BEACON LIGHT FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BEACON LIGHT FOUNDATION INC (EIN 11-3333751)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202043179349100519
- Schema version
- 2019v5.0
- 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 | 2020-11-12T10:36:28-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 103 BROADWAY MALL | AddressLine1Txt |
| City | HICKSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2020-11-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW BRINT CPA | PreparerPersonNm |
| PTIN | P00128334 | PTIN |
| Phone | 5166811040 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.89.155.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 10:36:28 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2C3FA1AA0A7C2A70940F741F5499E97134D7CCC2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2C3FA1AA0A7C2A70940F741F5499E97134D7CCC2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | 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 | $2,376 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,376 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,376 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $41,964 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,964 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $41,964 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,115 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $398,866 | GrossSalesPriceAmt |
| Total Rev And Expnss | $122,455 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,340 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $44,340 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,664 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,664 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $610 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $610 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,405 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,203 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,202 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,457 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,451 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,006 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,828 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,108 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,854 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,854 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,790 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,828 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,962 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,512 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $44,340 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,733 | CashBOYAmt |
| Cash EOY | $48,247 | CashEOYAmt |
| Corporate Stock BOY | $1,838,170 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,194,508 | CorporateStockEOYAmt |
| Total Assets BOY | $1,844,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,242,755 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,844,903 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,242,755 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,844,903 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,242,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,844,903 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,242,755 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,844,903 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,665 | ExcessRevenueOverExpensesAmt |
| Other Increases | $395,187 | OtherIncreasesAmt |
| Subtotal | $2,242,755 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,242,755 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $113,865 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,844,903 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061719 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $124,119 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,132,648 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058199 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $111,083 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,708,782 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065007 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $86,417 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,674,298 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051614 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,234 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,674,298 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059866 | DistributionYr5Rt |
| Total Distribution | 0.296405 | TotalDistributionRt |
| Average Distribution | 0.059281 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $215 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $215 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $96,962 | 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 | $215 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $215 | SubtotalAmt |
| Tax Based On Investment Income | $215 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $790 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $790 | TotalPaymentsAndCreditsAmt |
| Overpayment | $575 | OverpaymentAmt |
| Applied To ES Tax | $575 | 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 | PO BOX 328 | 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 | 000.00 | $0 | $0 | $0 |
| CHARLES T BENNETT | ||||||||
| 141 GLENLAWN AVENUE | SEA CLIFF | NY | 11579 | TREASURER | 000.00 | $0 | $0 | $0 |
| SCOTT BENNETT | ||||||||
| 1400 CALVES NECK RD | SOUTHHOLD | NY | 11958 | SEC'Y | 000.00 | $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 | $96,962 | 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 |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,962 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $96,962 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $215 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $96,747 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $96,962 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $96,962 | RemainingDistriFromCorpusAmt |
| Total Corpus | $96,962 | 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 | $96,962 | CurrentYearAmt |
| Year1 | $114,075 | Year1Amt |
| Year2 | $124,406 | Year2Amt |
| Year3 | $111,357 | Year3Amt |
| Total | $446,800 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $96,962 | CurrentYearAmt |
| Year1 | $114,075 | Year1Amt |
| Year2 | $124,406 | Year2Amt |
| Year3 | $111,357 | Year3Amt |
| Total | $446,800 | 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 (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 11TH HOUR CANINE RESCUE | ||||||
| PO BOX 2297 | WILTON | NY | 12831 | NONE | CONTRIBUTION | $2,500 |
| AIKENDALE THOROUGHBRED RESCUE | ||||||
| 323 S QUAKER HILL ROAD | PAWLING | NY | 12564 | NONE | CONTRIBUTION | $500 |
| ALZHEIMERS'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | NONE | CONTRIBUTION | $1,850 |
| AMERICAN LEGION - POST 803 | ||||||
| 51655 MAIN ROAD | SOUTHOLD | NY | 11971 | NONE | CONTRIBUTION | $680 |
| CAST | ||||||
| 316 FRONT STREET | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $1,890 |
| CAMP PA QUA TUCK | ||||||
| 2 CHET SWEZEY ROAD | CENTER MORICHES | NY | 11934 | NONE | CONTRIBUTION | $140 |
| CANCER CARE INC | ||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | CONTRIBUTION | $54 |
| CHABAD OF BROOKLYN LAW | ||||||
| 117 REMSEN ST | BROOKLYN | NY | 11201 | NONE | CONTRIBUTION | $300 |
| CHALLENGED ATHLETES FOUNDATION | ||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | CONTRIBUTION | $1,200 |
| CHAMBER OF COMMERCE - GLENS FALLS | ||||||
| 68 WARREN ST SUITE 200 | GLEN FALLS | NY | 12801 | NONE | CONTRIBUTION | $1,800 |
| CHARITIES AID FOUNDATION OF AMERICA | ||||||
| 225 REINEKERS LANE | ALEXANDRA | VA | 22314 | NONE | CONTRIBUTION | $12,000 |
| COLEMAN-PENSIONCOM | ||||||
| ONE PENN PLAZA | NEW YORK | NY | 10119 | NONE | CONTRIBUTION | $250 |
| CONGREGATION TIFERETH ISRAEL | ||||||
| 40 HILL STREET | GLEN COVE | NY | 11542 | NONE | CONTRIBUTION | $2,180 |
| CORNELL COOPERATIVE EXT OF SUFFOLK | ||||||
| 4230 GRIFFIN AVE | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $65 |
| CSHH | ||||||
| 82 TURKEY LANE | COLD SPRING HARBOR | NY | 11724 | NONE | CONTRIBUTION | $450 |
| DYNAMITE YOUTH CENTER | ||||||
| 1830 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | NONE | CONTRIBUTION | $500 |
| EAST END ARTS HUMANI | ||||||
| 133 EAST MAIN STREET | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $3,500 |
| EAST END SEAPORT MUSEUM | ||||||
| WIGGINS STREET | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $600 |
| EASTERN LONG ISLAND HOSPITAL | ||||||
| 201 MANOR PLACE | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $200 |
| EB RESEARCH PARTNERSHIP | ||||||
| 132 EAST 43RD ST - 432 | NEW YORK | NY | 10017 | NONE | CONTRIBUTION | $170 |
| ELIH AUXILLIARY | ||||||
| 201 MANOR PLACE | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $300 |
| ELIH DEVELOPMENT | ||||||
| 201 MANOR PLACE | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $6,080 |
| ELIH FOUNDATION | ||||||
| 201 MANOR PLACE | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $5,700 |
| ELIJA FOUNDATION | ||||||
| 11 LAUREL LANE | LEVITTOWN | NY | 11756 | NONE | CONTRIBUTION | $500 |
| ESTHERVILLE ANIMAL SHELTER | ||||||
| 100 RUSSELL ROAD | GREENFIELD CENTER | NY | 12833 | NONE | CONTRIBUTION | $2,500 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 53100 MAIN ROAD | SOUTHOLD | NY | 11971 | NONE | CONTRIBUTION | $2,175 |
| FRIENDS OF SARATOGA COUNTY ANIMAL S | ||||||
| 6010 COUNTY FARM ROAD | BALSTON SPA | NY | 12020 | NONE | CONTRIBUTION | $2,500 |
| GIRLS RISING | ||||||
| PO BOX 141 | SEA CLIFF | NY | 11579 | NONE | CONTRIBUTION | $1,710 |
| GIVERGY LLC | ||||||
| MAIN ROAD | SOUTHOLD | NY | 11971 | NONE | CONTRIBUTION | $363 |
| GIVESMART | ||||||
| 12 PARK STREET STE 310 | BROOKLYN | NY | 11206 | NONE | CONTRIBUTION | $1,700 |
| GLENS FALLS HOSPITAL FOUNDATION | ||||||
| 126 SOUTH STREET | GLENS FALLS | NY | 12801 | NONE | CONTRIBUTION | $1,000 |
| HELP BABY MAXWELL A | ||||||
| GO FUND ME | SOUTHOLD | NY | 11971 | NONE | CONTRIBUTION | $500 |
| HENRY VISCARDI SCHOOL | ||||||
| 201 IU WILLETS ROAD | ALBERTSON | NY | 11507 | NONE | CONTRIBUTION | $1,500 |
| HONOR FLIGHT LONG ISLAND | ||||||
| 116 NY-27A | SOUTHAMPTON | NY | 11968 | NONE | CONTRIBUTION | $500 |
| JOHN SWEENEY - HOME FIRE BENEFIT | ||||||
| 930 JASMINE LANE | SOUTHOLD | NY | 11971 | NONE | CONTRIBUTION | $300 |
| 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 | $1,000 |
| NASSAU BAR FOUNDATION | ||||||
| 15 WEST STREET | MINEOLA | NY | 11501 | NONE | CONTRIBUTION | $1,125 |
| NASSAU COUNTY WOMEN'S BAR FOUNDATIO | ||||||
| 249 E JERICHO TURNPIKE | MINEOLA | NY | 11501 | NONE | CONTRIBUTION | $350 |
| NAT'L PANCREATIC CANCER FOUNDATION | ||||||
| PO BOX 1848 | LONGMONT | CO | 80502 | NONE | CONTRIBUTION | $1,027 |
| NORTH COUNTRY WILD CARE | ||||||
| PO BOX 63 | LAKE GEORGE | NY | 12845 | NONE | CONTRIBUTION | $4,000 |
| NORTH FORK CHAMBER OF COMMERCE | ||||||
| PO BOX 1415 | SOUTHHOLD | NY | 11971 | NONE | CONTRIBUTION | $1,180 |
| NORTH SHORE CHILD FAMILY GUIDANCE | ||||||
| 480 OLD WESTBURY ROAD | ROSLYN HEIGHTS | NY | 11577 | NONE | CONTRIBUTION | $2,125 |
| OHIO STATE HILLEL | ||||||
| 46 EAST 16TH AVENUE | COLUMBUS | OH | 43201 | NONE | CONTRIBUTION | $400 |
| PECONIC BAY MEDICAL F | ||||||
| 1300 ROANOKE AVE | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $200 |
| PET PEEVES INC | ||||||
| 55 GERARD STREET 857 | HUNTINGTON | NY | 11743 | NONE | CONTRIBUTION | $200 |
| RANDY'S PATIENT ASSISSTANCE | ||||||
| 100 PARK STREET | GLENS FALLS | NY | 12801 | NONE | CONTRIBUTION | $500 |
| RISING STARS INC | ||||||
| 657 COMMERCIAL AVE | GARDEN CITY | NY | 11530 | NONE | CONTRIBUTION | $1,000 |
| RIVERHEAD FOUNDATION MARINE RESERCH | ||||||
| 467 E MAIN STREET | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $1,000 |
| ROTARY CLUB OF SOUTHHOLD | ||||||
| 28350 MAIN ROAD | CUTCHOGUE | NY | 11935 | NONE | CONTRIBUTION | $940 |
| SCHOTTENSTEIN CHABAD HOUSE | ||||||
| 207 E 15TH AVE | COLUMBUS | OH | 43201 | NONE | CONTRIBUTION | $252 |
| SEA CLIFF FIRE DEPARTMENT | ||||||
| 67 ROSLYN AVENUE | SEA CLIFF | NY | 11579 | NONE | CONTRIBUTION | $1,500 |
| SOUTHHOLD FIRE DEPARTMENT | ||||||
| 55135 ROUTE 25 | SOUTHHOLD | NY | 11971 | NONE | CONTRIBUTION | $550 |
| ST ALBANS GOSPEL ASSEMBLY | ||||||
| 20025 LINDEN BLVD | JAMAICA | NY | 11412 | NONE | CONTRIBUTION | $100 |
| ST MARY'S | ||||||
| 1300 NORTHERN BLVD | MANHASSET | NY | 11030 | NONE | CONTRIBUTION | $250 |
| STUDENT ADVOCACY INC | ||||||
| 3 W MAIN ST 212 | ELMSFORD | NY | 10523 | NONE | CONTRIBUTION | $256 |
| SURF CLUB OF QUOGUE | ||||||
| 54 DUNE ROAD | QUOGUE | NY | 11959 | NONE | CONTRIBUTION | $232 |
| SUSQUEHANNA VALLEY OUTLAWS | ||||||
| 102 BALDWIN BLVD | SHAMOKIN DAM | PA | 178769515 | NONE | CONTRIBUTION | $250 |
| THE SAFE CENTER | ||||||
| 15 GRUMMAN ROAD W 1000 | BETHPAGE | NY | 11714 | NONE | CONTRIBUTION | $500 |
| THE SKIN CANCER FOUNDATION | ||||||
| 205 LEXINGTON AVE - 11FL | NEW YORK | NY | 10016 | NONE | CONTRIBUTION | $500 |
| TRIPLE CROWN FUNDRAISER | ||||||
| PO BOX 14283 | HAUPPAUGE | NY | 11788 | NONE | CONTRIBUTION | $310 |
| UNBRIDLED THOROUGHBREDS | ||||||
| 1700 FARM TO MARKET ROAD | COXSACKIE | NY | 12051 | NONE | CONTRIBUTION | $5,000 |
| UNIV OF MICHIGAN HILLE | ||||||
| 1429 HILL STREET | ANN ARBOR | MI | 48104 | NONE | CONTRIBUTION | $250 |
| WE CARE FUND | ||||||
| 15TH WEST STREETS | MINEOLA | NY | 11501 | NONE | CONTRIBUTION | $200 |
| WICKLUND WARRIORS | ||||||
| PO BOX 11152 | LOUDONVILLE | NY | 12211 | NONE | CONTRIBUTION | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,854 | 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 | $2,376 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,964 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $78,115 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $122,455 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,455 | 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 | $1,800 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $900 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC- TRADES | PURCHASE | $1,079 | $1,184 | -$105 |
| JANNEY MONTGOMERY SCOTT LLC- TRADES | PURCHASE | $37,974 | $47,061 | -$9,087 |
| JANNEY MONTGOMERY SCOTT LLC- TRADES | PURCHASE | $106 | $78 | $28 |
| JANNEY MONTGOMERY SCOTT LLC- TRADES | PURCHASE | $707 | $354 | $353 |
| UBS FINANCIAL SVCS INC - TRADES | PURCHASE | $13,046 | $11,435 | $1,611 |
| UBS FINANCIAL SVCS INC - TRADES | PURCHASE | $120,907 | $97,162 | $23,745 |
| STIFEL, NICOLAUS & CO., INC - TRADES | PURCHASE | $26,501 | $28,760 | -$2,259 |
| UBS FINANCIAL SVCS INC - TRADES | PURCHASE | $25,948 | $27,582 | -$1,634 |
| UBSFINANCIAL SVCS INC - TRADES | PURCHASE | $172,598 | $107,135 | $65,463 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| UBS - 187 R3 | $630,139 |
| UBS - 558 R3 | $962,512 |
| JANNEY MONTGOMERY - 6309 - A/C CLOSE | |
| STIFEL, NICOLAUS &CO., INC | $601,857 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| ADVERTISING | $275 | $275 | |
| BANK CHARGES | $241 | $120 | $121 |
| BROKERAGE FEES | $719 | $719 | |
| OFFICE EXPENSES | $1,222 | $611 | $611 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $395,187 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $17,664 | Amt |
| Net Investment Income | $17,664 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS - FOREIGN TAXES PAID | $312 | $312 |
| JANNEY - FOREIGN TAXES PAID | $298 | $298 |