STEPHENSON POPE BABCOCK FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STEPHENSON POPE BABCOCK FOUNDATION (EIN 56-2000456)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-02-15
- IRS object ID
- 202430469349101218
- Schema version
- 2022v5.0
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-15T14:33:20-06:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561215661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILLS AND ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 SILAS CREEK PKY SUITE 200 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562000456 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHENSON POPE BABCOCK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 3366590290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 GRAYLYN PLACE CT | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUKE BABCOCK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3366590290 | PhoneNum |
| Signature | 2024-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LUKE | PersonFirstNm |
| Person Last | BABCOCK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH P SILLS | PreparerPersonNm |
| PTIN | P00194921 | PTIN |
| Phone | 3367683290 | PhoneNum |
| Preparation | 2024-02-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,484,573 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,520 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $35,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,929 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,496 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $243,307 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,496 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $120,945 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,425 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $265 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $265 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,096 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,940 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $265 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,476 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $265 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,531 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119,160 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,848 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $117,462 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $117,462 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $725,646 | CorporateStockBOYAmt |
| Corporate Stock EOY | $772,970 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,982,074 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $521,213 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $396,744 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $385,037 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,293,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,287,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,484,573 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,293,707 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,287,176 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,293,707 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,287,176 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,293,707 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,287,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,293,707 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,531 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,287,176 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,287,176 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 APPLE INC | P | 2013-03-07 | 2023-02-16 | $31,045 | $3,068 | $27,977 | $27,977 |
| 400 GOOGLE INC CL C | P | 2012-04-17 | 2023-05-22 | $50,157 | $6,121 | $44,036 | $44,036 |
| 300 AMAZON | P | 2020-03-12 | 2023-06-09 | $37,105 | $25,622 | $11,483 | $11,483 |
| US TREASURY BILL | P | 2022-10-06 | 2022-10-06 | $125,000 | $125,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,496 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,656 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,656 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,656 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $144 | OverpaymentAmt |
| Applied To ES Tax | $144 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | SPBABCOCKFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | LUKE BABCOCK | IndividualWithBooksNm |
| Phone | 3366590290 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 BLUFF POINT ROAD | AddressLine1Txt |
| City | SAG HARBOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANNE BABCOCK | ||||||||
| 17 GRAYLYN PLACE CT | WINSTON SALEM | NC | 27106 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| BRUCE BABCOCK | ||||||||
| 17 GRAYLYN PLACE CT | WINSTON SALEM | NC | 27106 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| LUKE BABCOCK | ||||||||
| 274 DIVISION STREET | SAG HARBOR | NY | 11963 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| THOMAS BABCOCK | ||||||||
| 955 LEXINGTON AVE NO 8C | NEW YORK | NY | 10021 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ALICE PEARCE | ||||||||
| 3960 NORTH OCEAN BLVD 6 | DELRAY BEACH | FL | 33483 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,263,193 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,263,193 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,263,193 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,948 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,229,245 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,462 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,462 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,656 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,656 | TotalTaxAmt |
| Distributable Before Adj | $109,806 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $109,806 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $109,806 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $112,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,806 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,199 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,053 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,221 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,209 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,896 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $158,578 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $112,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $109,806 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,194 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $160,772 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $23,199 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $137,573 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,053 | ExcessFromYear4Amt |
| Excess From Year3 | $65,221 | ExcessFromYear3Amt |
| Excess From Year2 | $5,209 | ExcessFromYear2Amt |
| Excess From Year1 | $48,896 | ExcessFromYear1Amt |
| Excess From Current Year | $2,194 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFTEE | ||||||||
| PO BOX 2183 | BRIDGEHAMPTON | NY | 11932 | NONE | 501 (C)(3) | CHARITABLE USE | $15,000 | |
| CENTER FOR COMPREHENSIVE HEALTH PRACTICE | ||||||||
| 1900 2ND AVE 12TH FLOOR | NEW YORK | NY | 10029 | NONE | 501(C)(3) | CHARITABLE USE | $10,000 | |
| READ WRITE SPELL | ||||||||
| 875 W 5TH ST | WINSTON SALEM | NC | 27101 | NONE | 501 (C)(3) | CHARITABLE USE | $12,000 | |
| FISH REEF PROJECT | ||||||||
| 315 MEIGS RD STE A 289 | SANTA BARBARA | CA | 93109 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 | |
| THE CONSERVATION FUND | ||||||||
| 1655 N FORT MYER DRIVE STE 1300 | ARLINGTON | VA | 22209 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 | |
| FOLDS OF HONOR | ||||||||
| 8711 E PINNACLE PEAK RD PMB 326 | SCOTTSDALE | AZ | 852553517 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 | |
| STONY BROOK FOUNDATION | ||||||||
| 230 ADMINSTRATION BUILDING | STONY BROOK UNIVERSITY | NY | 117941188 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| FOREVER MARYLAND FOUNDATION INC | ||||||||
| 2331 ROCK SPRING RD | FOREST HILL | MD | 21050 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| GMU SCALIA LAW | ||||||||
| HAZEL HALL STE 209 3301 FAIRFAX DR | ARLINGTON | VA | 22201 | NONE | 501(C)(3) | CHARITABLE USE | $1,000 | |
| HAMPTON COMMUNITY OUTREACH | ||||||||
| PO BOX 838 | BRIDGEHAMPTON | NY | 11932 | NONE | 501 (C)(3) | CHARITABLE USE | $15,000 | |
| OPEN DOORS ASHEVILLE | ||||||||
| 290 HAYWOOD RD STE 202 | ASHEVILLE | NC | 28806 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| BOOKMARKS NCORG | ||||||||
| 206 N SPRUCE ST STE 1B | WINSTON SALEM | NC | 27101 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| VALLEY GUARDIANS INC | ||||||||
| 14555 N SCOTTSDALE RD STE 200 | SCOTTSDALE | AZ | 85254 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| BOYS AND GIRLS CLUB OF PALM BEACH COUNTY | ||||||||
| 800 NORTHPOINT PARKWAY STE 204 | WEST PALM BEACH | FL | 33407 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| BOYS AND GIRLS CLUB OF GREENWICH | ||||||||
| 4 HORSENICK LANE | GREENWICH | CT | 06830 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| ACCESS EDUCATIONAL SERVICES INC | ||||||||
| 1000 LAFAYETTE BLVD STE 1100 | BRIDGEPORT | CT | 06604 | NONE | 501(C)(3) | CHARITABLE USE | $1,000 | |
| PROJECT MOST | ||||||||
| PO BOX 1486 | EAST HAMPTON | NY | 11937 | NONE | 501 (C)(3) | CHARITABLE USE | $15,000 | |
| SAVE THE CHILDREN | ||||||||
| ATTN GIFT PROCESSING 501 KINGS | FAIRFIELD | CT | 06825 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | HIGHWAY EAST STE 400 |
| ROOTS AND WINGS | ||||||||
| 335 E LINTON BLVD STE 2219 | DELRAY BEACH | FL | 33483 | NONE | 501 (C)(3) | CHARITABLE USE | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $35,929 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $83,496 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $119,425 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $119,425 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME DERIVED FROM INTEREST, DIVIDENDS IS USED TO PROVIDE GRANTS TO SELECTED ORGANZIATIONS. |
| 8 | INCOME DERIVED FROM SALES OF SECURITIES IS USED TO PROVIDE GRANTS TO SELECTED ORGANZIATIONS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,175 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO CODE SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), STEPHENSON POPE BABCOCK FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEEDING TAX YEAR'S UNDISTIBUTED INCOME AS COMING FROM CORPUS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA 5.2% | $50,499 | $50,076 |
| JP MORGAN CHASE 6.1% | $55,261 | $49,370 |
| BANK NEW YORK MELLON CORP | $101,759 | $90,594 |
| US TREASURY BILL 0.125% DUE 10/15/23 | $95,933 | $99,813 |
| US TREASURY BILL 0.625% DUE 10/15/24 | $93,292 | $95,184 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC | $57,804 | $280,240 |
| GOOGLE INC CL A | $28,675 | $209,376 |
| NORFOLK SOUTHERN CORP | $23,012 | $78,772 |
| APPLE COMPUTER | $15,341 | $171,210 |
| FACTSET RESEARCH SYSTEMS | $24,547 | $120,247 |
| MONDELEZ INTL INC | $25,673 | $69,400 |
| NESTLE SA | $27,011 | $45,268 |
| HONEYWELL INTERNATIONAL INC | $38,892 | $73,896 |
| VISA INC | $42,961 | $195,509 |
| PAYPAL HOLDINGS INC | $55,986 | $70,152 |
| DIAGEO PLC | $54,737 | $74,590 |
| JOHNSON & JOHNSON | $68,824 | $79,433 |
| SHERWIN WILLIAMS COMPANY | $76,920 | $153,030 |
| AUTOMATIC DATA PROCESSING | $57,554 | $120,290 |
| NIKE | $152,017 | $133,868 |
| GOOGLE INC CL C | $10,712 | $92,295 |
| KENVUE | $12,304 | $14,498 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMIN SUPPORT | $3,700 | $0 | $0 |
| WEBSITE | $240 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $18 | $18 | $0 |
| FEDERAL EXCISE TAXES | $247 | $247 | $0 |