LONG FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LONG FOUNDATION (EIN 13-4004262)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201631339349100138
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T09:58:04-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 134004262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DAVID AND ELIZABETH LONG FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DAVID & ELIZABETH LONG | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 2125038924 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 706 | AddressLine1Txt |
| City | HOBE SOUND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33475 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH V LONG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2125038924 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HUSSAIN MUSHARAF | PreparerPersonNm |
| PTIN | P01371262 | PTIN |
| Phone | 2125038924 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $932,482 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $322,914 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,186 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,186 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,292 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $697,580 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $326,250 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $392,411 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $332,455 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,942 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,707 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,235 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,217 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,217 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $296 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $296 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,241 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,235 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,241 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,035 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $301,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $323,214 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $70,074 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $270,262 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $270,262 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $402,912 | CorporateStockBOYAmt |
| Corporate Stock EOY | $503,859 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $662,220 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $472,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $774,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $932,482 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $472,986 | RetainedEarningBOYAmt |
| Retained Earning EOY | $774,121 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $472,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $774,121 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $472,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $774,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $472,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $301,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $774,121 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $774,121 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED SCHEDULE A -- MERRILL LYNCH # 8Y1-2500 | P | 2015-06-09 | 2015-10-28 | $106,887 | $114,727 | -$7,840 | -$7,840 |
| SEE ATTACHED SCHEDULE A -- MERRILL LYNCH # 8Y1-2500 | P | 2013-08-02 | 2015-10-28 | $201,765 | $175,679 | $26,086 | $26,086 |
| 100 SHS ALEXION PHARMS INC | P | 2010-07-08 | 2015-06-09 | $15,932 | $2,561 | $13,371 | $13,371 |
| 2,513 SHS ABBVIE INC | D | 1965-01-02 | 2015-11-25 | $152,185 | $18,004 | $134,181 | $134,181 |
| 25 SHS GOOGLE INC CL A | P | 2009-04-09 | 2015-06-09 | $13,581 | $5,007 | $8,574 | $8,574 |
| 75 SHS W W GRAINGER INCORP | P | 2003-08-21 | 2015-06-09 | $18,173 | $3,740 | $14,433 | $14,433 |
| 1,400 SHS LABORATORY CP AMER HLDGS | D | 2003-06-06 | 2015-11-25 | $170,713 | $41,952 | $128,761 | $128,761 |
| 150 SHS PRAXAIR INC | P | 2003-06-05 | 2015-04-23 | $18,306 | $9,660 | $8,646 | $8,646 |
| GOOGLE INC SHS CL C-CASH IN LIEU | P | 2015-05-05 | 2015-05-05 | $38 | $38 | $38 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $326,250 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,854 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $730,457 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.124380 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,724 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $706,816 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.138259 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $90,301 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $722,934 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.124909 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,220 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $791,407 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.112736 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $95,789 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $764,716 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.125261 | DistributionYr5Rt |
| Total Distribution | 0.625545 | TotalDistributionRt |
| Average Distribution | 0.125109 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $684,794 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,674 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,232 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $88,906 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $82,035 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,464 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,464 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,464 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $424 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $424 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,040 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MUSHARAF HUSSAINMARKS PANETH LLP | IndividualWithBooksNm |
| Phone | 2125038924 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID LONG | ||||||||
| PO BOX 706 | HOBE SOUND | FL | 33475 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH V LONG | ||||||||
| PO BOX 706 | HOBE SOUND | FL | 33475 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $644,779 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,443 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $695,222 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $695,222 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,428 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $684,794 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,240 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,240 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,464 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,464 | TotalTaxAmt |
| Distributable Before Adj | $27,776 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,776 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,776 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,035 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $82,035 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $82,035 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,776 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $58,503 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $51,880 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,534 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $63,725 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,983 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $283,625 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,035 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,776 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,259 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $337,884 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $58,503 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $279,381 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,880 | ExcessFromYear4Amt |
| Excess From Year3 | $54,534 | ExcessFromYear3Amt |
| Excess From Year2 | $63,725 | ExcessFromYear2Amt |
| Excess From Year1 | $54,983 | ExcessFromYear1Amt |
| Excess From Current Year | $54,259 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID LONG | ContributingManagerNm |
| Contributing Manager | ELIZABETH V LONG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF WESTERN NORTH CAROLINA | |||||||
| PO BOX 696 | CASHIERS | NC | 28717 | NONE | PC | CHARITABLE | $500 |
| BOYS & GIRLS CLUBS OF MARTIN COUNTY | |||||||
| PO BOX 910 | HOBE SOUND | FL | 33475 | NONE | PC | CHARITABLE | $1,000 |
| HIGHLANDS-CASHIERS HOSPITAL FOUNDATION INC | |||||||
| 190 HOSPITAL DRIVE | HIGHLANDS | NC | 28741 | NONE | SOUNK | CHARITABLE | $1,000 |
| HOBE SOUND COMMUNITY CHEST | |||||||
| PO BOX 511 | HOBE SOUND | FL | 33475 | NONE | PC | CHARITABLE | $2,500 |
| GLENVILLE-CASHIERS RESCUE SQUAD INC | |||||||
| PO BOX 919 | CASHIERS | NC | 28717 | NONE | PC | CHARITABLE | $200 |
| LOAVES & FISHES OF TOMPKINS COUNTY NY | |||||||
| 210 NORTH CAYUGA STREET | ITHACA | NY | 14850 | NONE | PC | CHARITABLE | $250 |
| ST TIMOTHY'S SCHOOL | |||||||
| 8400 GREENSPRING AVENUE | STEVENSON | MD | 21153 | NONE | PC | CHARITABLE | $44,000 |
| SUMMIT CHARTER SCHOOL FOUNDATION | |||||||
| 370 MITTEN LANE | CASHIERS | NC | 28717 | NONE | PC | CHARITABLE | $1,000 |
| HOLLINS UNIVERSITY | |||||||
| PO BOX 9629 | ROANOKE | VA | 240201629 | NONE | PC | CHARITABLE | $16,000 |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | NONE | PC | CHARITABLE | $12,500 |
| WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | |||||||
| MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27157 | NONE | SO | CHARITABLE | $1,000 |
| NEXUS RECOVERY CENTER | |||||||
| 8733 LA PRADA DRIVE | DALLAS | TX | 75228 | NONE | PC | CHARITABLE | $250 |
| PAST PRESIDENTS FUND INC | |||||||
| ONE ESTRADA ROAD | HOBE SOUND | FL | 33455 | NONE | PC | CHARITABLE | $500 |
| THE VILLAGE GREEN | |||||||
| PO BOX 2201 | CASHIERS | NC | 28717 | NONE | PC | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,186 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,292 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $69,497 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,497 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| DAVID LONG | ||||||
| 1 | PO BOX 706 | HOBE SOUND | FL | 33475 | $76,202 | Yes (X) |
| DAVID LONG | ||||||
| 2 | PO BOX 706 | HOBE SOUND | FL | 33475 | $85,225 | Yes (X) |
| ELIZABETH V LONG | ||||||
| 3 | PO BOX 706 | HOBE SOUND | FL | 33475 | $76,262 | Yes (X) |
| ELIZABETH V LONG | ||||||
| 4 | PO BOX 706 | HOBE SOUND | FL | 33475 | $85,225 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,256 SHS ABBVIE, INC | $76,202 | 2015-11-25 |
| 2 | 700 SHS LABORATORY CORP | $85,225 | 2015-11-25 |
| 3 | 1,257 SHS ABBVIE, INC | $76,262 | 2015-11-25 |
| 4 | 700 SHS LABORATORY CORP | $85,225 | 2015-11-25 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,942 | Amt |
| Net Investment Income | $3,707 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,235 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| W W GRAINGER INCORP | $0 | $0 |
| PRAXAIR INC | $0 | $0 |
| CERNER CORP COM | $2,610 | $27,077 |
| SCHLUMBERGER LTD | $20,560 | $22,669 |
| GOOGLE INC CL A | $0 | $0 |
| ALEXION PHARMS INC | $0 | $0 |
| EXXON MOBIL CORP COM | $20,296 | $23,385 |
| NOVO NORDISK A S ADR | $9,331 | $29,040 |
| CELGENE CORP COM | $6,418 | $23,952 |
| DANAHER CORP DEL COM | $11,802 | $23,220 |
| ECOLAB INC | $9,884 | $22,876 |
| SEATTLE GENETICS INC COM | $8,991 | $22,440 |
| HOME DEPOT INC | $10,493 | $26,450 |
| NIKE INC CL B | $0 | $0 |
| UNION PACIFIC CORP | $0 | $0 |
| ANHEUSER-BUSCH INBEV ADR | $15,801 | $21,875 |
| INTUIT INC COM | $0 | $0 |
| INVESCO LTD | $0 | $0 |
| ORACLE CORP $0.01 DEL | $0 | $0 |
| PRECISION CASTPARTS | $0 | $0 |
| PRICE T ROWE GROUP INC | $0 | $0 |
| ROCKWELL AUTOMATION INC | $0 | $0 |
| TIFFANY & CO NEW | $0 | $0 |
| FMC TECHS INC COM | $0 | $0 |
| FORTINET INC | $12,180 | $15,585 |
| GILEAD SCIENCES INC COM | $24,270 | $25,297 |
| GOOGLE INC SHS CL C | $4,991 | $18,972 |
| IDEXX LAB INC DEL $0.10 | $20,723 | $25,522 |
| PALO ALTO NETWORKS INC | $12,141 | $30,825 |
| POLARIS INDUSTRIES COM | $0 | $0 |
| PTC INC SHS | $0 | $0 |
| ROYAL BANK CANADA PV$1 | $0 | $0 |
| SPLUNK INC | $0 | $0 |
| TESLA MTRS INC | $0 | $0 |
| AKAMAI TECHNOLOGIES INC | $13,721 | $11,842 |
| AMAZON INC | $19,415 | $33,795 |
| AMETEK INC | $19,953 | $18,757 |
| BOEING COMPANY | $20,100 | $21,689 |
| CISCO SYS INC | $25,056 | $24,440 |
| DISNEY (WALT) CO | $21,266 | $21,016 |
| F5 NETWORKS INC | $14,294 | $12,120 |
| FIREEYE INC | $24,308 | $14,518 |
| INFINERA CORP | $24,239 | $18,120 |
| HEXCEL CORP | $18,820 | $16,258 |
| INTERCONTINENTAL EXCHANGE INC | $18,223 | $19,220 |
| JUNIPER NETWORKS INC | $25,118 | $22,080 |
| ROPER TECHNOLOGIES INC | $19,260 | $20,877 |
| UNDER ARMOUR INC | $25,433 | $24,183 |
| STERICYCLE INC | $24,162 | $24,120 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGE | Desc |
| Revenue And Expenses Per Books | $21 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $21 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENTS FEES | CategoryTxt |
| Amt | $5,217 | Amt |
| Net Investment Income | $5,217 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $296 | Amt |
| Net Investment Income | $296 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |