BEACON LIGHT FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BEACON LIGHT FOUNDATION INC (EIN 11-3333751)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201633199349101668
- Schema version
- 2015v2.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T12:27:22-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNARD FLIGEL CPA | PreparerPersonNm |
| PTIN | P00162616 | PTIN |
| Phone | 5166811040 | PhoneNum |
| Preparation | 2016-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | 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 |
| Dividends Rev And Expnss | $38,062 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,062 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $38,062 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,047 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $213,838 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$676 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$676 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $60,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,062 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $37,386 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,952 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,847 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $105 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $676 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $676 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,096 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,548 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,548 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $111 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $99 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,534 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,982 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,552 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,066 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,066 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,600 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,982 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,618 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$44,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,080 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,386 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $1,749,426 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,674,298 | CorporateStockEOYAmt |
| Total Assets BOY | $1,749,426 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,674,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,749,426 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,674,298 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,749,426 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,674,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,749,426 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,674,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,749,426 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$44,167 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,705,259 | SubtotalAmt |
| Other Decreases | $30,961 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,674,298 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $100,234 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,674,298 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059866 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $74,976 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,401,906 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053481 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $127,882 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,344,059 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095146 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $66,943 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,379,657 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048521 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $76,544 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,341,072 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057077 | DistributionYr5Rt |
| Total Distribution | 0.314091 | TotalDistributionRt |
| Average Distribution | 0.062818 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $201 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $201 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $86,618 | 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 | $201 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $201 | SubtotalAmt |
| Tax Based On Investment Income | $201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $735 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $735 | TotalPaymentsAndCreditsAmt |
| Overpayment | $534 | OverpaymentAmt |
| Applied To ES Tax | $534 | 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 | 19 BROOKVILLE LANE | AddressLine1Txt |
| City | OLD BROOKVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11545 | 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 | $201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $201 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,618 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $86,618 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $201 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $86,417 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,576 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,974 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $127,915 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $75,021 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $100,234 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $379,720 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,618 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $86,618 | RemainingDistriFromCorpusAmt |
| Total Corpus | $466,338 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,576 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $456,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,974 | ExcessFromYear4Amt |
| Excess From Year3 | $127,915 | ExcessFromYear3Amt |
| Excess From Year2 | $75,021 | ExcessFromYear2Amt |
| Excess From Year1 | $100,234 | ExcessFromYear1Amt |
| Excess From Current Year | $86,618 | 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 Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ADIRONDAK SAVE -A -STRAY | ||||||||||
| 4880 NEW YORK 9N | CORINTH | NY | 12822 | NONE | CONTRIBUTION | $1,000 | ||||
| ALZHEIMERS'S ASSOCIATION | ||||||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | NONE | CONTRIBUTION | $2,600 | ||||
| AMERICAN LEGION | ||||||||||
| 190 GLEN HEAD ROAD | GLEN HEAD | NY | 11545 | NONE | CONTRIBUTION | $750 | ||||
| CABIN CREEK FARM | ||||||||||
| 483 SAND HILL ROAD | GREENFIELD CENTER | NY | 12833 | NONE | CONTRIBUTION | $2,000 | ||||
| CAST | ||||||||||
| 40 HARVARD MILLS SQ STE | WAKEFIELD | MA | 01880 | NONE | CONTRIBUTION | $500 | ||||
| CYCLE FOR SURVIVAL | ||||||||||
| 633 3RD AVENUE - 4TH FL | NEW YORK | NY | 10017 | NONE | CONTRIBUTION | $200 | ||||
| EASTERN LONG ISLAND HOSPITAL | ||||||||||
| 201 MANOR PLACE | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $14,100 | ||||
| EB SUMMER KICK OFF | ||||||||||
| 333 SEVENTH AVE - FL10 | NEW YORK | NY | 10001 | NONE | CONTRIBUTION | $527 | ||||
| ED RIDE FOR DIABETES | ||||||||||
| 333 SEVENTH AVE - FL10 | NEW YORK | NY | 10001 | NONE | CONTRIBUTION | $300 | ||||
| ELEVENTH HOUR RESCUE | ||||||||||
| 861 NJ-10 | RANDOLPH | NJ | 07869 | NONE | CONTRIBUTION | $1,000 | ||||
| ELIH AUXILIARY | ||||||||||
| 201 MANOR PLACE | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $200 | ||||
| ESTHERVILLE ANIMAL SHELTER | ||||||||||
| 100 RUSSELL ROAD | GREENFIELD CENTER | NY | 12833 | NONE | CONTRIBUTION | $1,500 | ||||
| FIRST PRESBYTERIAN CHURCH | ||||||||||
| 89-60 164TH STREET | JAMAICA | NY | 11432 | NONE | CONTRIBUTION | $1,000 | ||||
| FRANKLIN COMMUNITY CENTER | ||||||||||
| 10 FRANKLIN STREET | SARATOGA SPRINGS | NY | 12886 | NONE | CONTRIBUTION | $1,000 | ||||
| FRANKLIN COMMUNITY CENTER | ||||||||||
| 10 FRANKLIN STREET | SARATOGA SPRINGS | NY | 12866 | NONE | CONTRIBUTION | $1,350 | ||||
| FRIENDS OF KENNY WHITE | ||||||||||
| 7 GREEWOOD AVENUE | LAKE GEORGE | NY | 12845 | NONE | CONTRIBUTION | $500 | ||||
| FRIENDS OF PHOEBI ANIMAL RESCUE | ||||||||||
| 21 BLIND ROCK ROAD | QUEENSBURY | NY | 12804 | NONE | CONTRIBUTION | $1,000 | ||||
| HOPE | ||||||||||
| PO BOX 2497 | WILTON | NY | 12831 | NONE | CONTRIBUTION | $1,950 | ||||
| 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 | ||||
| LAKE GEORGE BOOSTER CLUB | ||||||||||
| PO BOX 265 | LAKE GEORGE | MI | 48633 | NONE | CONTRIBUTION | $1,500 | ||||
| MARIST FUND | ||||||||||
| 3399 NORTH ROAD | POUGHKEEPSIE | NY | 12601 | NONE | CONTRIBUTION | $1,000 | ||||
| MEMORIAL SLOAN-KETTERING CANCER CTR | ||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 11021 | NONE | CONTRIBUTION | $250 | ||||
| MOREANO WORLD MEDICAL | ||||||||||
| 21275 MELROSE AVENUE | SOUTHFIELD | MI | 48206 | NONE | CONTRIBUTION | $500 | ||||
| MUTUAL CONCERNS COMMITTEE | ||||||||||
| PO BOX 164 | SEACLIFF | NY | 11579 | NONE | CONTRIBUTION | $1,150 | ||||
| NASSAU BAR FOUNDATION | ||||||||||
| 15 WEST STREET | MINEOLA | NY | 11501 | NONE | CONTRIBUTION | $500 | ||||
| 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 | $1,000 | ||||
| NORTH FORK ANIMAL WELFARE | ||||||||||
| 269 PECONIC LANE | PECONIC | NY | 11958 | NONE | CONTRIBUTION | $1,000 | ||||
| NORTH FORK BREAST HEALTH COALITION | ||||||||||
| 185 OLD COUNTRY ROAD | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $500 | ||||
| NORTH FORK COMMUNITY SUPPORT | ||||||||||
| PO BOX 1179 | SOUTHHOLD | NY | 11971 | NONE | CONTRIBUTION | $1,500 | ||||
| NORTH SHORE ANIMAL LEAGUE | ||||||||||
| 25 DAVIS AVENUE | PORT WASHINGTON | NY | 11050 | NONE | CONTRIBUTION | $500 | ||||
| NORTH SHORE ATHLECTIC BOOSTER CLUB | ||||||||||
| 450 GLEN COVE AVENUE | GLEN HEAD | NY | 11545 | NONE | CONTRIBUTION | $1,140 | ||||
| NORTH SHORE COMMUNITY SUPPORT | ||||||||||
| NONE | CONTRIBUTION | $1,500 | 1 NEWFOUNDLAND WALK | ELLIOT LAKE | ONTARIO | CA | ||||
| NORTHEAST KIDNEY FOUNDATION | ||||||||||
| 501 NEW KARNER ROAD 6 | ALBANY | NY | 12205 | NONE | CONTRIBUTION | $1,600 | ||||
| NSHS PTO | ||||||||||
| 450 GLEN COVE AVENUE | GLEN HEAD | NY | 11545 | NONE | CONTRIBUTION | $80 | ||||
| NY SAVES | ||||||||||
| PO BOX 140486 | STATEN ISLAND | NY | 10314 | NONE | CONTRIBUTION | $500 | ||||
| OUT OF THE PITS INC | ||||||||||
| PO BOX 2311 | ALBANY | NY | 12220 | NONE | CONTRIBUTION | $1,000 | ||||
| OVARIAN CANCER | ||||||||||
| 14 PENN PLAZA - SUIT 1710 | NEW YORK | NY | 10122 | NONE | CONTRIBUTION | $1,400 | ||||
| PEACEFUL ACRES HORSES | ||||||||||
| 3740 RYNEX CORNERS ROAD | PATTERSONVILLE | NY | 12137 | NONE | CONTRIBUTION | $1,000 | ||||
| PECONIC COMMUNITY SCHOOL | ||||||||||
| 269 MAIN ROAD | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $500 | ||||
| PECONIC LAND TRUST | ||||||||||
| 296 NY-27A | SOUTHAMPTON | NY | 11968 | NONE | CONTRIBUTION | $1,000 | ||||
| RELAY FOR LIFE | ||||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | CONTRIBUTION | $250 | ||||
| RERUN INC | ||||||||||
| 236A WATERS ROAD | EAST GHREENBUSH | NY | 12061 | NONE | CONTRIBUTION | $1,800 | ||||
| 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 | ||||
| SOUL CYCLE RIDE | ||||||||||
| 250 S SERVICE ROAD | ROSLYN HEIGHTS | NY | 11577 | NONE | CONTRIBUTION | $40 | ||||
| SOUTHHOLD ANIMAL SHELTER | ||||||||||
| 269 PECONIC LANE | PECONIC | NY | 11901 | NONE | CONTRIBUTION | $500 | ||||
| ST AGNES CHURCH | ||||||||||
| 143 E 43RD STREET | NEW YORK | NY | 10017 | NONE | CONTRIBUTION | $1,000 | ||||
| ST JUDE CHILDREN'S RESEARCH HOSPIT | ||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | CONTRIBUTION | $2,000 | ||||
| TEAM WARRIORS - HOPE FOR THE WARRIO | ||||||||||
| 1335 WESTERN BLVD STE E | JACKSONVILLE | NC | 28546 | NONE | CONTRIBUTION | $213 | ||||
| THE INN | ||||||||||
| 2111 FULTON STREET | HEMPSTEAD | NY | 11550 | NONE | CONTRIBUTION | $4,100 | ||||
| THE OLD BURYING GROUNDS | ||||||||||
| 53100 MAIN ST PO BOX 787 | SOUTHHOLD | NY | 11971 | NONE | CONTRIBUTION | $500 | ||||
| THE PERLMAN MUSIC PROGRAM | ||||||||||
| 19 W 69TH STREET | NEW YORK | NY | 10023 | NONE | CONTRIBUTION | $500 | ||||
| THE SAFE CENTER | ||||||||||
| 15 GRUMMAN ROAD W 1000 | BETHPAGE | NY | 11714 | NONE | CONTRIBUTION | $100 | ||||
| THE VISCARDI CENTER | ||||||||||
| I U WILETS ROAD | ALBERTSON | NY | 11507 | NONE | CONTRIBUTION | $1,400 | ||||
| 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 | ||||
| UNIVERSITY OF MICHIGAN | ||||||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | CONTRIBUTION | $1,015 | ||||
| WE CARE FUND | ||||||||||
| 15TH WEST STREETS | MINEOLA | NY | 11501 | NONE | CONTRIBUTION | $950 | ||||
| WE DID IT INC | ||||||||||
| 20 JAY STREET SUITE 312 | BROOKLYN | NY | 11201 | NONE | CONTRIBUTION | $300 | ||||
| WOMAN'S FUND OF LONG ISLAND | ||||||||||
| 1740 OLD JERICHO TURNPIKE | JERICHO | NY | 11753 | NONE | CONTRIBUTION | $600 | ||||
| WOMEN'S ACHIEVEMENT | ||||||||||
| 211 W 56TH STREET | NEW YORK | NY | 10019 | NONE | CONTRIBUTION | $201 | ||||
| WOUNDED WARRIOR PROJECT | ||||||||||
| 370 7TH AVENUE STE 1802 | NEW YORK | NY | 10001 | NONE | CONTRIBUTION | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,066 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $38,062 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,047 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RICEMIDSTREAM PARTNERS LP - K | Desc |
| Related Or Exempt Function Incm | -$676 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $60,433 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,433 | 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 | $1,600 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC - TRADES | PURCHASE | $23,393 | $22,053 | $1,340 |
| JANNEY MONTGOMERY SCOTT LLC - TRADES | PURCHASE | $31,470 | $28,551 | $2,919 |
| UBS FINANCIAL SVCS INC - TRADES | PURCHASE | $72,226 | $75,798 | -$3,572 |
| UBS FINANCIAL SVCS INC - TRADES | PURCHASE | $86,749 | $64,389 | $22,360 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| UBS - RF 86187 R3 | $530,234 |
| UBS - RF 82558 R3 | $668,366 |
| JANNEY MONTGOMERY - 4597-6309 | $475,698 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $30,961 | Amt |
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 | $198 | $99 | $99 |
| FILING FEES | |||
| MISCELLANOUS | |||
| BROKERAGE FEES | $12 | $12 |
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 | -$676 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$676 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $14,742 | $14,742 | |
| BOOKKEEPING | $210 | $105 | $105 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS - FOREIGN TAXES PAID | $138 | $138 |
| JANNEY - FOREIGN TAXES PAID | $538 | $538 |