LONG FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LONG FOUNDATION (EIN 13-4004262)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201721299349101357
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-09T12:29:59-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-09 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.74.165.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-09 | IPDt |
| IP Tm | 12:26:11 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F6102A6DC5073F4C9160DA5B3AC9C2E864F56337 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DDFC1BFF8BE200530FF4E99841ADF9CA8411E80E | 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 | $1,108,993 | 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 | $317,123 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,144 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,144 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,468 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $679,777 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $293,467 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $304,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $301,642 | 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 |
| Other Prof Fees Rev And Expnss | $6,323 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,323 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,819 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $299 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,160 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,640 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,210 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,640 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $162,620 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $295,002 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $270,262 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $398,485 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $398,485 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $503,859 | CorporateStockBOYAmt |
| Corporate Stock EOY | $538,256 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $710,508 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $774,121 | TotalAssetsBOYAmt |
| Total Assets EOY | $936,741 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,108,993 | 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 | $774,121 | RetainedEarningBOYAmt |
| Retained Earning EOY | $936,741 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $774,121 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $936,741 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $774,121 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $936,741 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $774,121 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $162,620 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $936,741 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $936,741 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 450 SHS CERNER CORP COM | P | 2004-10-15 | 2016-11-18 | $22,327 | $2,610 | $19,717 | $19,717 |
| 250 SHS NOVO NORDISK A S ADR | P | 2010-07-08 | 2016-11-18 | $8,113 | $4,153 | $3,960 | $3,960 |
| 1700 SHS ROPER TECHNOLOGIES INC | D | 1992-02-13 | 2016-12-16 | $317,123 | $3,188 | $313,935 | $313,935 |
| UNDER ARMOUR INC SHS - CASH IN LIEU | P | 2016-07-01 | 2016-07-01 | $5 | $5 | $0 | $0 |
| 350 SHS AMTEK INC NEW | P | 2015-08-19 | 2016-02-08 | $15,554 | $19,953 | -$4,399 | -$4,399 |
| 700 SHS FIREEYE INC | P | 2015-04-23 | 2016-02-08 | $8,407 | $24,308 | -$15,901 | -$15,901 |
| 100 SHS GILEAD SCIENCES INC COM | P | 2015-12-02 | 2016-04-04 | $9,423 | $10,533 | -$1,110 | -$1,110 |
| 350 SHS HEXCEL CORP NEW COM | P | 2015-08-19 | 2016-02-08 | $13,639 | $18,820 | -$5,181 | -$5,181 |
| 1000 SHS INFINERA CORP | P | 2015-08-19 | 2016-07-12 | $11,690 | $24,239 | -$12,549 | -$12,549 |
| 800 SHS JUNIPER NETWORKS INC | P | 2015-10-28 | 2016-07-12 | $18,586 | $25,118 | -$6,532 | -$6,532 |
| 200 SHS STERICYCLE INC COM | P | 2015-10-28 | 2016-09-15 | $16,345 | $24,162 | -$7,817 | -$7,817 |
| 250 SHS TJX COS INC NEW | P | 2016-03-31 | 2016-07-12 | $19,637 | $19,628 | $9 | $9 |
| 200 SHS UNITED PARCEL SVC CL B | P | 2016-07-12 | 2016-09-23 | $21,869 | $22,100 | -$231 | -$231 |
| 75 SHS UNDER ARMOUR INC | P | 2015-12-02 | 2016-07-12 | $3,142 | $3,356 | -$214 | -$214 |
| 399 SHS UNDER ARMOUR INC SHS | P | 2015-12-02 | 2016-11-18 | $9,436 | $15,433 | -$5,997 | -$5,997 |
| 225 SHS AKAMAI TECHNOLOGIES INC | P | 2015-01-26 | 2016-02-08 | $9,173 | $13,721 | -$4,548 | -$4,548 |
| 15 SHS AMAZON COM INC COM | P | 2015-04-23 | 2016-12-12 | $11,392 | $5,824 | $5,568 | $5,568 |
| 175 SHS ANHEUSER-BUSCH INBEV ADR | P | 2013-07-09 | 2016-09-15 | $21,771 | $15,801 | $5,970 | $5,970 |
| 150 SHS BOEING COMPANY | P | 2015-01-26 | 2016-07-12 | $19,623 | $20,100 | -$477 | -$477 |
| 200 SHS DISNEY CO COM STK | P | 2015-08-19 | 2016-09-29 | $18,369 | $21,266 | -$2,897 | -$2,897 |
| 125 SHS F5 NETWORKS INC COM | P | 2015-01-26 | 2016-09-26 | $14,919 | $14,294 | $625 | $625 |
| 500 SHS FORTINET INC | P | 2014-08-01 | 2016-11-18 | $15,506 | $12,180 | $3,326 | $3,326 |
| 125 SHS FORTIVE CORP | P | 2011-01-12 | 2016-07-12 | $6,350 | $2,801 | $3,549 | $3,549 |
| 150 SHS GILEAD SCIENCES INC COM | P | 2014-08-01 | 2016-04-04 | $14,134 | $13,737 | $397 | $397 |
| 100 SHS IDEXX LAB IN DEL | P | 2014-01-31 | 2016-11-18 | $11,626 | $5,697 | $5,929 | $5,929 |
| 250 SHS NOVO NORDISK A S ADR | P | 2011-09-27 | 2016-11-18 | $8,113 | $5,179 | $2,934 | $2,934 |
| 110 SHS ROPER TECHNOLOGIES INC | P | 2015-06-09 | 2016-07-12 | $18,736 | $19,260 | -$524 | -$524 |
| 225 SHS UNDER ARMOUR INC SHS | P | 2015-04-23 | 2016-07-12 | $9,425 | $9,646 | -$221 | -$221 |
| 226 SHS UNDER ARMOUR INC SHS | P | 2016-04-23 | 2016-11-18 | $5,344 | $9,198 | -$3,854 | -$3,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $293,467 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $82,035 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $684,794 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.119795 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $90,854 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $730,457 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.124380 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $97,724 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $706,816 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.138259 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $90,301 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $722,934 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.124909 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $89,220 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $791,407 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.112736 | DistributionYr5Rt |
| Total Distribution | 0.620079 | TotalDistributionRt |
| Average Distribution | 0.124016 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $830,199 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $102,958 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,950 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $105,908 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $123,050 | 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 | $2,950 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,950 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,950 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,480 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,480 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,530 | OverpaymentAmt |
| Applied To ES Tax | $3,530 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | $696,776 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,066 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $842,842 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $842,842 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,643 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $830,199 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,510 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,510 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,950 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,950 | TotalTaxAmt |
| Distributable Before Adj | $38,560 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,560 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,560 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $123,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,950 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $120,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,560 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $51,880 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $54,534 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $63,725 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $54,983 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,259 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $279,381 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,490 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $363,871 | 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 | $51,880 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $311,991 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,534 | ExcessFromYear4Amt |
| Excess From Year3 | $63,725 | ExcessFromYear3Amt |
| Excess From Year2 | $54,983 | ExcessFromYear2Amt |
| Excess From Year1 | $54,259 | ExcessFromYear1Amt |
| Excess From Current Year | $84,490 | 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 (20 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 |
| 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 | $1,400 |
| 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 |
| THE GUARDIANS OF MARTIN COUNTY | |||||||
| PO BOX 1489 | HOBE SOUND | FL | 33475 | 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 | $16,000 |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | NONE | PC | CHARITABLE | $12,500 |
| LEARNING LEADERS | |||||||
| 75 MAIDEN LANE SUITE 801 | NEW YORK | NY | 10038 | NONE | PC | CHARITABLE | $200 |
| OLD SALEM INC | |||||||
| 600 S MAIN ST | WINSTONSALEM | NC | 27101 | NONE | POF | CHARITABLE | $500 |
| LOAVES & FISHES OF TOMPKINS COUNTY NY | |||||||
| 210 NORTH CAYUGA STREET | ITHACA | NY | 14850 | NONE | PC | CHARITABLE | $250 |
| ST TIMOTHY'S SCHOOL | |||||||
| 8400 GREENSPRING AVENUE | STEVENSON | MD | 21153 | NONE | PC | CHARITABLE | $51,000 |
| SUMMIT CHARTER SCHOOL FOUNDATION | |||||||
| 370 MITTEN LANE | CASHIERS | NC | 28717 | NONE | PC | CHARITABLE | $17,000 |
| THE VILLAGE GREEN | |||||||
| PO BOX 2201 | CASHIERS | NC | 28717 | NONE | PC | CHARITABLE | $10,000 |
| 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 | $123,050 | 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 | $31 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,144 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$20,468 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$12,293 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$12,293 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| DAVID LONG | ||||||
| 1 | PO BOX 706 | HOBE SOUND | FL | 33475 | $158,562 | Yes (X) |
| ELIZABETH V LONG | ||||||
| 2 | PO BOX 706 | HOBE SOUND | FL | 33475 | $158,561 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 850 SHS ROPER TECHNOLOGIES INC | $158,562 | 2016-12-16 |
| 2 | 850 SHS ROPER TECHNOLOGIES INC | $158,561 | 2016-12-16 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYS DEL PV | $18,854 | $20,590 |
| ADVANSIX INC | $127 | $177 |
| AIR PROEDUCT & CHEM | $18,712 | $17,978 |
| AKAMAI TECHNOLOGIES INC | $0 | $0 |
| AMAZON COM INC | $13,590 | $26,245 |
| AMETEK INC | $0 | $0 |
| ANHEUSER-BUSCH INBEV ADR | $0 | $0 |
| APPLIED MATERIAL INC | $22,580 | $24,203 |
| BOEING COMPANY | $0 | $0 |
| CELGENE CORP COM | $6,418 | $23,150 |
| CERNER CORP COM | $0 | $0 |
| CHEVRON CORP | $19,086 | $23,540 |
| CISCO SYSTEMS INC COM | $25,056 | $27,198 |
| DANAHER CORP DEL COM | $9,001 | $19,460 |
| DISNEY (WALT) CO | $0 | $0 |
| ECOLAB INC | $9,884 | $23,444 |
| EDWARDS LIFESCIENCES CRP | $15,574 | $18,740 |
| EXXON MOBIL CORP COM | $20,296 | $27,078 |
| F5 NETWORKS INC | $0 | $0 |
| FACTSET RESH SYS INC | $17,454 | $20,429 |
| FAIR ISAAC CORPORATION | $18,466 | $20,864 |
| FEDEX CORP DELAWARE COM | $21,830 | $23,275 |
| FIREEYE INC | $0 | $0 |
| FORTINET INC | $0 | $0 |
| GENERAL ELECTRIC | $18,122 | $20,540 |
| GIGAMON INC | $22,309 | $25,053 |
| GILEAD SCIENCES INC COM | $0 | $0 |
| GOOGLE INC SHS CL C (ALPHABET) | $4,991 | $19,296 |
| HEXCEL CORP | $0 | $0 |
| HOME DEPOT INC | $10,493 | $26,816 |
| HONEYWELL INTL INC DEL | $23,739 | $23,170 |
| IDEXX LAB INC DEL $0.10 | $15,026 | $29,318 |
| II-VI INC | $15,216 | $19,273 |
| INFINERA CORP | $0 | $0 |
| INGERSOLL RAND PLC | $22,413 | $22,512 |
| INTERCONTINENTAL EXCHANGE INC | $18,223 | $21,158 |
| INTUITIVE SURGICAL INC | $21,931 | $22,196 |
| JUNIPER NETWORKS INC | $0 | $0 |
| MC CORMICK NON VTG | $22,037 | $20,999 |
| NOVO NORDISK A S ADR | $0 | $0 |
| PALO ALTO NETWORKS INC | $12,141 | $21,884 |
| SCHLUMBERGER LTD | $20,560 | $27,284 |
| SCHWAB CHARLES CORP NEW | $20,489 | $20,722 |
| SEATTLE GENETICS INC COM | $8,991 | $26,385 |
| STERICYCLE INC | $0 | $0 |
| TEXAS INSTRUMENTS | $22,425 | $25,540 |
| THE PRICELINE GROUP INC | $22,222 | $21,991 |
| UNDER ARMOUR INC | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGE | Desc |
| Revenue And Expenses Per Books | $18 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENTS FEES | CategoryTxt |
| Amt | $6,323 | Amt |
| Net Investment Income | $6,323 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $299 | $299 | $0 |
| FEDERAL TAXES | $12,520 | $0 | $0 |