A B & J NOYES FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- A B & J NOYES FOUNDATION INC (EIN 13-6161124)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201231329349101303
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T11:47:59-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133385019 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES MUNNS & DOBBINS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 EAST 42ND STREET 36TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 101653698 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136161124 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A B & J NOYES FOUNDATION INC CO SUSAN P FISHER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AB&J | NameControl |
| Phone | 5166167888 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 HATHAWAY DRIVE | AddressLine1 |
| City | GARDEN CITY | City |
| State | NY | State |
| ZIP Code | 11530 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANSEN NOYES III | Name |
| Title | PRESIDENT-TREASURER | Title |
| Phone | 5166167888 | Phone |
| Date Signed | 2012-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122862600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 946754 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 9941 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9941 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 961 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 494671 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 961 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 10902 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10902 | 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 |
| Accounting Fees Rev And Expnss | 1900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1900 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 9422 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 9022 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 400 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 347 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 97 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 250 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1083 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1083 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 125 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 125 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12877 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9119 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3758 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 38500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 38500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 51377 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9119 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 42258 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -40475 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1783 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 12478 | CashBOY |
| Cash EOY | 9593 | CashEOY |
| Cash EOYFMV | 9593 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 39368 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 308322 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 308322 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 926867 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 620323 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 628839 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 978713 | TotalAssetsBOY |
| Total Assets EOY | 938238 | TotalAssetsEOY |
| Total Assets EOYFMV | 946754 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 978713 | UnrestrictedBOY |
| Unrestricted EOY | 938238 | UnrestrictedEOY |
| Total Net Assets BOY | 978713 | TotalNetAssetsBOY |
| Total Net Assets EOY | 938238 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 978713 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 938238 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 978713 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -40475 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 938238 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 938238 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 200 SHRS BEST BUY | P | 2010-08-11 | 2011-02-18 | 6674 | 6734 | -60 | -60 |
| 500 SHRS MEDCOHEALTH SOLUTIONS | P | 2010-11-16 | 2011-03-22 | 26586 | 29795 | -3209 | -3209 |
| 500 SHRS DOLBY LAB | P | 2010-12-08 | 2011-08-19 | 16098 | 33041 | -16943 | -16943 |
| 600 SHRS BEST BUY | P | 2009-04-21 | 2011-02-18 | 20022 | 23702 | -3680 | -3680 |
| 2000 SHRS CISCO SYSTEM | P | 2003-10-09 | 2011-04-21 | 33734 | 41791 | -8057 | -8057 |
| 220 SHRS GOLDMAN SACHS GROUP | P | 2008-01-08 | 2011-06-03 | 30129 | 42220 | -12091 | -12091 |
| 300 SHRS METTLER-TOLEDO | P | 2008-12-01 | 2011-08-19 | 41889 | 23700 | 18189 | 18189 |
| 1200 SHRS NII HLDGS INC CL B NEW | P | 2009-12-23 | 2011-09-12 | 41819 | 41099 | 720 | 720 |
| 1000 SHRS DOW CHEM CO | P | 2010-04-29 | 2011-11-01 | 26515 | 31971 | -5456 | -5456 |
| 350 SHRS EOG RES INC COM | P | 2009-12-01 | 2011-11-01 | 29763 | 31037 | -1274 | -1274 |
| 1000 SHRS JP MORGAN CHASE | P | 2007-10-03 | 2011-11-01 | 32893 | 47370 | -14477 | -14477 |
| 1500 SHRS ACCENTURE PLC IRELAND CLASS SHS | P | 2009-12-23 | 2011-12-05 | 89737 | 61956 | 27781 | 27781 |
| 250 SHRS APPLE INC COM | P | 2010-12-01 | 2011-12-05 | 98812 | 79294 | 19518 | 19518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 961 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 34428 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 986668 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.034893 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 39409 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 863970 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045614 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 68310 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1208897 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056506 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 67675 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2032457 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.033297 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 72735 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1228297 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.059216 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.229526 | TotalDistributionRatio |
| Average Distribution Ratio | 0.045905 | AverageDistributionRatio |
| Net Noncharitable Assets | 1046492 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 48039 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 18 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 48057 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 42258 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 36 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 36 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 36 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1942 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1942 | TotalCreditsAndPayments |
| Overpayment | 1906 | Overpayment |
| Amount Credited To Next Year | 1906 | 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 | 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | JANSEN NOYES III | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5166167888 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O S FISHER 64 HATHAWAY DRIVE | AddressLine1 |
| City | GARDEN CITY | City |
| State | NY | State |
| ZIP Code | 11530 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JANSEN NOYES III | ||||||||
| 64 HATHAWAY DRIVE | GARDEN CITY | NY | 11530 | PRESIDENT/TREASURER | 2.00 | 0 | 0 | 0 |
| SUSAN P FISHER | ||||||||
| 64 HATHAWAY DRIVE | GARDEN CITY | NY | 11530 | SECRETARY | 1.00 | 0 | 0 | 0 |
| NICHOLAS B NOYES | ||||||||
| 64 HATHAWAY DRIVE | GARDEN CITY | NY | 11530 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| SUSAN K STICKNEY | ||||||||
| 64 HATHAWAY DRIVE | GARDEN CITY | NY | 11530 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| DEBORAH H COBURN | ||||||||
| 64 HATHAWAY DRIVE | GARDEN CITY | NY | 11530 | DIRECTOR | 1.00 | 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 |
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 | 924895 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 137533 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1062428 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1062428 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15936 | CashDeemedCharitable |
| Net Noncharitable Assets | 1046492 | NetNoncharitableAssets |
| Minimum Investment Return | 52325 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 52325 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 36 | TaxBasedOnInvestmentIncome |
| Total Tax | 36 | TotalTax |
| Distributable Amount Before Adj | 52289 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 52289 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 52289 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 42258 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 42258 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 42258 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 52289 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 12148 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 8606 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 20754 | TotalExcessDistriCarryover |
| Qualifying Distributions | 42258 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 42258 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 10031 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 10031 | ExcessDistriCyovAppliedCY |
| Total Corpus | 10723 | 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 | 2117 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 8606 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 8606 | ExcessFromYear3 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS- CLARA BARTON CHAPTER | ||||||||
| 57 ELIZABETH ST | DANSVILLE | NY | 14437 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| ROLLINS COLLEGE | ||||||||
| 1000 HOLT AVENUE-2756 | WINTER PARK | FL | 32789 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| HEALING HEARTS EQUINE RESCUE | ||||||||
| PO BOX 773 | CARTHAGE | NC | 28327 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| CORNELL UNIVERSITY | ||||||||
| 377 PINE TREE ROAD | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| NATIONAL MILITARY FAMILY ASSOCIATION | ||||||||
| 2500 NORTH VAN DORN STREET | ALEXANDRIA | VA | 22302 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| FRIENDS OF THE FISHERS ISLAND THEATRE | ||||||||
| C/O ISLAND COMMUNITY CENTER PO BOX | FISHERS ISLAND | NY | 06390 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | 464 |
| LITTLE HILL -ALINA LODGE | ||||||||
| 61 WARD ROAD | BLAIRSTOWN | NJ | 07825 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| KEEWAYDIN FOUNDATION | ||||||||
| 10 KEEWAYDIN ROAD | SALISBURY | VT | 05769 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| THE HUMANE SOCIETY OF THE US | ||||||||
| 2100 L STREET NW | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| HENRY LEE FERGUSON MUSEUM | ||||||||
| PO BOX 554 | FISHERS ISLAND | NY | 06390 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| OPERATION SMILE | ||||||||
| 6435 TIDEWATER DRIVE | NORFOLK | VA | 23509 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| NO GREATER SACRIFICE FOUNDATION | ||||||||
| 5411 MACARTHUR BLVD NW | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| PRESERVATION SOCIETY OF CHARLESTON | ||||||||
| PO BOX 521 | CHARLESTON | NC | 29402 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| HITCHCOCK WOODS FOUNDATION | ||||||||
| PO BOX 1702 | AIKEN | SC | 29802 | NONE | PUBLIC CHARITY | CHARITABLE | $500 | |
| MILLINGTON LIONS CLUB | ||||||||
| PO BOX 120 | MILLINGTON | MD | 21651 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| RISE UP TO CURE PARALYSIS FOUNDATION | ||||||||
| 1 HARBORSIDE PLACE SUITE 735 | JERSEY CITY | NJ | 07311 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| THE STEPPINGSTONE FOUNDATION | ||||||||
| 60 STATE STREET | BOSTON | MD | 02109 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 | |
| THE MENS'S ASSOC OF GARDEN CITY HS | ||||||||
| PO BOX 666 | GARDEN CITY | NY | 11530 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| BISHOP KEARNEY HS | ||||||||
| 2202 60TH STREET | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 38500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,941 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $961 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $10,902 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10902 | 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 | ACCOUNTING AND TAX PREP FEES | Category |
| Amount | $1,900 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1900 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | PERSHING EQUITIES(DETAIL AVAILABLE UPON REQUEST) | NameOfStock |
| EOY Book Value | 620323 | EOYBookValue |
| EOYFMV | 628839 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NY LAW JOURNAL ANNUAL NOTICE | Description |
| Revenue And Expenses Per Books | 125 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 125 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $8,303 | 8303 | 0 |
| CHASE BANK CHARGE | $27 | 27 | 0 |
| ADR DEPOSIT FEE | $92 | 92 | 0 |
| SECRETARY | $1,000 | 600 | 400 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| NYS DEPT OF LAW | $250 | 0 | 250 |
| FOREIGN TAX PAID | $97 | 97 | 0 |
Comments