STRATEGY STUDIO / PUBLIC DATA EXPLORER

T & L LONGE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
T & L LONGE CHARITABLE FOUNDATION INC (EIN 83-0571305)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202523189349103407
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T15:17:49-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141630137PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BROWN & FITZGERALD PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1224 OLD LOUDON ROADAddressLine1Txt
CityLATHAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN830571305EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1T&L LONGE CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlT&LLBusinessNameControlTxt
Phone5184332443PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18062 VIZCAYA WAYAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS F LONGEPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5183659832PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK T RYANPreparerPersonNm
PTINP01256624PTIN
Phone5187835509PhoneNum
Preparation2025-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,310,179FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$44,239InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$44,239InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$61,574DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,574DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$385,769NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,529,614GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$385,769CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$491,582TotalRevAndExpnssAmt
Total Net Invst Incm$491,582TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$19,846OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,846OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$888OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$888OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,934TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,734TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$300,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$300,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$325,934TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,734TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$300,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$165,648ExcessRevenueOverExpensesAmt
Net Investment Income$470,848NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$104,839CashBOYAmt
Cash EOY$59,086CashEOYAmt
Cash EOYFMV$59,086CashEOYFMVAmt
US Government Obligations BOY$800,732USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,519,712USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,499,068USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,470,866CorporateStockBOYAmt
Corporate Stock EOY$2,016,432CorporateStockEOYAmt
Corporate Stock EOYFMV$3,369,604CorporateStockEOYFMVAmt
Corporate Bonds BOY$441,273CorporateBondsBOYAmt
Corporate Bonds EOY$386,128CorporateBondsEOYAmt
Corporate Bonds EOYFMV$382,421CorporateBondsEOYFMVAmt
Total Assets BOY$3,817,710TotalAssetsBOYAmt
Total Assets EOY$3,981,358TotalAssetsEOYAmt
Total Assets EOYFMV$5,310,179TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,223,246CapitalStockBOYAmt
Capital Stock EOY$2,223,246CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,594,464RetainedEarningBOYAmt
Retained Earning EOY$1,758,112RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,817,710TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,981,358TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,817,710TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,981,358TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,817,710TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$165,648ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,983,358SubtotalAmt
Other Decreases$2,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,981,358TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICALLY TRADED SECURITIESP2024-12-312024-12-31$311,827$295,230$16,597$16,597
PUBLICALLY TRADED SECURITIESP2023-12-312024-12-31$1,217,759$848,615$369,144$369,144
CAPITAL GAINS DIVIDENDSP$28$28$28
FieldValueIRS element (for citing)
Capital Gain Net Income$385,769CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,545InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,545SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,545TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,922EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$7,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,422TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,877OverpaymentAmt
Applied To ES Tax$2,877AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5183659832PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18062 VIZCAYA WAYAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS F LONGE
8062 VIZCAYA WAYNAPLESFL34108DIRECTOR5.00$0$0$0
LAURIE LONGE
8062 VIZCAYA WAYNAPLESFL34108DIRECTOR1.00$0$0$0
PETER FITZGERALD
6 MASTERS COMMON NORTHQUEENSBURYNY12804DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,828,373AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,734AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,877,107TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,877,107AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$58,157CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,818,950NetVlNoncharitableAssetsAmt
Minimum Investment Return$190,948MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$190,948MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,545TaxBasedOnInvestmentIncomeAmt
Total Tax$6,545TotalTaxAmt
Distributable Before Adj$184,403DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$184,403DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$184,403DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$300,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$300,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$184,403DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$68,634ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$90,473ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$135,513ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$218,898ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$513,518TotalExcessDistributionCyovAmt
Qualifying Distributions$300,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$184,403AppliedToCurrentYearAmt
Remaining Distri From Corpus$115,597RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$629,115TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$629,115ExcessDistriCyovToNextYrAmt
Excess From Year4$68,634ExcessFromYear4Amt
Excess From Year3$90,473ExcessFromYear3Amt
Excess From Year2$135,513ExcessFromYear2Amt
Excess From Year1$218,898ExcessFromYear1Amt
Excess From Current Year$115,597ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHOMAS F LONGERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18062 VIZCAYA WAYAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34108ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5183659832RecipientPhoneNum
Form And Info And MaterialsLETTER WITH SUPPORTING ATTACHMENTS TO FULLY DISCLOSE CHARITABLE PURPOSE OF APPLICANT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNOSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALBANY MEDICAL FOUNDATION
43 NEW SCOTLAND AVEALBANYNY12208NONEPUBLICUNRESTRICTED$30,000
AMERICAN CANCER SOCIETY
270 PEACHTREE ST NWATLANTAGA30303NONEPUBLICUNRESTRICTED$1,000
AMERICAN RED CROSS
33 EVERETT RDALBANYNY12205NONEPUBLICUNRESTRICTED$10,000
ASPCA
370 AIRPORT PULLING RDNAPLESFL34104NONEPUBLICUNRESTRICTED$1,000
DOUBLE H RANCH
97 HIDDEN VALLEY ROADLAKE LUZERNENY12846NONEPUBLICUNRESTRICTED$20,000
FEED THE CHILDREN
333 N MERIDAN AVEOKLAHOMA CITYOK73107NONEPUBLICUNRESTRICTED$500
GLENS FALLS HOSPITAL FOUNDATION
126 SOUTH STREETGLENS FALLSNY12801NONEPUBLICUNRESTRICTED$17,500
HICKORY HILL FOUNDATION
43 HICKORY HILL RDWARRENSBURGNY12885NONEPUBLICUNRESTRICTED$2,000
HUDSON VALLEY COMM COLLEGE FOUNDATION
80 VANDENBURGH RDTROYNY12180NONEPUBLICUNRESTRICTED$84,000
MAKE A WISH FOUNDATION
14200 MEADOW PARK DECHANTILLYVA20151NONEPUBLICUNRESTRICTED$3,500
MERCY SHIPS
PO BOX 1930GARDEN VALLEYTX75771NONEPUBLICUNRESTRICTED$11,500
NORTH COUNTRY MINISTRY
PO BOX 478WARRENSBURGNY12885NONEPUBLICUNRESTRICTED$500
NORTHWOOD SCHOOL
92 NORTHWOOD ROADLAKE PLACIDNY12946NONEPUBLICUNRESTRICTED$10,000
NYS SHERIFFS INSTITUTE
27 ELK STALBANYNY12207NONEPUBLICUNRESTRICTED$2,000
OPEN DOOR MISSION
226 WARREN STGLENS FALLSNY12801NONEPUBLICUNRESTRICTED$7,500
OPERATION SMILE
3641 FACULTY BLVDVIRGINIA BEACHVA23453NONEPUBLICUNRESTRICTED$16,500
QUEENSBURY UNION FREE SCHOOL
429 AVIATION RDQUEENSBURYNY12804NONEPUBLICUNRESTRICTED$17,000
SAMARITAN'S PURSE INTERNATIONAL RELIEF
801 BAMBOO ROADBOONENC28607NONEPUBLICUNRESTRICTED$10,000
SHRINERS HOSPITAL FOR CHILDREN
2900 NO ROCKY POINT DRTAMPAFL33607NONEPUBLICUNRESTRICTED$12,500
ST JUDES CHILDRENS RESEARCH HOSPITAL
501 ST JUDES PLACEMEMPHISTN38105NONEPUBLICUNRESTRICTED$8,500
ST MARYS CHURCH
62 WARREN STGLENS FALLSNY12801NONEPUBLICUNRESTRICTED$7,500
THE ADIRONDACK CIVIC CENTER COALITION
1 CIVIC CENTER PLAZAGLENS FALLSNY12801NONEPUBLICUNRESTRICTED$5,000
TUNNELS FOR TOWER FOUNDATION
2361 HYLAND BLVDSTATEN ISLANDNY10306NONEPUBLICUNRESTRICTED$13,500
WOUNDED WARRIOR PROJECT
4899 BELFORT RDJACKSONVILLEFL32256NONEPUBLICUNRESTRICTED$8,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$300,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,239ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,574ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$385,769ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$491,582ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$491,582TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4THE INCOME EARNED ON INVESTEMENTS IS USED TO DISTRIBUTION TO
8ORGANIZATIONS AND/OR PURCHASE INVESTMENTS FOR FUTURE USE

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBROWN & FITZGERALD P.C.CategoryTxt
Amt$5,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSCHWAB #4155 - CORPORATE BONDSBondNm
EOY Book Value$386,128EOYBookValueAmt
EOYFMV$382,421EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHWAB #4155 - CORPORATE STOCKStockNm
EOY Book Value$2,016,432EOYBookValueAmt
EOYFMV$3,369,604EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,462,129USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,442,080USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$57,583StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$56,988StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
Amt$2,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFOREIGN TAXDesc
Revenue And Expenses Per Books$888RevenueAndExpensesPerBooksAmt
Net Investment Income$888NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCHARLES SCHWABCategoryTxt
Amt$19,846Amt
Net Investment Income$19,846NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt