BOQUET FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BOQUET FOUNDATION INC (EIN 13-6114419)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-08
IRS object ID
201421289349100137
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-08T15:22:46-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1
CityLake SuccessCity
StateNYState
ZIP Code11042ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136114419EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Boquet Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% Brandywine Trust CompanyInCareOfNm
Business Name ControlBOQUBusinessNameControlTxt
Phone3022345750PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Brandywine Tr Co 7234 Lancaster PkAddressLine1
Address Line2Suite 300AAddressLine2
CityHockessinCity
StateDEState
ZIP Code19707ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPeter S Paine JrPersonNm
Person TitlePresidentPersonTitleTxt
Phone3022345750PhoneNum
Signature2014-04-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,507,074FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$61,279DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,279DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$112,013NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$735,034GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$195,700CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$173,292TotalRevAndExpnssAmt
Total Net Invst Incm$256,979TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$18,249OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,557OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$13,692OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$600TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$529OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$515OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,378TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,571TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,207TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$170,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$170,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$190,128TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,571TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$184,957TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,836ExcessRevenueOverExpensesAmt
Net Investment Income$252,408NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$165,297SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$308,331SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$308,331SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,558,705CorporateStockBOYAmt
Corporate Stock EOY$1,430,535CorporateStockEOYAmt
Corporate Stock EOYFMV$2,722,890CorporateStockEOYFMVAmt
Corporate Bonds BOY$506,252CorporateBondsBOYAmt
Corporate Bonds EOY$474,552CorporateBondsEOYAmt
Corporate Bonds EOYFMV$475,853CorporateBondsEOYFMVAmt
Total Assets BOY$2,230,254TotalAssetsBOYAmt
Total Assets EOY$2,213,418TotalAssetsEOYAmt
Total Assets EOYFMV$3,507,074TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,230,254RetainedEarningBOYAmt
Retained Earning EOY$2,213,418RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,230,254TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,213,418TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,230,254TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,213,418TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,230,254TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,836ExcessRevenueOverExpensesAmt
Subtotal$2,213,418SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,213,418TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$735,034GrossSalesPriceAmt
Cost Or Other Basis$539,334CostOrOtherBasisAmt
Gain Or Loss$195,700GainOrLossAmt
Gains Minus Excess Or Losses$195,700GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$195,700CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$144,374AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,841,603NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050807DistributionYr1Rt
Adjusted Qlfy Distri Yr2$88,411AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,657,053NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.033274DistributionYr2Rt
Adjusted Qlfy Distri Yr3$80,220AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,411,049NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.033272DistributionYr3Rt
Adjusted Qlfy Distri Yr4$66,877AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,039,557NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03279DistributionYr4Rt
Adjusted Qlfy Distri Yr5$130,885AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,483,347NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052705DistributionYr5Rt
Total Distribution0.202848TotalDistributionRt
Average Distribution0.04057AverageDistributionRt
Net Vl Noncharitable Assets$3,285,437NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$133,290AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,524NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$135,814AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$184,957QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,524InvestmentIncomeExciseTaxAmt
Subtotal$2,524SubtotalAmt
Tax Based On Investment Income$2,524TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,398EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,398TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1,126TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Brandywine Trust CompanyBusinessNameLine1
FieldValueIRS element (for citing)
Phone3022345750PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17234 Lancaster Pike Suite 300-AAddressLine1
CityHockessinCity
StateDEState
ZIP Code19707ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Lea Pain Highet
Brandywine Tr Co 7234 Lancaster PkHockessinDE19707Treas1.0$0$0$0
Cynthia J Monty
Brandywine Tr Co 7234 Lancaster PkHockessinDE19707Sec1.0$0$0$0
Peter S Paine III
Brandywine Tr Co 7234 Lancaster PkHockessinDE19707VP1.0$0$0$0
Peter S Paine Jr
Brandywine Tr Co 7234 Lancaster PkHockessinDE19707Pres / Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,988,112AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$347,357AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,335,469TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,335,469AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,032CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,285,437NetVlNoncharitableAssetsAmt
Minimum Investment Return$164,272MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$164,272MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,524TaxBasedOnInvestmentIncomeAmt
Total Tax$2,524TotalTaxAmt
Distributable Before Adj$161,748DistributableBeforeAdjAmt
Distributable Before Ded$161,748DistributableBeforeDedAmt
Distributable As Adjusted$161,748DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$184,957ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$184,957QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,524PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$182,433AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$161,748DistributableAsAdjustedAmt
Undistributed Income PY$27,236UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Qualifying Distributions$184,957QualifyingDistributionsAmt
Applied To Year1$27,236AppliedToYear1Amt
Applied To Current Year$157,721AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$4,027UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER S PAINE JRContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADIRONDACK ARCHITECTURAL HERITAGE
1745 MAIN STKEESEVILLENY12944N/APCGeneral & Unrestricted$1,000
ADIRONDACK COMMUNITY TRUST
PO BOX 288LAKE PLACIDNY12946N/APCTeresa Sayward Fund for the Boquet River$1,000
ADIRONDACK COMMUNITY TRUST
PO BOX 288LAKE PLACIDNY12946N/APCthe Adirondack Wilderness Legal Defense Fund$1,000
ADIRONDACK COMMUNITY TRUST
PO BOX 288LAKE PLACIDNY12946N/APCNorth Country Public Radio$1,000
ADIRONDACK COUNCIL INC
PO BOX D2ELIZABETHTOWNNY12932N/APCGeneral & Unrestricted$1,000
ADIRONDACK HISTORICAL ASSOCIATION
PO BOX 99BLUE MOUNTAIN LAKENY12812N/APCto support the Adirondack Museum$1,000
ADIRONDACK LAND TRUST INC
PO BOX 65KEENE VALLEYNY12943N/APCGeneral & Unrestricted$7,500
ADIRONDACK PARK INSTITUTE INC
PO BOX 67NEWCOMBNY12852N/APCGeneral & Unrestricted$500
ADIRONDACK RESEARCH CONSORTIUM
PO BOX 96PAUL SMITHSNY12970N/APCGeneral & Unrestricted$1,000
AMERICAN FRIENDS OF CHRIST CHURCH INC
PO BOX 130WILLSBORONY12996N/ASO IBoat Club Endowment Fund$1,000
AMERICAN FRIENDS OF CHRIST CHURCH INC
PO BOX 130WILLSBORONY12996N/ASO Ithe Law Tutors Endowment Fund$4,000
AMERICAN FRIENDS OF CHRIST CHURCH INC
PO BOX 130WILLSBORONY12996N/ASO Ithe American Friends Scholarships Fund$5,000
BERKSHIRE SCHOOL INC
245 N UNDERMOUNTAIN RDSHEFFIELDMA01257N/APCGeneral & Unrestricted$25,000
BOQUET RIVER ASSOCIATION INC
PO BOX 374ELIZABETHTOWNNY12932N/APCGeneral & Unrestricted$750
CHAMPLAIN AREA TRAILS INC
PO BOX 193WESTPORTNY12993N/APCGeneral & Unrestricted$1,000
COLLEGE FOR EVERY STUDENT INC
13 CHURCH ST PO BOX 247ESSEXNY12936N/APCGeneral & Unrestricted$1,000
CORNELL UNIVERSITY WILLSBORO RESEARCH FARM
48 SAYWARD LNWILLSBORONY12996N/APCGeneral & Unrestricted$1,000
CVPH FOUNDATION INC
75 BEEKMAN STPLATTSBURGHNY12901N/APCGeneral & Unrestricted$1,000
DOWN EAST LAKES LAND TR
4 WATER STGRAND LAKE STREAMME04637N/APCGeneral & Unrestricted$1,500
ELIZABETHTOWN COMMUNITY HOSPITAL
75 PARK STELIZABETHTOWNNY12932N/APCto support the Smith House Healthcare Center$1,000
EMPIRE STATE FORESTRY FOUNDATION INC
47 VAN ALSTYNE RDRENSSELAERNY12144N/APCGeneral & Unrestricted$1,000
FORT TICONDEROGA ASSOCIATION INC
PO BOX 390TICONDEROGANY12883N/APCFort Ticonderoga Fund$10,000
FORT TICONDEROGA ASSOCIATION INC
PO BOX 390TICONDEROGANY12883N/APCto sponsor the Montcalm's Cross Events$2,500
GETTING THE WORD OUT INC
36 CHURCH STSARANAC LAKENY12983N/APCGeneral & Unrestricted$1,000
HIGH PEAKS HOSPICE AND PALLIATIVE CARE INC
PO BOX 840SARANAC LAKENY12983N/APCfor the general support of the Essex Office$500
JUILLIARD SCHOOL
60 LINCOLN CENTER PLZA RM 225NEW YORKNY10023N/APCGeneral & Unrestricted$1,000
LAKE CHAMPLAIN COMMITTEE INC
208 FLYNN AVE BLDG 3 STUDIO 3FBURLINGTONVT05401N/APCGeneral & Unrestricted$5,000
NATURAL HISTORY MUSEUM OF THE ADIRONDACKS
45 MUSEUM DRTUPPER LAKENY12986N/APCGeneral & Unrestricted$1,000
NATURE CONSERVANCY - ADIRONDACK CHAPTER
PO BOX 65KEENE VALLEYNY12943N/APCGeneral & Unrestricted$17,500
NATURE CONSERVANCY - ADIRONDACK CHAPTER
PO BOX 65KEENE VALLEYNY12943N/APCfunding the fisheries study on follensby pond$2,500
NORTH COUNTRY CULTURAL CENTER FOR THE ARTS
23 BRINKERHOFF STPLATTSBURGHNY12901N/APCGeneral & Unrestricted$1,000
OPEN SPACE INSTITUTE INC
1350 BROADWAY RM 201NEW YORKNY10018N/APCfor support of Open Space Institute's land conservation work in the champlain valley$1,000
PAINE MEMORIAL FREE LIBRARY
2 GILLILAND LNWILLSBORONY12996N/APCGeneral & Unrestricted$5,000
PAUL SMITHS COLLEGE OF ARTS AND SCIENCES
PO BOX 265PAUL SMITHSNY12970N/APCin support of Dillon Park$1,000
PRINCETON UNIVERSITY
GIFT RECORDS BOX 5357PRINCETONNJ08543N/APCAnnual Giving Campaign$1,000
PRINCETON UNIVERSITY ROWING ASSOCIATION
C/O DAVID COVIN 161 HODGE RDPRINCETONNJ08540N/APCGeneral & Unrestricted$500
PROTECT THE ADIRONDACKS INC
897 SAINT DAVIDS LNNISKAYUNANY12309N/APCLegal Defense Fund$1,000
SHELBURNE MUSEUM INCORPORATED
PO BOX 10SHELBURNEVT05482N/APCGeneral & Unrestricted$1,000
ST BERNARDS SCHOOL INC
4 E 98TH STNEW YORKNY10029N/APCAnnual Fund & the Capital campaign$7,000
ST PAULS SCHOOL
325 PLEASANT STCONCORDNH03301N/APCGeneral & Unrestricted$2,000
ST PAULS SCHOOL
325 PLEASANT STCONCORDNH03301N/APCAlumni Fund of the Form of 1953$5,000
ST PAULS SCHOOL
325 PLEASANT STCONCORDNH03301N/APCJohn Archer Scholarship Fund$10,000
ST PAULS SCHOOL
325 PLEASANT STCONCORDNH03301N/APCthe Richard Davis Fund and the alumni fund$2,500
ST PAULS SCHOOL
325 PLEASANT STCONCORDNH03301N/APCto the Alumni Fund in recognition of the 60th anniversary of the form of 1953$20,000
St JOHN'S EPISCOPAL CHURCH
PO BOX 262ESSEXNY12936N/APCGeneral & Unrestricted$10,000
THE DEPOT THEATRE INC
PO BOX 414WESTPORTNY12993N/APCGeneral & Unrestricted$1,000
TRUSTEES OF PRINCETON UNIVERSITY
330 ALEXANDER STPRINCETONNJ08540N/APCLori Dauphiny Fund$1,000
UNIVERSITY OF VERMONT
411 MAIN STBURLINGTONVT05401N/APCGeneral & Unrestricted$1,000
UNIVERSITY OF WYOMING
1000 E UNIVERSITY AVE DEPT 3431LARAMIEWY82071N/APCGeneral & Unrestricted$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$170,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,279ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$112,013ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$173,292ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$173,292TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERKSHIRE HATHAWAY FIN 1.30% 0$98,500$97,571
BROWN FORMAN CORP SR NT-2.50%-$99,500$103,288
COCA-COLA CO/THE NOTE 1.150% 0$74,250$72,862
MICROSOFT CORP - 2.950% - 06/0$102,302$101,049
WAL MART STORES INC NT - 3.20%$100,000$101,083

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN EXPRESS CO$37,962$226,825
BECTON DICKINSON & CO$52,669$82,868
BERKSHIRE HATHAWAY INC. CLASS$118,008$237,120
BROWN FORMAN CORP CL B$53,964$141,694
CANADIAN NATL RAILWAY CO$41,325$114,040
COCA-COLA CO$86,044$165,240
COLGATE-PALMOLIVE COMPANY$53,630$130,420
DEERE CO$30,177$63,931
DIAGEO PLC ADS$55,277$132,420
EMERSON ELECTRIC CO.$51,741$98,252
EXXON MOBIL CORP$33,543$50,600
HEINEKEN N V ADR$33,029$67,630
INTERNATIONAL BUSINESS MACHINE$130,204$128,485
KINDER MORGAN INC$69,656$90,000
LEUCADIA NATL CORP$31,971$34,433
LOEWS CORP$42,639$48,240
M&T BANK CORP$45,460$69,852
MASTERCARD INC$54,078$167,092
MICROSOFT CORPORATION$59,768$93,525
NESTLE S.A.$86,052$183,975
NOVARTIS AG ADR$55,269$80,380
PLUM CREEK TIMBER REIT$44,513$46,510
PRAXAIR INC.$39,985$65,015
SCHLUMBERGER LTD$37,780$45,055
THE JM SMUCKER COMPANY$54,655$103,620
TIFFANY & CO,$31,136$55,668

Investments Land Schedule2 InvestmentsLandSchedule2

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Charges$14$14
Public Disclosure Ad$265$265
State or Local Filing Fees$250$250

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGMT/ADMIN SERVICESCategoryTxt
Amt$18,249Amt
Net Investment Income$4,557NetInvestmentIncomeAmt
Disbursements Charitable Prps$13,692DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2013CategoryTxt
Amt$600Amt

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