BEACON LIGHT FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BEACON LIGHT FOUNDATION INC (EIN 11-3333751)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349104742
- Schema version
- 2024v5.0
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:49:00-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 80 CROSSWAYS PARK DR STE 210 | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2126550924 | 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 | 2126550924 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW BRINT CPA | PreparerPersonNm |
| PTIN | P00128334 | PTIN |
| Phone | 5166811040 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $76,012 | 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 | $1,997 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,997 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,997 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $43,781 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,781 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $43,781 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $184,393 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $867,595 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $224 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $230,171 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,002 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $45,778 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,238 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,237 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,892 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,892 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $22 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,173 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,087 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,086 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,987 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,979 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,549 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,236 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,313 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $116,348 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $116,348 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $130,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,236 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,661 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $99,274 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,766 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $45,778 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,796 | CashBOYAmt |
| Cash EOY | $76,012 | CashEOYAmt |
| Cash EOYFMV | $76,012 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,772,985 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,944,639 | CorporateStockEOYAmt |
| Total Assets BOY | $1,809,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,020,651 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $76,012 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,809,781 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,020,651 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,809,781 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,020,651 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,809,781 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,020,651 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,809,781 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $99,274 | ExcessRevenueOverExpensesAmt |
| Other Increases | $111,596 | OtherIncreasesAmt |
| Subtotal | $2,020,651 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,020,651 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $224 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $525 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $525 | SubtotalAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $425 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $425 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $117 | 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 |
| 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 | Yes (true) | 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 | 2126550924 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 GLENLAWN AVENUE | AddressLine1Txt |
| City | SEA CLIFF | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11579 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 | 000.00 | $0 | $0 | $0 |
| CHARLES T BENNETT | ||||||||
| 141 GLENLAWN AVENUE | SEA CLIFF | NY | 11579 | TREASURER | 000.00 | $0 | $0 | $0 |
| SCOTT BENNETT | ||||||||
| 1400 CALVES NECK RD | SOUTHHOLD | NY | 11958 | SEC'Y | 000.00 | $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 |
| Expenses1 | $122,661 | Expenses1Amt |
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) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,661 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $122,661 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $122,661 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $122,661 | RemainingDistriFromCorpusAmt |
| Total Corpus | $122,661 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $122,661 | CurrentYearAmt |
| Year1 | $124,801 | Year1Amt |
| Year2 | $122,305 | Year2Amt |
| Year3 | $162,909 | Year3Amt |
| Total | $532,676 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $122,661 | CurrentYearAmt |
| Year1 | $124,801 | Year1Amt |
| Year2 | $122,305 | Year2Amt |
| Year3 | $162,909 | Year3Amt |
| Total | $532,676 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS'S ASSOCIATION | |||||||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | NONE | CONTRIBUTION | $5,900 | |||||
| CAST | |||||||||||
| 316 FRONT STREET | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $3,564 | |||||
| CONGREGATION TIFERETH ISRAEL | |||||||||||
| 40 HILL STREET | GLEN COVE | NY | 11542 | NONE | CONTRIBUTION | $1,500 | |||||
| COVENANT HOUSE | |||||||||||
| 2501 GLEBE AVENUE | BRONX | NY | 10461 | NONE | CONTRIBUTION | $5,000 | |||||
| ELIH DEVELOPMENT | |||||||||||
| 201 MANOR PLACE | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $7,915 | |||||
| INTERFAITH NUTRITION NETWORK | |||||||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | CONTRIBUTION | $10,010 | |||||
| NASSAU BAR FOUNDATION | |||||||||||
| 15TH AND WEST STREETS | MINEOLA | NY | 11501 | NONE | CONTRIBUTION | $11,285 | |||||
| NEW YORK ACADEMY OF ART | |||||||||||
| 111 FRANKLIN STREET | NEW YORK | NY | 10013 | NONE | CONTRIBUTION | $5,000 | |||||
| NORTH FORK CHAMBER OF COMMERCE | |||||||||||
| PO BOX 1415 | SOUTHOLD | NY | 11971 | NONE | CONTRIBUTION | $2,675 | |||||
| ROTARY CLUB OF SOUTHHOLD | |||||||||||
| 28350 MAIN ROAD | CUTCHOGUE | NY | 11935 | NONE | CONTRIBUTION | $1,780 | |||||
| SARATOGA CHAMBER OF CONGRESS | |||||||||||
| 28 CLITON STREET | SARTOGA SPRINGS | NY | 12866 | NONE | CONTRIBUTION | $990 | |||||
| SOUTHOLD HISTORICAL SOCIETY | |||||||||||
| 54325 RTE 25 | SOUTHOLD | NY | 11971 | NONE | CONTRIBUTION | $250 | |||||
| THE VISCARDI CENTER | |||||||||||
| 201 I U WILLETS ROAD | ALBERTSON | NY | 11507 | NONE | CONTRIBUTION | $500 | |||||
| UNBRIDLED THOROUGHBREDS | |||||||||||
| 1700 FARM TO MARKET ROAD | COXSACKIE | NY | 12051 | NONE | CONTRIBUTION | $3,000 | |||||
| WARRIORS FOR A CAUSE | |||||||||||
| 3280 SUNRISE HIGHWAY | WANTAGH | NY | 11793 | NONE | CONTRIBUTION | $1,500 | |||||
| WE CARE FUND | |||||||||||
| 15TH AND WEST STREETS | MINEOLA | NY | 11501 | NONE | CONTRIBUTION | $1,250 | |||||
| AMERICAN LEGION | |||||||||||
| 181 PECONIC AVENUE | MEDFORD | NY | 11763 | NONE | CONTRIBUTION | $1,250 | |||||
| 2ND CALL | |||||||||||
| PO BOX 191476 | LOS ANGELES | CA | 90019 | NONE | CONTRIBUTION | $2,000 | |||||
| G22 EMPOWERMENT PROJECT | |||||||||||
| 22 BAYVILLE AVENUE | BAYVILLE | NY | 11709 | NONE | CONTRIBUTION | $10,000 | |||||
| SH-OR YOSHUV INSTITUTE | |||||||||||
| ONE CEDAR LAWN AVENUE | LAWRENCE | NY | 11559 | NONE | CONTRIBUTION | $500 | |||||
| SANG LEE FARMS | |||||||||||
| 25180 COUNTY ROAD 48 | PECONIC | NY | 11958 | NONE | CONTRIBUTION | $5,000 | |||||
| GREENVILLE BAKER BOYS GIRLS CLUB | |||||||||||
| 135 FOREST AVENUE | LOCUST VALLEY | NY | 11560 | NONE | CONTRIBUTION | $207 | |||||
| THE SOCIETY OF THE FRIENDLY SONS | |||||||||||
| 3 WEST 51ST STREET 9TH FL | NEW YORK | NY | 10019 | NONE | CONTRIBUTION | $2,090 | |||||
| AMERICAN HEART ASSOCIATION | |||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | CONTRIBUTION | $500 | |||||
| KAIT'S ANGELS | |||||||||||
| 1125 OLE JULE LANE | MATTITUCK | NY | 11952 | NONE | CONTRIBUTION | $1,037 | |||||
| NORTHWELL FOUNDATION | |||||||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | CONTRIBUTION | $1,000 | |||||
| NORTH SHORE WOMEN'S CENTRE | |||||||||||
| NONE | CONTRIBUTION | $200 | 131 EAST 2ND STREET | NORTH VANCOUVER | BRITISH COLUMBIA | CA | V7L 1C2 | ||||
| KAT'S RIBBON OF HOPE | |||||||||||
| PO BOX 268 | GREENVALE | NY | 11548 | NONE | CONTRIBUTION | $225 | |||||
| SUNFLOWER NETWORK | |||||||||||
| 99 JANE STREET 1H | NEW YORK | NY | 10014 | NONE | CONTRIBUTION | $1,000 | |||||
| DEVELOPMENTAL DISABILITIES INSTITUT | |||||||||||
| 99 HOLLYWOOD DRIVE | SMITHTOWN | NY | 11787 | NONE | CONTRIBUTION | $1,000 | |||||
| SAVE A CHILD'S HEART FOUNDATION | |||||||||||
| NONE | CONTRIBUTION | $10,370 | 1491 YONGE | TORONTO | ONTARIO | CA | M4T 1Z4 | ||||
| FRIENDS OF SARATOGA COUNTY ANIMAL | |||||||||||
| PO BOX 788 | SARATOGA SPRINGS | NY | 12866 | NONE | CONTRIBUTION | $5,000 | |||||
| SOUTHOLD FIRE DEPARTMENT | |||||||||||
| 55135 MAIN ROAD | SOUTHOLD | NY | 11971 | NONE | CONTRIBUTION | $5,000 | |||||
| MARIST FUND | |||||||||||
| 3399 NORTH ROAD | POUGHKEEPSIE | NY | 12601 | NONE | CONTRIBUTION | $200 | |||||
| FIRST PRESBYTERIAN CHURCH | |||||||||||
| 53100 MAIN ROAD | SOUTHOLD | NY | 11971 | NONE | CONTRIBUTION | $2,000 | |||||
| OYSTERPOND'S ELEMENTARY PTA | |||||||||||
| 23405 MAIN ROAD | ORIENT | NY | 11957 | NONE | CONTRIBUTION | $400 | |||||
| ST JOHN THE BAPTIST CHURCH | |||||||||||
| 213 W 30TH STREET | NEW YORK | NY | 10001 | NONE | CONTRIBUTION | $250 | |||||
| PERLMAN MUSIC PROGRAM | |||||||||||
| 73 SHORE ROAD | SHELTER ISLAND HEIGHTS | NY | 11965 | NONE | CONTRIBUTION | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $116,348 | 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 | $1,997 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $43,781 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $184,393 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $230,171 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $230,171 | 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 | $2,475 | Amt |
| Net Investment Income | $1,238 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,237 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| THRU UBS 2558 | 2024-01 | PURCHASE | 2024-12 | $100,843 | $103,431 | -$2,588 |
| THRU UBS 2558 | 2023-01 | PURCHASE | 2024-12 | $254,355 | $166,102 | $88,253 |
| THRU STIFEL, NICOLAUS & CO 8433 | 2024-01 | PURCHASE | 2024-12 | $23,732 | $24,477 | -$745 |
| THRU STIFEL, NICOLAUS & CO 8433 | 2023-01 | PURCHASE | 2024-12 | $75,625 | $62,388 | $13,237 |
| THRU STIFEL, NICOLAUS & CO 8433 | 2023-01 | PURCHASE | 2024-12 | $85,033 | $85,033 | |
| THRU UBS 6187 | 2024-01 | PURCHASE | 2024-12 | $71,442 | $73,587 | -$2,145 |
| THRU UBS 6187 | 2023-01 | PURCHASE | 2024-12 | $256,341 | $168,184 | $88,157 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| UBS - 187 R3 | $830,583 |
| UBS - 558 R3 | $1,114,056 |
| STIFEL, NICOLAUS &CO., INC |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | $15 | $8 | $7 |
| DUES & SUBSCRIPTIONS | $450 | $450 | |
| NYS FILING FEE | $75 | $75 | |
| OFFICE EXPENSES | $228 | $228 | |
| GOFUND ME DONATIONS | $3,219 | $3,219 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $111,596 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $5,892 | Amt |
| Net Investment Income | $5,892 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS - FOREIGN TAXES PAID | CategoryTxt |
| Amt | $22 | Amt |
| Net Investment Income | $11 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11 | DisbursementsCharitablePrpsAmt |