValueAmt |
| EOYFMV | $52,920 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYMOND JAMES-78362216 | $477,045 | $434,670 |
| RAYMOND JAMES-FREEDOM-7868420 | $2,987,155 | $3,068,320 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $111,975 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $114,575 | 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 | $5,000 | BookValueAmt |
| EOYFMV | $5,000 | EOYFMVAmt |
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 (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ATTORNEY GENERAL & FILING FEES | $250 | $0 | $250 |
| POSTAGE | $20 | $15 | $5 |
| OFFICE EXPENSES | $25 | $10 | $15 |
| FORM 990-PF-ESTIMATED TAX PENALTY-8/31/2014 | $50 | $0 | $0 |
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 | $75,000 | 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 | $75,000 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RAYMOND JAMES-78684820 | $61,635 | $61,635 | $0 |
| RAYMOND JAMES-78362216 | $11,510 | $11,510 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX-8/31/2013 | $5,970 | $0 | $0 |
| FOREIGN TAX WITHHELD-78684820 | $2,995 | $2,995 | $0 |
| FOREIGN TAX WITHHELD-78362216 | $420 | $420 | $0 |
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