STEPHENSON POPE BABCOCK FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STEPHENSON POPE BABCOCK FOUNDATION (EIN 56-2000456)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-08
- IRS object ID
- 202130399349100013
- Schema version
- 2019v5.2
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-08T17:14:03-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | 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 | 2019-10-01 | 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 | 2021-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH P SILLS | PreparerPersonNm |
| PTIN | P00194921 | PTIN |
| Phone | 3367683290 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,435,952 | 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 | $21,482 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $32,788 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,788 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,900 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $317,546 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,864 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $77,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,652 | 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 | $1,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,955 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,762 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,762 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,995 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $977 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $978 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,855 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,928 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,927 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,567 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,667 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,860 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $173,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $173,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $189,567 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,667 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $179,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$112,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,985 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $237,741 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $143,288 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $143,288 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $49,387 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $955,827 | CorporateStockBOYAmt |
| Corporate Stock EOY | $885,511 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,086,240 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $105,760 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $207,519 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $206,424 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,348,715 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,236,318 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,435,952 | 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 | $1,348,715 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,236,318 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,348,715 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,236,318 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,348,715 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,236,318 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,348,715 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$112,397 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,236,318 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,236,318 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BRIDGEHAMPTOM NATIONAL BANK | D | 2019-10-02 | 2019-10-02 | $10,148 | $259 | $9,889 | $9,889 |
| BRIDGEHAMPTOM NATIONAL BANK | D | 2019-10-02 | 2019-10-02 | $10,148 | $259 | $9,889 | $9,889 |
| APPLE COMPUTER | P | 2012-12-14 | 2020-01-16 | $12,508 | $2,962 | $9,546 | $9,546 |
| APPLE COMPUTER | P | 2013-03-07 | 2020-01-16 | $34,397 | $6,750 | $27,647 | $27,647 |
| BOEING COMPANY | P | 2020-02-28 | 2020-03-10 | $22,782 | $27,380 | -$4,598 | -$4,598 |
| 3M COMPANY | P | 2006-01-13 | 2020-03-20 | $53,697 | $31,282 | $22,415 | $22,415 |
| MOHAWK INDS INC | P | 2018-03-12 | 2020-04-15 | $15,654 | $49,796 | -$34,142 | -$34,142 |
| MOHAWK INDS INC | P | 2016-10-14 | 2020-04-15 | $3,913 | $9,877 | -$5,964 | -$5,964 |
| MOHAWK INDS INC | P | 2016-05-26 | 2020-04-15 | $11,740 | $29,422 | -$17,682 | -$17,682 |
| MOHAWK INDS INC | P | 2016-10-27 | 2020-04-15 | $7,827 | $18,612 | -$10,785 | -$10,785 |
| MOHAWK INDS INC | P | 2018-10-29 | 2020-04-15 | $19,567 | $29,497 | -$9,930 | -$9,930 |
| SCHLUMBERGER | P | 2012-12-14 | 2020-04-15 | $4,390 | $20,618 | -$16,228 | -$16,228 |
| FACTSET RESEARCH SYSTEMS | P | 2012-12-21 | 2020-04-15 | $13,799 | $4,463 | $9,336 | $9,336 |
| FACTSET RESEARCH SYSTEMS | P | 2016-09-28 | 2020-04-15 | $27,599 | $16,365 | $11,234 | $11,234 |
| HONEYWELL INTERNATIONAL INC | P | 2016-10-21 | 2020-05-18 | $27,279 | $21,006 | $6,273 | $6,273 |
| APPLE COMPUTER | P | 2013-03-07 | 2020-08-05 | $21,878 | $3,068 | $18,810 | $18,810 |
| PAYPAL HOLDINGS INC | P | 2013-11-22 | 2020-08-05 | $20,220 | $3,066 | $17,154 | $17,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,864 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $123,181 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,198,234 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056036 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $130,964 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,171,707 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060305 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $122,752 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,051,841 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059825 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $137,145 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,918,823 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071474 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $129,214 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,902,276 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067926 | DistributionYr5Rt |
| Total Distribution | 0.315566 | TotalDistributionRt |
| Average Distribution | 0.063113 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,305,989 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $145,538 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $660 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $146,198 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $179,860 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $660 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $660 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $660 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,140 | OverpaymentAmt |
| Applied To ES Tax | $680 | AppliedToESTaxAmt |
| Refund | $1,460 | 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 | 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 | $2,341,106 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,341,106 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,341,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,305,989 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,299 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,299 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $660 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $660 | TotalTaxAmt |
| Distributable Before Adj | $114,639 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,639 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,639 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $179,860 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $179,860 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $660 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $179,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,639 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $36,668 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $41,722 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,201 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,199 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,053 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $140,843 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $179,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $114,639 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,221 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $206,064 | 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 | $36,668 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $169,396 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $41,722 | ExcessFromYear4Amt |
| Excess From Year3 | $23,201 | ExcessFromYear3Amt |
| Excess From Year2 | $23,199 | ExcessFromYear2Amt |
| Excess From Year1 | $16,053 | ExcessFromYear1Amt |
| Excess From Current Year | $65,221 | 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 |
|---|---|---|---|---|---|---|---|
| ANIMAL RESCUE FUND OF THE HAMPTONS | |||||||
| PO BOX 901 | WAINSCOTT | NY | 11975 | NONE | 501 (C)(3) | CHARITABLE USE | $4,000 |
| BINATIONAL EMERGENCY MEDICAL CARE COMMITTEE | |||||||
| 642 THIRD AVE SUITE I | CHULA VISTA | CA | 91910 | 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 | $7,000 |
| CHILDRENS MUSEUM OF THE EAST END | |||||||
| PO BOX 316 | BRIDGEHAMPTON | NY | 11932 | NONE | 501 (C)(3) | CHARITABLE USE | $11,000 |
| CITY SQUASH | |||||||
| PO BOX 619 FORDHAM STATION | BRONX | NY | 10458 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 |
| COMMUNITY CARE CENTER | |||||||
| 2135 NEW WALKERTOWN ROAD | WINSTON SALEM | NC | 27101 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 |
| FOLD OF HONOR ARIZONA | |||||||
| 7225 W OAKLAND ST 1 | CHANDLER | AZ | 85226 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 |
| NC COASTAL FEDERATION | |||||||
| 3609 HIGHWAY 24 | NEWPORT | NC | 28570 | NONE | 501 (C)(3) | CHARITABLE USE | $2,000 |
| UNIVERSITY SYSTEM OF MARYLAND FOUNDATION | |||||||
| 3300 METZEROTT ROAD | ADELPHI | MD | 20783 | NONE | 501 (C)(3) | CHARITABLE USE | $8,000 |
| ROOTS AND WINGS | |||||||
| 335 E LINTON BLVD STE 2219 | DELRAY BEACH | FL | 33483 | NONE | 501 (C)(3) | CHARITABLE USE | $8,000 |
| FOREVER MARYLAND FOUNDATION INC | |||||||
| 2331 ROCK SPRING RD | FOREST HILL | MD | 21050 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 12400 WILSHIRE BLVD SUITE 1500 | LOS ANGELES | CA | 90025 | NONE | 501(C)(3) | CHARITABLE USE | $5,000 |
| INTERNATIONAL COMMUNITY DEVELOPMENT FUND | |||||||
| 411 VANDERBILT AVE | BROOKLYN | NY | 11238 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 |
| THE SPORTS BRA PROJECT | |||||||
| 41 BEACON ST | BEACON | NY | 12508 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 |
| OCEAN INSTITUTE | |||||||
| 24200 DANA POINTE HARBOR DRIVE | DANA POINT | CA | 92629 | NONE | 501(C)(3) | CHARITABLE USE | $5,000 |
| PROJECT MOST | |||||||
| PO BOX 1486 | EAST HAMPTON | NY | 11937 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 |
| THE RETREAT | |||||||
| 13 GOODFRIEND DRIVE | EAST HAMPTON | NY | 11788 | NONE | 501(C)(3) | CHARITABLE USE | $5,000 |
| MALTA HOUSE | |||||||
| 5 PROWITT ST | NORWALK | CT | 06855 | NONE | 501(C)(3) | CHARITABLE USE | $5,000 |
| YMCA OF THE PALM BEACHES | |||||||
| 2085 S CONGRESS AVE | WEST PALM BEACH | FL | 33406 | NONE | 501(C)(3) | CHARITABLE USE | $5,000 |
| THE FEATHER FOUNDATION | |||||||
| PO BOX 628 | MAPLEWOOD | NJ | 07040 | NONE | 501 (C)(3) | CHARITABLE USE | $11,000 |
| THE JF KAPNEK TRUST | |||||||
| 936 DEWING AVE STE E3 | LAFAYETTE | CA | 94549 | NONE | 501(C)(3) | CHARITABLE USE | $5,000 |
| THE SOCIETY OF MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1233 NEW YORK AVENUE SUITE B101 | NEW YORK | NY | 10065 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| UNITED MITOCHONDRIAL DISEASE FOUNDATIOIN | |||||||
| 8085 SALTSBURG ROAD STE 201 | PITTSBURGH | PA | 15239 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 |
| URBAN SURF 4 KIDS | |||||||
| 2840 FLETCHER PARKWAY STE 433 | EL CALJON | CA | 92126 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 |
| EWECC | |||||||
| PO BOX 63 | EAST HAMPTON | NY | 11937 | NONE | 501 (C)(3) | CHARITABLE USE | $3,000 |
| NORTH COUNTY FOOD BANK | |||||||
| 9850 DISTRIBUTION AVE | SAN DIEGO | CA | 92121 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 |
| AFTEE | |||||||
| 18 TIMBER LANE | EAST HAMPTON | NY | 11937 | NONE | 501 (C)(3) | CHARITABLE USE | $3,000 |
| HOPE KIDS | |||||||
| PO BOX 28471 | SCOTTSDALE | AZ | 85255 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| AMIGOS OF COAST RICA | |||||||
| PO BOX 748 | WEST CHESTER | PA | 19380 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| STAMFORD HOSPITAL FOUNDATION | |||||||
| 1351 WASHINGTON BLVD STE 202 | STAMFORD | CT | 06902 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| I-TRI | |||||||
| PO BOX 567 | EAST HAMPTON | NY | 11937 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $173,000 | 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 | $32,788 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,900 | 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 | $55,688 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,688 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BRUCE BABCOCK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $20,482 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 700 SHARES OF BRIDGEHAMPTON NATIONAL BANK | NoncashPropertyDesc |
| Fair Market Value | $20,482 | FairMarketValueAmt |
| Received | 2019-10-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,955 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,955 | 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 | $50,299 |
| JP MORGAN CHASE 6.1% | $55,261 | $52,500 |
| BANK NEW YORK MELLON CORP | $101,759 | $103,625 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC | $65,925 | $191,646 |
| GOOGLE INC | $63,222 | $264,208 |
| NORFOLK SOUTHERN CORP | $28,765 | $106,995 |
| APPLE COMPUTER | $24,545 | $185,296 |
| FACTSET RESEARCH SYSTEMS | $31,241 | $117,208 |
| MONDELEZ INTL INC | $25,673 | $57,450 |
| NESTLE SA | $27,011 | $47,702 |
| HONEYWELL INTERNATIONAL INC | $78,414 | $131,688 |
| VISA INC | $50,917 | $199,970 |
| PAYPAL HOLDINGS INC | $27,594 | $177,327 |
| DIAGEO PLC | $88,135 | $103,245 |
| JOHNSON & JOHNSON | $81,128 | $89,328 |
| SHERWIN WILLIAMS COMPANY | $76,920 | $139,348 |
| VERIZON COMMUNICATIONS | $98,312 | $116,006 |
| AMAZON | $25,622 | $47,231 |
| AUTOMATIC DATA PROCESSING | $92,087 | $111,592 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEALS | $5,355 | $2,678 | $2,677 |
| ADMIN SUPPORT | $2,500 | $1,250 | $1,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $4,744 | $4,744 | $0 |
| FOREIGN TAXES | $18 | $18 | $0 |