AMES CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AMES CHARITABLE FOUNDATION (EIN 13-6123016)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-01-10
- IRS object ID
- 201800109349100015
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-10T12:52:36-06:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132672154 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIPSKY GOODKIN & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WEST 45TH STREET 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136123016 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMES CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMES | BusinessNameControlTxt |
| Phone | 5616309834 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 B STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN AMES | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 5616309834 | PhoneNum |
| Signature | 2018-01-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICH VENA | PreparerPersonNm |
| PTIN | P01391898 | PTIN |
| Phone | 2128406444 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.88.254.171 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-10 | IPDt |
| IP Tm | 14:01:02 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 423042FE7B1FC2095345645DC346F37782476E25 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 423042FE7B1FC2095345645DC346F37782476E25 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $302,139 | 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 |
| Dividends Rev And Expnss | $6,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,994 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,497 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $101,213 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $101 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $101 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$402 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,095 | 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 |
| Legal Fees Rev And Expnss | $368 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $368 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $625 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $102 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $25 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,892 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,892 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,612 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,537 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,018 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,212 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,537 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,618 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,614 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,558 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,089 | CashBOYAmt |
| Cash EOY | $39,310 | CashEOYAmt |
| Cash EOYFMV | $39,310 | CashEOYFMVAmt |
| Corporate Stock BOY | $225,401 | CorporateStockBOYAmt |
| Corporate Stock EOY | $174,566 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $262,829 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $235,490 | TotalAssetsBOYAmt |
| Total Assets EOY | $213,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $302,139 | 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 | $235,490 | RetainedEarningBOYAmt |
| Retained Earning EOY | $213,876 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $235,490 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $213,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $235,490 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $213,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $235,490 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,614 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $213,876 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $213,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 SHS ALIIED WORLD ASSUR HLDGS | P | 2015-04-15 | 2017-01-11 | $26,544 | $21,239 | $5,305 | $5,305 |
| 500 SHS MERCK | P | 2003-01-17 | 2017-02-22 | $32,609 | $28,639 | $3,970 | $3,970 |
| 300 SHS CISCO SYSTEMS | P | 2017-02-22 | 2017-05-23 | $9,490 | $10,197 | -$707 | -$707 |
| FRACTIONS NORDIC AMERICAN OFFSHORE | P | 2017-08-31 | 2017-08-31 | $1 | $1 | $0 | $0 |
| 1500 SHS BLACKROCK CR ALLOC INC TR IV | P | 2006-12-27 | 2017-10-25 | $20,027 | $36,981 | -$16,954 | -$16,954 |
| 40 SHS LOCKHEED MARTIN CORP | P | 2017-07-18 | 2017-10-25 | $12,542 | $11,653 | $889 | $889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,497 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,618 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $272,968 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049889 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,950 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $283,685 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045649 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $267,162 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.028354 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,671 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $247,343 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051228 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,635 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $214,524 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049575 | DistributionYr5Rt |
| Total Distribution | 0.224695 | TotalDistributionRt |
| Average Distribution | 0.044939 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $283,305 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,731 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,747 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,618 | 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 | $16 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $16 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMES CHARITABLE FOUNDATION (THE) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5616309834 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7621 MONTE VERDE LANE | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33412 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN AMES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7621 MONTE VERDE LANE | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33412 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FOUNDATION MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BELPOINTE ASSET MANAGEMENT LLC | |||||
| 21 MEADOW ROAD | SCARSDALE | NY | 10583 | INVESTMENT ADVISOR | $2,793 |
| LIPSKY GOODKIN & CO PC | |||||
| 120 WEST 45TH STREET | NEW YORK | NY | 10036 | ACCOUNTING AND TAX SERVICES | $1,250 |
| YOUNG CONAWAY STARGATT & TAYLOR | |||||
| PO BOX 391 | WILMINGTON | DE | 19899 | LEGAL SERVICES | $368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $255,136 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $287,619 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $287,619 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,314 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $283,305 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,165 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,165 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16 | TotalTaxAmt |
| Distributable Before Adj | $14,149 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,149 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,149 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,618 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,618 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,602 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,149 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $87 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $412 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $84 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $583 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,618 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,149 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,469 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,052 | 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 | $87 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,965 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $412 | ExcessFromYear4Amt |
| Excess From Year1 | $84 | ExcessFromYear1Amt |
| Excess From Current Year | $1,469 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN AMES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN AMES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7621 MONTE VERDE LANE | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33412 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5616309834 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL APPLICATION NECESSARY, ONLY A GENERAL LETTER OF REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A PUBLIC CHARITY AS DESCRIBED ON I.R.C. SEC. 509 (A) (1)(2) OR (3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | GENERAL PURPOSES | $1,500 |
| AMERICAN RED CROSS | ||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | GENERAL PURPOSES | $2,000 |
| BETHEL KOREAN CHURCH | ||||||
| 915 CHEROKEE ROAD | FLORENCE | SC | 29151 | NONE | GENERAL PURPOSES | $2,000 |
| CHABAD LUBAVITCH OF DELAWARE | ||||||
| 1306 GRINNEL ROAD | WILMINGTON | DE | 19803 | NONE | GENERAL PURPOSES | $500 |
| COPE FOUNDATION | ||||||
| PO BOX 1251 | MELVILLE | NY | 11747 | NONE | GENERAL PURPOSES | $500 |
| HOSPICE OF PALM BEACH COUNTY | ||||||
| 5300 EAST AVENUE | WEST PALM BEACH | FL | 33407 | NONE | GENERAL PURPOSES | $2,000 |
| KOREAN PRESBYTERIAN CHURCH OF PALM BEACH | ||||||
| 301 S OLIVE STREET | WEST PALM BEACH | FL | 33401 | NONE | GENERAL PURPOSES | $1,000 |
| MALTZ JUPITER THEATER | ||||||
| 1001 EAST INDIANTOWN ROAD | JUPITER | FL | 33477 | NONE | GENERAL PURPOSES | $1,000 |
| PUPPIES BEHIND BARS | ||||||
| 263 W 38TH STREET | NEW YORK | NY | 10018 | NONE | GENERAL PURPOSES | $1,000 |
| ST JUDE CHILDREN'S HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | GENERAL PURPOSES | $1,000 |
| TEMPLE BNAI SHALOM | ||||||
| 100 HEMPSTEAD AVENUE | ROCKVILLE CENTRE | NY | 11570 | NONE | GENERAL PURPOSES | $2,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,600 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,994 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,497 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORDIC AMERICAN OFFSHORE | Desc |
| Related Or Exempt Function Incm | $101 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$503 | ExclusionAmt |
| Related Or Exempt Function Incm | $101 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$402 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE FOUNDATION IS SOLELY A GRANT MAKING ORGANIZATION AND INVESTS ITS FUNDS TO PRODUCE INCOME TO MAKE GRANTS AND PAY THE EXPENSES OF ADMINISTERING THE FOUNDATION. THE AMOUNTS SHOWN ABOVE, IF ANY, ARE NOT DERIVED FROM ANY "TRADE OR BUSINESS" CONDUCTED BY THE FOUNDATION BUT MERELY REFLECT AN ANNUAL RETURN ON THE FOUNDATION'S ASSETS |
| 8 | SEE LINE NO. 4 |
| 11A | SEE LINE NO. 4 |
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 | LIPSKY GOODKIN | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $625 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $174,566 | EOYBookValueAmt |
| EOYFMV | $262,829 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | YOUNG CONAWAY STARGATT & TAYLOR | CategoryTxt |
| Legal Fees | $368 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $368 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $2,793 | $2,793 | $0 |
| PRIOR YEAR DIVIDEND ADJUSTMENT | $2,074 | $2,074 | $0 |
| MISCELLANEOUS | $25 | $25 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORDIC AMERICAN OFFSHORE | Desc |
| Revenue And Expenses Per Books | $101 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $101 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $101 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $20 | $20 | $0 |
| FEDERAL EXCISE TAXES | $57 | $0 | $0 |
| DELAWARE FRANCHISE TAX | $25 | $0 | $25 |