BEACON LIGHT FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BEACON LIGHT FOUNDATION INC (EIN 11-3333751)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-12
- IRS object ID
- 201523169349100607
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T07:59:45-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | ALICE BENNETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5162222285 | PhoneNum |
| Signature | 2015-11-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNARD FLIGEL CPA | PreparerPersonNm |
| PTIN | P00162616 | PTIN |
| Phone | 5166811040 | PhoneNum |
| Preparation | 2015-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,749,426 | 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 | $15,672 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,672 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,672 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $118,477 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $424,710 | GrossSalesPriceAmt |
| Total Rev And Expnss | $134,149 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,672 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,672 | 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 | $15,070 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $770 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $695 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $695 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,187 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $396 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $791 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $356 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $153 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $203 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,344 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,564 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,578 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,344 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,234 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,571 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,672 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $1,709,204 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,749,426 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,749,426 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,709,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,749,426 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,749,426 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,709,204 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,749,426 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,709,204 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,749,426 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,709,204 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,749,426 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,709,204 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,571 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,651 | OtherIncreasesAmt |
| Subtotal | $1,749,426 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,749,426 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $74,976 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,401,906 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053481 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $127,882 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,344,059 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.095146 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $66,943 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,379,657 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048521 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,544 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,341,072 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057077 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $80,605 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,215,935 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066291 | DistributionYr5Rt |
| Total Distribution | 0.320516 | TotalDistributionRt |
| Average Distribution | 0.064103 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,234 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $955 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $955 | TotalPaymentsAndCreditsAmt |
| Overpayment | $955 | OverpaymentAmt |
| Applied To ES Tax | $955 | 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) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,234 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $100,234 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $100,234 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $19,946 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,576 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,974 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $127,915 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $75,021 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $299,432 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,234 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $100,234 | RemainingDistriFromCorpusAmt |
| Total Corpus | $399,666 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $19,946 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $379,720 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,576 | ExcessFromYear4Amt |
| Excess From Year3 | $66,974 | ExcessFromYear3Amt |
| Excess From Year2 | $127,915 | ExcessFromYear2Amt |
| Excess From Year1 | $75,021 | ExcessFromYear1Amt |
| Excess From Current Year | $100,234 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADIRONDAK SAVE -A -STRAY | ||||||
| 4880 NEW YORK 9N | CORINTH | NY | 12822 | NONE | CONTRIBUTION | $2,000 |
| ALS ASSOCIATION | ||||||
| 1275 K STREET NW - S 250 | WASHINGTON | DC | 20005 | NONE | CONTRIBUTION | $100 |
| ALUMNI ASSOC OF THE UNIVER OF MIC | ||||||
| 200 FLETCHER STREET | ANN ARBOR | MI | 48109 | NONE | CONTRIBUTION | $100 |
| ALZHEIMERS'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | NONE | CONTRIBUTION | $2,500 |
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | CONTRIBUTION | $500 |
| AMERICAN LUNG ASSOCIATION | ||||||
| 55 W WACKER DR - S1150 | CHICAGO | IL | 60601 | NONE | CONTRIBUTION | $250 |
| DR BENJAMIN WILLIAMS | ||||||
| 230 PARK AVENUE | NEW YORK | NY | 10169 | NONE | CONTRIBUTION | $1,000 |
| BILLY HARKINS BASKETBALL PROGRAM | ||||||
| 1300 NORTHERN BLVD | MANHASSET | NY | 11030 | NONE | CONTRIBUTION | $250 |
| CANINE COMPANIONS FOR INDEPENDABLE | ||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | NONE | CONTRIBUTION | $500 |
| CHALLENGED ATHLETE | ||||||
| 9591 WAPLES STREET | SAN DEIGO | CA | 92121 | NONE | CONTRIBUTION | $250 |
| COMMUNITY ACTION SOUTHOLD TOWN | ||||||
| 311 FRONT STREET | GREENPORT | NY | 11901 | NONE | CONTRIBUTION | $1,500 |
| CYCLE FOR SURVIVAL | ||||||
| 633 3RD AVENUE - 4TH FL | NEW YORK | NY | 10017 | NONE | CONTRIBUTION | $200 |
| DAS SPORTS | ||||||
| 1 CLEVLAND STREET 1100 | GORDONSVILLE | VA | 22942 | NONE | CONTRIBUTION | $250 |
| DR SHERRY'S PEDIATRIC RSD FUND | ||||||
| 4TH ST CIVIC CENTER BL | PHILADELPHIA | PA | 19104 | NONE | CONTRIBUTION | $500 |
| EAST END ARTS HUMANITY | ||||||
| 133 EAST MAIN STREET | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $600 |
| EASTERN LONG ISLAND HOSPITAL | ||||||
| 201 MANOR PLACE | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $15,950 |
| ELIH FOUNDATION | ||||||
| 201 MANOR PLACE | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $10,000 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 89-60 164TH STREET | JAMAICA | NY | 11432 | NONE | CONTRIBUTION | $1,500 |
| FRANKLIN COMMUNITY CENTER | ||||||
| 10 FRANKLIN STREET | SARATOGA SPRINGS | NY | 12886 | NONE | CONTRIBUTION | $1,000 |
| GLENS FALLS HOSPITAL FOUNDATION | ||||||
| 126 SOUTH STREET | GLENS FALLS | NY | 12801 | NONE | CONTRIBUTION | $1,000 |
| HOPE | ||||||
| PO BOX 2497 | WILTON | NY | 12831 | NONE | CONTRIBUTION | $3,000 |
| HAPPY CAT INC | ||||||
| PO BOX 5424 | ALBANY | NY | 12205 | NONE | CONTRIBUTION | $500 |
| HOMES FOR OUR TROOPS | ||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | NONE | CONTRIBUTION | $1,000 |
| HONOR FLIGHT LONG ISLAND | ||||||
| 116 HAMPTON ROAD | SOUTHAMPTON | NY | 11968 | NONE | CONTRIBUTION | $500 |
| JCC | ||||||
| 300 FOREST DRIVE | GREENVALE | NY | 11548 | NONE | CONTRIBUTION | $1,000 |
| LAKE GEORGE SCHOOL | ||||||
| 381 CANADA STREET | LAKE GEORGE | NY | 12845 | NONE | CONTRIBUTION | $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 | $1,000 |
| MUTUAL CONCERNS COMMITTEE | ||||||
| PO BOX 164 | SEACLIFF | NY | 11579 | NONE | CONTRIBUTION | $150 |
| NF CHAMBER | ||||||
| 54655 NY-25 | SOUTHHOLD | NY | 11971 | NONE | CONTRIBUTION | $380 |
| NASSAU COUNTY WOMENSBAR ASSOCIATION | ||||||
| 585 STEWART AVENUE | GARDEN CITY | NY | 11530 | NONE | CONTRIBUTION | $200 |
| NATIONAL EATING DISORDERS ASSOCIATI | ||||||
| 165 W 46TH STREET | NEW YORK | NY | 10036 | NONE | CONTRIBUTION | $500 |
| 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 | $1,500 |
| NORTH SHORE ATHLECTIC BOOSTER CLUB | ||||||
| PO BOX 455 | SEA CLIFF | NY | 11579 | NONE | CONTRIBUTION | $5,200 |
| NORTH SHORE LAND ALLIANCE | ||||||
| 151 POST ROAD | OLD WESTBURY | NY | 11568 | NONE | CONTRIBUTION | $3,375 |
| OVARIAN CANCER | ||||||
| 14 PENN PLAZA - SUIT 1710 | NEW YORK | NY | 10122 | NONE | CONTRIBUTION | $3,350 |
| PECONIC BAY MEDICAL CENTER | ||||||
| 1300 ROANOKE AVENUE | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $125 |
| PECONIC LAND TRUST | ||||||
| 296 HAMPTON ROAD | SOUTHAMPTON | NY | 11968 | NONE | CONTRIBUTION | $1,000 |
| RIVERHEAD FOUNDATION MARINE RESERCH | ||||||
| 431E MAIN STREET | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $2,000 |
| RIVERLIFE CHAPEL | ||||||
| 3474 CREEK ROAD | YOUNGSTOWN | NY | 14174 | NONE | CONTRIBUTION | $3,000 |
| SARATOGA COUNTY ANIMAL SHELTER | ||||||
| 6010 COUNTY FARM ROAD | BALLSTON SPA | NY | 12020 | NONE | CONTRIBUTION | $500 |
| SOUTHHOLD ANIMAL SHELTER | ||||||
| 269 PECONIC LANE | PECONIC | NY | 11901 | NONE | CONTRIBUTION | $500 |
| SOUTHHOLD ROTARY CLUB | ||||||
| NORTH ROAD | GREENPORT | NY | 11944 | NONE | CONTRIBUTION | $500 |
| ST JUDE CHILDREN'S RESEARCH HOSPIT | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | CONTRIBUTION | $2,000 |
| THE BEN OSBORN MEMORIAL FUND | ||||||
| 46 DINEEN ROAD | LAKE GEORGE | NY | 12845 | NONE | CONTRIBUTION | $820 |
| THE INN | ||||||
| 211 FULTON STREET | HEMPSTEAD | NY | 11550 | NONE | CONTRIBUTION | $10,000 |
| THE MUTUAL CONCERNS COMMITTEE | ||||||
| 46 SEA CLIFF AVENUE | SEA CLIFF | NY | 11579 | NONE | CONTRIBUTION | $1,000 |
| THE VISCARDI CENTER | ||||||
| I U WILETS ROAD | ALBERTSON | NY | 11507 | NONE | CONTRIBUTION | $300 |
| TIMOTHY HILL CHILDREN'S RANCH | ||||||
| 298 MIDDLE ROAD | RIVERHEAD | NY | 11901 | NONE | CONTRIBUTION | $2,500 |
| TOURO COLLEGE | ||||||
| 33 WEST 23RD STREET | NEW YORK | NY | 10010 | NONE | CONTRIBUTION | $175 |
| VETERAN'S MOVING FORWARD | ||||||
| PO BOX 404 | CATHARPIN | VA | 20143 | NONE | CONTRIBUTION | $5,000 |
| WE CARE FUND | ||||||
| 15TH WEST STREETS | MINEOLA | NY | 11501 | NONE | CONTRIBUTION | $1,950 |
| WOMAN'S FUND OF LONG ISLAND | ||||||
| 1740 OLD JERICHO TURNPIKE | JERICHO | NY | 11753 | NONE | CONTRIBUTION | $1,195 |
| WOUNDED WARRIOR PROJECT | ||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | NONE | CONTRIBUTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,670 | 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 | $15,672 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $118,477 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $134,149 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $134,149 | 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 (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| UBS - TRADES | 2014-02 | PURCHASE | 2014-12 | $33,159 | $37,725 | -$4,566 |
| UBS - TRADES | 2010-07 | PURCHASE | 2014-12 | $254,102 | $139,814 | $114,288 |
| JANNEY MONTGOMERY SCOTT - TRADES | 2014-02 | PURCHASE | 2014-06 | $21,464 | $17,445 | $4,019 |
| JANNEY MONTGOMERY SCOTT - TRADES | 2011-12 | PURCHASE | 2014-01 | $30,762 | $26,026 | $4,736 |
| JANNEY MONTGOMERY SCOTT - TRADES | 2005-11 | PURCHASE | 2014-07 | $85,223 | $85,223 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENTS | ||
| UBS - RF 86187 R3 | $524,967 | $524,967 |
| UBS - RF 82558 R3 | $709,560 | $709,560 |
| JANNEY MONTGOMERY - 4597-6309 | $514,899 | $514,899 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | $240 | $120 | $120 |
| FILING FEES | $50 | $50 | |
| MISCELLANOUS | $66 | $33 | $33 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $22,651 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $13,530 | $13,530 | |
| BOOKKEEPING | $1,540 | $770 | $770 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS - FOREIGN TAXES PAID | $577 | $577 |
| JANNEY - FOREIGN TAXES PAID | $118 | $118 |