BOQUET FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BOQUET FOUNDATION INC (EIN 13-6114419)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201331369349100428
- Schema version
- 2012v2.2
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T03:00:58-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136114419 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boquet Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOQU | NameControl |
| Phone | 3022345750 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Brandywine Tr Co 7234 Lancaster Pk | AddressLine1 |
| City | Hockessin | City |
| State | DE | State |
| ZIP Code | 19707 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Peter S Paine Jr | Name |
| Title | President | Title |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3095495 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 125267 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 72430 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 72430 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 15616 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 272605 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 15616 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 128 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 213441 | TotalRevenueAndExpenses |
| Total Net Investment Income | 88046 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 16502 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5049 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 11453 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5781 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 111 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 250 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 250 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 22533 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5160 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 11703 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 133500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 133500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 156033 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5160 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 145203 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 57408 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 82886 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 103730 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 165297 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 165297 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1460989 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1558705 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2417192 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 608127 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 506252 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 513006 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 2172846 | TotalAssetsBOY |
| Total Assets EOY | 2230254 | TotalAssetsEOY |
| Total Assets EOYFMV | 3095495 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2172846 | RetainedEarningsBOY |
| Retained Earnings EOY | 2230254 | RetainedEarningsEOY |
| Total Net Assets BOY | 2172846 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2230254 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2172846 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2230254 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2172846 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 57408 | ExcessOfRevenueOverExpenses |
| Subtotal | 2230254 | Subtotal |
| Total Net Assets Fund Balances EOY | 2230254 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 272605 | GrossSalesPrice |
| Cost Or Other Basis | 256989 | CostOrOtherBasis |
| Gain Or Loss | 15616 | GainOrLoss |
| Gains Minus Excess Or Losses | 15616 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 15616 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 88411 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2657053 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.033274 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 80220 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2411049 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.033272 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 66877 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2039557 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.032790 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 130885 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2483347 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.052705 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 89173 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2706777 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.032944 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.184985 | TotalDistributionRatio |
| Average Distribution Ratio | 000.036997 | AverageDistributionRatio |
| Net Noncharitable Assets | 2841603 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 105131 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 829 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 105960 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 145203 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 829 | InvestmentIncomeExciseTax |
| Subtotal | 829 | Subtotal |
| Tax Based On Investment Income | 829 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1627 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1627 | TotalCreditsAndPayments |
| Tax Paid Original Return | 1627 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 798 | Overpayment |
| Amount Credited To Next Year | 798 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brandywine Trust Company | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3022345750 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7234 Lancaster Pike Suite 300-A | AddressLine1 |
| City | Hockessin | City |
| State | DE | State |
| ZIP Code | 19707 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Lea Pain Highet | ||||||
| 7234 Lancaster Pike Suite 300A | Hockessin | DE | 19707 | Treas | 001.00 | 0 |
| Cynthia J Monty | ||||||
| 7234 Lancaster Pike Suite 300A | Hockessin | DE | 19707 | Sec | 001.00 | 0 |
| Peter S Paine III | ||||||
| 7234 Lancaster Pike Suite 300A | Hockessin | DE | 19707 | VP | 001.00 | 0 |
| Peter S Paine Jr | ||||||
| 7234 Lancaster Pike Suite 300A | Hockessin | DE | 19707 | Pres / Dir | 001.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2789995 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 94881 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2884876 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2884876 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 43273 | CashDeemedCharitable |
| Net Noncharitable Assets | 2841603 | NetNoncharitableAssets |
| Minimum Investment Return | 142080 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 142080 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 829 | TaxBasedOnInvestmentIncome |
| Total Tax | 829 | TotalTax |
| Distributable Amount Before Adj | 141251 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 141251 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 141251 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 145203 | ExpensesAndContributions |
| Qualifying Distributions | 145203 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 829 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 144374 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 141251 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 31188 | UndistributedIncomePriorYear |
| Qualifying Distributions | 145203 | QualifyingDistributions |
| Applied To Year1 | 31188 | AppliedToYear1 |
| Applied To Current Year | 114015 | AppliedToCurrentYear |
| Undistributed Income CY | 27236 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Peter S Paine Jr | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (36 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ADIRONDACK ARCHITECTURAL HERITAGE | |||||||
| 1745 MAIN ST | KEESEVILLE | NY | 12944 | N/A | 509a1 | General Unrestricted | $1,000 |
| ADIRONDACK COMMUNITY TRUST | |||||||
| PO BOX 288 | LAKE PLACID | NY | 12946 | N/A | 509a1 | Teresa Sayward Fund for the Boquet River | $9,000 |
| ADIRONDACK COUNCIL INC | |||||||
| PO BOX D2 | ELIZABETHTOWN | NY | 12932 | N/A | 509a1 | General Unrestricted | $1,000 |
| ADIRONDACK HISTORICAL ASSOCIATION | |||||||
| PO BOX 99 | BLUE MOUNTAIN LAKE | NY | 12812 | N/A | 509a1 | Support the Adirondack Museum | $1,000 |
| ADIRONDACK LAND TRUST INC | |||||||
| PO BOX 65 | KEENE VALLEY | NY | 12943 | N/A | 509a1 | General Unrestricted | $7,500 |
| ADIRONDACK MOUNTAIN CLUB INC | |||||||
| 814 GOGGINS RD | LAKE GEORGE | NY | 12845 | N/A | 509a2 | Forest Preserve Legal Defense | $1,000 |
| ADIRONDACK RESEARCH CONSORTIUM | |||||||
| PO BOX 96 | PAUL SMITHS | NY | 12970 | N/A | 509a1 | General Unrestricted | $1,000 |
| AMERICAN FRIENDS OF CHRIST CHURCH INC | |||||||
| PO BOX 130 | WILLSBORO | NY | 12996 | N/A | 509a3 | General Unrestricted | $2,000 |
| AMERICAN FRIENDS OF CHRIST CHURCH INC | |||||||
| PO BOX 130 | WILLSBORO | NY | 12996 | N/A | 509a3 | American Friends Scholarships Fund | $5,000 |
| CHAMPLAIN AREA TRAILS INC | |||||||
| PO BOX 193 | WESTPORT | NY | 12993 | N/A | 509a1 | General Unrestricted | $1,000 |
| CHAPIN SCHOOL LTD | |||||||
| 100 E END AVE | NEW YORK | NY | 10028 | N/A | 509a1 | Support of the Archive Fund | $5,000 |
| COLLEGE FOR EVERY STUDENT INC | |||||||
| 13 CHURCH ST PO BOX 247 | ESSEX | NY | 12936 | N/A | 509a1 | General Unrestricted | $1,000 |
| CORNELL UNIVERSITY WILLSBORO RESEARCH FARM | |||||||
| 48 SAYWARD LN | WILLISBORO | NY | 12996 | N/A | 509a1 | General Unrestricted | $1,000 |
| CVPH FOUNDATION INC | |||||||
| 75 BEEKMAN ST | PLATTSBURGH | NY | 12901 | N/A | 509a1 | General Unrestricted | $1,000 |
| DOWN EAST LAKES LAND TR | |||||||
| 4 WATER ST | GRAND LAKE STREAM | ME | 04637 | N/A | 509a1 | General Unrestricted | $2,500 |
| ELIZABETHTOWN COMMUNITY HOSPITAL | |||||||
| 75 PARK ST | ELIZABETHTOWN | NY | 12932 | N/A | 509a1 | Support the Smith House Healthcare Center | $1,000 |
| FORT TICONDEROGA ASSOCIATION INC | |||||||
| PO BOX 390 | TICONDEROGA | NY | 12883 | N/A | 509a2 | Forts Annual Fund | $5,000 |
| FORT TICONDEROGA ASSOCIATION INC | |||||||
| PO BOX 390 | TICONDEROGA | NY | 12883 | N/A | 509a2 | Support of the Fort Ticonderoga Fund | $25,000 |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION INC | |||||||
| 601 WALNUT ST STE 510 | PHILADELPHIA | PA | 19106 | N/A | 509a1 | General Unrestricted | $500 |
| HIGH PEAKS HOSPICE AND PALLIATIVE CARE INC | |||||||
| PO BOX 840 | SARANAC LAKE | NY | 12983 | N/A | 509a1 | General Support of the Essex Office | $500 |
| JUILLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLZA RM 225 | NEW YORK | NY | 10023 | N/A | 509a1 | General Unrestricted | $1,000 |
| LAKE CHAMPLAIN COMMITTEE INC | |||||||
| 208 FLYNN AVE BLDG 3 STUDIO 3F | BURLINGTON | VT | 05401 | N/A | 509a1 | General Unrestricted | $1,000 |
| NATURE CONSERVANCY - ADIRONDACK CHAPTER | |||||||
| PO BOX 65 | KEENE VALLEY | NY | 12943 | N/A | 509a1 | General Unrestricted | $22,500 |
| NORTH COUNTRY CULTURAL CENTER FOR THE ARTS | |||||||
| 23 BRINKERHOFF ST | PLATTSBURGH | NY | 12901 | N/A | 509a1 | Strand Theater Capital Campaign | $1,000 |
| OPEN SPACE INSTITUTE INC | |||||||
| 1350 BROADWAY RM 201 | NEW YORK | NY | 10018 | N/A | 509a1 | Support Open Space Institute Incs Land Conservation Work in the Champlain Valley | $1,000 |
| PAINE MEMORIAL FREE LIBRARY | |||||||
| 2 GILLILAND LN | WILLSBORO | NY | 12996 | N/A | 509a1 | General Unrestricted | $5,000 |
| PAUL SMITHS COLLEGE OF ARTS AND SCIENCES | |||||||
| PO BOX 265 | PAUL SMITHS | NY | 12970 | N/A | 509a1 | Support of Dillon Park | $1,000 |
| PRINCETON UNIVERSITY - ANNUAL GIVING | |||||||
| GIFT RECORDS BOX 5357 | PRINCETON | NJ | 08543 | N/A | 509a1 | Annual Fund | $6,000 |
| PRINCETON UNIVERSITY ROWING ASSOCIATION | |||||||
| 161 HODGE RD | PRINCETON | NJ | 08540 | N/A | 509a1 | General Unrestricted | $1,000 |
| PROTECT THE ADIRONDACKS INC | |||||||
| 897 SAINT DAVIDS LN | NISKAYUNA | NY | 12309 | N/A | 509a1 | Legal Defense Fund | $5,000 |
| SHELBURNE MUSEUM INCORPORATED | |||||||
| PO BOX 10 | SHELBURNE | VT | 05482 | N/A | 509a1 | General Unrestricted | $1,000 |
| ST PAULS SCHOOL | |||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | N/A | 509a1 | Alumni Fund | $7,500 |
| ST PAULS SCHOOL | |||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | N/A | 509a1 | Parents Fund and the Annual Fund | $2,000 |
| St JOHN'S EPISCOPAL CHURCH | |||||||
| PO BOX 262 | ESSEX | NY | 12936 | N/A | 509a1 | General Unrestricted | $5,000 |
| THE DEPOT THEATRE INC | |||||||
| PO BOX 414 | WESTPORT | NY | 12993 | N/A | 509a1 | General Unrestricted | $1,000 |
| TRUSTEES OF PRINCETON UNIVERSITY - JAMES MADISON PROGRAM IN AMERICAN IDEALS | |||||||
| PO BOX 5357 | PRINCETON | NJ | 08543 | N/A | 509a1 | James Madison Program in American Ideals and Institutions | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 133500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $72,430 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $15,616 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Federal Tax Refund | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $128 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $88,174 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 88174 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Contributor Name IndividualContributorNameIndividual | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| Paine Constance M | ||||||||
| 1 | 16 Henderson Place | New York | NY | 10028 | 100267 | X | ||
| (no name) | ||||||||
| 2 | Kerstin Murphy 819 Beachland Blvd | Vero Beach | FL | 32963 | 25000 | The Francisca P Irwin Trust | X | |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | ABBOTT LABS ABT, 533 sh. | 34864 | 2012-12-18 |
| 1 | EXXON MOBIL CORP XOM, 100 sh. | 8915 | 2012-12-18 |
| 1 | HOME DEPOT INC. HD, 896 sh. | 56488 | 2012-12-18 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Publicly-traded Securities | Name |
| Gross Sales Price | 272605 | GrossSalesPrice |
| Basis | 256989 | Basis |
| Total Net | 15616 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (5 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BERKSHIRE HATHAWAY INC - 2.125 - 02/11/2013 | 100200 | 100179 |
| BROWN FORMAN CORP SR NT-2.50-01/15/2016 | 99500 | 104881 |
| GE CO NT - 5.000 - 02/01/2013 | 104250 | 100381 |
| MICROSOFT CORP - 2.950 - 06/01/2014 | 102302 | 103684 |
| WAL MART STORES INC NT 3.2 05/15/2014 | 100000 | 103881 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (29 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 533 shares of ABBOTT LABS | 34864 | 34912 |
| 2500 shares of AMERICAN EXPRESS CO | 37962 | 143700 |
| 750 shares of BECTON DICKINSON CO | 52669 | 58643 |
| 2000 shares of BERKSHIRE HATHAWAY INC. CLASS B | 118008 | 179399 |
| 1875 shares of BROWN FORMAN CORP CL B | 53964 | 118594 |
| 1000 shares of CANADIAN NATL RAILWAY CO | 41325 | 91010 |
| 4000 shares of COCA-COLA CO | 86044 | 145000 |
| 1000 shares of COLGATE-PALMOLIVE COMPANY | 53630 | 104540 |
| 700 shares of DEERE CO | 30177 | 60494 |
| 1000 shares of DIAGEO PLC ADS | 55277 | 116580 |
| 1400 shares of EMERSON ELECTRIC CO. | 51741 | 74144 |
| 650 shares of EXPEDITORS INTL WASH INC. | 28943 | 25708 |
| 500 shares of EXXON MOBIL CORP | 33543 | 43275 |
| 2000 shares of HEINEKEN N V ADR | 33029 | 67140 |
| 896 shares of HOME DEPOT INC. | 56488 | 55418 |
| 185 shares of INTERNATIONAL BUSINESS MACHINES | 37215 | 35437 |
| 1000 shares of JOHNSON JOHNSON | 49151 | 70100 |
| 2500 shares of KINDER MORGAN INC | 69656 | 88325 |
| 1000 shares of LOEWS CORP | 42639 | 40750 |
| 600 shares of MT BANK CORP | 45460 | 59082 |
| 650 shares of MARTIN MARIETTA MATLS INC. | 41474 | 61282 |
| 250 shares of MASTERCARD INC | 67859 | 122820 |
| 2400 shares of MCCORMICK CO | 110722 | 152472 |
| 2500 shares of MICROSOFT CORPORATION | 59768 | 66774 |
| 2500 shares of NESTLE S.A. | 86052 | 162924 |
| 1000 shares of NOVARTIS AG ADR | 55269 | 63300 |
| 500 shares of PRAXAIR INC. | 39985 | 54725 |
| 1000 shares of THE JM SMUCKER COMPANY | 54655 | 86240 |
| 600 shares of TIFFANY CO, | 31136 | 34404 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | State or Local Filing Fees | Description |
| Revenue And Expenses Per Books | 250 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 250 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Federal Tax Refund | Description |
| Revenue And Expenses Per Books | 128 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Managment / Administrative Services | Category |
| Amount | $16,502 | Amount |
| Net Investment Income | 5049 | NetInvestmentIncome |
| Disbursements Charitable Prps | 11453 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | The Francisca P Irwin Trust | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Kerstin Murphy 819 Beachland Blvd | AddressLine1 |
| City | Vero Beach | City |
| State | FL | State |
| ZIP Code | 32963 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (6 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Estimated Tax for 2012 | $1,600 | |
| Foreign Tax Paid | $111 | 111 |
| IRS Excise Tax Payment with 1st ext 990-PF | $2,895 | |
| New York State CT-13 Tax | $391 | |
| IRS Tax Payment with 1st ext 990-T | $484 | |
| State UBTI - Estimated Tax Payment | $300 |
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