STEPHENSON POPE BABCOCK FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- STEPHENSON POPE BABCOCK FOUNDATION (EIN 56-2000456)
- Tax period
- 2017-10-01 to 2018-09-30
- Filed
- 2019-02-15
- IRS object ID
- 201900469349100705
- Schema version
- 2017v2.3
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-15T09:51:52-06:00 | ReturnTs |
| Tax Period End | 2018-09-30 | 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 | THE DANIEL PROFESSIONAL GRP INC | 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 | 2017-10-01 | 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 | 2210 BROOKFIELD DRIVE | 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 | 2019-02-15 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.199.224.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-15 | IPDt |
| IP Tm | 09:51:49 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 255A30771065558796592C5109308EB36934D63D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,251,166 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $35,610 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,610 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,533 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $447,912 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,911 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,443 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,521 | 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 | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,841 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,841 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,450 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $725 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $725 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,878 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,939 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,939 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,505 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,464 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,505 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,964 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,016 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $364,512 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $263,501 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $263,501 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $979,832 | CorporateStockBOYAmt |
| Corporate Stock EOY | $985,817 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,886,415 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $105,760 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $105,760 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $101,250 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,450,104 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,355,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,251,166 | 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 | $1,450,104 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,355,078 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,450,104 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,355,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,450,104 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,355,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,450,104 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,355,078 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,355,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 100 SHS ALLERGAN PLC | 2017-05-10 | 2017-11-01 | $18,289 | $23,111 | -$4,822 | -$4,822 |
| 800 SHS GENERAL ELECTRIC | 2012-04-09 | 2017-11-15 | $14,550 | $15,418 | -$868 | -$868 |
| 3300 SHS GENERAL ELECTRIC | 2012-02-02 | 2017-11-15 | $60,021 | $62,602 | -$2,581 | -$2,581 |
| 1000 MONEY MKT OBLIGS TR FD | 2017-12-20 | 2018-02-05 | $1,000 | $1,000 | $0 | $0 |
| 90000 MONEY MKT OBLIGS TR FD | 2017-12-20 | 2018-03-13 | $90,000 | $90,000 | $0 | $0 |
| 49000 MONEY MKT OBLIGS TR FD | 2017-12-20 | 2018-03-20 | $49,000 | $49,000 | $0 | $0 |
| 1000 MONEY MKT OBLIGS TR FD | 2017-12-20 | 2018-03-01 | $1,000 | $1,000 | $0 | $0 |
| 1 SH TOOTSIE ROLL INDS INC | 2016-11-07 | 2018-04-09 | $27 | $30 | -$3 | -$3 |
| 404 SHS TOOTSIE ROLL INDS INC | 2016-11-07 | 2018-04-25 | $11,568 | $13,457 | -$1,889 | -$1,889 |
| 656 SHS TOOTSIE ROLL INDS INC | 2015-08-25 | 2018-04-25 | $18,756 | $18,701 | $55 | $55 |
| 31000 MONEY MKT OBLIGS TR FD | 2017-12-20 | 2018-04-25 | $31,000 | $31,000 | $0 | $0 |
| 300 SHS SCHLUMBERGER | 2012-12-14 | 2018-05-17 | $22,191 | $20,618 | $1,573 | $1,573 |
| 2000 MERRILL LYNCH CAP III PFD | 2010-12-20 | 2018-06-06 | $50,000 | $49,746 | $254 | $254 |
| 655 MERRILL LYNCH CAP III | 2009-02-03 | 2018-06-06 | $16,375 | $8,050 | $8,325 | $8,325 |
| 667 KRAFT HEINZ CO | 2014-10-15 | 2018-07-06 | $42,778 | $36,403 | $6,375 | $6,375 |
| 333 KRAFT HEINZ CO | 2012-09-17 | 2018-07-06 | $21,357 | $13,865 | $7,492 | $7,492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,911 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $122,752 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,051,841 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059825 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $137,145 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,918,823 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071474 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $129,214 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,902,276 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067926 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $122,690 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,864,622 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065799 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $102,570 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,698,478 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060389 | DistributionYr5Rt |
| Total Distribution | 0.325413 | TotalDistributionRt |
| Average Distribution | 0.065083 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,171,707 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $141,341 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $410 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $141,751 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,964 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $820 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $820 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $820 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,080 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,260 | OverpaymentAmt |
| Applied To ES Tax | $840 | AppliedToESTaxAmt |
| Refund | $1,420 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | SPBABCOCKFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BRUCE BABCOCK | IndividualWithBooksNm |
| Phone | 3366590290 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2210 BROOKFIELD DRIVE | 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 |
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 | ||||||||
| 2210 BROOKFIELD DR | WINSTON SALEM | NC | 27106 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| BRUCE BABCOCK | ||||||||
| 2210 BROOKFIELD DR | 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 | $2,204,779 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,204,779 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,204,779 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,072 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,171,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,585 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,585 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $820 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $820 | TotalTaxAmt |
| Distributable Before Adj | $107,765 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $107,765 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $107,765 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,964 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $130,964 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $130,964 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $107,765 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,173 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,668 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,722 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,201 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $158,764 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,964 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $107,765 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,199 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $181,963 | 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 | $25,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $156,963 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,173 | ExcessFromYear4Amt |
| Excess From Year3 | $36,668 | ExcessFromYear3Amt |
| Excess From Year2 | $41,722 | ExcessFromYear2Amt |
| Excess From Year1 | $23,201 | ExcessFromYear1Amt |
| Excess From Current Year | $23,199 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 5 GYRES | ||||||||
| 5792 JEFFERSON BLVD | LOS ANGELES | CA | 90016 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| BINATIONAL EMERGENCY MEDICAL CARE COMMITTEE | ||||||||
| 642 THIRD AVE SUITE 1 | CHULA VISTA | CA | 91910 | NONE | 501 (C)(3) | CHARITABLE USE | $7,000 | |
| BOTTOM LINE | ||||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 | |
| CITY SQUASH | ||||||||
| PO BOX 619 FORDHAM STATION | BRONX | NY | 10458 | NONE | 501 (C)(3) | CHARITABLE USE | $11,000 | |
| EDUCATION FOR ALL CHILDREN | ||||||||
| 11 HEATHER DRIVE | RYE | NH | 03870 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| FOLDS OF HONOR | ||||||||
| 5800 N PATRIOT DRIVE | OWASSA | OK | 74055 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 | |
| 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 | $11,000 | |
| ISABELLA HOUSING FOUNDATION | ||||||||
| 205 SPRINGVILLE ROAD | HAMPTON BAYS | NY | 11946 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 | |
| FIELDS OF BREAKTHROUGH SCHOOLS | ||||||||
| 3615 SUPERIOR AVENUE SUITE 3103A | CLEVELAND | OH | 44114 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| GENE SPARK | ||||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | NONE | 501 (C)(3) | CHARITABLE USE | $8,000 | |
| PARK AND RECREATION ASSOCIATION OF SAG HARBOR | ||||||||
| PO BOX 1653 | SAG HARBOR | NY | 11963 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| NORTH CAROLINA COASTAL FEDERATION | ||||||||
| 3609 HIGHWAY 24 | NEWPORT | NC | 28570 | NONE | 501 (C)(3) | CHARITABLE USE | $12,000 | |
| OPEN TABLE MINISTRY INC | ||||||||
| PO BOX 51363 | DURHAM | NC | 27717 | NONE | 501 (C)(3) | CHARITABLE USE | $3,000 | |
| THE ACADEMY FOR TEACHERS | ||||||||
| 10 WEST 90TH STREET | NEW YORK | NY | 10024 | NONE | 501(C)(3) | CHARITABLE USE | $1,000 | |
| PAVE SCHOOLS | ||||||||
| 238 CONOVER STREET | BROOKLYN | NY | 11231 | NONE | 501 (C)(3) | CHARITABLE USE | $8,000 | |
| PROJECT MOST | ||||||||
| PO BOX 1486 | EAST HAMPTON | NY | 11937 | NONE | 501(C)(3) | CHARITABLE USE | $10,000 | |
| THE BRIDGEHAMPTON MUSEUM | ||||||||
| PO BOX 977 | BRIDGEHAMPTON | NY | 11932 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| THE CHESAPEAKE CONSERVANCY | ||||||||
| 716 GIDDINGS AVENUE SUITE 42 | ANNAPOLIS | MD | 21401 | NONE | 501(C)(3) | CHARITABLE USE | $1,000 | |
| THE COMMUNITY CHURCH OF SAN MIGUEL | ||||||||
| 220 N ZAPATA HIGHWAY SUITE 11A | LAREDO | TX | 78043 | NONE | 501 (C)(3) | CHARITABLE USE | $9,000 | |
| THE FEATHER FOUNDATION | ||||||||
| 17 DE HART ROAD | MAPLEWOOD | NJ | 07040 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| THE FIRST TEE OF GREATER WASHINGTON DC | ||||||||
| 12020 PENNSYLVANIA AVE NW 106 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | CHARITABLE USE | $5,000 | |
| THE JF KAPNEK TRUST | ||||||||
| 936 DEWING AVE STE E3 | LAFAYETTE | CA | 94549 | NONE | 501(C)(3) | CHARITABLE USE | $1,000 | |
| THE TURTLE HOSPITAL | ||||||||
| 2396 OVERSEAS HIGHWAY | MARATHON | FL | 33050 | NONE | 501 (C)(3) | CHARITABLE USE | $500 | |
| THE VIRGINIA TECH FOUNDATION | ||||||||
| OFFICE OF GIFT ACCOUNTING 902 | BLACKSBURG | VA | 24061 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | PRICES FORK RD |
| THIRST PROJECT HQ | ||||||||
| 5478 WILSHIRE BLVD STE 400 | LOS ANGELES | CA | 90036 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,500 | 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 | $35,610 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,533 | 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 | $44,143 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,143 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4,8 | LineNumberTxt |
| Relationship Statement | INCOME DERIVED FROM INTEREST, DIVIDENDS, AND SALES OF SECURITIES IS USED TO PROVIDE GRANTS TO SELECTED ORGANZIATIONS. | RelationshipStatementTxt |
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 | $1,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | 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 | $49,500 |
| JP MORGAN CHASE 6.1% | $55,261 | $51,750 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRIDGEHAMPTON NATIONAL BANK | $23,100 | $33,200 |
| BRIDGEHAMPTON NATIONAL BANK | $20,041 | $61,420 |
| 3M COMPANY | $61,464 | $115,891 |
| BERKSHIRE HATHAWAY INC | $65,925 | $192,699 |
| GOOGLE INC | $63,222 | $215,913 |
| NORFOLK SOUTHERN CORP | $28,765 | $90,250 |
| APPLE COMPUTER | $49,435 | $169,305 |
| FACTSET RESEARCH SYSTEMS | $52,069 | $111,855 |
| MONDELEZ INTL INC | $25,673 | $42,960 |
| NESTLE SA | $27,011 | $33,280 |
| SCHULUMBERGER | $20,618 | $18,276 |
| HONEYWELL INTERNATIONAL INC | $100,480 | $166,400 |
| VISA INC | $61,525 | $180,108 |
| PAYPAL HOLDINGS INC | $30,660 | $87,840 |
| DIAGEO PLC | $54,737 | $70,835 |
| MOHAWK INDS INC | $107,707 | $87,675 |
| JOHNSON & JOHNSON | $81,128 | $82,902 |
| SHERWIN WILLIAMS COMPANY | $39,306 | $45,521 |
| VERIZON COMMUNICATIONS | $72,951 | $80,085 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEALS | $3,860 | $1,930 | $1,930 |
| BANK FEES | $18 | $9 | $9 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $5,841 | Amt |
| Net Investment Income | $5,841 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |