STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

STEPHENSON POPE BABCOCK FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
STEPHENSON POPE BABCOCK FOUNDATION (EIN 56-2000456)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-02-10
IRS object ID
202320419349100012
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-02-10T11:07:10-06:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561215661PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SILLS AND ASSOCIATES PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14400 SILAS CREEK PKY SUITE 200AddressLine1Txt
CityWINSTONSALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562000456EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEPHENSON POPE BABCOCK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTEPBusinessNameControlTxt
Phone3366590290PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117 GRAYLYN PLACE CTAddressLine1Txt
CityWINSTONSALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE BABCOCKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3366590290PhoneNum
Signature2023-02-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRUCEPersonFirstNm
Person LastBABCOCKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH P SILLSPreparerPersonNm
PTINP00194921PTIN
Phone3367683290PhoneNum
Preparation2023-02-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,289,996FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$17,448ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$37,206DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,206DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$82,446NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$434,786GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$95,898CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$137,100TotalRevAndExpnssAmt
Total Net Invst Incm$133,104TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,975AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,973TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,973TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$8,308TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,760OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$260OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,016TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,973TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,235TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$168,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$168,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$188,016TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,973TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$170,235TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$50,916ExcessRevenueOverExpensesAmt
Net Investment Income$127,131NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$199,835SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$46,848SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$46,848SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$937,269CorporateStockBOYAmt
Corporate Stock EOY$725,646CorporateStockEOYAmt
Corporate Stock EOYFMV$1,744,246CorporateStockEOYFMVAmt
Corporate Bonds BOY$207,519CorporateBondsBOYAmt
Corporate Bonds EOY$521,213CorporateBondsEOYAmt
Corporate Bonds EOYFMV$498,902CorporateBondsEOYFMVAmt
Total Assets BOY$1,344,623TotalAssetsBOYAmt
Total Assets EOY$1,293,707TotalAssetsEOYAmt
Total Assets EOYFMV$2,289,996TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,344,623RetainedEarningBOYAmt
Retained Earning EOY$1,293,707RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,344,623TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,293,707TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,344,623TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,293,707TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,344,623TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$50,916ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,293,707SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,293,707TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
75 HONEYWELL INTERNATIONAL INCP2016-10-212022-03-22$14,533$7,877$6,656$6,656
100 HONEYWELL INTERNATIONALP2015-08-242022-03-22$19,378$9,258$10,120$10,120
200 APPLE INCP2013-03-072022-03-22$33,640$3,068$30,572$30,572
200 AUTOMATIC DATA PROCESSINGP2020-03-202022-03-22$42,552$23,022$19,530$19,530
75 FACTSET RESEARCH SYSP2012-12-212022-03-31$33,007$6,694$26,313$26,313
550 VERIZON COMMUNICATIONSP2021-01-262022-05-17$26,907$31,286-$4,379-$4,379
450 VERIZON COMMUNICATIONSP2020-03-062022-05-17$22,015$25,361-$3,346-$3,346
500 VERIZON COMMUNICAITONSP2022-03-222022-05-17$24,461$25,630-$1,169-$1,169
500 VERIZON COMMUNICAITONSP2018-03-192022-05-27$25,456$24,330$1,126$1,126
100 BERKSHIRE HATHAWAYP2008-05-212022-05-27$31,353$8,121$23,232$23,232
100 HONEYWELL INTERNATIONALP2015-08-242022-05-27$19,430$9,258$10,172$10,172
100 AUTOMATIC DATA PROCESSINGP2020-03-202022-05-27$22,249$11,511$10,738$10,738
200 DIME CMNTY BANCSHARESD1983-10-252022-08-17$6,890$148$6,742$6,742
200 DIME CMNTY BANCSHARESD1983-10-252022-08-17$6,890$148$6,742$6,742
500 VERIZON COMMUNICAITONSP2018-03-192022-09-12$21,214$24,330-$3,116-$3,116
500 VERIZON COMMUNICAITONSP2018-05-022022-09-12$21,214$24,290-$3,076-$3,076
100 FEDERAL EXPRESS CORPP2021-04-222022-09-16$15,899$27,881-$11,982-$11,982
150 FEDERAL EXPRESS CORPP2021-09-152022-09-16$23,849$38,778-$14,929-$14,929
150 FEDERAL EXPRESS CORPP2021-01-262022-09-16$23,849$37,897-$14,048-$14,048
FieldValueIRS element (for citing)
Capital Gain Net Income$95,898CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,767InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,767SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,767TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,320EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,320TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,553OverpaymentAmt
Applied To ES Tax$1,553AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressSPBABCOCKFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksBRUCE BABCOCKIndividualWithBooksNm
Phone3366590290PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line117 GRAYLYN PLACE CTAddressLine1Txt
CityWINSTON SALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27106ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANNE BABCOCK
17 GRAYLYN PLACE CTWINSTON SALEMNC27106VICE PRESIDENT0.00$0$0$0
BRUCE BABCOCK
17 GRAYLYN PLACE CTWINSTON SALEMNC27106PRESIDENT0.00$0$0$0
LUKE BABCOCK
274 DIVISION STREETSAG HARBORNY11963VICE PRESIDENT0.00$0$0$0
THOMAS BABCOCK
955 LEXINGTON AVE NO 8CNEW YORKNY10021VICE PRESIDENT0.00$0$0$0
ALICE PEARCE
3960 NORTH OCEAN BLVD 6DELRAY BEACHFL33483SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,499,620AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,499,620TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,499,620AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,494CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,462,126NetVlNoncharitableAssetsAmt
Minimum Investment Return$123,106MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$123,106MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,767TaxBasedOnInvestmentIncomeAmt
Total Tax$1,767TotalTaxAmt
Distributable Before Adj$121,339DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$121,339DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$121,339DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$170,235ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$170,235QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$121,339DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$23,201ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$23,199ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,053ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$65,221ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,209ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$132,883TotalExcessDistributionCyovAmt
Qualifying Distributions$170,235QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$121,339AppliedToCurrentYearAmt
Remaining Distri From Corpus$48,896RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$181,779TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$23,201ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$158,578ExcessDistriCyovToNextYrAmt
Excess From Year4$23,199ExcessFromYear4Amt
Excess From Year3$16,053ExcessFromYear3Amt
Excess From Year2$65,221ExcessFromYear2Amt
Excess From Year1$5,209ExcessFromYear1Amt
Excess From Current Year$48,896ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
CHILDRENS MUSEUM OF THE EAST END
PO BOX 316BRIDGEHAMPTONNY11932NONE501 (C)(3)CHARITABLE USE$12,000
CORAL RESTORATION FOUNDATION
89111 OVERSEAS HWYTAVERNIERFL33070NONE501(C)(3)CHARITABLE USE$12,000
EXPERIENCE CAMPS
PO BOX 5121WESTPORTCT06881NONE501 (C)(3)CHARITABLE USE$1,000
FLYING KITES
PO BOX 52326BOSTONMA02205NONE501 (C)(3)CHARITABLE USE$10,000
FOLDS OF HONOR
8711 E PINNACLE PEAK RD PMB 326SCOTTSDALEAZ852553517NONE501 (C)(3)CHARITABLE USE$15,000
FISH REEF PROJECT
315 MEIGS RD STE A 289SANTA BARBARACA93109NONE501 (C)(3)CHARITABLE USE$17,000
FOOD BANK OF EASTERN NORTH CAROLINA
1924 CAPITAL BLVDRALEIGHNC27604NONE501 (C)(3)CHARITABLE USE$1,000
GOAT ON A BOAT
PO BOX 327SAG HARBORNY11963NONE501(C)(3)CHARITABLE USE$1,000
FOREVER MARYLAND FOUNDATION INC
2331 ROCK SPRING RDFOREST HILLMD21050NONE501 (C)(3)CHARITABLE USE$1,000
HUMAN NEEDS FOOD PANTRY
9 LABEL STREETMONTCLAIRNJ07042NONE501 (C)(3)CHARITABLE USE$1,000
HAMPTON COMMUNITY OUTREACH
PO BOX 838BRIDGEHAMPTONNY11932NONE501 (C)(3)CHARITABLE USE$15,000
I-TRI
PO BOX 567EAST HAMPTONNY11937NONE501 (C)(3)CHARITABLE USE$15,000
INTERNATIONAL COMMUNITY DEVELOPMENT FUND
32 HIGHVIEW DRIVESAG HARBORNY11963NONE501 (C)(3)CHARITABLE USE$10,000
INTERNATIONAL COMMITTEE OF THE RED CROSS
NONE501 (C)(3)CHARITABLE USE$5,00019 AVENUE DE LA PAIX 1202GENEVASZ
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068ALBERT LEAMN560079847NONE501 (C)(3)CHARITABLE USE$5,000
LEAD GIRLS OF NC
500 WEST 4TH ST STE 203WINSTON SALEMNC27101NONE501 (C)(3)CHARITABLE USE$10,000
NC COASTAL FEDERATION
PO BOX 276WANCHESENC27981NONE501(C)(3)CHARITABLE USE$9,000
PUT ME IN
414 36TH AVENUESAN FRANCISCOCA94121NONE501 (C)(3)CHARITABLE USE$10,000
PUPPY PRODIGIES
306-N WEST EL NORTE 20ESCONDIDOCA92026NONE501 (C)(3)CHARITABLE USE$1,000
PROJECT MOST
PO BOX 1486EAST HAMPTONNY11937NONE501 (C)(3)CHARITABLE USE$15,000
ROOTS AND WINGS
335 E LINTON BLVD STE 2219DELRAY BEACHFL33483NONE501 (C)(3)CHARITABLE USE$1,000
ST ANN'S CHURCH
PO BOX 961BRIDGEHAMPTONNY11932NONE501 (C)(3)CHARITABLE USE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$168,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$37,206RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$82,446RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$119,652RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$119,652TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INCOME DERIVED FROM INTEREST, DIVIDENDS IS USED TO PROVIDE GRANTS TO SELECTED ORGANZIATIONS.
8INCOME DERIVED FROM SALES OF SECURITIES IS USED TO PROVIDE GRANTS TO SELECTED ORGANZIATIONS.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
BRUCE BABCOCK
117 GRAYLYN PLACE CTWINSTON SALEMNC27106$6,874Yes (X)
ANNE BABCOCK
217 GRAYLYN PLACE CTWINSTON SALEMNC27106$6,874Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1200 SHARES DIME CMNTY BANCSHARES STOCK$6,8742022-08-17
2200 SHARES DIME CMNTY BANCSHARES STOCK$6,8742022-08-17

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,975Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,975DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionPURSUANT 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 (6 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA 5.2%$50,499$48,070
JP MORGAN CHASE 6.1%$55,261$48,116
BANK NEW YORK MELLON CORP$101,759$88,961
US TREASURY BILL 0.000% DUE 10/06/22$124,469$124,974
US TREASURY BILL 0.125% DUE 10/15/23$95,933$95,789
US TREASURY BILL 0.625% DUE 10/15/24$93,292$92,992

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERKSHIRE HATHAWAY INC$57,804$213,616
GOOGLE INC CL A$28,675$153,040
NORFOLK SOUTHERN CORP$23,012$83,860
APPLE COMPUTER$18,409$165,840
FACTSET RESEARCH SYSTEMS$24,547$110,030
MONDELEZ INTL INC$25,673$54,830
NESTLE SA$27,011$43,044
HONEYWELL INTERNATIONAL INC$38,892$66,788
VISA INC$42,961$151,003
PAYPAL HOLDINGS INC$24,528$68,856
DIAGEO PLC$54,737$84,905
JOHNSON & JOHNSON$81,128$98,016
SHERWIN WILLIAMS COMPANY$76,920$122,850
AMAZON$25,622$33,900
AUTOMATIC DATA PROCESSING$57,554$113,095
NIKE$101,339$74,808
GOOGLE INC CL C$16,834$105,765

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMIN SUPPORT$3,500$0$0
STATIONARY$260$0$260

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$21$21$0
FEDERAL EXCISE TAXES$5,952$5,952$0