WILLIAM AND LYNDA STEERE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND LYNDA STEERE FOUNDATION (EIN 65-6286705)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-20
- IRS object ID
- 201641119349100204
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-20T14:35:13-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHEAST FINANCIAL CONSULTANTS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2630 | AddressLine1Txt |
| City | WESTPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | 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 | 656286705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William & Lynda Steere Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2032268997 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2630 | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELWOOD B DAVIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2032268997 | PhoneNum |
| Signature | 2016-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELWOOD B DAVIS | PreparerPersonNm |
| Phone | 2032268997 | PhoneNum |
| Preparation | 2016-04-20 | PreparationDt |
| 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 | $8,286,659 | 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 | $2,488,551 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $110 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $110 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $219,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $219,702 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,151 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,151 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,151 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,712,514 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $223,963 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $159,570 | OtherProfFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $162,070 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,361,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,361,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,523,470 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,361,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,189,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $223,963 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,965,686 | CashBOYAmt |
| Cash EOY | $865,335 | CashEOYAmt |
| Cash EOYFMV | $865,335 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,113,669 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,509,469 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,753,891 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $300,503 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $301,065 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $342,443 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $347,091 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $366,368 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,421,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,022,398 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,286,659 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,421,798 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,022,398 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,421,798 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,022,398 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,421,798 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,022,398 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,421,798 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,189,044 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,610,842 | SubtotalAmt |
| Other Decreases | $1,588,444 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,022,398 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Fidelity Capital Gain Distributions | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-01-01 | AcquiredDt |
| Sold | 2015-12-31 | SoldDt |
| Gross Sales Price | $4,151 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,151 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $4,151 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,151 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,468,950 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,515,126 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.195466 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,240,650 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,342,762 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.195601 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,576,672 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,635,386 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.457231 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,742,167 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,609,909 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.263569 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,841,314 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,184,891 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.297712 | DistributionYr5Rt |
| Total Distribution | 1.409579 | TotalDistributionRt |
| Average Distribution | 0.281916 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,957,533 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,243,356 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,240 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,245,596 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,361,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,479 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,479 | SubtotalAmt |
| Tax Based On Investment Income | $4,479 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,297 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,297 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$6,297 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,818 | OverpaymentAmt |
| Applied To ES Tax | $1,818 | 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 | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elwood Davis | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032268997 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 518B Riverside Ave | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068800630 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ELWOOD B DAVIS | ||||||||
| 244 Saugatuck Avenue | Westport | CT | 06880 | Trustee | 0.25 | $0 | $0 | $0 |
| WILLIAM C STEERE | ||||||||
| 27471 Harbor Cove Court | Bonita Springs | FL | 34134 | Trustee | 0.25 | $0 | $0 | $0 |
| LYNDA STEERE | ||||||||
| 27471 Harbor Cove Court | Bonita Springs | FL | 34134 | Trustee | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORTHEAST FINANCIAL CONSULTANTS INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2630 | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment advisoryaccounting | ServiceTypeTxt |
| Compensation | $162,070 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 162070 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,918,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,159,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,078,714 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,078,714 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $121,181 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,957,533 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $397,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $397,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,479 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,479 | TotalTaxAmt |
| Distributable Before Adj | $393,398 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $393,398 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $393,398 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,361,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,361,400 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,361,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $393,398 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,540,341 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,428,498 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,297,069 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $935,011 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,098,897 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,299,816 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,361,400 | QualifyingDistributionsAmt |
| Applied To Current Year | $393,398 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $968,002 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,267,818 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,540,341 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,727,477 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,428,498 | ExcessFromYear4Amt |
| Excess From Year3 | $2,297,069 | ExcessFromYear3Amt |
| Excess From Year2 | $935,011 | ExcessFromYear2Amt |
| Excess From Year1 | $1,098,897 | ExcessFromYear1Amt |
| Excess From Current Year | $968,002 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Naples Philharmonic | ||||||
| 5833 Pelican Bay | Naples | FL | 34108 | 501(c)3 | budget | $150,000 |
| White Plains DAR (NSDAR) | ||||||
| 20 W 44th St 508 | New York | NY | 10036 | 501(c)3 | budget | $0 |
| Make A Wish Foundation | ||||||
| 3655 Bonita Beach Road | Bonita Springs | FL | 34134 | 501(c)3 | budget | $5,000 |
| Flintridge Sacred Heart Academy | ||||||
| 440 Saint Katherine Dr | La Canada Flintridge | CA | 91011 | 501(c)3 | budget | $100,000 |
| Womens Voices For Change | ||||||
| 509 Madison Avenue | New York | NY | 10022 | 501(c)3 | budget | $0 |
| Long Wharf Theatre | ||||||
| 222 Sargent Drive | New Haven | CT | 06511 | 501(c)3 | budget | $0 |
| New York Botanical Garden | ||||||
| 200th Street and Kazimiroff Blvd | Bornx | NY | 10458 | 501(c)3 | budget | $100,000 |
| NYU Langone Medical Center | ||||||
| 550 First Ave | New York | NY | 10016 | 501(c)3 | budget | $0 |
| The Lierary Council Gulf Coast | ||||||
| 26820 Old 41 | Bonita springs | FL | 34135 | 501(c)3 | budget | $0 |
| Rye Free Reading Room | ||||||
| 1061 Boston Post Road | Rye | NY | 10580 | 501(c)3 | budget | $0 |
| Rye Voluteer Firefighters | ||||||
| 15 Locust Ave | Rye | NY | 10580 | 501(c)3 | budget | $0 |
| United Hospital Fund | ||||||
| 1411 Broadway | New York | NY | 10018 | 501(c)3 | budget | $5,000 |
| Metropolitan Museum | ||||||
| 1000 Fifth Avenue | New York | NY | 10028 | 501(c)3 | budget | $500 |
| Leland Stanford Junior University | ||||||
| 326 Galvez Street | Stanford | CA | 94305 | 501(c)3 | budget | $300,000 |
| Memorial Sloan-Kettering Cancer Center | ||||||
| 663 Third Ave 28th Floor | New York | NY | 10017 | 501(c)3 | budget | $250,000 |
| Rye Police Assn | ||||||
| PO Box 246 | Rye | NY | 10580 | 501(c)3 | budget | $0 |
| Jas Aspen | ||||||
| 110 East Hallam | Aspen | CO | 81611 | 501(c)3 | budget | $3,000 |
| Aspen Center for Environmental Studies | ||||||
| 11247 Castle Creek Road | Aspen | CO | 81611 | 501(c)3 | budget | $10,000 |
| Thrift Store of Aspen | ||||||
| 422 e Hopkins Avenue | Aspen | CO | 81611 | 501(c)3 | budget | $0 |
| Theatre Aspen | ||||||
| 470 Rio Grande Place | Aspen | CO | 81611 | 501(c)3 | budget | $4,100 |
| Basalt High School | ||||||
| 600 Southside Dr | Basalt | CO | 81621 | 501(c)3 | budget | $5,000 |
| Kent School | ||||||
| 1 Macedonia Road | Kent | CT | 06757 | 501(c)3 | budget | $0 |
| Lift Up | ||||||
| 800 Railroad Ave | Rifle | CO | 81650 | 501(c)3 | budget | $10,000 |
| Georgetown University | ||||||
| Box 0734 | Washington | DC | 20073 | 501(c)3 | budget | $0 |
| Kidney and Urology Foundation | ||||||
| 2 West 47th Street | New York | NY | 10036 | 501(c)3 | budget | $0 |
| Friends of Read Wildlife Sanctuary | ||||||
| PO Box 548 | Rye | NY | 10580 | 501(c)3 | budget | $0 |
| The Apawamis Foundation | ||||||
| 2 club Road | Rye | NY | 10580 | 501(c)3 | budget | $0 |
| Challenge Aspen | ||||||
| PO Box 6639 | Snowmass Village | CO | 81615 | 501(c)3 | budget | $5,000 |
| Paws for Life | ||||||
| PO Box 407 | Chesapeake City | MD | 21915 | 501(c)3 | budget | $500 |
| Theatre Aspen | ||||||
| 470 Rio Grande Place | Aspen | CO | 81611 | 501(c)3 | budget | $12,500 |
| ACES | ||||||
| 100 Puppy Smith St | Aspen | CO | 81611 | 501(c)3 | budget | $9,000 |
| New York University | ||||||
| 25 west Fourth St | New York | NY | 10012 | 501(c)3 | budget | $200,000 |
| Christ Episcopal Church of Aspen | ||||||
| 536 W North St | Aspen | CO | 81611 | 501(c)3 | budget | $5,000 |
| Christ Episcopal Church of Aspen | ||||||
| 536 W North St | Aspen | CO | 81611 | 501(c)3 | budget | $5,000 |
| Friends of Aspen Animal Shelter | ||||||
| 101 Animal Shelter Rd | Aspen | CO | 81611 | 501(c)3 | budget | $2,500 |
| Gamble Garden | ||||||
| 1431 Waverley Street | Palo Alto | CA | 94301 | 501(c)3 | budget | $10,000 |
| Memeorial Sloan Cancer Center-MSU | ||||||
| 1275 York Ave | New York | NY | 10065 | 501(c)3 | budget | $25,000 |
| The Buddy Program | ||||||
| 110 E Hallam St | Aspen | CO | 81611 | 501(c)3 | budget | $1,800 |
| Lee Memorial Foundation | ||||||
| PO Box 2218 | Fort Myers | FL | 33902 | 501(c)3 | budget | $100,000 |
| Cancercare | ||||||
| 275 Seventh Ave | New York | NY | 10001 | 501(c)3 | budget | $1,000 |
| GEN Harris Fund | ||||||
| PO Box 3957 | Peabody | MA | 01961 | 501(c)3 | budget | $1,000 |
| Community Foundation of CO | ||||||
| 4745 Wheaton Drive | Fort Collins | CO | 80525 | 501(c)3 | budget | $500 |
| Memeorial Sloan Cancer Center-MSU | ||||||
| 1275 York Ave | New York | NY | 10065 | 501(c)3 | budget | $25,000 |
| Rockin Christmas Fund | ||||||
| 8260 College Pkwy | Fort Myers | FL | 33919 | 501(c)3 | budget | $10,000 |
| Daughters of the American Revolution | ||||||
| 1776 D Street NW | Washington | DC | 20006 | 501(c)3 | budget | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,361,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $219,702 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,151 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $223,963 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $223,963 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WILLIAM LYNDA STEERE | ||||||
| 1 | 27471 Harbor Cove Court | Bonita Springs | FL | 34134 | $500,000 | Yes (X) |
| WILLIAM LYNDA STEERE | ||||||
| 2 | William Lynda Steere | Bonita Springs | FL | 34134 | $1,988,591 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NFC Tax Preparation | CategoryTxt |
| Amt | $2,500 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Fidelity Capital Gain Distributions | AssetDesc |
| Acquired | 2014-01 | AcquiredDt |
| How Acquired | Purchased | HowAcquiredTxt |
| Sold | 2014-12 | SoldDt |
| Gross Sales Price | $4,151 | GrossSalesPriceAmt |
| Total Net | $4,151 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Deer Park Total Return Credit Fund I | BondNm |
| EOY Book Value | $300,503 | EOYBookValueAmt |
| EOYFMV | $301,065 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ChevronTexaco | $1,153,594 | $2,284,984 |
| Minerals Technology | $45,860 | |
| Met Life | $314,476 | $482,100 |
| Pfizer | $645,599 | $2,237,004 |
| Allergan | $143,650 | $420,313 |
| Biogen Idec | $62,780 | $496,287 |
| Seagate Technology | $122,537 | $302,078 |
| Unitedhealth Group | $66,833 | $485,265 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Ivy Science & Technology | $120,127 | $184,637 |
| Vanguard Energy | $123,900 | $81,753 |
| Wasatch Emerging Markets Small Cap | $103,064 | $99,978 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Depreciation in donated securities | Desc |
| Amt | $1,588,444 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| NFC Investment Adv | $159,570 |
| TD Bank-fee charge for checks |