STEPHENSON POPE BABCOCK FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- STEPHENSON POPE BABCOCK FOUNDATION (EIN 56-2000456)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-01-31
- IRS object ID
- 201840319349100104
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-31T09:09:31-06:00 | ReturnTs |
| Tax Period End | 2017-09-30 | 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 | 2016-10-01 | 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 | 2018-01-31 | 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 | 2018-01-31 | IPDt |
| IP Tm | 09:09:14 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ABE58164374CA69C125C28EB3F25CB64CE604DC1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 06EBC0A6F30F9B095C27D46CE2A0E9E57215EAF7 | 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 | $2,157,887 | 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 | $425 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $37,630 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,630 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $354,699 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,334 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,061 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,061 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $154,450 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $154,025 | 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 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $471 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $236 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $235 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,434 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,717 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,717 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,710 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,958 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,752 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $119,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $119,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,710 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,958 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,752 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $152,067 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $214,823 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $364,512 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $364,512 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,099,781 | CorporateStockBOYAmt |
| Corporate Stock EOY | $979,832 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,686,563 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $105,760 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $105,760 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $106,812 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,420,364 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,450,104 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,157,887 | 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 | $1,420,364 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,450,104 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,420,364 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,450,104 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,420,364 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,450,104 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,420,364 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,450,104 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,450,104 | 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 |
|---|---|---|---|---|---|---|
| 200 SHS BERKSHIRE HATHAWAY | 2008-05-21 | 2016-11-07 | $29,336 | $16,241 | $13,095 | $13,095 |
| 20 SHS GOOGLE INC CL A | 2012-04-17 | 2016-11-07 | $15,924 | $6,138 | $9,786 | $9,786 |
| 16 SHS ADVANSIX INC | 2015-08-24 | 2016-11-07 | $234 | $205 | $29 | $29 |
| 8 SHS ADVANSIX INC | 2014-03-28 | 2016-11-07 | $117 | $96 | $21 | $21 |
| 200 SHS 3M CO | 2010-04-05 | 2016-11-07 | $33,845 | $16,949 | $16,896 | $16,896 |
| 150 SHS ALLERGAN PLC | 2014-12-01 | 2016-11-09 | $31,957 | $39,591 | -$7,634 | -$7,634 |
| 20 SHS GOOGLE INC CL A | 2015-01-06 | 2017-04-04 | $16,849 | $10,263 | $6,586 | $6,586 |
| 20 SHS GOOGLE INC CL C | 2015-01-06 | 2017-04-04 | $16,548 | $10,106 | $6,442 | $6,442 |
| 400 SHS NESTLE SA | 2013-05-29 | 2017-09-11 | $34,046 | $27,011 | $7,035 | $7,035 |
| 250 SHS NORFOLK SOUTHERN CORP | 2012-09-05 | 2017-09-11 | $31,180 | $17,521 | $13,659 | $13,659 |
| 250 SHS APPLE COMPUTER | 2016-05-17 | 2017-09-11 | $40,279 | $23,519 | $16,760 | $16,760 |
| 200 SHS 3M CO | 2006-01-13 | 2017-09-11 | $41,466 | $15,641 | $25,825 | $25,825 |
| 100 SHS 3M CO | 2010-04-05 | 2017-09-11 | $20,733 | $8,475 | $12,258 | $12,258 |
| 50 SHS ALLERGAN PLC | 2014-12-01 | 2017-09-25 | $10,546 | $13,197 | -$2,651 | -$2,651 |
| 100 SHS ALLERGAN PLC | 2016-09-13 | 2017-08-25 | $21,093 | $23,856 | -$2,763 | -$2,763 |
| 50 SHS ALLERGAN PLC | 2017-05-10 | 2017-09-25 | $10,546 | $11,556 | -$1,010 | -$1,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,334 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $137,145 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,918,823 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071474 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $129,214 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,902,276 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067926 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $122,690 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,864,622 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065799 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $102,570 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,698,478 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060389 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $98,562 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,528,617 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064478 | DistributionYr5Rt |
| Total Distribution | 0.330066 | TotalDistributionRt |
| Average Distribution | 0.066013 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,051,841 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $135,448 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,521 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $136,969 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $122,752 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,041 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,041 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,041 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $280 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,761 | 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 |
| 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 | $2,083,087 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,083,087 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,083,087 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,246 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,051,841 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,592 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,592 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,041 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,041 | TotalTaxAmt |
| Distributable Before Adj | $99,551 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,551 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,551 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,752 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $122,752 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $122,752 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,551 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,613 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,173 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,668 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,722 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $160,176 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,752 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $99,551 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,201 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $183,377 | 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 | $24,613 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $158,764 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,000 | ExcessFromYear4Amt |
| Excess From Year3 | $32,173 | ExcessFromYear3Amt |
| Excess From Year2 | $36,668 | ExcessFromYear2Amt |
| Excess From Year1 | $41,722 | ExcessFromYear1Amt |
| Excess From Current Year | $23,201 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PROJECT MOST | |||||||
| PO BOX 1486 | EAST HAMPTON | NY | 11937 | NONE | 501(C)(3) | CHARITABLE USE | $8,000 |
| NORTH CAROLINA COASTAL FEDERATION | |||||||
| 3609 HIGHWAY 24 | NEWPORT | NC | 28570 | NONE | 501 (C)(3) | CHARITABLE USE | $9,000 |
| BOOKMARKS | |||||||
| 251 N SPRUCE ST | WINSTON SALEM | NC | 27101 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 |
| THE YELLOW RIBBON FUND | |||||||
| 4905 DEL RAY AVENUE SUITE 500 | BETHESDA | MD | 20814 | NONE | 501(C)(3) | CHARITABLE USE | $10,000 |
| BINATIONAL EMERGENCY MEDICAL CARE COMMITTEE | |||||||
| 642 THIRD AVE SUITE 1 | CHULA VISTA | CA | 91910 | NONE | 501 (C)(3) | CHARITABLE USE | $7,000 |
| PUPPY PRODIGIES | |||||||
| 430 ROBIN HILL LANE | ESCONDIDO | CA | 92026 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 |
| BRIGHTER LIVES FOR KIDS FOUNDATION | |||||||
| PO BOX 841 | SOUTHPORT | CT | 06890 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 |
| PAVE SCHOOLS | |||||||
| 2238 CONOVER STREET | BROOKLYN | NY | 11231 | NONE | 501 (C)(3) | CHARITABLE USE | $2,000 |
| SYRIAN AMERICAN MEDICAL SOCIETY | |||||||
| 1012 14TH STREET NW | WASHINGTON | DC | 20005 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| ISABELLA HOUSING FOUNDATION | |||||||
| 205 SPRINGVILLE ROAD | HAMPTON BAYS | NY | 11946 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| EDUCATION FOR ALL CHILDREN | |||||||
| 11 HEATHER DRIVE | RYE | NH | 03870 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| CORAL RESTORATION FOUNDATION | |||||||
| 5 SEAGATE BLVD | KEY LARGO | FL | 33037 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 |
| SAG HARBOR PARTNERSHIP | |||||||
| PO BOX 182 | SAG HARBOR | NY | 11963 | NONE | 501(C)(3) | CHARITABLE USE | $1,000 |
| GREATER HOUSTON COMMUNITY FOUNDATION | |||||||
| 5120 WOODWAY DR SUITE 6000 | HOUSTON | TX | 77056 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| AMERICAN RED CROSS | |||||||
| POBOX 37839 | BOONE | IA | 500370839 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| 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 | $9,000 |
| MADE IN DURHAM | |||||||
| 359 BLACKWELL STREET STE 200 | DURHAM | NC | 27701 | NONE | 501 (C)(3) | CHARITABLE USE | $8,000 |
| MATTHEWS GIVING TREE FOUNDATION | |||||||
| PO BOX 52 | SAYVILLE | NY | 11782 | NONE | 501 (C)(3) | CHARITABLE USE | $7,000 |
| NEW YORK HARBOR FOUNDATION | |||||||
| 10 SOUTH STREET SLIP 7 | NEW YORK | NY | 10004 | 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 |
| PAUL'S PLACE | |||||||
| 188 SOUTH SWINTON AVE | DELRAY BEACH | FL | 33444 | NONE | 501(C)(3) | CHARITABLE USE | $4,000 |
| SUSTAINABLE FOOD CENTER | |||||||
| 2921 E 17TH ST BLDG 7 | AUSTIN | TX | 78702 | NONE | 501 (C)(3) | CHARITABLE USE | $8,000 |
| WINSTON SALEM SREET SCHOOL | |||||||
| 630 W 6TH STREET | WINSTON SALEM | NC | 27127 | NONE | 501(C)(3) | CHARITABLE USE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $119,000 | 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 | $37,630 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,061 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $114,334 | 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 | $154,025 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,025 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4,8 | INCOME DERIVED FROM INTEREST, DIVIDENDS, AND SALES OF SECURITIES IS USED TO PROVIDE GRANTS TO SELECTED ORGANZIATIONS. |
| 7 | TAX REFUND FROM INVESTMENT INCOME IS USED TO PROVIDE GRANTS TO SELECTED ORGANIZATIONS |
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 | $51,625 |
| JP MORGAN CHASE 6.1% | $55,261 | $55,187 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH PFD | $13,428 | $17,384 |
| BRIDGEHAMPTON NATIONAL BANK | $23,100 | $33,950 |
| BRIDGEHAMPTON NATIONAL BANK | $20,041 | $62,808 |
| 3M COMPANY | $31,282 | $83,960 |
| BERKSHIRE HATHAWAY INC | $65,925 | $164,988 |
| MERRILL LYNCH CAP III PFD | $49,746 | $53,080 |
| GENERAL ELECTRIC CO | $78,020 | $99,138 |
| GOOGLE INC | $63,222 | $173,809 |
| NORFOLK SOUTHERN CORP | $28,765 | $66,120 |
| APPLE COMPUTER | $49,435 | $115,590 |
| FACTSET RESEARCH SYSTEMS | $52,069 | $90,055 |
| MONDELEZ INTL INC | $25,673 | $40,660 |
| NESTLE SA | $27,011 | $33,604 |
| SCHULUMBERGER | $41,236 | $41,856 |
| HONEYWELL INTERNATIONAL INC | $100,480 | $141,740 |
| VISA INC | $61,525 | $126,288 |
| KRAFT HEINZ CO | $50,268 | $77,550 |
| PAYPAL HOLDINGS INC | $30,660 | $64,030 |
| ALLERGAN PLC | $23,111 | $20,495 |
| DIAGEO PLC | $54,737 | $66,065 |
| TOOTSIE ROLL INDS INC | $32,188 | $39,140 |
| MOHAWK INDS INC | $57,910 | $74,253 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEALS | $3,418 | $1,709 | $1,709 |
| BANK FEES | $16 | $8 | $8 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $2,061 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,061 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,061 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $5 | Amt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |