STEPHENSON POPE BABCOCK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STEPHENSON POPE BABCOCK FOUNDATION (EIN 56-2000456)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-01-31
- IRS object ID
- 202540319349100514
- Schema version
- 2023v6.0
- 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
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-31T11:06:07-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | 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 | SILLS AND ASSOCIATES PA | 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 | 2023-10-01 | 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 | 17 GRAYLYN PLACE CT | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUKE BABCOCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3366590290 | PhoneNum |
| Signature | 2025-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH P SILLS | PreparerPersonNm |
| PTIN | P00194921 | PTIN |
| Phone | 3367683290 | PhoneNum |
| Preparation | 2025-01-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,827,251 | 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 | $2,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $44,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,800 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $224,921 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $559,721 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $224,921 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $272,221 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $269,721 | 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 | $2,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,570 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,536 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,972 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,717 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,717 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $124,504 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $268,185 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $117,462 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $177,294 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $177,294 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $189,225 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $248,042 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $256,154 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $772,970 | CorporateStockBOYAmt |
| Corporate Stock EOY | $829,324 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,244,834 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $207,519 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $157,020 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $148,969 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,287,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,411,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,827,251 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $1,287,176 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,411,680 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,287,176 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,411,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,287,176 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,411,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,287,176 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $124,504 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,411,680 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,411,680 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 300 SHS GOOGLE CL C | 2012-04-17 | 2023-10-17 | $42,084 | $4,591 | $37,493 | $37,493 | |
| 29000 US TREASURY NOTE | 2022-09-21 | 2023-12-08 | $27,914 | $27,055 | $859 | $859 | P |
| 200 SHS NIKE CORP | 2022-05-17 | 2024-02-29 | $20,663 | $23,278 | -$2,615 | -$2,615 | |
| 125 SHS BERKSHIRE HATHAWAY | 2008-05-21 | 2024-04-03 | $52,207 | $10,151 | $42,056 | $42,056 | |
| 100 SHS SHERWIN WILLIAMS | 2018-05-25 | 2024-04-03 | $33,437 | $13,102 | $20,335 | $20,335 | |
| 50 SHS VISA | 2014-03-28 | 2024-04-03 | $13,869 | $2,652 | $11,217 | $11,217 | |
| 50 SHS VISA | 2013-11-22 | 2024-04-03 | $13,869 | $2,519 | $11,350 | $11,350 | |
| 400 SHS GOOGLE CL C | 2012-04-17 | 2024-04-03 | $61,904 | $6,121 | $55,783 | $55,783 | |
| 50000 BANK OF AMERICA CORP | 2016-09-09 | 2024-06-17 | $50,000 | $50,499 | -$499 | -$499 | P |
| 140 SHS GOOGLE INC CL A | 2015-01-06 | 2024-07-12 | $25,822 | $3,592 | $22,230 | $22,230 | |
| 400 SHS PAYPAL HOLDINGS INC | 2023-02-16 | 2024-07-12 | $23,963 | $31,458 | -$7,495 | -$7,495 | |
| 200 SHS PAYPAL HOLDINGS INC | 2023-11-22 | 2024-07-12 | $11,982 | $6,132 | $5,850 | $5,850 | |
| 100 SHS APPLE INC | 2023-03-07 | 2024-07-12 | $22,964 | $1,534 | $21,430 | $21,430 | |
| 210 SHS JOHNSON & JOHNSON | 2018-02-05 | 2024-07-12 | $31,379 | $28,746 | $2,633 | $2,633 | |
| 50 SHS JOHNSON & JOHNSON | 2018-03-12 | 2024-07-12 | $7,471 | $6,677 | $794 | $794 | |
| 125 SHS JOHNSON & JOHNSON | 2018-03-12 | 2024-08-01 | $19,924 | $16,693 | $3,231 | $3,231 | |
| US TREASURY BILL .125% DUE 101523 | 2022-09-21 | 2023-10-15 | $100,000 | $100,000 | $0 | $0 | P |
| RESIDEO TECHNOLOGIES-CLASS ACTION PAYMENT | 2018-10-29 | 2024-04-08 | $64 | $64 | $64 | ||
| ACTAVIS PLC-CLASS ACTION SETTLEMENT | 2014-12-01 | 2024-05-13 | $205 | $205 | $205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $224,921 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,728 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,728 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,728 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,048 | 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 | LUKE BABCOCK | IndividualWithBooksNm |
| Phone | 3366590290 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 BLUFF POINT ROAD | AddressLine1Txt |
| City | SAG HARBOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11963 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANNE BABCOCK | ||||||||
| 17 GRAYLYN PLACE CT | WINSTON SALEM | NC | 27106 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| LUKE BABCOCK | ||||||||
| 17 BLUFF POINT ROAD | SAG HARBOR | NY | 11963 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| THOMAS BABCOCK | ||||||||
| 955 LEXINGTON AVE NO 8C | NEW YORK | NY | 10021 | TREASURER | 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 | $2,624,246 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,624,246 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,624,246 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,364 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,584,882 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,244 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,728 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,728 | TotalTaxAmt |
| Distributable Before Adj | $125,516 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $125,516 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $125,516 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $133,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,516 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,053 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $65,221 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,209 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48,896 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,194 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $137,573 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $125,516 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,484 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $145,057 | 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 | $16,053 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $129,004 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $65,221 | ExcessFromYear4Amt |
| Excess From Year3 | $5,209 | ExcessFromYear3Amt |
| Excess From Year2 | $48,896 | ExcessFromYear2Amt |
| Excess From Year1 | $2,194 | ExcessFromYear1Amt |
| Excess From Current Year | $7,484 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GLOBAL PEARLSS ON BEHALF OF AMAL WOMENS TRAINING CENTER | |||||||
| PO BOX 67080 | ALBUQUERQUE | NM | 87193 | NONE | 501(C)(3) | CHARITABLE USE | $10,000 |
| COLLEGIATE DIRECTIONS | |||||||
| 4827 RUGBY AVE STE 001 | BETHESDA | MD | 20814 | NONE | 501 (C)(3) | CHARITABLE USE | $12,000 |
| KULA FOR KARMA | |||||||
| 3 VREELAND AVE | HAWTHORNE | NJ | 07506 | NONE | 501 (C)(3) | CHARITABLE USE | $6,000 |
| OLA OF EASTERN LONG ISLAND | |||||||
| PO BOX 278 | SAGAPONACK | NY | 11962 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 |
| ADVANTAGE CLEVELAND TENNIS & EDUCATION | |||||||
| PO BOX 43063 | CLEVELAND | OH | 44143 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 |
| CENTER FOR COMPREHENSIVE HEALTH PRACTICE | |||||||
| 35 EAST 110TH ST 4TH FLOOR | NEW YORK | NY | 10029 | NONE | 501(C)(3) | CHARITABLE USE | $5,000 |
| PUT ME IN | |||||||
| 414 36TH AVE | SAN FRANCISCO | CA | 94121 | NONE | 501 (C)(3) | CHARITABLE USE | $7,000 |
| FOLDS OF HONOR | |||||||
| 8711 E PINNACLE PEAK RD PMB 326 | SCOTTSDALE | AZ | 852553517 | NONE | 501 (C)(3) | CHARITABLE USE | $9,000 |
| FOREVER MARYLAND FOUNDATION INC | |||||||
| PO BOX 4489 | SALISBURY | MD | 21803 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| INTERNATIONAL COMMUNITY DEVELOPMENT FUND | |||||||
| 24 EZEKILLS HOLLOW | SAG HARBOR | NY | 11963 | NONE | 501(C)(3) | CHARITABLE USE | $8,000 |
| BRIDGEHAMPTON CHILD CARE & RECREATIONAL CENTER | |||||||
| PO BOX 1197 | BRIDGEHAMPTON | NY | 11932 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 |
| WILDCOAST | |||||||
| 2120 JIMMY DURANTE BLVD STE 106 | DEL MAR | CA | 92014 | NONE | 501 (C)(3) | CHARITABLE USE | $12,000 |
| PROJECT MOST | |||||||
| PO BOX 1486 | EAST HAMPTON | NY | 11937 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 |
| NC COASTAL FEDERATION | |||||||
| 3609 NC 24 | NEWPORT | NC | 28570 | NONE | 501 (C)(3) | CHARITABLE USE | $5,000 |
| ROOTS AND WINGS | |||||||
| 335 E LINTON BLVD STE 2219 | DELRAY BEACH | FL | 33483 | NONE | 501 (C)(3) | CHARITABLE USE | $10,000 |
| UNITED METOCHONDRIAL DISEASE FOUINDATION | |||||||
| 8085 SLATSBURG RD STE 201 | PITTSBURGH | PA | 15239 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 717 FIFTH AVE | NEW YORK | NY | 10022 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| SAIL TO WIN | |||||||
| PO BOX 625 | NEWPORT | RI | 02840 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| THOUSAND ISLANDS LAND TRUST | |||||||
| PO BOX 238 | CLAYTON | NY | 13624 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| STEINBECK HOUSE | |||||||
| PO BOX 182 | SAG HARBOR | NY | 11963 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| SPECTRUM FOR LIVINGS DEVELOPMENT INC | |||||||
| 210 RIVERVALE RD STE 3 | RIVER VALE | NJ | 07675 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| THE ROARING GAP FOUNDATION | |||||||
| 3625 NORTH ELM ST STE 200 | GREENSBORO | NC | 27455 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| CROSSNORE COMMUNITIES FOR CHILDREN | |||||||
| 1001 REYNOLDA RD | WINSTON SALEM | NC | 27104 | NONE | 501 (C)(3) | CHARITABLE USE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $44,800 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $224,921 | 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 | $269,721 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $269,721 | 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 | INCOME DERIVED FROM INTEREST, DIVIDENDS IS USED TO PROVIDE GRANTS TO SELECTED ORGANZIATIONS. |
| 8 | INCOME DERIVED FROM SALES OF SECURITIES IS USED TO PROVIDE GRANTS TO SELECTED ORGANZIATIONS. |
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 | $2,175 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | 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 |
|---|---|---|
| JP MORGAN CHASE 6.1% | $55,261 | $50,000 |
| BANK NEW YORK MELLON CORP | $101,759 | $98,969 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY INC | $47,653 | $310,676 |
| GOOGLE INC CL A | $25,083 | $242,141 |
| NORFOLK SOUTHERN CORP | $23,012 | $99,400 |
| APPLE COMPUTER | $13,807 | $209,700 |
| FACTSET RESEARCH SYSTEMS | $24,547 | $126,459 |
| MONDELEZ INTL INC | $25,673 | $73,670 |
| NESTLE SA | $27,011 | $40,268 |
| HONEYWELL INTERNATIONAL INC | $38,892 | $82,684 |
| VISA INC | $37,790 | $206,213 |
| PAYPAL HOLDINGS INC | $18,396 | $46,818 |
| DIAGEO PLC | $54,737 | $70,170 |
| JOHNSON & JOHNSON | $16,708 | $20,258 |
| SHERWIN WILLIAMS COMPANY | $63,818 | $190,835 |
| AUTOMATIC DATA PROCESSING | $57,554 | $138,365 |
| NIKE | $154,555 | $137,020 |
| KENVUE | $66,021 | $80,955 |
| US TREASURY BILL 4.625% DUE 1-/15/26 | $65,056 | $66,216 |
| RAYTHEON TECHNOLOGIES | $69,011 | $102,986 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $248,042 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $256,154 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMIN SUPPORT | Desc |
| Revenue And Expenses Per Books | $3,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $34 | $0 | $0 |
| FEDERAL EXCISE TAXES | $1,536 | $1,536 | $0 |