STEPHENSON POPE BABCOCK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STEPHENSON POPE BABCOCK FOUNDATION (EIN 56-2000456)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-02-09
- IRS object ID
- 202200409349100605
- Schema version
- 2020v4.2
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-09T11:01:47-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | 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 | 2020-10-01 | 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 | BRUCE BABCOCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3366590290 | PhoneNum |
| Signature | 2022-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRUCE | PersonFirstNm |
| Person Last | BABCOCK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH P SILLS | PreparerPersonNm |
| PTIN | P00194921 | PTIN |
| Phone | 3367683290 | PhoneNum |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,892,456 | 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 | $4,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $35,381 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,381 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $202,460 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $286,544 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $202,460 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,460 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,460 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $243,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,301 | 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 | $1,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,975 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,008 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,004 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,004 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,996 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,017 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,979 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $131,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $131,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,996 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,017 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,979 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $108,305 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $238,284 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $143,288 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $199,835 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $199,835 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $885,511 | CorporateStockBOYAmt |
| Corporate Stock EOY | $937,269 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,478,343 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $207,519 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $207,519 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $214,278 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,236,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,344,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,892,456 | 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 | $1,236,318 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,344,623 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,236,318 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,344,623 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,236,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,344,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,236,318 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $108,305 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,344,623 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,344,623 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 SHS APPLE INC | P | 2013-03-07 | 2021-01-26 | $28,341 | $3,068 | $25,273 | $25,273 |
| 100 PAYPAL HOLDINGS INC | P | 2013-11-22 | 2021-01-26 | $24,338 | $3,066 | $21,272 | $21,272 |
| 125 SHS HONEYWELL INTERNATIONAL | P | 2016-10-21 | 2021-01-26 | $25,220 | $13,129 | $12,091 | $12,091 |
| 15 SHS GOOGLE INC CL C | P | 2015-01-06 | 2021-01-26 | $28,587 | $7,580 | $21,007 | $21,007 |
| 5 SHS GOOGLE INC CL C | P | 2012-04-17 | 2021-04-22 | $11,765 | $1,597 | $10,168 | $10,168 |
| 5 SHS GOOGLE INC CL C | P | 2015-01-06 | 2021-04-22 | $10,775 | $2,416 | $8,359 | $8,359 |
| 150 SHS VISA INC | P | 2014-03-28 | 2021-05-10 | $34,068 | $7,956 | $26,112 | $26,112 |
| 100 NORFOLK SOUTHERN CORP | P | 2012-11-20 | 2021-05-10 | $29,309 | $5,753 | $23,556 | $23,556 |
| 20 SHS GOOGLE INC CL C | P | 2012-04-17 | 2021-05-10 | $46,557 | $6,121 | $40,436 | $40,436 |
| 250 SHS DIGEO PLC | P | 2020-09-04 | 2021-09-28 | $47,584 | $33,398 | $14,186 | $14,186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $202,460 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,312 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,312 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,312 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | 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 | $680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,632 | 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 |
| 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 | BRUCE BABCOCK | IndividualWithBooksNm |
| Phone | 3366590290 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 GRAYLYN PLACE CT | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27106 | 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 | $2,681,876 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,681,876 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,681,876 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,641,648 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,082 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,082 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,312 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,312 | TotalTaxAmt |
| Distributable Before Adj | $128,770 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $128,770 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $128,770 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,979 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $133,979 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $133,979 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,770 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $41,722 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,201 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,199 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,053 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $65,221 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $169,396 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,979 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $128,770 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,209 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $174,605 | 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 | $41,722 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $132,883 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,201 | ExcessFromYear4Amt |
| Excess From Year3 | $23,199 | ExcessFromYear3Amt |
| Excess From Year2 | $16,053 | ExcessFromYear2Amt |
| Excess From Year1 | $65,221 | ExcessFromYear1Amt |
| Excess From Current Year | $5,209 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 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 | $10,000 | |
| TOGETHER RISING | ||||||||
| 800 W BROAD STREET 6409 | FALLS CHURCH | VA | 22040 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 | |
| FILLING IN THE BLANKS | ||||||||
| 346 MAIN AVENUE SUITE 3A | NORWALK | CT | 06851 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 | |
| BH CHILD CARE & RECREATIONAL CENTER | ||||||||
| PO BOX 1197 | BRIDGEHAMPTON | NY | 11932 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 | |
| GLOBAL PEARLS INC | ||||||||
| PO BOX 67080 | ALBUQUERQUE | NM | 87193 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 | |
| CHILDRENS MUSEUM OF THE EAST END | ||||||||
| PO BOX 316 | BRIDGEHAMPTON | NY | 11932 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 | |
| OLA OF EASTERN LONG ISLAND | ||||||||
| PO BOX 278 | SAGAPONACK | NY | 11962 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 | |
| OPERATION HOME | ||||||||
| 3973 RIVERS AVENUE STE 104 | NORTH CHARLESTON | SC | 29405 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 | |
| EWECC | ||||||||
| PO BOX 63 | EAST HAMPTON | NY | 11937 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 | |
| SAN MIGUEL DE ALLENDE | ||||||||
| 220 N ZAPATA HWY STE 11 PMB 1111B | LAREDO | TX | 78043 | NONE | 501 (C)(3) | CHARITABLE USE | $2,000 | |
| FOREVER MARYLAND FOUNDATION INC | ||||||||
| 2331 ROCK SPRING RD | FOREST HILL | MD | 21050 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| FOOD BANK OF EASTERN NORTH CAROLINA | ||||||||
| 1924 CAPITAL BLVD | RALEIGH | NC | 27604 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 | |
| NEIGHBOR TO NEIGHBOR | ||||||||
| 248 EAST PUTNAM AVE | GREENWICH | CT | 06830 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 | |
| THE SALVATION ARMY | ||||||||
| 1255 N TRADE STREET | WINSTON SALEM | NC | 27101 | NONE | 501(C)(3) | CHARITABLE USE | $5,000 | |
| HAMPTON COMMUNITY OUTREACH | ||||||||
| PO BOX 838 | BRIDGEHAMPTON | NY | 11932 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 | |
| SYDNEY PAIGE FOUNDATION | ||||||||
| 1249 BOULEVARD WAY | WALNUT CREEK | CA | 94595 | NONE | 501(C)(3) | CHARITABLE USE | $5,000 | |
| IMPACT 100 PALM BEACH COUNTY | ||||||||
| 261 NW 13TH STREET | BOCA RATON | FL | 33432 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| MISSION OF GRACE | ||||||||
| PO BOX 39410 | SAN ANTONIO | TX | 78218 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| OCEAN INSTITUTE | ||||||||
| 24200 DANA POINTE HARBOR DRIVE | DANA POINT | CA | 92629 | NONE | 501(C)(3) | CHARITABLE USE | $4,000 | |
| PROJECT MOST | ||||||||
| PO BOX 1486 | EAST HAMPTON | NY | 11937 | NONE | 501 (C)(3) | CHARITABLE USE | $15,000 | |
| ROOTS AND WINGS | ||||||||
| 335 E LINTON BLVD STE 2219 | DELRAY BEACH | FL | 33483 | NONE | 501 (C)(3) | CHARITABLE USE | $8,000 | |
| 5 GYRES INSTITUTE | ||||||||
| PO BOX 5699 | SANTA MONICA | CA | 90409 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| EDUCATION FOR ALL CHILDREN | ||||||||
| 601 ISLINGTON ST STE 206 | PORTSMOUTH | NH | 03801 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| THE JF KAPNEK TRUST | ||||||||
| 936 DEWING AVE STE E3 | LAFAYETTE | CA | 94549 | NONE | 501(C)(3) | CHARITABLE USE | $5,000 | |
| FOODBANK OF SOUTHEASTERN VIRGINIA AND THE EASTERN SHORE | ||||||||
| 800 TIDEWATER DR | NORFOLK | VA | 23504 | NONE | 501(C)(3) | CHARITABLE USE | $1,000 | |
| LITTLE SISTERS FUND | ||||||||
| PO BOX 909 | HAILEY | ID | 83333 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| STONY BROOK FOUNDATION | ||||||||
| STONY BROOK UNIVERSITY 230 | STONY BROOK UNIVERSITY | NY | 117941188 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | ADMINISTRATION BLDG |
| FIRST TEE GREATER WASHINGTON DC | ||||||||
| 1775 TYSONS BLVD 5TH FLOOR | TYSONS | VA | 22102 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| MONUMENT CRISES CENTER | ||||||||
| PO BOX 23973 | PLEASANT HILL | CA | 94523 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| CHANCES FOR CHILDREN | ||||||||
| 20343 N HAYDEN RD STE 105-114 | SCOTTSDALE | AZ | 85255 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| DUKE UNIVERSITY | ||||||||
| 367 SCOTT FAMILY ATHLETICS | DURHAM | NC | 27708 | NONE | 501(C)(3) | CHARITABLE USE | $1,000 | PERMORMANCE CENTER 110 WHITFORD DRI |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $131,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $35,381 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,460 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $202,460 | 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 | $239,301 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $239,301 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME DERIVED FROM INTEREST, DIVIDENDS IS USED TO PROVIDE GRANTS TO SELECTED ORGANZIATIONS. |
| 7 | REFUND OF EXCISE TAXES IS USED TO PROVIDE GRANTS TO SELECTED ORGANIZATIONS. |
| 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 | $1,975 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,975 | 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 (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA 5.2% | $50,499 | $51,438 |
| JP MORGAN CHASE 6.1% | $55,261 | $54,340 |
| BANK NEW YORK MELLON CORP | $101,759 | $108,500 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC | $65,925 | $245,646 |
| GOOGLE INC | $45,508 | $360,474 |
| NORFOLK SOUTHERN CORP | $23,012 | $95,700 |
| APPLE COMPUTER | $21,477 | $198,100 |
| FACTSET RESEARCH SYSTEMS | $31,241 | $138,173 |
| MONDELEZ INTL INC | $25,673 | $58,180 |
| NESTLE SA | $27,011 | $48,084 |
| HONEYWELL INTERNATIONAL INC | $65,285 | $143,289 |
| VISA INC | $42,961 | $189,338 |
| PAYPAL HOLDINGS INC | $24,528 | $208,168 |
| DIAGEO PLC | $54,737 | $96,500 |
| JOHNSON & JOHNSON | $81,128 | $96,900 |
| SHERWIN WILLIAMS COMPANY | $76,920 | $167,838 |
| VERIZON COMMUNICATIONS | $129,598 | $135,025 |
| AMAZON | $25,622 | $49,276 |
| AUTOMATIC DATA PROCESSING | $92,087 | $159,936 |
| FEDERAL EXPRESS | $104,556 | $87,716 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMIN SUPPORT | $2,000 | $1,000 | $1,000 |
| BANK FEES | $8 | $4 | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,460 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,460 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,460 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $0 | $0 | $0 |
| FOREIGN TAXES | $13 | $13 | $0 |