ALICE CURTIS DESMOND AND HAMILTON FISH LIBRARY: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ALICE CURTIS DESMOND AND HAMILTON FISH LIBRARY (EIN 13-2933774)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-30
- IRS object ID
- 201341209349100274
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-30T15:18:59-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133235694 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boustead and Costello CPA's | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 North State Road | AddressLine1 |
| City | Briarcliff Manor | City |
| State | NY | State |
| ZIP Code | 10510 | 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 | 132933774 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alice Desmond and Hamilton Fish Library | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALIC | NameControl |
| Phone | 8454243020 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 265 | AddressLine1 |
| City | Garrison | City |
| State | NY | State |
| ZIP Code | 10524 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Hamilton Fish | Name |
| Title | President | Title |
| Phone | 8454243020 | Phone |
| Date Signed | 2013-04-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Douglas Boustead | Name |
| PTIN | P00321909 | PTIN |
| Phone | 9147621234 | Phone |
| Date Prepared | 2013-04-23 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5685914 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 78251 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 9 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 9 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 122626 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 122626 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 122626 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 12560 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 230000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 12560 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 237643 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 237643 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 451089 | TotalRevenueAndExpenses |
| Total Net Investment Income | 135195 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 360278 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 285757 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 285757 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 39607 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 39607 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3354 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6250 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 6250 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 26075 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 24130 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 533 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 533 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 91207 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 0 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 91207 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 119877 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 119878 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 572660 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 533 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 566829 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 572660 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 533 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 566829 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -121571 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 135195 | NetInvestmentIncome |
| Adjusted Net Income | 359745 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 94159 | CashBOY |
| Cash EOY | 66481 | CashEOY |
| Cash EOYFMV | 66481 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 11408 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10262 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10262 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 1250 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1250 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 4786254 | InvestmentsOtherBOY |
| Investments Other EOY | 5204673 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 5204673 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 1951240 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 1547992 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 403781 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 403248 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 403248 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 5295602 | TotalAssetsBOY |
| Total Assets EOY | 5685914 | TotalAssetsEOY |
| Total Assets EOYFMV | 5685914 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 1600 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 250 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 1600 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 250 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3094002 | UnrestrictedBOY |
| Unrestricted EOY | 3485664 | UnrestrictedEOY |
| Permanently Restricted BOY | 2200000 | PermanentlyRestrictedBOY |
| Permanently Restricted EOY | 2200000 | PermanentlyRestrictedEOY |
| Total Net Assets BOY | 5294002 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5685664 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5295602 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5685914 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5294002 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -121571 | ExcessOfRevenueOverExpenses |
| Other Increases | 513233 | OtherIncreases |
| Subtotal | 5685664 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5685664 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| Vanguard Star Fund - VGSTX | 2010-12-31 | 2012-01-03 | 30000 | 30189 | -189 | -189 |
| Vanguard Star Fund - VGSTX | 2010-12-31 | 2012-02-01 | 30000 | 29041 | 959 | 959 |
| Vanguard Star Fund - VGSTX | 2010-12-31 | 2012-03-01 | 20000 | 18835 | 1165 | 1165 |
| Vanguard Star Fund - VGSTX | 2010-12-31 | 2012-03-30 | 20000 | 18725 | 1275 | 1275 |
| Vanguard Star Fund - VGSTX | 2010-12-31 | 2012-08-01 | 20000 | 19159 | 841 | 841 |
| Vanguard Star Fund - VGSTX | 2010-12-31 | 2012-08-31 | 20000 | 18801 | 1199 | 1199 |
| Vanguard Star Fund - VGSTX | 2010-12-31 | 2012-10-01 | 30000 | 27630 | 2370 | 2370 |
| Vanguard Star Fund - VGSTX | 2010-12-31 | 2012-11-01 | 30000 | 27563 | 2437 | 2437 |
| Vanguard Star Fund - VGSTX | 2010-12-31 | 2012-11-30 | 30000 | 27497 | 2503 | 2503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 12560 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 0 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 548541 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5060115 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.108405 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 558618 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4846242 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.115268 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 501164 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4405378 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.113762 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 499784 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5402562 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.092509 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 503462 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6193338 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.081291 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.511235 | TotalDistributionRatio |
| Average Distribution Ratio | 0.102247 | AverageDistributionRatio |
| Net Noncharitable Assets | 5063158 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 517693 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1352 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 519045 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 566829 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1352 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1352 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1352 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1603 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1603 | TotalCreditsAndPayments |
| Overpayment | 251 | Overpayment |
| Amount Credited To Next Year | 251 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1 | 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 | http://dfl.highlands.com | WebsiteAddress |
| Books In Care Of Person Name | Alice Desmond and Ham Fish Library | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8454243020 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Route 9D and 403 | AddressLine1 |
| City | Garrison | City |
| State | NY | State |
| ZIP Code | 10524 | 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 (24 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 |
|---|---|---|---|---|---|---|---|---|
| Anita Hall Angelopoulos | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| Robert Culp | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Vice President-Director | 1.00 | 0 | 0 | 0 |
| Hamilton Fish | ||||||||
| PO Box 265 | Garrison | NY | 10524 | President-Director | 1.00 | 0 | 0 | 0 |
| Betty Green | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| Dr Peter Hofmann | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| Stephen Kent | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| Jonathan Kruk | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| Susan Landstreet | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Secretary/Director | 1.00 | 0 | 0 | 0 |
| George Lansbury | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| David Lilburne | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| Frank Lucente MD | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| Jennifer Marrinan | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| Carol O'Reilly | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| Frederick H Osborn III | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| Joseph Regele Jr | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| Andrew C Revkin | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| Robert Rhodes | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| Katherine O Roberts | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| Arthur Ross | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| William Sadler | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| Virginia Sirusas | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| Morgan Stebbins | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
| Richard Syrek | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Treasurer/Director | 1.00 | 0 | 0 | 0 |
| Neal Zuckerman | ||||||||
| PO Box 265 | Garrison | NY | 10524 | Director | 1.00 | 0 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Carol Donick | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 265 | AddressLine1 |
| City | Garrison | City |
| State | NY | State |
| ZIP Code | 10524 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Library Director | Title |
| Average Hours Per Week | 40.00 | AverageHoursPerWeek |
| Compensation | 78356 | Compensation |
| Employee Benefits | 3918 | EmployeeBenefits |
| Expense Account | 0 | ExpenseAccount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Sole function is the operation of the Alice Curtis Desmond and Hamilton Fish Library. | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5051490 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 88772 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5140262 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5140262 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 77104 | CashDeemedCharitable |
| Net Noncharitable Assets | 5063158 | NetNoncharitableAssets |
| Minimum Investment Return | 253158 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 566829 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 566829 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1352 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 565477 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 1978-06-12 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 253158 | CurrentYear |
| Year1 | 253006 | Year1 |
| Year2 | 242312 | Year2 |
| Year3 | 220269 | Year3 |
| Total | 968745 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 215184 | CurrentYear |
| Year1 | 215055 | Year1 |
| Year2 | 205965 | Year2 |
| Year3 | 187229 | Year3 |
| Total | 823433 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 566829 | CurrentYear |
| Year1 | 549848 | Year1 |
| Year2 | 566771 | Year2 |
| Year3 | 502097 | Year3 |
| Total | 2185545 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 566829 | CurrentYear |
| Year1 | 549848 | Year1 |
| Year2 | 566771 | Year2 |
| Year3 | 502097 | Year3 |
| Total | 2185545 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 168772 | CurrentYear |
| Year1 | 168671 | Year1 |
| Year2 | 161541 | Year2 |
| Year3 | 146846 | Year3 |
| Total | 645830 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
| Tot Grant Or Contri Paid During Year | 0 | 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 | $9 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $122,626 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $12,560 | ExclusionAmount |
Net Income Loss From Special Events NetIncomeLossFromSpecialEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $237,643 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $372,838 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 372838 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (6 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | Christopher and Sharon Davis | 741 Old Albany Post Road | Garrison | NY | 10524 | 5000 | X |
| 2 | Joseph and Elizabeth Regele | 1039 Route 9D | Garrison | NY | 10524 | 5000 | X |
| 3 | Rodman and Christine Patton | 10 South Marina Drive | Key Largo | FL | 30337 | 5000 | X |
| 4 | Douglas and Samara Braunstein | 1030 5th Avenue Apt 5E | New York | NY | 10028 | 5000 | X |
| 5 | Patricia M Cloherty | 3 Kemble Avenue | Cold Spring | NY | 10516 | 5000 | X |
| 6 | Stephen Saikin and Frank Lucente | 19 Old West Point Road East | Garrison | NY | 10524 | 5500 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | Category |
| Amount | $3,354 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (22 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Prior Years DepreciationPriorYearsDepreciation | LifeLife | RateRate |
|---|---|---|---|---|---|---|---|---|---|
| Land | 1980-01-01 | 398975 | L | 0 | 0 | 0 | |||
| Building | 1980-01-01 | 1140501 | SL | 0 | 0 | 0 | 1140501 | 30.000000000000 | |
| Basement Improvements | 1985-12-02 | 118250 | SL | 0 | 0 | 0 | 118250 | 19.000000000000 | |
| Basement Improvements | 1986-06-30 | 36100 | SL | 0 | 0 | 0 | 36100 | 19.000000000000 | |
| Computer Equipment | 1988-10-03 | 1965 | SL | 0 | 0 | 0 | 1965 | 7.000000000000 | |
| Snow Blower | 1988-12-31 | 700 | SL | 0 | 0 | 0 | 700 | 7.000000000000 | |
| Building Improvements | 1989-06-30 | 16800 | SL | 533 | 0 | 533 | 11994 | 31.500000000000 | |
| Parking Lot | 1990-09-01 | 7200 | SL | 0 | 0 | 0 | 7200 | 10.000000000000 | |
| Shelving | 1990-12-01 | 2763 | SL | 0 | 0 | 0 | 2763 | 7.000000000000 | |
| Various | 1980-01-01 | 119629 | SL | 0 | 0 | 0 | 119629 | 0.000000000000 | |
| Various | 1980-01-01 | 75111 | SL | 0 | 0 | 0 | 75111 | 0.000000000000 | |
| Computer | 1991-04-01 | 4521 | SL | 0 | 0 | 0 | 4521 | 7.000000000000 | |
| Furniture | 1991-05-01 | 575 | SL | 0 | 0 | 0 | 575 | 7.000000000000 | |
| Printer | 1993-02-28 | 450 | SL | 0 | 0 | 0 | 450 | 5.000000000000 | |
| Computer | 1993-09-30 | 5768 | SL | 0 | 0 | 0 | 5768 | 5.000000000000 | |
| Building Improvements | 1993-11-30 | 9152 | SL | 0 | 0 | 0 | 9152 | 10.000000000000 | |
| Laptop Screen | 1994-02-28 | 350 | SL | 0 | 0 | 0 | 350 | 5.000000000000 | |
| Printer | 1994-02-28 | 2857 | SL | 0 | 0 | 0 | 2857 | 5.000000000000 | |
| CD Rom Drive | 1994-09-30 | 1565 | SL | 0 | 0 | 0 | 1565 | 5.000000000000 | |
| Computer Supplies and Modem | 1995-06-30 | 886 | SL | 0 | 0 | 0 | 886 | 5.000000000000 | |
| Telephones | 1995-03-31 | 1300 | SL | 0 | 0 | 0 | 1300 | 5.000000000000 | |
| Air Conditioner | 1995-03-31 | 5822 | SL | 0 | 0 | 0 | 5822 | 5.000000000000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Vanguard Star Fund - VGSTX | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 5204673 | BookValue |
| EOYFMV | 5204673 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (22 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| Land | 398975 | 0 | 398975 |
| Building | 1140501 | 1140501 | 0 |
| Basement Improvements | 118250 | 118250 | 0 |
| Basement Improvements | 36100 | 36100 | 0 |
| Computer Equipment | 1965 | 1965 | 0 |
| Snow Blower | 700 | 700 | 0 |
| Building Improvements | 16800 | 12527 | 4273 |
| Parking Lot | 7200 | 7200 | 0 |
| Shelving | 2763 | 2763 | 0 |
| Various | 119629 | 119629 | 0 |
| Various | 75111 | 75111 | 0 |
| Computer | 4521 | 4521 | 0 |
| Furniture | 575 | 575 | 0 |
| Printer | 450 | 450 | 0 |
| Computer | 5768 | 5768 | 0 |
| Building Improvements | 9152 | 9152 | 0 |
| Laptop Screen | 350 | 350 | 0 |
| Printer | 2857 | 2857 | 0 |
| CD Rom Drive | 1565 | 1565 | 0 |
| Computer Supplies and Modem | 886 | 886 | 0 |
| Telephones | 1300 | 1300 | 0 |
| Air Conditioner | 5822 | 5822 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Insurance | 14630 | 0 | 0 | 14630 |
| Telephone | 3369 | 0 | 0 | 3369 |
| Library Services | 45204 | 0 | 0 | 45205 |
| Bank and Payroll Fees | 4230 | 0 | 0 | 4230 |
| Board Management Expense | 466 | 0 | 0 | 466 |
| Friends Fundraising Expenses | 3866 | 0 | 0 | 3866 |
| Annual Dinner Expenses | 32557 | 0 | 0 | 32557 |
| Holiday Boutique Expense | 15555 | 0 | 0 | 15555 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Gross Income from Special Fundraising Events | Description |
| Revenue And Expenses Per Books | 237643 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 237643 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized Gain/(Loss) on Securities | Description |
| Amount | $513,233 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| NYS Filing Fee | 250 | 250 |
| Federal Excise Tax Payable | 1350 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Bookkeeping Service | Category |
| Amount | $6,250 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 6250 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (7 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Federal Excise Taxes | $1,350 | 0 | 0 | 0 |
| NYS Filing Fee | $250 | 0 | 0 | 0 |
| FICA/Medicare Payroll Tax | $21,186 | 0 | 0 | 21186 |
| NYS Unemployment Insurance | $1,048 | 0 | 0 | 1048 |
| Workers Compensation/Disability | $1,896 | 0 | 0 | 1896 |
| NY Metro Tax | $215 | 0 | 0 | 0 |
| Legal Notices | $130 | 0 | 0 | 0 |
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