BEACON LIGHT FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BEACON LIGHT FOUNDATION INC (EIN 11-3333751)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-06
- IRS object ID
- 201743109349100444
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-06T17:04:16-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113177576 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLIGEL BRINT & CO CPASTAX TIPS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 BROADWAY MALL | AddressLine1Txt |
| City | HICKSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11801 | 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 | 113333751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEACON LIGHT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAC | BusinessNameControlTxt |
| Phone | 5162222285 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O A BENNETT-2725 SOUNDVIEW AVE | AddressLine1Txt |
| City | PECONIC | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11958 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES T BENNETT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5162222230 | PhoneNum |
| Signature | 2017-11-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNARD FLIGEL CPA | PreparerPersonNm |
| PTIN | P00162616 | PTIN |
| Phone | 5166811040 | PhoneNum |
| Preparation | 2017-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 8A191B2980DE251EB4DD02832BE9921F87843CA4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8A191B2980DE251EB4DD02832BE9921F87843CA4 | 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 | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $31,956 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,956 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $31,956 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,812 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $441,231 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$338 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$338 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $77,439 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,965 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $31,627 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $330 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $165 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $165 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $651 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $651 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,729 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,365 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,364 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,066 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $763 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,303 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,926 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,519 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,407 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $115,876 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,519 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,357 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,446 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,627 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $1,674,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,708,782 | CorporateStockEOYAmt |
| Total Assets BOY | $1,674,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,708,782 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,674,298 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,708,782 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,674,298 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,708,782 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,674,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,708,782 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,674,298 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,437 | ExcessRevenueOverExpensesAmt |
| Other Increases | $72,921 | OtherIncreasesAmt |
| Subtotal | $1,708,782 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,708,782 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $86,417 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $100,234 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,674,298 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059866 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $74,976 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,401,906 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053481 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,882 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,344,059 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.095146 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,943 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,379,657 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048521 | DistributionYr5Rt |
| Total Distribution | 0.257014 | TotalDistributionRt |
| Average Distribution | 0.064254 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $274 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $274 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $111,357 | 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 | $274 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $274 | SubtotalAmt |
| Tax Based On Investment Income | $274 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $534 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $534 | TotalPaymentsAndCreditsAmt |
| Overpayment | $260 | OverpaymentAmt |
| Applied To ES Tax | $260 | AppliedToESTaxAmt |
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 |
| 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 |
| Individual With Books | CHARLES T BENNETT | IndividualWithBooksNm |
| Phone | 5166712621 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 377 OAK STREET - CONCOURSE LEV C2 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ALICE BENNETT | ||||||||
| 2725 SOUNDVIEW AVE | PECONIC | NY | 11958 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| CHARLES T BENNETT | ||||||||
| 19 BROOKVILLE LANE | OLD BROOKVILLE | NY | 11545 | TREASURER | 5.00 | $0 | $0 | $0 |
| SCOTT BENNETT | ||||||||
| 1400 CALVES NECK RD | SOUTHHOLD | NY | 11958 | SEC'Y | 5.00 | $0 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PURPOSE OF THE PRIVATE FOUNDATION IS TO RECEIVE CONTRIBUTIONS AND TO USE THESE FUNDS ALONG WITH THE FOUNDATIONS' ASSETS, EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, RELIGIOUS & SCIENTIFIC PURPOSES. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $274 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,357 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $111,357 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $274 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $111,083 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $66,974 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $127,915 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $75,021 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,234 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $86,618 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $456,762 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,357 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $111,357 | RemainingDistriFromCorpusAmt |
| Total Corpus | $568,119 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $66,974 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $501,145 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $127,915 | ExcessFromYear4Amt |
| Excess From Year3 | $75,021 | ExcessFromYear3Amt |
| Excess From Year2 | $100,234 | ExcessFromYear2Amt |
| Excess From Year1 | $86,618 | ExcessFromYear1Amt |
| Excess From Current Year | $111,357 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BNAI BRITH HILLEL | |||||||
| 15245 MELBOURNE AVENUE | FLUSHING | NY | 11367 | NONE | CONTRIBUTION | $500 | |
| CAST | |||||||
| 316 FRONT STREET | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $1,002 | |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||
| 286 MIDDLE ISLAND ROAD | MEDFORD | NY | 11763 | NONE | CONTRIBUTION | $500 | |
| CATHOLIC CHARITIES | |||||||
| 90 CHERRY LANE | HICKSVILLE | NY | 11801 | NONE | CONTRIBUTION | $500 | |
| CITY OF ANGELS | |||||||
| PO BOX 10237 | TRENTON | NJ | 08650 | NONE | CONTRIBUTION | $1,000 | |
| CORNELL COOPERATIVE EXT OF SUFFOLK | |||||||
| 423 GRIFFIN AVE | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $300 | |
| DWARF GIRAFFE ATHLETIC LEAGUE | |||||||
| 149-50 15TH ROAD | WHITESTONE | NY | 11537 | NONE | CONTRIBUTION | $200 | |
| EAST END ARTS HUMANITIES | |||||||
| 133 E MAIN STREET | RIVERHEAD | NY | 11901 | NONE | CONTIRBUTION | $1,825 | |
| EAST END SEAPORT MUSEUM | |||||||
| WIGGINS STREET | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $570 | |
| EAST STREET HORSE BARNYARD | |||||||
| 109 LANGLEY ROAD | AMSTERDAM | NY | 12010 | NONE | CONTRIBUTION | $3,000 | |
| EASTERN LONG ISLAND HOSPITAL | |||||||
| 201 MANOR PLACE | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $14,514 | |
| ELEVENTH HOUR RESCUE | |||||||
| 861 NJ-10 | RANDOLPH | NJ | 07869 | NONE | CONTRIBUTION | $6,000 | |
| ELIH FOUNDATION | |||||||
| 201 MANOR PLACE | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $6,350 | |
| ESTHERVILLE ANIMAL SHELTER | |||||||
| 100 RUSSELL ROAD | GREENFIELD CENTER | NY | 12833 | NONE | CONTRIBUTION | $6,000 | |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 53100 MAIN ROAD | SOUTHOLD | NY | 11971 | NONE | CONTRIBUTION | $1,200 | |
| FRANKLIN COMMUNITY CENTER | |||||||
| 10 FRANKLIN STREET | SARATOGA SPRINGS | NY | 12886 | NONE | CONTRIBUTION | $1,700 | |
| FRIENDS OF SARATOGA COUNTY ANIMAL S | |||||||
| 6010 COUNTY FARM ROAD | BALSTON SPA | NY | 12020 | NONE | CONTRIBUTION | $3,000 | |
| GIRLS RISING | |||||||
| PO BOX 141 | SEA CLIFF | NY | 11579 | NONE | CONTRIBUTION | $1,100 | |
| GLEN COVE WATER FRONT PROJECT | |||||||
| 666 OLD COUNTRY ROAD | GARDEN CITY | NY | 11530 | NONE | CONTRIBUTION | $2,000 | |
| GLENS FALLS HOSPITAL FOUNDATION | |||||||
| 126 SOUTH STREET | GLENS FALLS | NY | 12801 | NONE | CONTRIBUTION | $2,000 | |
| HOPE | |||||||
| PO BOX 2497 | WILTON | NY | 12831 | NONE | CONTRIBUTION | $1,250 | |
| HARVEST EAST END - LI WINE COUNCIL | |||||||
| 5120 SOUND AVE | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $544 | PO BOX 600 |
| HONOR FLIGHT LONG ISLAND | |||||||
| 116 HAMPTON ROAD | SOUTHAMPTON | NY | 11968 | NONE | CONTRIBUTION | $500 | |
| INTERFAITH NUTRITION NETWORK | |||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | CONTRIBUTION | $10,000 | |
| LGBT NETWORK | |||||||
| 34 PARK AVENUE | BAY SHORE | NY | 117067309 | NONE | CONTRIBUTION | $300 | |
| LUSTGARTEN FOUNDATION | |||||||
| 1111 STEWART AVENUE | BETHPAGE | NY | 11714 | NONE | CONTRIBUTION | $300 | |
| MAUREEN'S HAVEN FOUNDATION | |||||||
| 28 LINCOLN STREET | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $500 | |
| MEMORIAL SLOAN-KETTERING CANCER CTR | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 11021 | NONE | CONTRIBUTION | $2,500 | |
| MICHIGAN HILLEL | |||||||
| 1429 HILL STREET | ANN ARBOR | MI | 48104 | NONE | CONTRIBUTION | $1,500 | |
| NASSAU BAR FOUNDATION | |||||||
| 15 WEST STREET | MINEOLA | NY | 11501 | NONE | CONTRIBUTION | $1,340 | |
| NATIONAL EATING DISORDERS ASSOCIATI | |||||||
| 165 W 46TH STREET | NEW YORK | NY | 10036 | NONE | CONTRIBUTION | $500 | |
| NATIONAL MULTIPLE SCIEROSIS | |||||||
| 733 3RD AVENUE | NEW YORK | NY | 10017 | NONE | CONTRIBUTION | $550 | |
| NORTH FORK ANIMAL WELFARE | |||||||
| 269 PECONIC LANE | PECONIC | NY | 11958 | NONE | CONTRIBUTION | $1,000 | |
| NORTH FORK CHAMBER OF COMMERCE | |||||||
| PO BOX 1415 | SOUTHHOLD | NY | 11971 | NONE | CONTRIBUTION | $180 | |
| NORTH SHORE ANIMAL LEAGUE | |||||||
| 25 DAVIS AVENUE | PORT WASHINGTON | NY | 11050 | NONE | CONTRIBUTION | $170 | |
| NORTH SHORE CHILD FAMILY GUIDANCE | |||||||
| 480 OLD WESTBURY ROAD | ROSLYN HEIGHTS | NY | 11577 | NONE | CONTRIBUTION | $125 | |
| NORTH SHORE VIKING FOUNDATION INC | |||||||
| PO BOX 155 | SEA CLIFF | NY | 11579 | NONE | CONTRIBUTION | $1,000 | |
| OHIO STATE HILLEL | |||||||
| 46 EAST 16TH AVENUE | COLUMBUS | OH | 43201 | NONE | CONTRIBUTION | $500 | |
| OUR LADY OF MERCY REGIONAL SCHOOL | |||||||
| 27685 MAIN ROAD | CUTCHOGUE | NY | 11935 | NONE | CONTRIBUTION | $130 | |
| OVARIAN CANCER | |||||||
| 14 PENN PLAZA - SUIT 1710 | NEW YORK | NY | 10122 | NONE | CONTRIBUTION | $1,280 | |
| PEACEFUL ACRES HORSES | |||||||
| 3740 RYNEX CORNERS ROAD | PATTERSONVILLE | NY | 12137 | NONE | CONTRIBUTION | $6,000 | |
| PECONIC LAND TRUST | |||||||
| 296 NY-27A | SOUTHAMPTON | NY | 11968 | NONE | CONTRIBUTION | $2,000 | |
| PRESBYTERIAN CHURCH | |||||||
| 91 CHESTER AVENUE | GARDEN CITY | NY | 115303928 | NONE | CONTRIBUTION | $500 | |
| PROJECT NY | |||||||
| 2901 28TH STREET | SANTA MONICA | CA | 90405 | NONE | CONTRIBUTION | $250 | |
| RACE FOR THE CURE | |||||||
| 246 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | CONTRIBUTION | $500 | |
| RACE TO ERASE MS | |||||||
| 1875 CENTURY PARK EAST | LOS ANGELES | CA | 90067 | NONE | CONTRIBUTION | $500 | |
| RIVERHEAD FOUNDATION MARINE RESERCH | |||||||
| 467 E MAIN STREET | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $1,000 | |
| SEA CLIFF FIRE DEPARTMENT | |||||||
| 67 ROSLYN AVENUE | SEA CLIFF | NY | 11579 | NONE | CONTRIBUTION | $1,000 | |
| SOUTHHOLD FIRE DEPARTMENT | |||||||
| 55135 ROUTE 25 | SOUTHHOLD | NY | 11971 | NONE | CONTRIBUTION | $580 | |
| SOUTHHOLD ROTARY CLUB | |||||||
| 28350 MAIN ROAD | CUTCHOGUE | NY | 11935 | NONE | CONTRIBUTION | $145 | |
| ST JUDE CHILDREN'S RESEARCH HOSPIT | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | CONTRIBUTION | $2,000 | |
| SUNRISE ASSOCIATION | |||||||
| 15 NEIL COURT | OCEANSIDE | NY | 11572 | NONE | CONTRIBUTION | $460 | |
| THE INN | |||||||
| 2111 FULTON STREET | HEMPSTEAD | NY | 11550 | NONE | CONTRIBUTION | $2,450 | |
| THE JED FOUNDATION | |||||||
| 6 EAST 39TH STREET | NEW YORK | NY | 10016 | NONE | CONTRIBUTION | $1,030 | |
| THE PERLMAN MUSIC PROGRAM | |||||||
| 19 W 69TH STREET | NEW YORK | NY | 10023 | NONE | CONTRIBUTION | $2,000 | |
| THE SAFE CENTER | |||||||
| 15 GRUMMAN ROAD W 1000 | BETHPAGE | NY | 11714 | NONE | CONTRIBUTION | $605 | |
| THE SUGAR RAY LEONARD FOUNDATION | |||||||
| 21731 VENTURA BLVD | WOODLAND HILLS | CA | 91364 | NONE | CONTRIBUTION | $200 | |
| THE VISCARDI CENTER | |||||||
| I U WILETS ROAD | ALBERTSON | NY | 11507 | NONE | CONTRIBUTION | $1,300 | |
| TIFERETH ISRAEL | |||||||
| 40 HILL STREET | GLEN COVE | NY | 11542 | NONE | CONTRIBUTION | $1,500 | |
| TIMOTHY HILL CHILDREN'S RANCH | |||||||
| 298 MIDDLE ROAD | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $2,500 | |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 60 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | CONTRIBUTION | $800 | |
| WE CARE FUND | |||||||
| 15TH WEST STREETS | MINEOLA | NY | 11501 | NONE | CONTRIBUTION | $1,800 | |
| WE DID IT INC | |||||||
| 20 JAY STREET SUITE 312 | BROOKLYN | NY | 11201 | NONE | CONTRIBUTION | $100 | |
| YOU GOTTA BELIEVE | |||||||
| 761 COATES AVENUE | HOLBROOK | NY | 11741 | NONE | CONTRIBUTION | $300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $31,956 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $45,812 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RICEMIDSTREAM PARTNERS LP - K | Desc |
| Related Or Exempt Function Incm | -$338 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $77,439 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,439 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,150 | Amt |
| Net Investment Income | $1,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,575 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC - TRADES | PURCHASE | $18,892 | $20,606 | -$1,714 |
| JANNEY MONTGOMERY SCOTT LLC - TRADES | PURCHASE | $103,040 | $110,642 | -$7,602 |
| JANNEY MONTGOMERY SCOTT LLC - TRADES | PURCHASE | $17,612 | $16,614 | $998 |
| JANNEY MONTGOMERY SCOTT LLC - TRADES | PURCHASE | $45,081 | $22,372 | $22,709 |
| JANNEY MONTGOMERY SCOTT LLC - TRADES | PURCHASE | $38,063 | $43,772 | -$5,709 |
| UBS FINANCIAL SVCS INC - TRADES | PURCHASE | $24,844 | $19,895 | $4,949 |
| UBS FINANCIAL SVCS INC - TRADES | PURCHASE | $193,699 | $161,518 | $32,181 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| UBS - 187 R3 | $519,916 |
| UBS - 558 R3 | $687,213 |
| JANNEY MONTGOMERY - 4597-6309 | $501,653 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | $278 | $139 | $139 |
| BROKERAGE FEES | $10 | $10 | |
| FILING FEES | $550 | $550 | |
| OFFICE EXPENSES | $1,228 | $614 | $614 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RICEMIDSTREAM PARTNERS LP - K | Desc |
| Revenue And Expenses Per Books | -$338 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$338 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $72,921 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | |||
| BOOKKEEPING | $330 | $165 | $165 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS - FOREIGN TAXES PAID | $502 | $502 |
| JANNEY - FOREIGN TAXES PAID | $149 | $149 |