T & L LONGE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- T & L LONGE CHARITABLE FOUNDATION INC (EIN 83-0571305)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-07
- IRS object ID
- 202223119349101347
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-07T15:14:11-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141630137 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN & FITZGERALD PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 224 OLD LOUDON ROAD | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830571305 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T&L LONGE CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | T&LL | BusinessNameControlTxt |
| Phone | 5184332443 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8062 VIZCAYA WAY | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS F LONGE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5183659832 | PhoneNum |
| Signature | 2022-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | LONGE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK T RYAN | PreparerPersonNm |
| PTIN | P01256624 | PTIN |
| Phone | 5187835509 | PhoneNum |
| Preparation | 2022-10-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $3,012,227 | 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 | $922,298 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,697 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,697 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,257 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,257 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $190,319 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $926,253 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $190,319 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,145,571 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $223,273 | 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 | $4,360 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,156 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,156 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,561 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,201 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $169,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $169,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $182,161 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,201 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $963,410 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $215,072 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $95,242 | CashBOYAmt |
| Cash EOY | $242,624 | CashEOYAmt |
| Cash EOYFMV | $242,624 | CashEOYFMVAmt |
| US Government Obligations BOY | $277,076 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $377,121 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $385,325 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $903,537 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,708,701 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,120,403 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $327,914 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $269,085 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $263,875 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,603,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,597,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,012,227 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,723,246 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,723,246 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$119,477 | RetainedEarningBOYAmt |
| Retained Earning EOY | $874,285 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,603,769 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,597,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,603,769 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,597,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,603,769 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $963,410 | ExcessRevenueOverExpensesAmt |
| Other Increases | $31,852 | OtherIncreasesAmt |
| Subtotal | $2,599,031 | SubtotalAmt |
| Other Decreases | $1,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,597,531 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES | P | 2020-12-31 | 2021-12-31 | $925,850 | $735,934 | $189,916 | $189,916 |
| CAPITAL GAINS DIVIDENDS | P | $403 | $403 | $403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $190,319 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,990 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,990 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,990 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,004 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $35 | EsPenaltyAmt |
| Overpayment | $979 | OverpaymentAmt |
| Applied To ES Tax | $979 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5183659832 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8062 VIZCAYA WAY | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS F LONGE | ||||||||
| 8062 VIZCAYA WAY | NAPLES | FL | 34108 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| LAURIE LONGE | ||||||||
| 8062 VIZCAYA WAY | NAPLES | FL | 34108 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER FITZGERALD | ||||||||
| 6 MASTERS COMMON NORTH | QUEENSBURY | NY | 12804 | DIRECTOR | 1.00 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,500,039 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $167,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,667,359 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,667,359 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,010 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,642,349 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,117 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,990 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,990 | TotalTaxAmt |
| Distributable Before Adj | $79,127 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,127 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,127 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $169,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,127 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $68,634 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $68,634 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $169,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,127 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $90,473 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $159,107 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $159,107 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $68,634 | ExcessFromYear1Amt |
| Excess From Current Year | $90,473 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS F LONGE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8062 VIZCAYA WAY | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5183659832 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH SUPPORTING ATTACHMENTS TO FULLY DISCLOSE CHARITABLE PURPOSE OF APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBANY MED FOUNDATION | |||||||
| 43 NEW SCOTLAND AVE | ALBANY | NY | 12208 | NONE | PUBLIC | UNRESTRICTED | $55,000 |
| DONNA CRANDALL FOUNDATION | |||||||
| 50 TRADITIONAL LANE | LOUDONVILLE | NY | 12211 | NONE | PUBLIC | UNRESTRICTED | $20,000 |
| GLENS FALLS HOSPITAL FOUNDATION | |||||||
| 126 SOUTH STREET | GLENS FALLS | NY | 12801 | NONE | PUBLIC | UNRESTRICTED | $12,500 |
| HUDSON VALLEY COMM COLLEGE FOUNDATION | |||||||
| 80 VANDENBURGH RD | TROY | NY | 12180 | NONE | PUBLIC | UNRESTRICTED | $3,500 |
| KAPONA FOUNDATION | |||||||
| 12 BENSONHURST AVENUE | SARATOGA SPRINGS | NY | 12866 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| NORTHWOOD SCHOOL | |||||||
| 92 NORTHWOOD ROAD | LAKE PLACID | NY | 12946 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| OPEN DOOR MISSION | |||||||
| 226 WARREN ST | GLENS FALLS | NY | 12801 | NONE | PUBLIC | UNRESTRICTED | $15,000 |
| QUEENSBURY UNION FREE SCHOOL | |||||||
| 429 AVIATION RD | QUEENSBURY | NY | 12804 | NONE | PUBLIC | UNRESTRICTED | $4,000 |
| SAMARITAN'S PURSE INTERNATIONAL RELIEF | |||||||
| 801 BAMBOO ROAD | BOONE | NC | 28607 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| TUNNELS FOR TOWER FOUNDATION | |||||||
| 2361 HYLAND BLVD | STATEN ISLAND | NY | 10306 | NONE | PUBLIC | UNRESTRICTED | $17,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT RD | JACKSONVILLE | FL | 32256 | NONE | PUBLIC | UNRESTRICTED | $2,500 |
| DOUBLE H RANCH | |||||||
| 97 HIDDEN VALLEY ROAD | LAKE LUZERNE | NY | 12846 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 NO ROCKY POINT DR | TAMPA | FL | 33607 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| CR WOOD CANCER CENTER | |||||||
| 100 PARK STREET | GLENS FALLS | NY | 12801 | NONE | PUBLIC | UNRESTRICTED | $10,000 |
| ADIRONDACK CANCER CENTER FOUNDATION | |||||||
| PO BOX 120 | SARANAC LAKE | NY | 12983 | NONE | PUBLIC | UNRESTRICTED | $2,500 |
| ASPCA | |||||||
| 370 AIRPORT PULLING RD | NAPLES | FL | 34104 | NONE | PUBLIC | UNRESTRICTED | $100 |
| MAKE A WISH FOUNDATION | |||||||
| 14200 MEADOW PARK DE | CHANTILLY | VA | 20151 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| ST MARYS CHURCH | |||||||
| 62 WARREN ST | GLENS FALLS | NY | 12801 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| TO LOVE A CHILD INC | |||||||
| PO BOX 165 | CLIFTON PARK | NY | 12065 | NONE | PUBLIC | UNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $169,600 | 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 | $15,697 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,257 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $190,319 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $223,273 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $223,273 | 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 | THE INCOME EARNED ON INVESTEMENTS IS USED TO DISTRIBUTION TO |
| 8 | ORGANIZATIONS AND/OR PURCHASE INVESTMENTS FOR FUTURE USE |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| THOMAS LONGE | |||||||
| 1 | 8062 VIZCAYA WAY | NAPLES | FL | 34108 | $100,000 | Yes (X) | |
| THOMAS LONGE | |||||||
| 2 | 8062 VIZCAYA WAY | NAPLES | FL | 34108 | $822,298 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (36 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | ABBOTT LABORATORIES 95 SHARES | $13,321 | 2021-12-27 |
| 2 | ALPHABET INC 10 SHARES | $29,588 | 2021-12-27 |
| 2 | AMAZON.COM INC 10 SHARES | $34,085 | 2021-12-27 |
| 2 | AMERICOLD REALTY TRUST 400 SHARES | $12,848 | 2021-12-27 |
| 2 | APPLE INC 200 SHARES | $35,723 | 2021-12-27 |
| 2 | BERKSHIRE HATHAWAY 95 SHARES | $28,097 | 2021-12-27 |
| 2 | CHEVRON CORP 100 SHARES | $11,747 | 2021-12-27 |
| 2 | CHUBB LTD 80 SHARES | $15,341 | 2021-12-27 |
| 2 | CONSTELLATION BRANDS 95 SHARES | $23,306 | 2021-12-27 |
| 2 | GENERAL DYNAMICS 70 SHARES | $14,479 | 2021-12-27 |
| 2 | HOME DEPOT INC 30 SHARES | $12,070 | 2021-12-27 |
| 2 | HUMANA INC 35 SHARES | $16,132 | 2021-12-27 |
| 2 | INCYTE CORP 200 SHARES | $14,650 | 2021-12-27 |
| 2 | ISHARES NATIONAL MUNI BOND 200 SHARES | $23,284 | 2021-12-27 |
| 2 | ISHARES SHORT TERM NATL BOND 500 SHARES | $53,653 | 2021-12-27 |
| 2 | JOHNSON & JOHNSON 135 SHARES | $22,858 | 2021-12-27 |
| 2 | MASTERCARD INC 50 SHARES | $17,880 | 2021-12-27 |
| 2 | MCDONALDS CORP 65 SHARES | $17,390 | 2021-12-27 |
| 2 | META PLATFORMS 60 SHARES | $20,725 | 2021-12-27 |
| 2 | MICROSOFT CORP 120 SHARES | $40,813 | 2021-12-27 |
| 2 | NEXTERA ENERGY PFD CONV 250 SHARES | $14,181 | 2021-12-27 |
| 2 | NEXTERA ENERGY INC 180 SHARES | $16,400 | 2021-12-27 |
| 2 | NVIDIA CORP 55 SHARES | $16,938 | 2021-12-27 |
| 2 | PEPSICO INC 100 SHARES | $17,070 | 2021-12-27 |
| 2 | PROCTOR & GAMBLE 100 SHARES | $16,168 | 2021-12-27 |
| 2 | QUALCOMM INC 55 SHARES | $10,179 | 2021-12-27 |
| 2 | ROCHE HOLDINGS AG 400 SHARES | $20,740 | 2021-12-27 |
| 2 | SPDR GOLD SHARES ETF 200 SHARES | $33,860 | 2021-12-27 |
| 2 | SPDR NUVEEN BLOOMBERG ST MUNI 1000 SHARES | $49,199 | 2021-12-27 |
| 2 | STARBUCKS CORP 120 SHARES | $13,669 | 2021-12-27 |
| 2 | TAIWAN SEMICONDUCTOR 145 SHARES | $17,793 | 2021-12-27 |
| 2 | TJX COMPANIES INC 225 SHARES | $16,739 | 2021-12-27 |
| 2 | VANGUARD MUNI BOND 400 SHARES | $21,988 | 2021-12-27 |
| 2 | VANGUARD NY LONG TERM MUNI 5870 SHARES | $71,673 | 2021-12-27 |
| 2 | WALMART INC 85 SHARES | $11,886 | 2021-12-27 |
| 2 | ZOETIS INC 65 SHARES | $15,825 | 2021-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROWN & FITZGERALD P.C. | CategoryTxt |
| Amt | $4,360 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SCHWAB #4155 - CORPORATE BONDS | BondNm |
| EOY Book Value | $269,085 | EOYBookValueAmt |
| EOYFMV | $263,875 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB #4155 - CORPORATE STOCK | StockNm |
| EOY Book Value | $1,708,701 | EOYBookValueAmt |
| EOYFMV | $2,120,403 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $346,669 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $353,015 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $30,452 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $32,310 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Amt | $1,500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $45 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOND PREMIUM ADJUSTMENT | $1,260 |
| MARK TO MARKET ADJUSTMENT | $30,592 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB | CategoryTxt |
| Amt | $8,156 | Amt |
| Net Investment Income | $8,156 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |