BARRIE A & DEEDEE WIGMORE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BARRIE A & DEEDEE WIGMORE FOUNDATION (EIN 13-2967487)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2024-06-25
- IRS object ID
- 202411779349100006
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-25T08:08:06-05:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812950760 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 389 INTERPACE PARKWAY STE 3 | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132967487 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRIE AND DEEDEE WIGMORE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARR | BusinessNameControlTxt |
| Phone | 9734726250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST 72ND STREET 17 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRIE A WIGMORE | PersonNm |
| Person Title | TRUSTEE/PART-TIME | PersonTitleTxt |
| Phone | 9734726250 | PhoneNum |
| Signature | 2024-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARRIE | PersonFirstNm |
| Person Last | WIGMORE | 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 J BULGER | PreparerPersonNm |
| PTIN | P01366942 | PTIN |
| Phone | 9734726250 | PhoneNum |
| Preparation | 2024-06-11 | 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 | 2023 | 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 | $10,815,825 | 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 | $1,056,560 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $222,917 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $222,917 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $904,558 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,070,939 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $904,558 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,184,042 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,127,482 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,402 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,083 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $333 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,485 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,833 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,267,208 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,267,208 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,281,693 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,833 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,272,458 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,097,651 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,122,649 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,909,897 | CashBOYAmt |
| Cash EOY | $110,212 | CashEOYAmt |
| Cash EOYFMV | $110,212 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $61,238 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,592 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,592 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,944,062 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,761,483 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,630,967 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $35,054 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,915,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,911,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,815,825 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,915,197 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,911,287 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,915,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,911,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,915,197 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,911,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,915,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,097,651 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,817,546 | SubtotalAmt |
| Other Decreases | $906,259 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,911,287 | 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 | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| GS MEZZANINE PTRS 2006 OFFSHORE LP | P | 2022-01-01 | 2023-06-28 | $1,188 | $1,188 | $1,188 | |
| 1,000 SHS ELI LILLY & CO | P | 2017-01-11 | 2023-08-11 | $526,867 | $451,619 | $451,619 | $75,248 |
| 1,000 SHS ELI LILLY & CO | P | 2017-01-30 | 2023-08-11 | $526,867 | $451,814 | $451,814 | $75,053 |
| ORDINARY GAINS THROUGH GOLDMAN SACHS | P | 2024-01-01 | 2024-03-31 | $16,017 | -$63 | -$63 | $16,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $904,558 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$63 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,605 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,605 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,605 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $930 | EsPenaltyAmt |
| Tax Due | $16,535 | TaxDueAmt |
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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BARRIE DEEDEE WIGMORE FDN | IndividualWithBooksNm |
| Phone | 9734726250 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST 72ND STREET APT 17 NEW YORK | AddressLine1Txt |
| Address Line2 | NY | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| BARRIE A WIGMORE | ||||||||
| 1 WEST 72ND STREET APT 17 | NEW YORK | NY | 10023 | TRUSTEE/PART-TIME | 0.00 | $0 | $0 | $0 |
| DEEDEE WIGMORE | ||||||||
| 1 WEST 72ND STREET APT 17 | NEW YORK | NY | 10023 | TRUSTEE/PART-TIME | 0.00 | $0 | $0 | $0 |
| EMILY LENZ | ||||||||
| 1 WEST 72ND STREET APT 17 | NEW YORK | NY | 10023 | TRUSTEE/PART-TIME | 0.00 | $0 | $0 | $0 |
| MICHAEL CUNNINGHAM | ||||||||
| 1 WEST 72ND STREET APT 17 | NEW YORK | NY | 10023 | TRUSTEE/PART-TIME | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | REVENUE CODE SECTION 501(C)(3). | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
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 | $9,136,778 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,878,361 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,248 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,050,387 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,050,387 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $165,756 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,884,631 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $544,232 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $544,232 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,605 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,605 | TotalTaxAmt |
| Distributable Before Adj | $528,627 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $528,627 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $528,627 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,272,458 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,272,458 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $528,627 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,365,303 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,445,369 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,385,574 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,977,161 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,149,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,322,507 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,272,458 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $528,627 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,743,831 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,066,338 | 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 | $4,365,303 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,701,035 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,445,369 | ExcessFromYear4Amt |
| Excess From Year3 | $4,385,574 | ExcessFromYear3Amt |
| Excess From Year2 | $1,977,161 | ExcessFromYear2Amt |
| Excess From Year1 | $1,149,100 | ExcessFromYear1Amt |
| Excess From Current Year | $2,743,831 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADIRONDACK CAROUSEL | ||||||||||||
| 2 DEPOT ST | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |||||
| ADIRONDACK ARTS CENTER | ||||||||||||
| 15 BROADWAY | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 | |||||
| ADIRONDACK FOUNDATION | ||||||||||||
| 304 BEAR CUB ROAD | LAKE PLACID | NY | 12946 | NONE | PUBLIC | GENERAL SUPPORT | $100,000 | |||||
| ADIRONDACK EXPERIENCE | ||||||||||||
| PO BOX 120 | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |||||
| ASSOCIATION OF ART MUSEUM | ||||||||||||
| 205 LEXINGTON AVENUE | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |||||
| ADIRONDACK MEDICAL CENTER FOUNDATION | ||||||||||||
| 118 MAIN ST | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | GENERAL SUPPORT | $100,000 | |||||
| BARD GRADUATE CENTER | ||||||||||||
| 38 W 86TH ST | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |||||
| BIDE-A-WEE | ||||||||||||
| 410 E 38TH ST | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |||||
| CAMOSUN COLLEGE FOUNDATION | ||||||||||||
| NONE | PUBLIC | EDUCATION/GENERAL SUPPORT | $1,121 | 3100 FOUL BAY ROAD | VICTORIA | BRITISH COLUMBIA | CA | |||||
| CITYMEALS ON WHEELS | ||||||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |||||
| BRIDGE CITY WILDLIFE | ||||||||||||
| NONE | PUBLIC | GENERAL SUPPORT | $1,478 | PO BOX 29028 | PRESTON CROSS | SASKATOON | LO | S7N 4Y2 | ||||
| FLAMING CHALICE INTERNATIONAL | ||||||||||||
| NONE | PUBLIC | GENERAL SUPPORT | $3,738 | 11B DUNNING CRESCENT | SASKATOON | SASKATCHEWAN | CA | |||||
| GREATER VICTORIA YOUTH ORCHESTRA | ||||||||||||
| NONE | PUBLIC | GENERAL SUPPORT | $1,495 | 1611 QUADRA ST | VICTORIA | BRITISH COLUMBIA | CA | |||||
| HEARTLAND HOSPICE MOOSE JAW | ||||||||||||
| NONE | PUBLIC | GENERAL SUPPORT | $5,222 | BOX 334 | MOOSE JAW | MOOSE JAW | LO | |||||
| HISTORIC SARNAC LAKE | ||||||||||||
| 89 CHURCH ST | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 | |||||
| JOHN M BARRY BOYS & GIRLS CLUB | ||||||||||||
| 675 WATERTOWN ST | NEWTON | MA | 02460 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |||||
| NORTH KAWARTHA FOOD BANK | ||||||||||||
| NONE | PUBLIC | GENERAL SUPPORT | $1,495 | 135 BURLEIGH ST | APSLEY | ONTARIO | CA | K0L 1A0 | ||||
| NEW WEST CHARTER SCHOOL | ||||||||||||
| 1905 ARMACOST AVE | LOS ANGELES | CA | 90025 | NONE | PUBLIC | EDUCATION/GENERAL SUPPORT | $2,000 | |||||
| NEW YORK HISTORICAL SOCIETY | ||||||||||||
| 170 CENTRAL PARK W | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |||||
| NEW YORK UNIVERSITY | ||||||||||||
| 25 WEST FOURTH STREET 4TH FLOOR | NEW YORK | NY | 10012 | NONE | PUBLIC | EDUCATION/GENERAL SUPPORT | $50,000 | |||||
| NORTH COUNTRY COMMUNITY COLLEGE FOUNDATION | ||||||||||||
| 23 SANTAONI AVE | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | EDUCATION/GENERAL SUPPORT | $5,000 | |||||
| NUCLEAR THREAT INITIATIVE | ||||||||||||
| 1776 I ST NW STE 600 | WASHINGTON | DC | 20006 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 | |||||
| PENDRAGON THEATRE | ||||||||||||
| 15 BRANDY BRK | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |||||
| NYU LANGONE HOSPITALS | ||||||||||||
| 550 1ST AVE | NEW YORK | NY | 10016 | NONE | PUBLIC | GENERAL SUPPORT | $200,000 | |||||
| SALVATION ARMY OF GREATER NEW YORK | ||||||||||||
| 120 W 14TH ST | NEW YORK | NY | 10011 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 | |||||
| SARANAC LAKE ROTARY FOUNDATION | ||||||||||||
| PO BOX 310 | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |||||
| SARANAC LAKE FREE LIBRARY | ||||||||||||
| 109 MAIN STREET | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |||||
| SARANAC SENIOR CENTER | ||||||||||||
| 135 BROADWAY | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |||||
| SARANAC LAKE VOLUNTEER FIRE DEPARTMENT | ||||||||||||
| 100 BROADWAY | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |||||
| SASK FESTIVAL OF WORDS | ||||||||||||
| NONE | PUBLIC | GENERAL SUPPORT | $37,309 | 217 MAIN ST N | MOOSE JAW | MOOSE JAW | LO | |||||
| SARNAC LAKE CIVIC CENTER | ||||||||||||
| 213 AMPERSAND AVE | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | GENERAL SUPPORT | $60,000 | |||||
| SCARBOROUGH HEALTH NETWORK | ||||||||||||
| NONE | PUBLIC | GENERAL SUPPORT | $1,495 | 3030 BIRCHMOUNT RD | SCARBOROUGH | ONTARIO | CA | |||||
| SARANAC LAKE WINTER CARNIVAL | ||||||||||||
| 22 RIVER ST | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |||||
| SMITHSONIAN INSTITUTION | ||||||||||||
| 2 E 91ST ST | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |||||
| TARRAGON THEATRE | ||||||||||||
| NONE | PUBLIC | GENERAL SUPPORT | $2,243 | 30 BRIDGMAN AVE | TORONTO | ONTARIO | CA | |||||
| SANTA ROSA BASED FOOD KITCHEN | ||||||||||||
| 156 DEPOT RD | NEW YORK | NY | 11746 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |||||
| THE METROPOLITAN MUSEUM OF ART | ||||||||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL SUPPORT | $1,070,023 | |||||
| THE TORONTO BOTANICAL GARDEN | ||||||||||||
| NONE | PUBLIC | GENERAL SUPPORT | $1,495 | 777 LAWRENCE AVE EAST | NORTH YORK | ONTARIO | CA | |||||
| TRI-LAKES HUMANE SOCIETY | ||||||||||||
| 255 GEORGE LAPAN MEMORIAL HWY | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | GENERAL SUPPORT | $50,000 | |||||
| TUDOR HOUSE BROADWAY TRUST | ||||||||||||
| NONE | PUBLIC | GENERAL SUPPORT | $12,705 | 65 HIGH STREET | BROADWAY | WORCESTERSHIRE | UK | |||||
| SARNAC LAKE WOMEN'S CLUB SCHOLARSHIP FUND | ||||||||||||
| PO BOX 343 | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |||||
| UNIVERSITY OF OXFORD DEVELOPMENT FUND | ||||||||||||
| NONE | PUBLIC | EDUCATION/GENERAL SUPPORT | $285,943 | HIGH STREET | OXFORD | OXFORDSHIRE | UK | |||||
| UNIVERSITY OF VICTORIA | ||||||||||||
| NONE | PUBLIC | EDUCATION/GENERAL SUPPORT | $6,121 | 3964 GORDON HEAD ROAD | VICTORIA | BRITISH COLUMBIA | CA | |||||
| SYMPHONY SPACE | ||||||||||||
| 2537 BROADWAY | NEW YORK | NY | 10025 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |||||
| VILLAGE IMPROVEMENT SOCIETY | ||||||||||||
| 48 DORSEY ST | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |||||
| VISITING NURSE SERVICE OF NY | ||||||||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |||||
| THE JOAN AND SANFORD WEILL MEDICAL COLLEGE | ||||||||||||
| 1300 YORK AVE | NEW YORK | NY | 10065 | NONE | PUBLIC | EDUCATION/GENERAL SUPPORT | $100,000 | |||||
| THE DOE FUND | ||||||||||||
| 345 E 102ND ST | NEW YORK | NY | 10029 | NONE | PUBLIC | GENERAL SUPPORT | $2,000 | |||||
| WORCESTER COLLEGE DEVELOPMENT FUND | ||||||||||||
| NONE | PUBLIC | EDUCATION/GENERAL SUPPORT | $977,325 | WALTON STREET | OXFORD | OXFORDSHIRE | UK | |||||
| SARANAC LAKE VOLUNTEER RESCUE ORGANIZATION | ||||||||||||
| 110 BROADWAY | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,267,208 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $222,917 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $904,558 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,127,482 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,127,482 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BARRIE DEEDEE WIGMORE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WEST 72ND STREET - APT 17 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,056,560 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS | StockNm |
| EOY Book Value | $7,761,483 | EOYBookValueAmt |
| EOYFMV | $10,630,967 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | AXON PARTNERS (OFFSHORE) LTD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $35,054 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS OF FMV OVER DONOR'S COST BASIS OF SECURITIES GIFTED TO THE FOUNDATION | Desc |
| Amt | $906,259 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NYS FILING FEE | $750 | $0 | $0 | $750 |
| GOLDMAN SACHS ADR FEES PAID | $333 | $333 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| BARRIE WIGMORE | |||
| 1 WEST 72ND STREET | NEW YORK | NY | 10023 |
| DEEDEE WIGMORE | |||
| 1 WEST 72ND STREET | NEW YORK | NY | 10023 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAID FYE 3/31/2023 BALANCE DUE | CategoryTxt |
| Amt | $4,402 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |