STEPHENSON POPE BABCOCK FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- STEPHENSON POPE BABCOCK FOUNDATION (EIN 56-2000456)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-02-03
- IRS object ID
- 202010349349100256
- Schema version
- 2018v3.1
- 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
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-03T10:39:37-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | 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 | 2018-10-01 | 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 | 2020-02-03 | 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 | 2018 | 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 | $2,218,537 | 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 |
| Dividends Rev And Expnss | $36,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,213 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,471 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $200,255 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $104,830 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,420 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,420 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $120,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,463 | 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 | $1,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,900 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $400 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $200 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $200 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,100 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $550 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $550 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,062 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,531 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,531 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,467 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,286 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,181 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $118,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,467 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,286 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,181 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,177 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $263,501 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $237,741 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $237,741 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $49,387 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $49,978 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $985,817 | CorporateStockBOYAmt |
| Corporate Stock EOY | $955,827 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,824,952 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $105,760 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $105,760 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $105,866 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,355,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,348,715 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,218,537 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,355,078 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,348,715 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,355,078 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,348,715 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,355,078 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,348,715 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,355,078 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,363 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,348,715 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,348,715 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| RESIDEO TECHNOLOGIES | 2016-10-21 | 2018-10-31 | $13 | $14 | -$1 | -$1 |
| GARRETT MOTION INC | 2016-10-21 | 2018-11-06 | $599 | $462 | $137 | $137 |
| GARRETT MOTION INC | 2015-08-24 | 2018-11-06 | $599 | $407 | $192 | $192 |
| GARRETT MOTION INC | 2014-03-28 | 2018-11-06 | $299 | $191 | $108 | $108 |
| RESIDEO TECHNOLOGIES | 2018-11-06 | 2019-04-30 | $16,541 | $17,701 | -$1,160 | -$1,160 |
| RESIDEO TECHNOLOGIES | 2016-10-21 | 2019-04-30 | $1,487 | $1,286 | $201 | $201 |
| RESIDEO TECHNOLOGIES | 2015-08-24 | 2019-04-30 | $1,503 | $1,145 | $358 | $358 |
| RESIDEO TECHNOLOGIES | 2014-03-28 | 2019-04-30 | $751 | $537 | $214 | $214 |
| 3M CO | 2018-04-28 | 2019-05-15 | $25,988 | $30,182 | -$4,194 | -$4,194 |
| APPLE COMPUTER | 2012-12-14 | 2019-09-30 | $22,234 | $7,406 | $14,828 | $14,828 |
| APPLE COMPUTER | 2016-05-17 | 2019-09-30 | $11,117 | $4,704 | $6,413 | $6,413 |
| VISA INC | 2014-03-28 | 2019-09-30 | $34,834 | $10,608 | $24,226 | $24,226 |
| BRIDGEHAMPTON NATIONAL BANK | 2001-02-13 | 2019-09-30 | $54,715 | $20,041 | $34,674 | $34,674 |
| BRIDGEHAMPTON NATIONAL BANK | 1983-10-25 | 2019-09-30 | $29,575 | $741 | $28,834 | $28,834 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $104,830 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $130,964 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,171,707 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060305 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $122,752 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,051,841 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059825 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,145 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,918,823 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071474 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $129,214 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,902,276 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067926 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $122,690 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,864,622 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065799 | DistributionYr5Rt |
| Total Distribution | 0.325329 | TotalDistributionRt |
| Average Distribution | 0.065066 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,198,234 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $143,030 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,392 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $144,422 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $123,181 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,784 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,784 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,784 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $840 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,944 | 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 | $2,231,710 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,231,710 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,231,710 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,476 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,198,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,912 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,912 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,784 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,784 | TotalTaxAmt |
| Distributable Before Adj | $107,128 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $107,128 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $107,128 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,181 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $123,181 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $123,181 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $107,128 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $32,173 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,668 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,722 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,201 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,199 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $156,963 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,181 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $107,128 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,053 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $173,016 | 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 | $32,173 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $140,843 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,668 | ExcessFromYear4Amt |
| Excess From Year3 | $41,722 | ExcessFromYear3Amt |
| Excess From Year2 | $23,201 | ExcessFromYear2Amt |
| Excess From Year1 | $23,199 | ExcessFromYear1Amt |
| Excess From Current Year | $16,053 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOOKMARKS | ||||||||
| 634 W FOURTH STREET 110 | WINSTON SALEM | NC | 27101 | NONE | 501 (C)(3) | CHARITABLE USE | $12,000 | |
| BINATIONAL EMERGENCY MEDICAL CARE COMMITTEE | ||||||||
| 642 THIRD AVE SUITE I | CHULA VISTA | CA | 91910 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 | |
| COMMUNITY GREENING | ||||||||
| 3384 LAKEVIEW BLVD | DELRAY BEACH | FL | 33445 | NONE | 501 (C)(3) | CHARITABLE USE | $7,000 | |
| CITY SQUASH | ||||||||
| PO BOX 619 FORDHAM STATION | BRONX | NY | 10458 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 | |
| EDUCATION FOR ALL CHILDREN | ||||||||
| 601 ISLINGTON ST 206 | PORTSMOUTH | NH | 03801 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| COMMUNITY CARE CENTER | ||||||||
| 2135 NEW WALKERTOWN ROAD | WINSTON SALEM | NC | 27101 | NONE | 501 (C)(3) | CHARITABLE USE | $12,000 | |
| URBAN SURF 4 KIDS | ||||||||
| 1120 RIVERSIDE DR SUITE B | HOLLY HILL | FL | 32117 | NONE | 501 (C)(3) | CHARITABLE USE | $6,000 | |
| IMPACT 100 PALM BEACH COUNTY | ||||||||
| 261 NW 13TH STREET | BOCA RATON | FL | 33432 | NONE | 501(C)(3) | CHARITABLE USE | $1,000 | |
| INTERNATIONAL COMMUNITY DEVELOPMENT FOUNDATION | ||||||||
| 113 PRINCE ST APT 5 ER | NEW YORK | NY | 10012 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 | |
| EXPERIENCE CAMPS | ||||||||
| 136 MAIN STREET STE 207 | WESTPORT | CT | 06880 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 | |
| CHILDRENS MUSEUM OF THE EAST END | ||||||||
| PO BOX 316 | BRIDGEHAMPTON | NY | 11932 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 | |
| OPEN TABLE MINISTRY INC | ||||||||
| PO BOX 51363 | DURHAM | NC | 27717 | NONE | 501 (C)(3) | CHARITABLE USE | $3,000 | |
| A WALK ON WATER | ||||||||
| 526 VICTORIA AVENUE | VENICE | CA | 90291 | NONE | 501 (C)(3) | CHARITABLE USE | $6,000 | |
| THE SOCIETY OF MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1233 NEW YORK AVENUE SUITE B101 | NEW YORK | NY | 10065 | NONE | 501 (C)(3) | CHARITABLE USE | $2,000 | |
| SAG HARBOR FOOD PANTRY | ||||||||
| 44 E UNION ST | SAG HARBOR | NY | 11963 | NONE | 501(C)(3) | CHARITABLE USE | $1,000 | |
| PIEDMONT LAND CONSERVANCY | ||||||||
| PO BOX 4025 | GREENSBORO | NC | 27404 | 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 | $1,000 | |
| STONY BROOK FOUNDATION | ||||||||
| STONY BROOK UNIVERSITY 330 | STONY BROOK | NY | 117941601 | NONE | 501(C)(3) | CHARITABLE USE | $1,000 | ADMINISTRATION BUILDING |
| FOREVER MARYLAND FOUNDATION INC | ||||||||
| 9 NEWPORT DR STE 200 | FOREST HILL | MD | 21050 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| THE FEATHER FOUNDATION | ||||||||
| 17 DE HART ROAD | MAPLEWOOD | NJ | 07040 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 | |
| REACH PREP | ||||||||
| ONE DOCK STREET STE 100 | STAMFORD | CT | 06902 | 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 | |
| DESERT MOUNTAIN BOOSTERS-BASKETBALL | ||||||||
| 9818 E VOLTAIRE DRIVE | SCOTTSDALE | AZ | 85260 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| PROTECT OUR WINTERS | ||||||||
| 4676 BROADWAY ST | BOULDER | CO | 80304 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $118,000 | 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 | $36,213 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,420 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $82,471 | 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 | $120,104 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $120,104 | 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 |
|---|---|
| 4,8 | INCOME DERIVED FROM INTEREST, DIVIDENDS, AND SALES OF SECURITIES IS USED TO PROVIDE GRANTS TO SELECTED ORGANZIATIONS. |
| 7 | REFUND OF EXCISE TAXES IS USED TO PROVIDE GRANTS TO SELECTED ORGANIZATIONS. |
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 | $1,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,900 | 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 (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA 5.2% | $50,499 | $51,625 |
| JP MORGAN CHASE 6.1% | $55,261 | $54,241 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $31,282 | $65,760 |
| BERKSHIRE HATHAWAY INC | $65,925 | $187,218 |
| GOOGLE INC | $63,222 | $219,591 |
| NORFOLK SOUTHERN CORP | $28,765 | $89,830 |
| APPLE COMPUTER | $37,325 | $134,382 |
| FACTSET RESEARCH SYSTEMS | $52,069 | $121,485 |
| MONDELEZ INTL INC | $25,673 | $55,320 |
| NESTLE SA | $27,011 | $43,360 |
| SCHULUMBERGER | $20,618 | $10,251 |
| HONEYWELL INTERNATIONAL INC | $99,420 | $169,200 |
| VISA INC | $50,917 | $172,010 |
| PAYPAL HOLDINGS INC | $30,660 | $103,590 |
| DIAGEO PLC | $54,737 | $81,760 |
| MOHAWK INDS INC | $137,204 | $93,053 |
| JOHNSON & JOHNSON | $81,128 | $77,628 |
| SHERWIN WILLIAMS COMPANY | $76,920 | $109,974 |
| VERIZON COMMUNICATIONS | $72,951 | $90,540 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $49,387 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $49,978 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEALS | $3,549 | $1,775 | $1,774 |
| BANK FEES | $13 | $6 | $7 |
| ADMIN SUPPORT | $1,500 | $750 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,420 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,420 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,420 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $0 | $0 | $0 |
| FOREIGN TAXES | $5 | $5 | $0 |