LONG FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LONG FOUNDATION (EIN 13-4004262)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-10
- IRS object ID
- 201801309349102000
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T15:18:24-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134004262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID AND ELIZABETH LONG FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DAVID & ELIZABETH LONG | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2125038924 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 706 | AddressLine1Txt |
| City | HOBE SOUND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33475 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH V LONG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125038924 | PhoneNum |
| Signature | 2018-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HUSSAIN MUSHARAF | PreparerPersonNm |
| PTIN | P01371262 | PTIN |
| Phone | 2125038924 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,241,359 | 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 | $5,461 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $465 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $465 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,082 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,082 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $179,064 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $753,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $179,064 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $196,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $190,643 | 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 | $5,461 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,096 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,365 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,342 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,342 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $235 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $235 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,038 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,673 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,365 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,673 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $78,766 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $177,970 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $398,485 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $145,584 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $145,584 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $538,256 | CorporateStockBOYAmt |
| Corporate Stock EOY | $869,923 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,095,775 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $936,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,015,507 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,241,359 | 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 | $936,741 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,015,507 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $936,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,015,507 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $936,741 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,015,507 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $936,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $78,766 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,015,507 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,015,507 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 125 SHS AIR PRODUCTS & CHEM | P | 2016-12-12 | 2017-04-25 | $17,643 | $18,712 | -$1,069 | -$1,069 |
| 8 SHS ADVANSIX INC | P | 2016-07-12 | 2017-04-25 | $210 | $127 | $83 | $83 |
| 200 SHS CHEVRON CORP | P | 2016-03-31 | 2017-04-25 | $21,330 | $19,086 | $2,244 | $2,244 |
| 175 SHS FAIR ISAAC CORP | P | 2016-03-31 | 2017-04-25 | $23,319 | $18,466 | $4,853 | $4,853 |
| 650 SHS GENERAL ELECTRIC | P | 2016-02-08 | 2017-04-25 | $19,157 | $18,122 | $1,035 | $1,035 |
| 550 SHS GIGAMON INC | P | 2016-07-12 | 2017-04-25 | $20,035 | $22,309 | -$2,274 | -$2,274 |
| 200 SHS IDEXX LAB INC DEL $0.10 | P | 2014-01-31 | 2017-04-25 | $32,586 | $11,395 | $21,191 | $21,191 |
| 50 SHS IDEXX LAB INC DEL $0.10 | P | 2015-12-02 | 2017-04-25 | $8,146 | $3,631 | $4,515 | $4,515 |
| 10 SHS ADOBE SYS DEL PV $0.001 | P | 2016-03-31 | 2017-07-21 | $1,498 | $943 | $555 | $555 |
| 10 SHS AMAZON COM INC | P | 2015-04-23 | 2017-07-21 | $10,243 | $3,883 | $6,360 | $6,360 |
| 10 SHS ALIGN TECH INC DEL COM | P | 2017-04-25 | 2017-07-21 | $1,606 | $1,196 | $410 | $410 |
| 140 SHS APPLIED MATIERIAL INC | P | 2016-09-15 | 2017-07-21 | $6,547 | $4,215 | $2,332 | $2,332 |
| 200 SHS CELGENE CORP | P | 2011-09-27 | 2017-07-21 | $27,572 | $6,418 | $21,154 | $21,154 |
| 900 SHS CISCO SYSTEMS INC COM | P | 2015-12-02 | 2017-07-21 | $28,657 | $25,056 | $3,601 | $3,601 |
| 250 SHS DANAHER CORP DEL COM | P | 2011-01-12 | 2017-07-21 | $20,709 | $9,001 | $11,708 | $11,708 |
| 125 SHS FEDEX CORP DELAWARE COM | P | 2016-09-23 | 2017-07-21 | $26,464 | $21,830 | $4,634 | $4,634 |
| 10 SHS HOME DEPOT INC | P | 2012-05-01 | 2017-07-21 | $1,467 | $525 | $942 | $942 |
| 35 SHS INTUITIVE SURGICAL INC | P | 2016-04-04 | 2017-07-21 | $32,516 | $21,931 | $10,585 | $10,585 |
| 5 SHS THE PRICELINE GROUP | P | 2016-09-29 | 2017-07-21 | $9,988 | $7,340 | $2,648 | $2,648 |
| 175 SHS PALO ALTO NETWORKS INC | P | 2014-05-27 | 2017-07-25 | $24,455 | $12,141 | $12,314 | $12,314 |
| 35 SHS PALO ALTO NETWORKS INC | P | 2017-07-21 | 2017-07-25 | $4,891 | $4,833 | $58 | $58 |
| 650 SHS II-VI INC | P | 2016-09-26 | 2017-07-21 | $24,779 | $15,216 | $9,563 | $9,563 |
| 300 SHS VEEVA SYS INC CL A | P | 2017-04-25 | 2017-07-21 | $19,069 | $15,779 | $3,290 | $3,290 |
| 300 SHS EATON CORP PLC | P | 2017-04-25 | 2017-07-27 | $23,526 | $22,954 | $572 | $572 |
| 65 SHS EATON CORP PLC | P | 2017-07-21 | 2017-07-27 | $5,097 | $5,112 | -$15 | -$15 |
| 440 SHS HESS CORP | P | 2017-07-21 | 2017-09-13 | $18,568 | $19,280 | -$712 | -$712 |
| 265 SHS KITE PHARMA ORD | P | 2017-07-25 | 2017-09-13 | $47,341 | $29,443 | $17,898 | $17,898 |
| 215 SHS SALESFORCE COM INC | P | 2017-07-21 | 2017-09-26 | $19,941 | $19,279 | $662 | $662 |
| 352 SHS DOWDUPONT INC COM | P | 2017-04-25 | 2017-09-29 | $24,323 | $22,426 | $1,897 | $1,897 |
| 83 SHS DOWDUPONT INC COM | P | 2017-07-21 | 2017-09-29 | $5,735 | $5,477 | $258 | $258 |
| 125 SHS INCYTE CORPORATION | P | 2017-04-25 | 2017-09-29 | $14,361 | $15,534 | -$1,173 | -$1,173 |
| 20 SHS INCYTE CORPORATION | P | 2017-07-21 | 2017-09-29 | $2,298 | $2,688 | -$390 | -$390 |
| 225 SHS MC CORMICK NON VTG | P | 2016-09-15 | 2017-09-29 | $23,115 | $22,037 | $1,078 | $1,078 |
| 85 SHS MC CORMICK NON VTG | P | 2017-07-21 | 2017-09-29 | $8,732 | $7,921 | $811 | $811 |
| 200 SHS ECOLAB INC | P | 2011-01-12 | 2017-11-08 | $26,155 | $9,884 | $16,271 | $16,271 |
| 15 SHS ECOLAB INC | P | 2017-07-21 | 2017-11-08 | $1,962 | $1,997 | -$35 | -$35 |
| 2100 SHS GOLDCORP INC | P | 2017-07-21 | 2017-11-08 | $27,880 | $28,702 | -$822 | -$822 |
| 85 SHS ABB LTD SPON ADR | P | 2017-11-08 | 2017-12-19 | $2,262 | $2,231 | $31 | $31 |
| 20 SHS ALIGN TECH INC DEL COM | P | 2017-04-25 | 2017-12-19 | $4,706 | $2,391 | $2,315 | $2,315 |
| 10 SHS ALNYLAM PHARMACEUTICALS | P | 2017-09-29 | 2017-12-19 | $1,228 | $1,163 | $65 | $65 |
| 20 SHS COSTCO WHOLSALE CORP DEL | P | 2017-04-25 | 2017-12-19 | $3,776 | $3,452 | $324 | $324 |
| 200 SHS EXXON MOBILE CORP COM | P | 2010-09-09 | 2017-12-19 | $16,482 | $12,269 | $4,213 | $4,213 |
| 100 SHS EXXON MOBILE CORP COM | P | 2015-12-02 | 2017-12-19 | $8,241 | $8,027 | $214 | $214 |
| 60 SHS EXXON MOBILE CORP COM | P | 2017-07-21 | 2017-12-19 | $4,945 | $4,820 | $125 | $125 |
| 140 SHS FERRO CORP | P | 2017-07-27 | 2017-12-19 | $3,365 | $2,669 | $696 | $696 |
| 170 SHS GRUBHUB INC | P | 2017-08-04 | 2017-12-19 | $12,419 | $8,933 | $3,486 | $3,486 |
| 55 SHS HUBSPOT INC | P | 2017-09-29 | 2017-12-19 | $5,085 | $4,524 | $561 | $561 |
| 15 SHS HOME DEPOT INC | P | 2012-05-01 | 2017-12-19 | $2,788 | $787 | $2,001 | $2,001 |
| 675 SHS KONINKL PHIL NV SH NEW | P | 2017-04-25 | 2017-12-19 | $26,378 | $23,393 | $2,985 | $2,985 |
| 120 SHS KONINKL PHIL NV SH NEW | P | 2017-07-21 | 2017-12-19 | $4,689 | $4,333 | $356 | $356 |
| 10 SHS PALO ALTO NETWORKS INC | P | 2017-09-13 | 2017-12-19 | $1,489 | $1,439 | $50 | $50 |
| 25 SHS PAYPAL HOLDINGS INC SHS | P | 2017-11-08 | 2017-12-19 | $1,863 | $1,870 | -$7 | -$7 |
| 45 SHS ROYAL DUTCH SHELL PLC | P | 2017-09-29 | 2017-12-19 | $2,915 | $2,723 | $192 | $192 |
| 50 SHS SCHWAB CHARLES CORP NEW | P | 2016-12-12 | 2017-12-19 | $2,592 | $1,951 | $641 | $641 |
| 10 SERVICENOW INC | P | 2017-04-25 | 2017-12-19 | $1,299 | $902 | $397 | $397 |
| 35 SHS TEXAS INSTRUMENTS | P | 2016-07-12 | 2017-12-19 | $3,631 | $2,242 | $1,389 | $1,389 |
| 120 SHS WINNEBAGO INDUSTRIES | P | 2017-09-26 | 2017-12-19 | $6,959 | $5,291 | $1,668 | $1,668 |
| 15 SHS L.V.M.H EUR | P | 2017-09-13 | 2017-12-19 | $4,468 | $4,138 | $330 | $330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $179,064 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $120,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $830,199 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.144664 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $82,035 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $684,794 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.119795 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $90,854 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $730,457 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.124380 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,724 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $706,816 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.138259 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $90,301 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $722,934 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.124909 | DistributionYr5Rt |
| Total Distribution | 0.652007 | TotalDistributionRt |
| Average Distribution | 0.130401 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,122,212 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $146,338 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,780 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $148,118 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $104,665 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,559 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,559 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,559 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,530 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,530 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $29 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | MUSHARAF HUSSAINMARKS PANETH LLP | IndividualWithBooksNm |
| Phone | 2125038924 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID LONG | ||||||||
| PO BOX 706 | HOBE SOUND | FL | 33475 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH V LONG | ||||||||
| PO BOX 706 | HOBE SOUND | FL | 33475 | TRUSTEE | 1.00 | $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) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $887,843 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $251,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,139,302 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,139,302 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,090 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,122,212 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,111 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,111 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,559 | TotalTaxAmt |
| Distributable Before Adj | $52,552 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,552 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,552 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,665 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $104,665 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $104,665 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,552 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $54,534 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $63,725 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,983 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $54,259 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $84,490 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $311,991 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,665 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,552 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,113 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $364,104 | 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 | $54,534 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $309,570 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $63,725 | ExcessFromYear4Amt |
| Excess From Year3 | $54,983 | ExcessFromYear3Amt |
| Excess From Year2 | $54,259 | ExcessFromYear2Amt |
| Excess From Year1 | $84,490 | ExcessFromYear1Amt |
| Excess From Current Year | $52,113 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID LONG | ContributingManagerNm |
| Contributing Manager | ELIZABETH V LONG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1000 FRIENDS OF FLORIDA | |||||||
| 308 NORTH MONROE ST | TALLAHASSEE | FL | 32301 | NONE | PC | CHARITABLE | $1,000 |
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1400 SIXTEENTH ST NW SUITE 120 | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE | $1,000 |
| BANNER LAKE CLUB | |||||||
| PO BOX 1875 | HOBE SOUND | FL | 33475 | NONE | PC | CHARITABLE | $1,000 |
| BASCOM PALMERUNIVERSITY OF MIAMI | |||||||
| 900 NW 17TH ST | MIAMI | FL | 33136 | NONE | PC | CHARITABLE | $1,000 |
| BOYS & GIRLS CLUBS OF MARTIN COUNTY | |||||||
| PO BOX 910 | HOBE SOUND | FL | 33475 | NONE | PC | CHARITABLE | $3,900 |
| CHASIERS COMMUNITY FUND | |||||||
| PO BOX 101 | CASHIERS | NC | 28717 | NONE | PC | CHARITABLE | $1,000 |
| COMMUNITY FUND OF WESTERN NC | |||||||
| 4 VANDERBILT PARK DRIVE SUITE 300 | ASHEVILLE | NC | 28803 | NONE | PC | CHARITABLE | $1,000 |
| GLENVILLE-CASHIERS RESCUE SQUAD INC | |||||||
| PO BOX 919 | CASHIERS | NC | 28717 | NONE | PC | CHARITABLE | $200 |
| HIGHLANDS-CASHIERS HOSPITAL FOUNDATION INC | |||||||
| 190 HOSPITAL DRIVE | HIGHLANDS | NC | 28741 | NONE | PC | CHARITABLE | $1,000 |
| HOBE SOUND COMMUNITY CHEST | |||||||
| PO BOX 511 | HOBE SOUND | FL | 33475 | NONE | PC | CHARITABLE | $5,000 |
| HOBE SOUND EARLY LEARNING CENTER | |||||||
| 11580 SE GOMEX AVE | HOBE SOUND | FL | 33455 | NONE | POF | CHARITABLE | $1,000 |
| HOLLINS UNIVERSITY | |||||||
| PO BOX 9629 | ROANOKE | VA | 240201629 | NONE | PC | CHARITABLE | $29,250 |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | NONE | PC | CHARITABLE | $2,500 |
| JUPITER ISLAND GARDEN CLUB FRIENDS OF HARBOR ISLAND | |||||||
| PO BOX 402 | WRIGHTSVILLE BEACH | NC | 28480 | NONE | PC | CHARITABLE | $200 |
| LOAVES & FISHES OF TOMPKINS COUNTY NY | |||||||
| 210 NORTH CAYUGA STREET | ITHACA | NY | 14850 | NONE | PC | CHARITABLE | $250 |
| OFF THE STREET CLUB | |||||||
| 25 N KARLOV AVE | CHICAGO | IL | 60624 | NONE | PC | CHARITABLE | $1,000 |
| ST TIMOTHY'S SCHOOL | |||||||
| 8400 GREENSPRING AVENUE | STEVENSON | MD | 21153 | NONE | PC | CHARITABLE | $51,000 |
| US ADAPTIVE GOLF ALLIANCE | |||||||
| 504 BURR RIDGE CLUB DRIVE | BURR RIDGE | IL | 60527 | NONE | PC | CHARITABLE | $1,000 |
| WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | |||||||
| MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27157 | NONE | PC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $465 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,082 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $179,064 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $190,643 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $190,643 | TotalIncomeProducingActyAmt |
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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $5,461 | Amt |
| Net Investment Income | $4,096 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,365 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LTD | $32,542 | $33,257 |
| ADOBE SYS DEL PV | $17,911 | $33,296 |
| ALIGN TECH INC | $11,359 | $21,108 |
| ALNYLAM PHARMACEUTICALS INC | $20,935 | $22,869 |
| AMAZON COM INC | $15,613 | $35,084 |
| APPLIED MATERIAL INC | $19,158 | $31,950 |
| BLUE BUFFALO PET PRODUCTS INC | $32,739 | $34,102 |
| COSTCO WHOLESALE CRP | $28,658 | $32,571 |
| EDWARDS LIFESCIENCES CRP | $25,472 | $32,122 |
| FACTSET RESH SYS INC | $25,747 | $33,733 |
| FERRO CORP | $26,120 | $32,318 |
| GOOGLE INC SHS CL C (ALPHABET) | $9,840 | $31,392 |
| GRUBHUB INC | $23,646 | $32,310 |
| HOME DEPOT INC | $9,182 | $33,168 |
| HONEYWELL INTL INC DEL | $25,875 | $32,972 |
| HUBSPOT INC | $29,199 | $31,382 |
| IDEXX LAB INC DEL $0.10 | $32,896 | $32,840 |
| INGERSOLL RAND PLC | $29,441 | $33,892 |
| INTERCONTINENTAL EXCHANGE INC | $24,031 | $32,458 |
| L.V.M.H. EUR 0.3 | $24,829 | $26,521 |
| MOHAWK INDUSTRIES | $28,774 | $33,108 |
| ORACLE CORP | $34,403 | $32,387 |
| PALO ALTO NETWORKS INC | $26,626 | $26,814 |
| PAYPAL HOLDINGS INC | $32,911 | $32,393 |
| ROYAL CARRIBBEAN CRUISES | $30,157 | $31,013 |
| ROYAL DUTCH SHELL PLC | $30,865 | $34,022 |
| SCHLUMBERGER LTD | $32,698 | $34,369 |
| SCHWAB CHARLES CORP NEW | $25,265 | $32,620 |
| SEATTLE GENETICS INC COM | $15,575 | $33,438 |
| SERVICENOW INC | $15,424 | $22,166 |
| STRYKER CORP | $30,898 | $32,516 |
| TEXAS INSTRUMENTS | $20,590 | $33,421 |
| THE PRICELINE GROUP INC | $32,726 | $34,755 |
| THERMO FISHER SCEINTIFIC INC | $31,063 | $32,280 |
| WINNEBAGO INDUSTRIES | $16,755 | $21,128 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POST SETTLEMENT PROFIT | Desc |
| Revenue And Expenses Per Books | $32 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENTS FEES | CategoryTxt |
| Amt | $8,342 | Amt |
| Net Investment Income | $8,342 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $235 | Amt |
| Net Investment Income | $235 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |