WILLIAM AND LYNDA STEERE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND LYNDA STEERE FOUNDATION (EIN 65-6286705)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-09
- IRS object ID
- 201502529349100600
- Schema version
- 2014v5.0
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-09T06:51:45-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-04-19 | 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 | 2015-09-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,988,922 | 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 | $2,713,030 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $221 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $221 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $174,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,506 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,429 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $604,378 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,429 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,998,186 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,156 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $148,743 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $16,710 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $165,453 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,468,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,468,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,634,403 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,468,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,363,783 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $285,156 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,334,586 | CashBOYAmt |
| Cash EOY | $1,965,686 | CashEOYAmt |
| Cash EOYFMV | $1,965,686 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,484,458 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,113,669 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,618,417 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $717,337 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $342,443 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $404,819 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,536,381 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,421,798 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,988,922 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,536,381 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,421,798 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,536,381 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,421,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,536,381 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,421,798 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,536,381 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,363,783 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,900,164 | SubtotalAmt |
| Other Decreases | $1,478,366 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,421,798 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1637 FNMIX | P | 2014-01-01 | 2014-02-04 | $25,096 | $0 | $27,338 | -$2,242 | $0 | $0 | $0 | -$2,242 |
| 1554 FNMIX | P | 2012-01-01 | 2014-02-04 | $23,824 | $0 | $25,952 | -$2,128 | $0 | $0 | $0 | -$2,128 |
| 2500 MNK | P | 2013-07-12 | 2014-07-15 | $191,999 | $0 | $105,455 | $86,544 | $0 | $0 | $0 | $86,544 |
| 21852 FNMIX | P | 2012-01-01 | 2014-02-04 | $334,993 | $0 | $335,204 | -$211 | $0 | $0 | $0 | -$211 |
| Citibank bond settlement | P | 2008-01-01 | 2014-09-12 | $19,701 | $0 | $0 | $19,701 | $0 | $0 | $0 | $19,701 |
| Fidelity capital gains ditributions | P | 2013-01-01 | 2014-12-31 | $8,765 | $0 | $0 | $8,765 | $0 | $0 | $0 | $8,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,429 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,242 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,240,650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,342,762 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.195601 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,576,672 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,635,386 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.457231 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,742,167 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,609,909 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.263569 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,841,314 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,184,891 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.297712 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $902,948 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,807,583 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.155477 | DistributionYr5Rt |
| Total Distribution | 1.369590 | TotalDistributionRt |
| Average Distribution | 0.273918 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,515,126 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,058,528 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,852 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,061,380 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,468,950 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,703 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,703 | SubtotalAmt |
| Tax Based On Investment Income | $5,703 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$12,000 | OriginalReturnOverpaymentAmt |
| Overpayment | $6,297 | OverpaymentAmt |
| Applied To ES Tax | $6,297 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,424,374 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,205,196 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,629,570 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,629,570 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,444 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,515,126 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $375,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $375,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,703 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,703 | TotalTaxAmt |
| Distributable Before Adj | $370,053 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $370,053 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $370,053 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,468,950 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,468,950 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,468,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $370,053 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $612,569 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,540,341 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,428,498 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,297,069 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $935,011 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,813,488 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,468,950 | QualifyingDistributionsAmt |
| Applied To Current Year | $370,053 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,098,897 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,912,385 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $612,569 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,299,816 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,540,341 | ExcessFromYear4Amt |
| Excess From Year3 | $1,428,498 | ExcessFromYear3Amt |
| Excess From Year2 | $2,297,069 | ExcessFromYear2Amt |
| Excess From Year1 | $935,011 | ExcessFromYear1Amt |
| Excess From Current Year | $1,098,897 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 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 | $2,000 |
| 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 | $10,000 |
| Long Wharf Theatre | ||||||
| 222 Sargent Drive | New Haven | CT | 06511 | 501(c)3 | budget | $25,000 |
| New York Botanical Garden | ||||||
| 200th Street and Kazimiroff Blvd | Bornx | NY | 10458 | 501(c)3 | budget | $125,000 |
| NYU Langone Medical Center | ||||||
| 550 First Ave | New York | NY | 10016 | 501(c)3 | budget | $200,000 |
| The Lierary Council Gulf Coast | ||||||
| 26820 Old 41 | Bonita springs | FL | 34135 | 501(c)3 | budget | $500 |
| Rye Free Reading Room | ||||||
| 1061 Boston Post Road | Rye | NY | 10580 | 501(c)3 | budget | $500 |
| Rye Voluteer Firefighters | ||||||
| 15 Locust Ave | Rye | NY | 10580 | 501(c)3 | budget | $500 |
| 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 |
| Stanford Univeristy | ||||||
| 450 Serra Mall | Stanford | CA | 94305 | 501(c)3 | budget | $500,000 |
| Memorial Sloan-Kettering Cancer Center | ||||||
| 663 Third Ave 28th Floor | New York | NY | 10017 | 501(c)3 | budget | $275,000 |
| Rye Police Assn | ||||||
| PO Box 246 | Rye | NY | 10580 | 501(c)3 | budget | $1,000 |
| Jazz Aspen of Snowmass | ||||||
| 110 East Hallam | Aspen | CO | 81611 | 501(c)3 | budget | $1,250 |
| Aspen Center for Environmental Studies | ||||||
| 11247 Castle Creek Road | Aspen | CO | 81611 | 501(c)3 | budget | $11,200 |
| Thrift Store of Aspen | ||||||
| 422 e Hopkins Avenue | Aspen | CO | 81611 | 501(c)3 | budget | $2,500 |
| Thetre Aspen | ||||||
| 470 Rio Grande Place | Aspen | CO | 81611 | 501(c)3 | budget | $15,000 |
| Basalt High School | ||||||
| 600 Southside Dr | Basalt | CO | 81621 | 501(c)3 | budget | $4,500 |
| Kent School | ||||||
| 1 Macedonia Road | Kent | CT | 06757 | 501(c)3 | budget | $5,000 |
| 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 | $10,000 |
| Kidney and Urology Foundation | ||||||
| 2 West 47th Street | New York | NY | 10036 | 501(c)3 | budget | $2,000 |
| Friends of Read Wildlife Sanctuary | ||||||
| PO Box 548 | Rye | NY | 10580 | 501(c)3 | budget | $2,000 |
| The Apawamis Foundation | ||||||
| 2 club Road | Rye | NY | 10580 | 501(c)3 | budget | $5,000 |
| (no name) | ||||||
| $0 | ||||||
| Paws for Life | ||||||
| PO Box 407 | Chesapeake City | MD | 21915 | 501(c)3 | budget | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,468,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,506 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110,429 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $285,156 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,156 | 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 | $2,213,030 | Yes (X) |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| FNMIX | 2014-01 | Purchased | 2014-02 | $25,096 | $27,338 | -$2,242 |
| FNMIX | 2012-01 | Purchased | 2014-02 | $23,824 | $25,952 | -$2,128 |
| MNK | 2013-07 | Purchased | 2014-07 | $191,999 | $105,455 | $86,544 |
| FNMIX | 2012-01 | Purchased | 2014-02 | $334,993 | $335,204 | -$211 |
| Citibank bond settlement | 2008-01 | Purchased | 2014-09 | $19,701 | $19,701 | |
| Fidelity capial gain distributions | 2013-01 | Purchased | 2014-12 | $8,765 | $8,765 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ChevronTexaco | $1,153,594 | $2,849,372 |
| Minerals Technology | $69,450 | |
| Met Life | $314,476 | $540,900 |
| Pfizer | $645,599 | $2,158,695 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Ivy Science & Technology | $117,587 | $190,409 |
| Vanguard Energy | $121,808 | $104,120 |
| Wasatch Emerging Markets Small Cap | $103,048 | $110,290 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Appreciation in donated securities | Desc |
| Amt | $1,478,366 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| NFC Investment Adv | $148,737 |
| TD Bank-fee charge for checks | $6 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Foreign taxes | $399 |
| Federal tax | $16,311 |