THE GEORGE A LONG FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE GEORGE A LONG FOUNDATION (EIN 31-1806107)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201521349349100967
- 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
- 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 | 2015-05-14T09:51:43-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 CO GEORGE A LONG | BusinessNameLine1Txt |
| 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 | 14 LOWER SHAD ROAD | AddressLine1Txt |
| City | POUND RIDGE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10576 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE LONG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6465365120 | PhoneNum |
| Signature | 2015-05-14 | 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 | 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 | $287,238 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,762 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,762 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,194 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $109,853 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,194 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,072 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,072 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $30,028 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,028 | 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 | $5,720 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,860 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,860 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,658 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,155 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,533 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,960 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,525 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,525 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,058 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,485 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,030 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,168 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $102,252 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101,138 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,138 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $239,396 | CorporateStockBOYAmt |
| Corporate Stock EOY | $277,627 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $147,560 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $137,692 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,545 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,540 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $479,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $449,310 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $287,238 | 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 | $671,049 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $641,019 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,068,587 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,068,587 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $479,340 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $449,310 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $479,340 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $449,310 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $479,340 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,030 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $449,310 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $449,310 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10,000 PARKERVISION INC | P | 2013-10-15 | 2014-06-23 | $17,636 | $24,175 | -$6,539 | -$6,539 |
| 2,000 LEGACY RESERVES LP UTS REP LP | P | 2012-12-19 | 2014-06-20 | $61,478 | $43,735 | $17,743 | $17,743 |
| 1,000 LEGACY RESERVES LP UTS REP LP | P | 2012-12-19 | 2014-06-20 | $30,739 | $21,749 | $8,990 | $8,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,194 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $53,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $468,171 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.113420 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,547 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $414,122 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.158279 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $398,154 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082883 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $209,248 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $465,679 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.449340 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $68,775 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $430,329 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.159820 | DistributionYr5Rt |
| Total Distribution | 0.963742 | TotalDistributionRt |
| Average Distribution | 0.192748 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $421,915 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,323 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $272 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $81,595 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,485 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $543 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $543 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,928 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,928 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,385 | OverpaymentAmt |
| Applied To ES Tax | $1,385 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | ||||||||
| 14 LOWER SHAD ROAD | POUND RIDGE | NY | 10576 | 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 | $309,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $119,181 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $428,340 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $428,340 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,425 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $421,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,096 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,096 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $543 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $896 | IncomeTaxAmt |
| Total Tax | $1,439 | TotalTaxAmt |
| Distributable Before Adj | $19,657 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,657 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,657 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,485 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $51,485 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $51,485 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,657 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $47,415 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $189,212 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,512 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,811 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $33,364 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $329,314 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,485 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,657 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,828 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $361,142 | 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 | $47,415 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $313,727 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $189,212 | ExcessFromYear4Amt |
| Excess From Year3 | $13,512 | ExcessFromYear3Amt |
| Excess From Year2 | $45,811 | ExcessFromYear2Amt |
| Excess From Year1 | $33,364 | ExcessFromYear1Amt |
| Excess From Current Year | $31,828 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CHILDRENS HOME SOCIETY OF AMERICA | |||||||
| 125 SOUTH WACKER DRIVE 14TH FLOOR | CHICAGO | IL | 60606 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $350 | |
| CHARCOT MARIE TOOTH ASSOCIATION | |||||||
| PO BOX 105 | GLENOLDEN | PA | 19036 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $10,000 | |
| CYSTIC FIBROSIS FOUNDATION HEADQUARTERS | |||||||
| 6931 ARLINGTON ROAD 2ND FLOOR | BETHESDA | MD | 20814 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 | |
| FABRETTO CHILDRENS FOUNDATION INC | |||||||
| 325 COMMERCE STREET | ALEXANDRIA | VA | 22314 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $18,000 | |
| FRIENDS OF HERMIONE-LA FAYETTE IN AMERICA INC | |||||||
| PO BOX 181 H | SCARSDALE | NY | 10583 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 | |
| GATEWAY SCHOOL OF NEW YORK | |||||||
| 211 WEST 61ST STREET 6TH FLOOR | NEW YORK | NY | 10023 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 | |
| GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | |||||||
| 49 WEST 45TH STREET 6TH FLOOR | NEW YORK | NY | 10036 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $250 | |
| INTERNATIONAL CONSERVATION CAUCUS FOUNDATION | |||||||
| 25786 GEORGETOWN STATION | WASHINGTON | DC | 20027 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 | |
| LONDON CENTER FOR POLICY RESEARCH | |||||||
| 10 WEST STREET | NEW YORK | NY | 10004 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $2,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | 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 | |
| PARTNERSHIP WITH CHILDREN INC | |||||||
| 299 BROADWAY SUITE 1300 | NEW YORK | NY | 10007 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $10,000 | |
| POUND RIDGE LAND CONSERVANCY INC | |||||||
| 1361 OLD POST RD | POUND RIDGE | NY | 10576 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $100 | |
| POUND RIDGE FIRE DEPARTMENT INC | |||||||
| 80 WESTCHESTER AVENUE SCOTT CORNERS | POUND RIDGE | NY | 10576 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $150 | PO BOX 129 |
| POUND RIDGE LIONS AMBULANCE CORP | |||||||
| 89 WESTCHESTER AVENUE SCOTT CORNERS | POUND RIDGE | NY | 10576 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $200 | PO BOX 237 |
| QUAIL VALLEY CHARITIES INC | |||||||
| 6545 PINNACLE DRIVE | VERO BEACH | FL | 32967 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $375 | |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| 2111 WILSON BLVD 1200 | ARLINGTON | VA | 22201 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $250 | |
| WESTCHESTER LAND TRUST INC | |||||||
| 403 HARRIS RD | BEDFORD HILLS | NY | 10507 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $100 | |
| WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $250 | |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| 115 BROADWAY SUITE 1301 | NEW YORK | NY | 10006 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $1,000 | |
| POUND RIDGE LIBRARY FOUNDATION | |||||||
| PO BOX 515 | POUND RIDGE | NY | 10576 | PUBLIC CHARITY | TO AID THE DONEE ORGANIZATION EXEMPT FUNCTIONS | $300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,525 | 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 | $1,762 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,072 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,194 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,028 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,028 | 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 | WOLF MARYLES & ASSOCIATES LLC | CategoryTxt |
| Amt | $5,720 | Amt |
| Net Investment Income | $2,860 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,860 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10,000 SHS PARKERVISION INC | $0 | $0 |
| 25,000 SHS EDUCATION HLDGS 1 INC COM | $50,664 | $0 |
| 4,000 SHS APPROACH RESOURCES INC | $87,891 | $25,560 |
| 5,000 SHS NEW RESIDENTIAL INVT CORP | $62,406 | $63,850 |
| 5,000 SHS WPX ENERGY INC | $76,666 | $58,150 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2,000 SHS EV ENERGY PARTNERS LP | AT COST | $70,545 | $38,540 |
| 3,000 SHS LEGACY RESERVES LP UNIT LTD PARTNERSHIP | AT COST | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 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 EXTENSION | $1,055 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| THRU EV ENERGY PARTNERS LP | -$3,150 | -$3,150 | -$3,150 |
| THRU LEGACY RESERVES LP | -$3,321 | -$3,321 | -$3,321 |
| THRU LEGACY RESERVES LP | $14,543 | $14,543 | $14,543 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2013 FORM 990-T EXTENSION | $1,758 | $0 | $0 |
| 2013 FORM 990-PF EXTENSION | $2,900 | $0 | $0 |
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