THE STEELE FOUNDATION UA 090175: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE STEELE FOUNDATION UA 090175 (EIN 51-0163773)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2013-10-11
- IRS object ID
- 201302849349100500
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-11T09:23:25-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113452093 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKOWITZ FENELON & BANK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 PANTIGO PLACE SUITE 109 | AddressLine1 |
| City | EAST HAMPTON | City |
| State | NY | State |
| ZIP Code | 11937 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510163773 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEELE FOUNDATION UA 090175 | BusinessNameLine1 |
| Business Name Line2 | C/O CURTIS D BECKER TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEE | NameControl |
| Phone | 6313241434 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 PANTIGO PLACE NO 109 | AddressLine1 |
| City | EAST HAMPTON | City |
| State | NY | State |
| ZIP Code | 11937 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN W CROWLEY | Name |
| Title | TRUSTEE & CHIEF F/O | Title |
| Phone | 9417061096 | Phone |
| Date Signed | 2013-09-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT E WHITE CPAPFS | Name |
| PTIN | P00230296 | PTIN |
| Phone | 6313241434 | Phone |
| Date Prepared | 2013-10-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4824575 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 34810 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 34810 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 65505 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 65505 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 212705 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2653510 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 212705 | CapitalGainNetIncmNetInvstIncm |
| Gross Sales Less Returns And Allwnc | 0 | GrossSalesLessReturnsAndAllwnc |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Gross Profit Rev And Expnss | 0 | GrossProfitRevAndExpnss |
| Other Income Rev And Expnss | 25 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 25 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 313045 | TotalRevenueAndExpenses |
| Total Net Investment Income | 313045 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 0 | OthEmplSlrsWgsRevAndExpnss |
| Pension Empl Bnft Rev And Expnss | 0 | PensionEmplBnftRevAndExpnss |
| Legal Fees Rev And Expnss | 0 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1275 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1725 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 71615 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 71615 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 0 | InterestRevAndExpnss |
| Taxes Rev And Expnss | 4230 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2640 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 0 | OccupancyRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 0 | TravConfMeetingRevAndExpnss |
| Printing And Pub Rev And Expnss | 0 | PrintingAndPubRevAndExpnss |
| Other Expenses Rev And Expnss | 320 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 15 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 270 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 79165 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 75545 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1995 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 259500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 259500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 338665 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 75545 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 261495 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -25620 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 237500 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 0 | CashBOY |
| Cash EOY | 0 | CashEOY |
| Cash EOYFMV | 0 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 239670 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 188245 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 188245 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 0 | AccountsReceivable |
| Allwnc For Dbtfl Acct Acct Rcvbl | 0 | AllwncForDbtflAcctAcctRcvbl |
| Accounts Receivable BOY | 0 | AccountsReceivableBOY |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Pledges Receivable | 0 | PledgesReceivable |
| Allwnc For Dbtfl Acct Pledges Rcvbl | 0 | AllwncForDbtflAcctPledgesRcvbl |
| Pledges Receivable BOY | 0 | PledgesReceivableBOY |
| Pledges Receivable EOY | 0 | PledgesReceivableEOY |
| Pledges Receivable EOYFMV | 0 | PledgesReceivableEOYFMV |
| Grants Receivable BOY | 0 | GrantsReceivableBOY |
| Grants Receivable EOY | 0 | GrantsReceivableEOY |
| Grants Receivable EOYFMV | 0 | GrantsReceivableEOYFMV |
| Receivables From Officers BOY | 0 | ReceivablesFromOfficersBOY |
| Receivables From Officers EOY | 0 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 0 | ReceivablesFromOfficersEOYFMV |
| Other Notes And Loans Receivable | 85250 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 125000 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 85250 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 85250 | OtherNotesAndLoansRcvblEOYFMV |
| Inventories For Sale Or Use BOY | 0 | InventoriesForSaleOrUseBOY |
| Inventories For Sale Or Use EOY | 0 | InventoriesForSaleOrUseEOY |
| Inventories For Sale Or Use EOYFMV | 0 | InventoriesForSaleOrUseEOYFMV |
| Prepaid Expenses BOY | 40 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 20 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 20 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 221960 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 192525 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 189010 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 3697360 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3502320 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4069625 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 290050 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 287425 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 5000 | InvestmentsOtherBOY |
| Investments Other EOY | 5000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 5000 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 0 | LandBuildingAndEquipmentBasis |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 4289030 | TotalAssetsBOY |
| Total Assets EOY | 4263410 | TotalAssetsEOY |
| Total Assets EOYFMV | 4824575 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 0 | AccountsPayableBOY |
| Accounts Payable EOY | 0 | AccountsPayableEOY |
| Grants Payable BOY | 0 | GrantsPayableBOY |
| Grants Payable EOY | 0 | GrantsPayableEOY |
| Deferred Revenue BOY | 0 | DeferredRevenueBOY |
| Deferred Revenue EOY | 0 | DeferredRevenueEOY |
| Loans From Officers BOY | 0 | LoansFromOfficersBOY |
| Loans From Officers EOY | 0 | LoansFromOfficersEOY |
| Mortgages And Notes Payable BOY | 0 | MortgagesAndNotesPayableBOY |
| Mortgages And Notes Payable EOY | 0 | MortgagesAndNotesPayableEOY |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 4289030 | CapitalStockBOY |
| Capital Stock EOY | 4263410 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 4289030 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4263410 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4289030 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4263410 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4289030 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -25620 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4263410 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4263410 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES-78684820 | P | 2012-09-01 | 2013-08-30 | 437180 | 0 | 418115 | 19065 | 19065 |
| RAYMOND JAMES-78684820 | P | 2008-10-15 | 2013-08-30 | 1134060 | 0 | 966860 | 167200 | 167200 |
| RAYMOND JAMES-78362216 | P | 2011-09-01 | 2013-08-30 | 533430 | 0 | 542920 | -9490 | -9490 |
| RAYMOND JAMES-78362216 | P | 2008-10-15 | 2013-08-30 | 535010 | 0 | 512910 | 22100 | 22100 |
| CAPITAL GAINS DIVIDENDS | P | 13830 | 13830 | 13830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 212705 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 226500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4597300 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049268 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 253450 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5002495 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050665 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 220225 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4501495 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048923 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 188425 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3933005 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047909 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 277275 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5537005 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050077 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.246842 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049368 | AverageDistributionRatio |
| Net Noncharitable Assets | 4828805 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 238390 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2375 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 240765 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 261495 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2375 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2375 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2375 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 30 | PenaltyForUnderpayment |
| Tax Due | 2405 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
| Books In Care Of Person Name | MARKOWITZ FENELON BANK LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6313241434 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 PANTIGO PLACE-SUITE-109 | AddressLine1 |
| City | EAST HAMPTON | City |
| State | NY | State |
| ZIP Code | 11937 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| KEVIN W CROWLEY | ||||||||
| 4506 WHISPERWOOD | SARASOTA | FL | 34235 | TRUSTEE-CHIEF F/O | 8.00 | 0 | 0 | 0 |
| WILLIAM H DUGGAN JR | ||||||||
| 400 HILL STREET | SOUTHAMPTON | NY | 11968 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| CURTIS D BECKER | ||||||||
| 37 COOPER LANE | EAST HAMPTON | NY | 11937 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4565200 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 210440 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 126700 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4902340 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4902340 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 73535 | CashDeemedCharitable |
| Net Noncharitable Assets | 4828805 | NetNoncharitableAssets |
| Minimum Investment Return | 241440 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 241440 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2375 | TaxBasedOnInvestmentIncome |
| Total Tax | 2375 | TotalTax |
| Distributable Amount Before Adj | 239065 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 239065 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 239065 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 261495 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 261495 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2375 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 259120 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 239065 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 4665 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 300 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 8700 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 13665 | TotalExcessDistriCarryover |
| Qualifying Distributions | 261495 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 239065 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 22430 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 36095 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 4665 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 31430 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 300 | ExcessFromYear3 |
| Excess From Year2 | 8700 | ExcessFromYear2 |
| Excess From Current Year | 22430 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KEVIN W CROWLEY | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4506 WHISPERWOOD 4 | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34235 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9417061096 | RecipientPhoneNumber |
| Recipient Email Address | NONE | RecipientEmailAddress |
| 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 | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | MUST BE A QUALIFIED CHARITY UNDER I.R.S. CODE-NO INDIVIDUALS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 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 |
| ST MARTHA CATHOLIC CHURCH | |||||||
| 200 NORTH ORANGE AVENUE | SARASOTA | FL | 34236 | NONE | PRIVATE | CHURCH SCHOOL TUITION ASSISTANCE PROGRAM | $75,000 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 F0URTH STREET | SANTA MONICA | CA | 90401 | NONE | PRIVATE | PROSTATE CANCER TREATMENT AND CANCER RESEARCH | $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 |
| EAST END HOSPICE | |||||||
| 481 WESTHAMPTON-RIVERHEAD ROAD | WESTHAMPTON BEACH | NY | 11978 | NONE | PRIVATE | HOSPICE FACILITY & CARE FOR FINAL QUALITY OF LIFE | $25,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 2999 SCHURZ AVENUE | BRONX | NY | 10465 | NONE | PRIVATE | ASSISTANCE FOR THE HOMELESS, NEEDY & POOR & NUTRITION PROGRAMS | $20,000 |
| FARMINGDALE STATE UNIVERSITY | |||||||
| 2350 BROADHOLLOW ROAD | FARMINGDALE | NY | 11735 | NONE | PRIVATE | TUITION ASSISTANCE & SCHOLARSHIP PROGRAMS FOR NEEDY STUDENTS | $5,500 |
| FASHION INSTITUTE OF DESIGN AND TECHNOLOGY | |||||||
| 227 W 27TH ST | NEW YORK | NY | 100015992 | NONE | PRIVATE | TUITION ASSISTANCE & SCHOLARSHIP PROGRAMS FOR NEEDY STUDENTS | $4,000 |
| SAG HARBOR YOUTH COMMITTEE INC | |||||||
| PO BOX 111 | SAG HARBOR | NY | 11963 | NONE | PRIVATE | GENERAL SUPPORT OF SAG HARBOR VILLAGE YOUTH PROGRAMS | $2,000 |
| NANA CARES INC | |||||||
| 81 NEWTOWN LANE-SUITE 303 | EAST HAMPTON | NY | 11937 | NONE | PRIVATE | SENIOR CITIZEN HOMEBOUND ASSISTANCE PROGRAMS | $2,000 |
| THE STATE UNIVERSITY OF POTSDAM | |||||||
| 44 PIERREPONT AVENUE | POTSDAM | NY | 13676 | NONE | PRIVATE | MUSIC DEPARTMENT EDUCATION AND ADVANCEMENT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 259500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $34,810 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $65,505 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $25 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $212,705 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $313,045 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 313045 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MARKOWITZ, FENELON & BANK, LLP | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 1275 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1725 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | RAYMOND JAMES-78362216 | NameOfBond |
| EOY Book Value | 290050 | EOYBookValue |
| EOYFMV | 287425 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| RAYMOND JAMES-78362216 | 360760 | 361885 |
| RAYMOND JAMES-FREEDOM-7868420 | 3141560 | 3707740 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 192525 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 189010 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ART COLLECTION-1 HENRY HOWARD | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 5000 | BookValue |
| EOYFMV | 5000 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ATTORNEY GENERAL & FILING FEES | 250 | 0 | 250 |
| POSTAGE | 20 | 15 | 5 |
| OFFICE EXPENSES | 15 | 0 | 15 |
| FORM 990-PF-ESTIMATED TAX PENALTY-8/31/2012 | 35 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LAUDUS ROSENBERG-DISTRIBUTION AGENT | Description |
| Revenue And Expenses Per Books | 25 | RevenueAndExpensesPerBooks |
| Net Investment Income | 25 | NetInvestmentIncome |
| Adjusted Net Income | 25 | AdjustedNetIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLong
Borrowers Name BorrowersName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Individual | DONALD WHITEHEAD | Individual |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship To Insider | NONE | RelationshipToInsider |
| Original Amount Of Loan | 290000 | OriginalAmountOfLoan |
| Balance Due | 85250 | BalanceDue |
| Date Of Note | 2006-08 | DateOfNote |
| Maturity Date | 2016-08 | MaturityDate |
| Repayment Terms | 30,000 ANNUAL | RepaymentTerms |
| Interest Rate | 8.000000000000 | InterestRate |
| Security Provided By Borrower | REAL ESTATE OPTION | SecurityProvidedByBorrower |
| Purpose Of Loan | BUSINESS CAPITAL | PurposeOfLoan |
| Desc Of Lender Consideration | REAL ESTATE OPTION | DescOfLenderConsideration |
| Consideration Fmv | 500000 | ConsiderationFmv |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| RAYMOND JAMES-78684820 | $60,425 | 60425 | 0 |
| RAYMOND JAMES-78362216 | $11,190 | 11190 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX-8/31/2012 | $1,590 | 0 | 0 |
| FOREIGN TAX WITHHELD-78684820 | $2,640 | 2640 | 0 |
Comments