HIGLEY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HIGLEY FOUNDATION INC (EIN 20-0217792)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201801349349101960
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T09:13:15-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161152552 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Piaker & Lyons PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 190 5862 County Rd 32 | AddressLine1Txt |
| City | Norwich | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | 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 | 200217792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HIGLEY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIGL | BusinessNameControlTxt |
| Phone | 6073344292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 62 | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STERLING F HIGLEY | PersonNm |
| Person Title | Foundation Manager | PersonTitleTxt |
| Phone | 6073344292 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROY E FULLER CPA | PreparerPersonNm |
| PTIN | P00005268 | PTIN |
| Phone | 6073368908 | 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 | $695,150 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $33,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,814 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $489 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $489 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $134,340 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,340 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $233 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $131 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,610 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,574 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,335 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $108,766 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,334 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,973 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $81,697 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $81,697 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $487,339 | CorporateStockBOYAmt |
| Corporate Stock EOY | $578,875 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $609,820 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $29,692 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,885 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,633 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $559,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $667,457 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $695,150 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $559,004 | UnrestrictedBOYAmt |
| Unrestricted EOY | $667,457 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $559,004 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $667,457 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $559,004 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $667,457 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $559,004 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $108,766 | ExcessRevenueOverExpensesAmt |
| Subtotal | $667,770 | SubtotalAmt |
| Other Decreases | $313 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $667,457 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| .83333 NATIONAL GRID PLC | P | 2017-05-25 | 2017-05-25 | $59 | $59 | $59 | |
| 325 LNN CO LLC | P | 2016-04-27 | 2017-03-02 | -$22 | -$22 | $22 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $37 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,295 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $512,010 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04159 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,416 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $440,568 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03272 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,437 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $297,927 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03839 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,027 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $232,984 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03875 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,906 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $181,545 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04355 | DistributionYr5Rt |
| Total Distribution | 0.194994 | TotalDistributionRt |
| Average Distribution | 0.038999 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $606,623 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,658 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $343 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $24,001 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,335 | 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 | $343 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $343 | SubtotalAmt |
| Tax Based On Investment Income | $343 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $343 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STERLING F HIGLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6073344292 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 62 | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STERLING F HIGLEY | ||||||
| 10 WALES DRIVE PO BOX 62 | NORWICH | NY | 13815 | Foundation Mgr. | 2.00 | $0 |
| ROY E FULLER | ||||||
| 117 THOMPSON ROAD | NORWICH | NY | 13815 | Foundation Mgr. | 0.00 | $0 |
| RICHARD M RUNYON | ||||||
| 185 N BROAD STREET | NORWICH | NY | 13815 | Foundation Mgr. | 0.00 | $0 |
| JESSICA C THOMPSON | ||||||
| PO BOX 62 | NORWICH | NY | 13815 | Foundation Mgr. | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $587,813 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,048 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $615,861 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $615,861 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $606,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $343 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $343 | TotalTaxAmt |
| Distributable Before Adj | $29,988 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,988 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,988 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,335 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $25,335 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $343 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,992 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,988 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,610 | UndistributedIncomePYAmt |
| Qualifying Distributions | $25,335 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,610 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $725 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $29,263 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STERLING F HIGLEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES OF CHENANGO COUN | |||||||
| 32 BERRY ST | NORWICH | NY | 13815 | NONE | PC | FOOD PANTRY | $3,000 |
| OUR DAILY BREAD FOOD CLOSET | |||||||
| PO BOX 203 | NORWICH | NY | 13815 | NONE | PC | FOOD PANTRY | $3,000 |
| NORWICH CATHOLIC COMMUNITY SOUP KIT | |||||||
| 81 E MAIN STREET | NORWICH | NY | 13815 | NONE | PC | SOUP KITCHEN | $3,000 |
| CHENANGO SPCA | |||||||
| 6160 COUNTY RD 32 | NORWICH | NY | 13815 | NONE | PC | FOOD FOR ANIMALS | $9,110 |
| THE PLACE | |||||||
| 20 EAST MAIN STREET | NORWICH | NY | 13815 | NONE | PC | YOUTH PROGRAMS | $4,000 |
| ST MALACHY'S CHURCH | |||||||
| 31 East State St | Sherburne | NY | 13460 | NONE | PC | Soup Kitchen | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,610 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,814 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBURBAN PROPANE PARTNERS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $489 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,340 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,340 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STERLING HIGLEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WALES DRIVE PO BOX 62 | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PIAKER & LYONS PC | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2600 SHS ROYAL BK SCOTLAND 6.60% PFD | $60,814 | $66,170 |
| 2800 SHS DEUTSCHE BK 7.60 PFD 02/20/2018 | $63,373 | $71,960 |
| 1600 SHS ALERIAN MLP | $21,177 | $17,264 |
| 2000 SHS PUBLIC STORAGE 5.2% PFD | $39,910 | $49,980 |
| 1700 SHS ISHARES US PREFERRED STOCK | $67,612 | $64,719 |
| 2300 SHS NORTHERN TR 5.85% PFD SERIES C | $57,500 | $60,398 |
| 1000 SHS WELLS FARGO & CO 6% PFD CALLAB | $24,636 | $26,450 |
| 1000 SHS WELLS FARGO REIT PFD 6.375% | $25,000 | $26,490 |
| 2000 SHS JPMORGAN 6.15% PFD | $50,000 | $53,860 |
| 320 SHS NATIONAL GRID PLC | $23,032 | $18,819 |
| 1000 SHS ASPEN INS HLDG 5.625% PFD NON | $25,000 | $25,780 |
| 1000 SHS LEGG MASON 5.45% PFD JR SUB NO | $25,000 | $25,260 |
| 1000 SHS TORCHMARK CO. 6.125% PFD JR SU | $25,310 | $26,760 |
| 325 SHS LINN CO LLC COM | ||
| 500 SHS AT&T INC | $18,293 | $19,440 |
| 500 SHS VENTAS INC | $30,218 | $30,005 |
| 500 SHS VERIZON COMMUNICATIONS | $22,000 | $26,465 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 150 UNITS SUBURBAN PROPANE PARTNERS L.P. | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,885 | BookValueAmt |
| EOYFMV | $3,633 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $313 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR Fee | $6 | $6 | |
| NYS FEE | $125 | $125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBURBAN PROPANE PARTNERS | Desc |
| Revenue And Expenses Per Books | $489 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $489 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2016 990-PF BALANCE DUE | CategoryTxt |
| Amt | $233 | Amt |