HIGLEY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HIGLEY FOUNDATION INC (EIN 20-0217792)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201741329349101939
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T13:11:37-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Piaker & Lyons PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 190 5862 County Rd 32 | AddressLine1Txt |
| City | Norwich | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200217792 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HIGLEY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIGL | BusinessNameControlTxt |
| Phone | 6073344292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 62 | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STERLING F HIGLEY | PersonNm |
| Person Title | Foundation Manager | PersonTitleTxt |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROY E FULLER CPA | PreparerPersonNm |
| PTIN | P00005268 | PTIN |
| Phone | 6073368908 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $559,939 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,051 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,051 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,473 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $533 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $533 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $118,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,586 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $580 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $580 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $132 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $712 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $705 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,876 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,876 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,581 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $96,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,579 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,739 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,973 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,973 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $411,877 | CorporateStockBOYAmt |
| Corporate Stock EOY | $487,339 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $493,297 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $42,085 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,692 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,669 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $462,701 | TotalAssetsBOYAmt |
| Total Assets EOY | $559,004 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $559,939 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $462,701 | UnrestrictedBOYAmt |
| Unrestricted EOY | $559,004 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $462,701 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $559,004 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $462,701 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $559,004 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $462,701 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $96,525 | ExcessRevenueOverExpensesAmt |
| Subtotal | $559,226 | SubtotalAmt |
| Other Decreases | $222 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $559,004 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 325 LINN ENERGY LLC UNITS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-01-15 | AcquiredDt |
| Sold | 2016-04-27 | SoldDt |
| Gross Sales Price | $22 | GrossSalesPriceAmt |
| Cost Or Other Basis | $10,495 | CostOrOtherBasisAmt |
| Gain Or Loss | -$10,473 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$10,473 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,473 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,416 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $440,568 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03272 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,437 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $297,927 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03839 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,027 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $232,984 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03875 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,906 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $181,545 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04355 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,434 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $162,576 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04573 | DistributionYr5Rt |
| Total Distribution | 0.199129 | TotalDistributionRt |
| Average Distribution | 0.039826 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $512,010 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,391 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $286 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $20,677 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,581 | 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 | $286 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $286 | SubtotalAmt |
| Tax Based On Investment Income | $286 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $53 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $53 | TotalPaymentsAndCreditsAmt |
| Tax Due | $233 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STERLING F HIGLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6073344292 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 62 | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| STERLING F HIGLEY | ||||||
| 10 WALES DRIVE PO BOX 62 | NORWICH | NY | 13815 | Foundation Mgr. | 2.00 | $0 |
| ROY E FULLER | ||||||
| 117 THOMPSON ROAD | NORWICH | NY | 13815 | Foundation Mgr. | 0.00 | $0 |
| RICHARD M RUNYON | ||||||
| 185 N BROAD STREET | NORWICH | NY | 13815 | Foundation Mgr. | 0.00 | $0 |
| JESSICA C THOMPSON | ||||||
| PO BOX 62 | NORWICH | NY | 13815 | Foundation Mgr. | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $504,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,791 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $519,807 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $519,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,797 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $512,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,601 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,601 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $286 | TotalTaxAmt |
| Distributable Before Adj | $25,315 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,315 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,315 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,581 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,581 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $286 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,295 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,315 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,876 | UndistributedIncomePYAmt |
| Qualifying Distributions | $21,581 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,876 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $705 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $24,610 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STERLING F HIGLEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES OF CHENANGO COUN | |||||||
| 32 BERRY ST | NORWICH | NY | 13815 | NONE | 509A1 | FOOD PANTRY | $3,000 |
| OUR DAILY BREAD FOOD CLOSET | |||||||
| PO BOX 203 | NORWICH | NY | 13815 | NONE | 509A1 | FOOD PANTRY | $3,000 |
| ST PAUL'S CHURCH | |||||||
| 34 EAST MAIN STREET | OXFORD | NY | 13830 | NONE | 509A1 | TASTE AND SEE SOUP KITCHEN | $2,476 |
| NORWICH CATHOLIC COMMUNITY SOUP KIT | |||||||
| 81 E MAIN STREET | NORWICH | NY | 13815 | NONE | 509A1 | SOUP KITCHEN | $2,400 |
| CHENANGO SPCA | |||||||
| 6160 COUNTY RD 32 | NORWICH | NY | 13815 | NONE | 509A1 | FOOD FOR ANIMALS | $3,000 |
| THE PLACE | |||||||
| 20 EAST MAIN STREET | NORWICH | NY | 13815 | NONE | 509A1 | YOUTH PROGRAMS | $5,000 |
| ST MALACHY'S CHURCH | |||||||
| 31 East State St | Sherburne | NY | 13460 | NONE | PC | Soup Kitchen | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,876 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,051 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,473 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBURBAN PROPANE PARTNERS | Desc |
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $533 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,580 | ExclusionAmt |
| Related Or Exempt Function Incm | $533 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,113 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | STERLING HIGLEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WALES DRIVE PO BOX 62 | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PIAKER & LYONS PC | CategoryTxt |
| Amt | $580 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $580 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2600 ROYAL BK SCOTLAND 6.60% PFD | $60,814 | $65,130 |
| 2800 DEUTSCHE BANK 7.60 PFD 02/20/2018 | $63,373 | $69,888 |
| 2000 PUBLIC STORAGE 5.2% PFD | $39,910 | $46,500 |
| ISHARES US PREFERRED STOCK | $67,612 | $63,257 |
| 2300 NORTHERN TRUST 5.85% PFD SERIES C | $57,500 | $57,638 |
| WELLS FARGO & CO 6% PFD PERP MAT CALLAB | $24,636 | $25,080 |
| 1000 WELLS FARGO REIT PFD CORP 6.375% | $25,000 | $25,170 |
| JPMORGAN 6.15% PFD | $50,000 | $51,180 |
| NATIONAL GRID PLC | $23,032 | $20,416 |
| 1000 shrs ASPEN INS HLDG 5.625% PFD NON | $25,000 | $22,170 |
| 1000 shrs LEGG MASON 5.45% PFD JR SUB NO | $25,000 | $21,610 |
| 1000 shrs TORCHMARK CO. 6.125% PFD JR SU | $25,440 | $25,240 |
| 325 LINN CO LLC COM SHS | $22 | $18 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALERIAN MLP 1600SHS | AT COST | $22,807 | $20,160 |
| 150 UNITS SUBURBAN PROPANE PARTNERS L.P. | AT COST | $6,885 | $4,509 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $222 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR Fee | $7 | $7 | |
| NYS FEE | $125 | $125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBURBAN PROPANE PARTNERS | Desc |
| Revenue And Expenses Per Books | $533 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $533 | NetInvestmentIncomeAmt |