BOQUET FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BOQUET FOUNDATION INC (EIN 13-6114419)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201511339349101496
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T11:22:54-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136114419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boquet Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Brandywine Trust Company | InCareOfNm |
| Business Name Control | BOQU | BusinessNameControlTxt |
| Phone | 3022345750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Brandywine Tr Co 7234 Lancaster Pk | AddressLine1Txt |
| Address Line2 | Suite 300A | AddressLine2Txt |
| City | Hockessin | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | peter paine jr | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 3022345750 | PhoneNum |
| Signature | 2015-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 3022345750 | PhoneNum |
| 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 | $3,542,078 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $62,156 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,156 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,390 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $454,196 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,390 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $139,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,546 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $17,939 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,498 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,441 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,078 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,052 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,892 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,502 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $390 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,831 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $166,159 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,081 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,613 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,494 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $308,331 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $290,565 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $290,565 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,430,535 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,434,570 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,781,334 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $474,552 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $461,670 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $470,179 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,213,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,186,805 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,542,078 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,213,418 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,186,805 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,213,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,186,805 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,213,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,186,805 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,213,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,613 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,186,805 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,186,805 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $454,196 | GrossSalesPriceAmt |
| Cost Or Other Basis | $386,806 | CostOrOtherBasisAmt |
| Gain Or Loss | $67,390 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $67,390 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,390 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $182,433 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,285,437 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055528 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $144,374 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,841,603 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050807 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $88,411 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,657,053 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033274 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $80,220 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,411,049 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033272 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,877 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,039,557 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03279 | DistributionYr5Rt |
| Total Distribution | 0.205671 | TotalDistributionRt |
| Average Distribution | 0.041134 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,442,236 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $141,593 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,225 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $142,818 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $156,081 | 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 | $1,225 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,225 | SubtotalAmt |
| Tax Based On Investment Income | $1,225 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $675 | OverpaymentAmt |
| Applied To ES Tax | $675 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brandywine Trust Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3022345750 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7234 Lancaster Pike Suite 300-A | AddressLine1Txt |
| City | Hockessin | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|
| Lea Pain Highet | ||||||
| Brandywine Tr Co 7234 Lancaster Pk | Hockessin | DE | 19707 | Treas | 1.0 | $0 |
| Cynthia J Monty | ||||||
| Brandywine Tr Co 7234 Lancaster Pk | Hockessin | DE | 19707 | Sec | 1.0 | $0 |
| Peter S Paine III | ||||||
| Brandywine Tr Co 7234 Lancaster Pk | Hockessin | DE | 19707 | VP | 1.0 | $0 |
| Peter S Paine Jr | ||||||
| Brandywine Tr Co 7234 Lancaster Pk | Hockessin | DE | 19707 | Pres / Dir | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,221,374 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $273,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,494,656 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,494,656 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,442,236 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,112 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,112 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,225 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,225 | TotalTaxAmt |
| Distributable Before Adj | $170,887 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $170,887 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $170,887 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,081 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $156,081 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,225 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $154,856 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,887 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,027 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $156,081 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,027 | AppliedToYear1Amt |
| Applied To Current Year | $152,054 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $18,833 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER S PAINE JR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADIRONDACK ARCHITECTURAL HERITAGE | |||||||
| 1745 MAIN ST | KEESEVILLE | NY | 12944 | N/A | PC | General & Unrestricted | $1,000 |
| ADIRONDACK COMMUNITY TRUST | |||||||
| PO BOX 288 | LAKE PLACID | NY | 12946 | N/A | PC | Teresa Sayward Fund for the Boquet River | $1,000 |
| ADIRONDACK COUNCIL INC | |||||||
| PO BOX D2 | ELIZABETHTOWN | NY | 12932 | N/A | PC | General & Unrestricted | $1,000 |
| ADIRONDACK GARDEN CLUB INC | |||||||
| PO BOX 333 | ELIZABETHTOWN | NY | 12932 | N/A | PC | Ellen Lea Paine Memorial Fund | $5,000 |
| ADIRONDACK HISTORICAL ASSOCIATION | |||||||
| PO BOX 99 | BLUE MOUNTAIN LAKE | NY | 12812 | N/A | PC | to support the Adirondack Museum Fund | $1,000 |
| ADIRONDACK HISTORICAL ASSOCIATION | |||||||
| PO BOX 99 | BLUE MOUNTAIN LAKE | NY | 12812 | N/A | PC | for the benefit of the capital campaign | $5,000 |
| ADIRONDACK LAND TRUST INC | |||||||
| PO BOX 65 | KEENE VALLEY | NY | 12943 | N/A | PC | General & Unrestricted | $7,500 |
| ADIRONDACK PARK INSTITUTE INC | |||||||
| PO BOX 67 | NEWCOMB | NY | 12852 | N/A | PC | General & Unrestricted | $500 |
| ADIRONDACK RESEARCH CONSORTIUM | |||||||
| PO BOX 96 | PAUL SMITHS | NY | 12970 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN FRIENDS OF CHRIST CHURCH INC | |||||||
| PO BOX 130 | WILLSBORO | NY | 12996 | N/A | SO I | Boat Club Endowment Fund | $1,000 |
| AMERICAN FRIENDS OF CHRIST CHURCH INC | |||||||
| PO BOX 130 | WILLSBORO | NY | 12996 | N/A | SO I | the American Friends Scholarships Fund | $2,500 |
| AMERICAN FRIENDS OF CHRIST CHURCH INC | |||||||
| PO BOX 130 | WILLSBORO | NY | 12996 | N/A | SO I | the Law Tutors Endowment Fund | $2,500 |
| BOQUET RIVER ASSOCIATION INC | |||||||
| PO BOX 374 | ELIZABETHTOWN | NY | 12932 | N/A | PC | General & Unrestricted | $750 |
| BUCKLEY SCHOOL IN THE CITY OF NEW YORK | |||||||
| 113 E 73RD ST | NEW YORK | NY | 10021 | N/A | PC | Annual Giving Fund | $150 |
| BUCKLEY SCHOOL IN THE CITY OF NEW YORK | |||||||
| 113 E 73RD ST | NEW YORK | NY | 10021 | N/A | PC | Centennial Building Campaign | $850 |
| CHAMPLAIN AREA TRAILS INC | |||||||
| PO BOX 193 | WESTPORT | NY | 12993 | N/A | PC | General & Unrestricted | $1,000 |
| CHAPIN SCHOOL LTD | |||||||
| 100 E END AVE | NEW YORK | NY | 10028 | N/A | PC | Elle Southworth Archives Fund | $5,000 |
| COLLEGE FOR EVERY STUDENT INC | |||||||
| 13 CHURCH ST PO BOX 247 | ESSEX | NY | 12936 | N/A | PC | General & Unrestricted | $1,000 |
| CORNELL UNIVERSITY WILLSBORO RESEARCH FARM | |||||||
| 48 SAYWARD LN | WILLSBORO | NY | 12996 | N/A | PC | General & Unrestricted | $1,000 |
| CVPH FOUNDATION INC | |||||||
| 75 BEEKMAN ST | PLATTSBURGH | NY | 12901 | N/A | PC | General & Unrestricted | $1,000 |
| DOWN EAST LAKES LAND TR | |||||||
| 4 WATER ST | GRAND LAKE STREAM | ME | 04637 | N/A | PC | General & Unrestricted | $2,500 |
| ELIZABETHTOWN COMMUNITY HOSPITAL | |||||||
| 75 PARK ST | ELIZABETHTOWN | NY | 12932 | N/A | PC | to support the Smith House Healthcare Center Fund | $1,000 |
| EMPIRE STATE FORESTRY FOUNDATION INC | |||||||
| 47 VAN ALSTYNE RD | RENSSELAER | NY | 12144 | N/A | PC | General & Unrestricted | $1,000 |
| FORT TICONDEROGA ASSOCIATION INC | |||||||
| PO BOX 390 | TICONDEROGA | NY | 12883 | N/A | PC | Fort Ticonderoga Fund | $10,000 |
| GETTING THE WORD OUT INC | |||||||
| 36 CHURCH ST | SARANAC LAKE | NY | 12983 | N/A | PC | General & Unrestricted | $1,000 |
| HIGH PEAKS HOSPICE AND PALLIATIVE CARE INC | |||||||
| PO BOX 840 | SARANAC LAKE | NY | 12983 | N/A | PC | for the general support of your Essex Office Fund | $500 |
| HOPE FOR DEPRESSION RESEARCH FOUNDATION | |||||||
| 667 MADISON AVE FL 2 | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $1,000 |
| JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLZA RM 225 | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $1,000 |
| LAKE CHAMPLAIN COMMITTEE INC | |||||||
| 208 FLYNN AVE BLDG 3 STUDIO 3F | BURLINGTON | VT | 05401 | N/A | PC | General & Unrestricted | $1,000 |
| LAKE CHAMPLAIN MARITIME MUSEUM AT BASIN HARBOR INC | |||||||
| 4472 BASIN HARBOR RD | VERGENNES | VT | 05491 | N/A | PC | General & Unrestricted | $1,000 |
| LAKE GEORGE LAND CONSERVANCY INC | |||||||
| PO BOX 1250 | BOLTON LNDG | NY | 12814 | N/A | PC | General & Unrestricted | $1,000 |
| NATURAL HISTORY MUSEUM OF THE ADIRONDACKS | |||||||
| 45 MUSEUM DR | TUPPER LAKE | NY | 12986 | N/A | PC | General & Unrestricted | $1,000 |
| NATURE CONSERVANCY - ADIRONDACK CHAPTER | |||||||
| PO BOX 65 | KEENE VALLEY | NY | 12943 | N/A | PC | General & Unrestricted | $17,500 |
| NATURE CONSERVANCY - ADIRONDACK CHAPTER | |||||||
| PO BOX 65 | KEENE VALLEY | NY | 12943 | N/A | PC | in support of fisheries research on Follensby Pond | $2,500 |
| NORTH COUNTRY CULTURAL CENTER FOR THE ARTS | |||||||
| 23 BRINKERHOFF ST | PLATTSBURGH | NY | 12901 | N/A | PC | General & Unrestricted | $1,000 |
| NORTHERN FOREST CENTER INC | |||||||
| 18 N MAIN ST STE 204 | CONCORD | NH | 03301 | N/A | PC | General & Unrestricted | $1,000 |
| OPEN SPACE INSTITUTE INC | |||||||
| 1350 BROADWAY RM 201 | NEW YORK | NY | 10018 | N/A | PC | for support of Open Space Institute's land conservation work in the Champlain Valley Fund | $1,000 |
| OPEN SPACE INSTITUTE INC | |||||||
| 1350 BROADWAY RM 201 | NEW YORK | NY | 10018 | N/A | PC | The Essex Farm Institute | $5,000 |
| PAINE MEMORIAL FREE LIBRARY | |||||||
| 2 GILLILAND LN | WILLSBORO | NY | 12996 | N/A | PC | General & Unrestricted | $10,000 |
| PAINE MEMORIAL FREE LIBRARY | |||||||
| 2 GILLILAND LN | WILLSBORO | NY | 12996 | N/A | PC | to assist in funding long range planning and develOPMENT | $15,000 |
| PAUL SMITHS COLLEGE OF ARTS AND SCIENCES | |||||||
| PO BOX 265 | PAUL SMITHS | NY | 12970 | N/A | PC | in support of Dillon Park | $1,000 |
| PRINCETON UNIVERSITY | |||||||
| GIFT RECORDS BOX 5357 | PRINCETON | NJ | 08543 | N/A | PC | Annual Giving Campaign | $1,000 |
| PRINCETON UNIVERSITY ROWING ASSOCIATION | |||||||
| C/O DAVID COVIN 161 HODGE RD | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $2,000 |
| PROTECT THE ADIRONDACKS INC | |||||||
| PO BOX 769 | LAKE GEORGE | NY | 12845 | N/A | PC | Legal Defense Fund | $1,000 |
| SHELBURNE MUSEUM INCORPORATED | |||||||
| PO BOX 10 | SHELBURNE | VT | 05482 | N/A | PC | General & Unrestricted | $1,000 |
| ST BERNARDS SCHOOL INC | |||||||
| 4 E 98TH ST | NEW YORK | NY | 10029 | N/A | PC | Annual Fund | $1,500 |
| ST PAULS SCHOOL | |||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | N/A | PC | Alumni Fund | $5,000 |
| ST PAULS SCHOOL | |||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | N/A | PC | John Archer Scholarship Fund | $2,500 |
| St JOHN'S EPISCOPAL CHURCH | |||||||
| PO BOX 262 | ESSEX | NY | 12936 | N/A | PC | General & Unrestricted | $5,000 |
| St JOHN'S EPISCOPAL CHURCH | |||||||
| PO BOX 262 | ESSEX | NY | 12936 | N/A | PC | Capital Campaign | $5,000 |
| THE DEPOT THEATRE INC | |||||||
| PO BOX 414 | WESTPORT | NY | 12993 | N/A | PC | General & Unrestricted | $1,000 |
| UNIVERSITY OF WYOMING | |||||||
| 1000 E UNIVERSITY AVE DEPT 3431 | LARAMIE | WY | 82071 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,156 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $67,390 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $129,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,546 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | The Francisca P Irwin Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Kerstin Murphy 819 Beachland Blvd | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC NOTE - 2.400% - 05/0 | $92,671 | $96,971 |
| BERKSHIRE HATHAWAY - 1.30% - 0 | $98,500 | $99,143 |
| BROWN FORMAN CORP SR NT-2.50%- | $99,500 | $101,736 |
| COCA-COLA CO/THE NOTE 1.150% 0 | $74,250 | $74,133 |
| COSTCO WHSL CORP - 1.70% - 12/ | $96,749 | $98,196 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO | $37,962 | $232,600 |
| BECTON DICKINSON & CO | $52,669 | $104,370 |
| BERKSHIRE HATHAWAY INC. CLASS | $118,008 | $300,300 |
| BROWN FORMAN CORP CL B | $53,964 | $164,700 |
| CANADIAN NATL RAILWAY CO | $41,325 | $137,820 |
| COCA-COLA CO | $86,044 | $168,880 |
| COLGATE-PALMOLIVE COMPANY | $53,630 | $138,380 |
| DEERE CO | $30,177 | $61,929 |
| DIAGEO PLC ADS | $55,277 | $114,090 |
| DIRECTV GROUP | $50,538 | $52,020 |
| EXXON MOBIL CORP | $80,293 | $92,450 |
| HEINEKEN N V S ADR | $33,029 | $70,660 |
| INTERNATIONAL BUSINESS MACHINE | $130,203 | $109,901 |
| LIBERTY GLOBAL, INC. -SERIES | $70,821 | $79,712 |
| LOEWS CORP | $42,639 | $42,020 |
| M&T BANK CORP | $45,460 | $75,372 |
| MASTERCARD INC | $54,078 | $172,320 |
| MICROSOFT CORPORATION | $59,768 | $116,125 |
| NESTLE S.A. | $86,052 | $182,375 |
| NOVARTIS AG ADR | $55,269 | $92,660 |
| PLUM CREEK TIMBER REIT | $64,944 | $64,185 |
| PRAXAIR INC. | $39,985 | $64,780 |
| SCHLUMBERGER LTD | $37,780 | $42,705 |
| THE JM SMUCKER COMPANY | $54,655 | $100,980 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges | $1,502 | $1,502 | |
| PUBLIC DISCLOSURE AD | $140 | $140 | |
| State or Local Filing Fees | $250 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT/ADMIN SERVICES | CategoryTxt |
| Amt | $17,939 | Amt |
| Net Investment Income | $3,498 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,441 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2014 | $1,900 | |
| 990-PF Excise Tax for 2013 | $1,126 | |
| Foreign Tax Paid | $2,052 | $2,052 |
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