BEACON LIGHT FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BEACON LIGHT FOUNDATION INC (EIN 11-3333751)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349102664
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T11:54:46-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113177576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLIGEL BRINT & CO CPASTAX TIPS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PARK DR STE 210 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 | 113333751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEACON LIGHT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAC | BusinessNameControlTxt |
| Phone | 2126550924 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O A BENNETT-2725 SOUNDVIEW AVE | AddressLine1Txt |
| City | PECONIC | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11958 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES T BENNETT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2126550924 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES T | PersonFirstNm |
| Person Last | BENNETT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW BRINT CPA | PreparerPersonNm |
| PTIN | P00128334 | PTIN |
| Phone | 5166811040 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
| 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 | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,945 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,945 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,945 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $45,200 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,200 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $45,200 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $226,228 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $530,854 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,186 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $273,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,331 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $47,145 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,701 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,701 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,045 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $908 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $137 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,369 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,685 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,684 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $850 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $288 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $562 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,965 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,582 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,383 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,526 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,526 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $172,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,582 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,909 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $100,882 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,749 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $47,145 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,235 | CashBOYAmt |
| Cash EOY | $24,189 | CashEOYAmt |
| Corporate Stock BOY | $2,557,603 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,885,218 | CorporateStockEOYAmt |
| Total Assets BOY | $2,563,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,909,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,563,838 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,909,407 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,563,838 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,909,407 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,563,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,909,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,563,838 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $100,882 | ExcessRevenueOverExpensesAmt |
| Other Increases | $244,687 | OtherIncreasesAmt |
| Subtotal | $2,909,407 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,909,407 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,186 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $539 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $539 | SubtotalAmt |
| Tax Based On Investment Income | $539 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $575 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $575 | TotalPaymentsAndCreditsAmt |
| Overpayment | $36 | OverpaymentAmt |
| Applied To ES Tax | $36 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES T BENNETT | IndividualWithBooksNm |
| Phone | 2126550924 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 GLENLAWN AVENUE | AddressLine1Txt |
| City | SEA CLIFF | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11579 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| ALICE BENNETT | ||||||||
| 2725 SOUNDVIEW AVE | PECONIC | NY | 11958 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| CHARLES T BENNETT | ||||||||
| 141 GLENLAWN AVENUE | SEA CLIFF | NY | 11579 | TREASURER | 4.00 | $0 | $0 | $0 |
| SCOTT BENNETT | ||||||||
| 1400 CALVES NECK RD | SOUTHHOLD | NY | 11958 | SEC'Y | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PURPOSE OF THE PRIVATE FOUNDATION IS TO RECEIVE CONTRIBUTIONS AND TO USE THESE FUNDS ALONG WITH THE FOUNDATIONS' ASSETS, EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS & SCIENTIFIC PURPOSES. | Description1Txt |
| Expenses1 | $159,526 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,909 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $162,909 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $162,909 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $162,909 | RemainingDistriFromCorpusAmt |
| Total Corpus | $162,909 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $162,909 | CurrentYearAmt |
| Year1 | $162,541 | Year1Amt |
| Year2 | $96,962 | Year2Amt |
| Year3 | $114,075 | Year3Amt |
| Total | $536,487 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $162,909 | CurrentYearAmt |
| Year1 | $162,541 | Year1Amt |
| Year2 | $96,962 | Year2Amt |
| Year3 | $114,075 | Year3Amt |
| Total | $536,487 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AFRICAN CONSERVATION FOUNDATION | |||||||||||
| 109 ROYAL PALM WAY | PALM BEACH | FL | 33480 | NONE | CONTRIBUTION | $2,000 | |||||
| ALZHEIMERS'S ASSOCIATION | |||||||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | NONE | CONTRIBUTION | $2,900 | |||||
| AMERICAN LEGION - POST 803 | |||||||||||
| 51655 MAIN ROAD | SOUTHOLD | NY | 11971 | NONE | CONTRIBUTION | $650 | |||||
| ANDREA BOCCELLI FOUNDATION | |||||||||||
| NONE | CONTRIBUTION | $10,000 | PIAZZA SAN FIRENZE 5 | FIRENZE | FIRENZE | IT | 50122 | ||||
| CAST | |||||||||||
| 316 FRONT STREET | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $4,466 | |||||
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||||||
| 286 MIDDLE ISLAND ROAD | MEDFORD | NY | 11763 | NONE | CONTRIBUTION | $500 | |||||
| CHABAD OF BROOKLYN LAW | |||||||||||
| 117 REMSEN ST | BROOKLYN | NY | 11201 | NONE | CONTRIBUTION | $2,000 | |||||
| CHAI LIFELINE | |||||||||||
| 151 W 30TH STREET | NEW YORK | NY | 10001 | NONE | CONTRIBUTION | $5,000 | |||||
| COALITION TO SAVE HEMPSTEAD HARBOR | |||||||||||
| PO BOX 159 | SEA CLIFF | NY | 11579 | NONE | CONTRIBUTION | $5,000 | |||||
| EAST END SEAPORT MUSEUM FOUNDATION | |||||||||||
| 103 3RD STREET | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $1,650 | |||||
| ELIH DEVELOPMENT | |||||||||||
| 201 MANOR PLACE | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $8,025 | |||||
| ELIM ANNUAL APPEAL | |||||||||||
| 20971 OLINDA TRL N | SCANDIA | MN | 55073 | NONE | CONTRIBUTION | $5,000 | |||||
| ESTHERVILLE ANIMAL SHELTER | |||||||||||
| 100 RUSSELL ROAD | GREENFIELD CENTER | NY | 12833 | NONE | CONTRIBUTION | $3,000 | |||||
| FARM SANCTUARY | |||||||||||
| 3150 AIKENS ROAD | WATKINS GLEN | NY | 14891 | NONE | CONTRIBUTION | $1,000 | |||||
| FRIENDS OF PHOEBI ANIMAL RESCUE | |||||||||||
| 21 BLIND ROCK RD | QUEENSBORO | NY | 12804 | NONE | CONTRIBUTION | $2,000 | |||||
| FRIENDS OF SARATOGA COUNTY ANIMAL S | |||||||||||
| 6010 COUNTY FARM ROAD | BALSTON SPA | NY | 12020 | NONE | CONTRIBUTION | $5,000 | |||||
| FRIENDS OF THE IDF | |||||||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | CONTRIBUTION | $1,800 | |||||
| FRIENDS OF THE SEA CLIFF LIBRARY | |||||||||||
| PO BOX 333 | SEA CLIFF | NY | 11579 | NONE | CONTRIBUTION | $1,000 | |||||
| GLEN COVE BOYS GIRLS CLUB | |||||||||||
| 113 GLEN COVE AVE 4 | GLEN COVE | NY | 11542 | NONE | CONTRIBUTION | $5,000 | |||||
| GLENS FALLS HOSPITAL FOUNDATION | |||||||||||
| 126 SOUTH STREET | GLENS FALLS | NY | 12801 | NONE | CONTRIBUTION | $1,200 | |||||
| HOMES FOR ORPHAN PETS | |||||||||||
| 3065 ROUTE 50 D-1 BOX 68 | SARATOGA SPRINGS | NY | 12866 | NONE | CONTRIBUTION | $5,000 | |||||
| INTERFAITH NUTRITION NETWORK | |||||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | CONTRIBUTION | $10,000 | |||||
| MEMORIAL SLOAN-KETTERING CANCER CTR | |||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 11021 | NONE | CONTRIBUTION | $1,000 | |||||
| MK9S SERVICE DOGS | |||||||||||
| 2621 OAKTON GLEN DRIVE | VIENNA | VA | 221815344 | NONE | CONTRIBUTION | $5,000 | |||||
| MUTUAL CONCERNS COMMITTEE INC | |||||||||||
| 263 GLEN AVENUE | SEA CLIFF | NY | 11579 | NONE | CONTRIBUTION | $4,000 | |||||
| NASSAU BAR FOUNDATION | |||||||||||
| 15 WEST STREET | MINEOLA | NY | 11501 | NONE | CONTRIBUTION | $300 | |||||
| NATURE WALKS CONSERVATION SOCIETY | |||||||||||
| PO BOX 116 | TYNGSBORO | MA | 01879 | NONE | CONTRIBUTION | $1,000 | |||||
| NORTH FORK ANIMAL WELFARE | |||||||||||
| 165 PECONIC LANE | PECONIC | NY | 11958 | NONE | CONTRIBUTION | $1,000 | |||||
| NORTH FORK BREAST HEALTH COALITION | |||||||||||
| 185 OLD COUNTRY ROAD | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $1,000 | |||||
| NORTH FORK COMMUNITY THEATRE | |||||||||||
| PO BOX 86 | MATTITUCK | NY | 11952 | NONE | CONTRIBUTION | $1,110 | |||||
| NORTH SHORE ANIMAL LEAGUE | |||||||||||
| 25 DAVIS AVENUE | PORT WASHINGTON | NY | 11050 | NONE | CONTRIBUTION | $2,200 | |||||
| NORTH SHORE AUTISM CIRCLE | |||||||||||
| 565 PLANDOME RD | MANHASSET | NY | 11030 | NONE | CONTRIBUTION | $1,000 | |||||
| NORTH SHORE COALITION AGAINST SUB | |||||||||||
| PO BOX 840 | SEA CLIFF | NY | 11579 | NONE | CONTRIBUTION | $1,000 | |||||
| NORTH SHORE SOUP KITCHEN | |||||||||||
| 7 CONTINENTAL PLACE | GLEN COVE | NY | 11542 | NONE | CONTRIBUTION | $13,000 | |||||
| NY MARINE REUSE CENTER | |||||||||||
| 467 EAST MAIN STREET | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $1,000 | |||||
| PECONIC LAND TRUST | |||||||||||
| 296 NT-27A | SOUTHAMPTON | NY | 11968 | NONE | CONTRIBUTION | $1,000 | |||||
| RACE TO ERASE MS | |||||||||||
| 1875 CENTURY PARK EAST | LOS ANGELES | CA | 90067 | NONE | CONTRIBUTION | $1,000 | |||||
| RERUN THOROUGHBRED ADOPTION | |||||||||||
| 263A WATERS RD 3821 | EAST GREENBUSH | NY | 12061 | NONE | CONTRIBUTION | $2,000 | |||||
| ROTARY CLUB OF SOUTHHOLD | |||||||||||
| 28350 MAIN ROAD | CUTCHOGUE | NY | 11935 | NONE | CONTRIBUTION | $975 | |||||
| SACRED HEART ROMAN CATHOLIC CHURCH | |||||||||||
| 83-17 78TH AVENUE | GLENDALE | NY | 11385 | NONE | CONTRIBUTION | $1,000 | |||||
| SARATOGA CHAMBER OF CONGRESS | |||||||||||
| 28 CLITON STREET | SARTOGA SPRINGS | NY | 12866 | NONE | CONTRIBUTION | $900 | |||||
| SEA CLIFF FIRE DEPARTMENT | |||||||||||
| 67 ROSLYN AVENUE | SEA CLIFF | NY | 11579 | NONE | CONTRIBUTION | $2,600 | |||||
| ST ALBANS GOSPEL ASSEMBLY | |||||||||||
| 20025 LINDEN BLVD | JAMAICA | NY | 11412 | NONE | CONTRIBUTION | $500 | |||||
| ST JUDE CHILDREN'S RESEARCH HOSPIT | |||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | CONTRIBUTION | $2,000 | |||||
| THE FOUNDATION FOR TOMORROW | |||||||||||
| 1037 PROVIDENCE RD STE C | CHARLOTTE | NC | 28207 | NONE | CONTRIBUTION | $500 | |||||
| THE OLD BURYING GROUNDS | |||||||||||
| PO BOX 787 | SOUTHOLD | NY | 11971 | NONE | CONTRIBUTION | $500 | |||||
| THE SAFE CENTER | |||||||||||
| 15 GRUMMAN ROAD W 1000 | BETHPAGE | NY | 11714 | NONE | CONTRIBUTION | $1,000 | |||||
| THE SKIN CANCER FOUNDATION | |||||||||||
| 205 LEXINGTON AVE - 11FL | NEW YORK | NY | 10016 | NONE | CONTRIBUTION | $1,050 | |||||
| THE VISCARDI CENTER | |||||||||||
| 201 I U WILLETS ROAD | ALBERTSON | NY | 11507 | NONE | CONTRIBUTION | $2,000 | |||||
| TIMOTHY HILL CHILDREN'S RANCH | |||||||||||
| 298 MIDDLE ROAD | RIVERHEAD | NY | 11901 | NONE | CONTIIBUTION | $2,500 | |||||
| TUNNEL TO TOWER FOUNDATION | |||||||||||
| 2361 AYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | CONTRIBUTION | $400 | |||||
| UNBRIDLED THOROUGHBREDS | |||||||||||
| 1700 FARM TO MARKET ROAD | COXSACKIE | NY | 12051 | NONE | CONTRIBUTION | $20,000 | |||||
| UNIVERISITY OF MICHIGAN | |||||||||||
| 400 4TH STREET | ANN ARBOR | MI | 48103 | NONE | CONTRIBUTION | $200 | |||||
| WE CARE FUND | |||||||||||
| 15TH WEST STREETS | MINEOLA | NY | 11501 | NONE | CONTRIBUTION | $4,600 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,526 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,945 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $45,200 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $226,228 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $273,373 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $273,373 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| STIFEL, NICOLAUS & CO INC - TRADES | 2021-01 | PURCHASE | 2021-12 | $992 | $986 | $6 |
| STIFEL, NICOLAUS & CO INC - TRADES | 2020-01 | PURCHASE | 2021-12 | $66,656 | $20,128 | $46,528 |
| STIFEL, NICOLAUS & CO INC - TRADES | 2020-01 | PURCHASE | 2021-12 | $25,744 | $24,946 | $798 |
| UBS - 2558 - TRADES | 2021-01 | PURCHASE | 2021-12 | $27,943 | $18,291 | $9,652 |
| UBS - 2558 - TRADES | 2020-01 | PURCHASE | 2021-12 | $181,858 | $104,041 | $77,817 |
| UBS - 6187 - TRADES | 2021-01 | PURCHASE | 2021-12 | $45,400 | $46,464 | -$1,064 |
| UBS - 6187 - TRADES | 2020-01 | PURCHASE | 2021-12 | $181,075 | $89,770 | $91,305 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| UBS - 187 R3 | $849,944 |
| UBS - 558 R3 | $1,205,586 |
| STIFEL, NICOLAUS &CO., INC | $829,688 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | $240 | $120 | $120 |
| DUES & SUBSCRIPTIONS | $320 | $160 | $160 |
| NYS FILING FEE | $275 | $275 | |
| OFFICE EXPENSES | $15 | $8 | $7 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $244,687 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $5,701 | Amt |
| Net Investment Income | $5,701 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UBS - FOREIGN TAXES PAID | $361 | $361 | |
| STIFEL, NICOLAUS & CO, INC - FOR | $409 | $409 | |
| LICENSES | $275 | $138 | $137 |