BEACON LIGHT FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BEACON LIGHT FOUNDATION INC (EIN 11-3333751)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201913189349100341
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T09:09:13-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 5162222285 | 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 | 5162222230 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW J CASSARA CPA | PreparerPersonNm |
| PTIN | P00128332 | PTIN |
| Phone | 5166811040 | PhoneNum |
| Preparation | 2019-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.57.71.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 09:09:13 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E0710BB4250A3FA22AD77E59C5715E9B67E00933 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2C3FA1AA0A7C2A70940F741F5499E97134D7CCC2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,675 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,675 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,675 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $40,063 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,063 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $40,063 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $380,714 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,956 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $83,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,694 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $41,738 | 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 | $17,637 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,637 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $754 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $754 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,579 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,290 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,289 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,126 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,123 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,003 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,704 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,192 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,883 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,883 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $136,779 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,704 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,877 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,990 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41,738 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,660 | CashBOYAmt |
| Cash EOY | $6,733 | CashEOYAmt |
| Corporate Stock BOY | $2,132,648 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,838,170 | CorporateStockEOYAmt |
| Total Assets BOY | $2,139,308 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,844,903 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,139,308 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,844,903 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,139,308 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,844,903 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,139,308 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,844,903 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,139,308 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,877 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,086,431 | SubtotalAmt |
| Other Decreases | $241,528 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,844,903 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,956 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $124,119 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,132,648 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058199 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $111,083 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,708,782 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065007 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $86,417 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,674,298 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051614 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $100,234 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,674,298 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059866 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $74,976 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,401,906 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053481 | DistributionYr5Rt |
| Total Distribution | 0.288167 | TotalDistributionRt |
| Average Distribution | 0.057633 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $210 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $210 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $114,075 | 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 | $210 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $210 | SubtotalAmt |
| Tax Based On Investment Income | $210 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $790 | OverpaymentAmt |
| Applied To ES Tax | $790 | 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 | false | 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 | 5166712621 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 377 OAK STREET - CONCOURSE LEV C2 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | 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 | ||||||||
| 19 BROOKVILLE LANE | OLD BROOKVILLE | NY | 11545 | 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 |
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) |
|---|---|---|
| Tax Based On Investment Income | $210 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $210 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,075 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $114,075 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $210 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $113,865 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $75,021 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $100,234 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $86,618 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $111,357 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $124,406 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $497,636 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,075 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $114,075 | RemainingDistriFromCorpusAmt |
| Total Corpus | $611,711 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $75,021 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $536,690 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100,234 | ExcessFromYear4Amt |
| Excess From Year3 | $86,618 | ExcessFromYear3Amt |
| Excess From Year2 | $111,357 | ExcessFromYear2Amt |
| Excess From Year1 | $124,406 | ExcessFromYear1Amt |
| Excess From Current Year | $114,075 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADIRONDACK SAVE-A-STRAY | ||||||||||||
| 4880 NEW YORK 9N | CORINTH | NY | 12822 | NONE | CONTRIBUTION | $1,000 | ||||||
| ALZHEIMERS'S ASSOCIATION | ||||||||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | NONE | CONTRIBUTION | $350 | ||||||
| AMERICAN CANCER SOCEITY | ||||||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | CONTRIBUTION | $105 | ||||||
| AMERICAN LEGION - POST 803 | ||||||||||||
| 51655 MAIN ROAD | SOUTHOLD | NY | 11971 | NONE | CONTRIBUTION | $1,530 | ||||||
| ANGELS ON THE BAY | ||||||||||||
| 162-45 CROSS BAY BOULEVAR | HOWARD BEACH | NY | 11414 | NONE | CONTRIBUTION | $200 | ||||||
| AUTISM ALLIANCE | ||||||||||||
| 1881 WORCESTER RD - STE 1 | FRAMINGHAM | MA | 01701 | NONE | CONTRIBUTION | $300 | ||||||
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||||||||
| 286 MIDDLE ISLAND ROAD | MEDFORD | NY | 11763 | NONE | CONTRIBUTION | $500 | ||||||
| CAST | ||||||||||||
| 316 FRONT STREET | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $1,570 | ||||||
| CATHOLIC CHARITIES | ||||||||||||
| 90 CHERRY LANE | HICKSVILLE | NY | 11801 | NONE | CONTRIBUTION | $500 | ||||||
| CONGREGATION TIFERETH ISRAEL | ||||||||||||
| 40 HILL STREET | GLEN COVE | NY | 11542 | NONE | CONTRIBUTION | $3,305 | ||||||
| CORNELL COOPERATIVE EXT OF SUFFOLK | ||||||||||||
| 4230 GRIFFIN AVE | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $228 | ||||||
| EAST END HOSPICES | ||||||||||||
| 52 RIVERHEAD ROAD | WESTHAMPTON BEACH | NY | 11978 | NONE | CONTRIBUTION | $100 | ||||||
| EAST END SEAPORT MUSEUM | ||||||||||||
| WIGGINS STREET | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $500 | ||||||
| EASTERN LONG ISLAND HOSPITAL | ||||||||||||
| 201 MANOR PLACE | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $520 | ||||||
| ELEVENTH HOUR RESCUE | ||||||||||||
| 861 NJ-10 | RANDOLPH | NJ | 07869 | NONE | CONTRIBUTION | $1,000 | ||||||
| ELIH AUXILLIARY | ||||||||||||
| 201 MANOR PLACE | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $10,930 | ||||||
| ELIH DEVELOPMENT | ||||||||||||
| 201 MANOR PLACE | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $2,800 | ||||||
| ELIH FOUNDATION | ||||||||||||
| 201 MANOR PLACE | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $5,910 | ||||||
| ESTHERVILLE ANIMAL SHELTER | ||||||||||||
| 100 RUSSELL ROAD | GREENFIELD CENTER | NY | 12833 | NONE | CONTRIBUTION | $3,000 | ||||||
| FINGER LAKES FINEST THOROUGHBREDS | ||||||||||||
| 815 W FERRY STREET | BUFFALO | NY | 14222 | NONE | CONTRIBUTION | $2,000 | ||||||
| FIRST PRESBYTERIAN CHURCH | ||||||||||||
| 53100 MAIN ROAD | SOUTHOLD | NY | 11971 | NONE | CONTRIBUTION | $6,050 | ||||||
| FRIENDS OF PHOEBI ANIMAL RESCUE | ||||||||||||
| 21 BLIND ROCK ROAD | QUEENSBURY | NY | 12804 | NONE | CONTRIBUTION | $500 | ||||||
| FRIENDS OF SARATOGA COUNTY ANIMAL S | ||||||||||||
| 6010 COUNTY FARM ROAD | BALSTON SPA | NY | 12020 | NONE | CONTRIBUTION | $3,000 | ||||||
| GIRLS RISING | ||||||||||||
| PO BOX 141 | SEA CLIFF | NY | 11579 | NONE | CONTRIBUTION | $1,000 | ||||||
| GIVERGY LLC | ||||||||||||
| MAIN ROAD | SOUTHOLD | NY | 11971 | NONE | CONTRIBUTION | $700 | ||||||
| GIVESMART | ||||||||||||
| 12 PARK STREET STE 310 | BROOKLYN | NY | 11206 | NONE | CONTRIBUTION | $1,000 | ||||||
| GLENS FALLS HOSPITAL FOUNDATION | ||||||||||||
| 126 SOUTH STREET | GLENS FALLS | NY | 12801 | NONE | CONTRIBUTION | $1,000 | ||||||
| GREENPORT PTO | ||||||||||||
| 720 FRONT STREET | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $70 | ||||||
| HOPE | ||||||||||||
| PO BOX 2497 | WILTON | NY | 12831 | NONE | CONTRIBUTION | $1,250 | ||||||
| HENRY VISCARDI SCHOOL | ||||||||||||
| 201 IU WILLETS ROAD | ALBERTSON | NY | 11507 | NONE | CONTRIBUTION | $500 | ||||||
| INTERFAITH NUTRITION NETWORK | ||||||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | CONTRIBUTION | $20,000 | ||||||
| KAIT'S ANGELS | ||||||||||||
| PO BOX 1081 | MATTITUCK | NY | 11952 | NONE | CONTRIBUTION | $180 | ||||||
| KPTC FOUNDATION | ||||||||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 10042 | NONE | CONTRIBUTION | $800 | ||||||
| MARIST FUND | ||||||||||||
| 3399 NORTH ROAD | POUGHKEEPSIE | NY | 12601 | NONE | CONTRIBUTION | $1,000 | ||||||
| MEMORIAL SLOAN-KETTERING CANCER CTR | ||||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 11021 | NONE | CONTRIBUTION | $1,000 | ||||||
| MOHAWK HUDSON HUMANE SOCIETY | ||||||||||||
| 3 OAKLAND AVENUE | MENANDS | NY | 12204 | NONE | CONTRIBITION | $2,000 | ||||||
| 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 | $775 | ||||||
| NATIONAL MULTIPLE SCIEROSIS | ||||||||||||
| 733 3RD AVENUE | NEW YORK | NY | 10017 | NONE | CONTRIBUTION | $100 | ||||||
| NORTH FORK ANIMAL WELFARE | ||||||||||||
| 165 PECONIC LANE | PECONIC | NY | 11958 | NONE | CONTRIBUTION | $2,500 | ||||||
| NORTH FORK CHAMBER OF COMMERCE | ||||||||||||
| PO BOX 1415 | SOUTHHOLD | NY | 11971 | NONE | CONTRIBUTION | $435 | ||||||
| NORTH SHORE ANIMAL LEAGUE | ||||||||||||
| 25 DAVIS AVENUE | PORT WASHINGTON | NY | 11050 | NONE | CONTRIBUTION | $1,000 | ||||||
| NORTH SHORE CHILD FAMILY GUIDANCE | ||||||||||||
| 480 OLD WESTBURY ROAD | ROSLYN HEIGHTS | NY | 11577 | NONE | CONTRIBUTION | $1,125 | ||||||
| OHIO STATE HILLEL | ||||||||||||
| 46 EAST 16TH AVENUE | COLUMBUS | OH | 43201 | NONE | CONTRIBUTION | $600 | ||||||
| PECONIC LAND TRUST | ||||||||||||
| 296 NY-27A | SOUTHAMPTON | NY | 11968 | NONE | CONTRIBUTION | $2,000 | ||||||
| PMP | ||||||||||||
| 14 CAMPUS BOULEVARD | NEWTOWN SQUARE | PA | 190733299 | NONE | CONTRIBUTION | $500 | ||||||
| PURRS PAWS CAT RESCUE | ||||||||||||
| PO BOX 4197 | QUEENSBURY | NY | 12804 | NONE | CONTRIBUTION | $2,000 | ||||||
| RERUN INC | ||||||||||||
| 236A WATERS ROAD | EAST GREENBUSH | NY | 12061 | NONE | CONTRIBUTION | $1,800 | ||||||
| RIVERHEAD FOUNDATION MARINE RESERCH | ||||||||||||
| 467 E MAIN STREET | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $200 | ||||||
| SAINT AGNES RC CHURCH | ||||||||||||
| 523 FRONT STREET | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $1,000 | ||||||
| SARATOGA HOSPITAL FOUNDATION | ||||||||||||
| 211 CHURCH STREET | SARATOGA SPRINGS | NY | 12866 | NONE | CONTRIBUTION | $1,000 | ||||||
| SCHOTTENSTEIN CHABAD HOUSE | ||||||||||||
| 207 E 15TH AVE | COLUMBUS | OH | 43201 | NONE | CONTRIBUTION | $180 | ||||||
| SEA CLIFF ARTS COUNCIL | ||||||||||||
| 212 SEA CLIFF AVE | SEA CLIFF | NY | 11579 | NONE | CONTRIBUTION | $500 | ||||||
| SEA CLIFF FIRE DEPARTMENT | ||||||||||||
| 67 ROSLYN AVENUE | SEA CLIFF | NY | 11579 | NONE | CONTRIBUTION | $1,500 | ||||||
| SMILE TRAIN | ||||||||||||
| 41 MADISON AVE | NEW YORK | NY | 10010 | NONE | CONTRIBUTION | $500 | ||||||
| SNOWFLAKE GALA | ||||||||||||
| NONE | CONTRIBUTION | $225 | 35 LINDSAY STREET NORTH | KAWARTHA LAKESBROCK | ONTARIO | CA | K9V 1T6 | |||||
| SOUTHHOLD FIRE DEPARTMENT | ||||||||||||
| 55135 ROUTE 25 | SOUTHHOLD | NY | 11971 | NONE | CONTRIBUTION | $400 | ||||||
| SOUTHHOLD ROTARY CLUB | ||||||||||||
| 28350 MAIN ROAD | CUTCHOGUE | NY | 11935 | NONE | CONTRIBUTION | $296 | ||||||
| SOUTHOLD LIONS CLUB | ||||||||||||
| PO BOX 308 | PECONIC | NY | 11958 | NONE | CONTRIBUTION | $273 | ||||||
| ST JUDE CHILDREN'S RESEARCH HOSPIT | ||||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | CONTRIBUTION | $2,000 | ||||||
| THE OLD BURYING GROUNDS | ||||||||||||
| PO BOX 787 | SOUTHOLD | NY | 11971 | NONE | CONTRIBUTION | $500 | 53100 MAIN ROAD | |||||
| THE PERLMAN MUSIC PROGRAM | ||||||||||||
| 19 W 69TH ST STE 1101 | NEW YORK | NY | 10023 | NONE | CONTRIBUTION | $2,000 | ||||||
| THE SAFE CENTER | ||||||||||||
| 15 GRUMMAN ROAD W 1000 | BETHPAGE | NY | 11714 | NONE | CONTRIBUTION | $1,000 | ||||||
| THE SKIN CANCER FOUNDATION | ||||||||||||
| 205 LEXINGTON AVE - 11FL | NEW YORK | NY | 10016 | NONE | CONTRIBUTION | $500 | ||||||
| THE SUGAR RAY LEONARD FOUNDATION | ||||||||||||
| 21731 VENTURA BLVD | WOODLAND HILLS | CA | 91364 | NONE | CONTRIBUTION | $300 | ||||||
| THE VISCARDI CENTER | ||||||||||||
| 201 I U WILETS ROAD | ALBERTSON | NY | 11507 | NONE | CONTRIBUTION | $1,500 | ||||||
| THOROUGHBRED RETIREMENT FOUNDATION | ||||||||||||
| 10 LAKE AVE | SARATOGA SPRINGS | NY | 12866 | NONE | CONTRIBUTION | $1,000 | ||||||
| TIMOTHY HILL CHILDREN'S RANCH | ||||||||||||
| 298 MIDDLE ROAD | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $2,500 | ||||||
| WE CARE FUND | ||||||||||||
| 15TH WEST STREETS | MINEOLA | NY | 11501 | NONE | CONTRIBUTION | $1,675 | ||||||
| WOUNDED WARRIOR PROJECT | ||||||||||||
| 370 7TH AVENUE STE 1802 | NEW YORK | NY | 10001 | NONE | CONTRIBUTION | $500 | ||||||
| YOUNG ADULTS INSTITUTE | ||||||||||||
| 96 WILLIS AVE STE1 | MINEOLA | NY | 11501 | NONE | CONTRIBUTION | $101 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,883 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,675 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $40,063 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $42,164 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $83,902 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,902 | 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 (8 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| UBS FINANCIAL SVCS INC - TRADES | PURCHASE | $31,933 | $31,703 | $230 |
| UBS FINANCIAL SVCS INC - TRADES | PURCHASE | $102,897 | $98,252 | $4,645 |
| UBS FINANCIAL SVCS INC - TRADES | PURCHASE | $54,868 | $68,619 | -$13,751 |
| UBS FINANCIAL SVCS INC - TRADES | PURCHASE | $100,234 | $58,887 | $41,347 |
| JANNEY MONTGOMERY SCOTT LLC - TRADES | PURCHASE | $29,231 | $26,789 | $2,442 |
| JANNEY MONTGOMERY SCOTT LLC - TRADES | PURCHASE | $58,658 | $48,318 | $10,340 |
| JANNEY MONTGOMERY SCOTT LLC - TRADES | PURCHASE | $5,045 | -$5,045 | |
| JANNEY MONTGOMERY SCOTT LLC - TRADES | PURCHASE | $937 | $937 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| UBS - 187 R3 | $554,218 |
| UBS - 558 R3 | $769,169 |
| JANNEY MONTGOMERY - 6309 | $514,783 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $241,528 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| ADVERTISING | $284 | $284 | |
| BANK CHARGES | $199 | $99 | $100 |
| BROKERAGE FEES | $952 | $952 | |
| FILING FEES | $550 | $550 | |
| OFFICE EXPENSES | $141 | $70 | $71 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $17,637 | Amt |
| Net Investment Income | $17,637 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS - FOREIGN TAXES PAID | $290 | $290 |
| JANNEY - FOREIGN TAXES PAID | $464 | $464 |