VAN STEEN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- VAN STEEN FOUNDATION (EIN 30-0075550)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-08
- IRS object ID
- 201442819349100104
- Schema version
- 2013v3.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-08T10:03:25-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133866104 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANNY W STANTON CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 WESTCHESTER AVE SUITE 301 | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300075550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VAN STEEN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANS | BusinessNameControlTxt |
| Phone | 9142511115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78 SOUTH HIGHLAND AVE | AddressLine1 |
| City | OSSINING | City |
| State | NY | State |
| ZIP Code | 10562 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN VAN STEEN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9142511115 | PhoneNum |
| Signature | 2014-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANNY W STANTON CPA | PreparerPersonNm |
| PTIN | P00052517 | PTIN |
| Phone | 9143281729 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,296 | 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 | $1,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,143 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,768 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,335 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,768 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,911 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,911 | 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 | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $69 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $458 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $458 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,327 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $477 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,927 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $477 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,984 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,434 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $207 | CashBOYAmt |
| Cash EOY | $199 | CashEOYAmt |
| Cash EOYFMV | $199 | CashEOYFMVAmt |
| Corporate Stock BOY | $35,150 | CorporateStockBOYAmt |
| Corporate Stock EOY | $55,350 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $65,097 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,208 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $50,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,549 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,296 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $34,324 | CapitalStockBOYAmt |
| Capital Stock EOY | $34,324 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,241 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,225 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,549 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,549 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,984 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $55,549 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,549 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 13 SHARES OF ALEERGAN INC | P | 2013-10-03 | 2013-10-07 | $1,172 | $1,172 | $0 | $0 |
| 20 SHARES OF CAMERON INTL CORP | P | 2013-10-03 | 2013-11-01 | $1,091 | $1,198 | -$107 | -$107 |
| 66 SHARES OF E M C CORPORATION MASS | P | 2013-10-03 | 2013-10-07 | $1,677 | $1,666 | $11 | $11 |
| 3 SHARES OF INTUITIVE SURGICAL INC NEW | P | 2013-02-07 | 2013-10-03 | $1,092 | $1,710 | -$618 | -$618 |
| 29 SHARES OF JACOBS ENGN GRP INC DELA | P | 2013-10-03 | 2013-10-07 | $1,659 | $1,660 | -$1 | -$1 |
| 14 SHARES OF MARATHON PETROLEUM CORP | P | 2013-02-07 | 2013-10-03 | $911 | $1,107 | -$196 | -$196 |
| 15 SHARES OF NATIONAL-OILWELL VARCO INC | P | 2013-10-03 | 2013-10-07 | $1,185 | $1,178 | $7 | $7 |
| 12 SHARES OF QUALCOMM INC | P | 2013-10-03 | 2013-10-08 | $802 | $805 | -$3 | -$3 |
| .1690 SHARE OF VIRTUS PREMIUM ALPHA SECTOR FUND CL I | P | 2013-06-27 | 2013-09-24 | $3 | $3 | $0 | $0 |
| 4 SHARES OF APACHE CORP | P | 2011-01-04 | 2013-02-07 | $335 | $484 | -$149 | -$149 |
| 5 SHARES OF BHP BILLITON LTD ADR | P | 2011-02-07 | 2013-10-03 | $330 | $474 | -$144 | -$144 |
| 10 SHARES OF CONOCOPHILLIPS | P | 2011-02-07 | 2013-10-03 | $697 | $558 | $139 | $139 |
| 14 SHARES OF CITIGROUPD INC COM NEW | P | 2011-01-06 | 2013-10-03 | $676 | $689 | -$13 | -$13 |
| 12 SHARES OF GENERAL MOTORS CO COMMON SHARES | P | 2011-01-11 | 2013-01-22 | $350 | $470 | -$120 | -$120 |
| 5 SHARES OF METLIFE INC COM | P | 2011-01-06 | 2013-10-03 | $232 | $233 | -$1 | -$1 |
| 5 SHARES OF PHILLIPS 66 SHS | P | 2011-02-07 | 2013-10-03 | $295 | $166 | $129 | $129 |
| 13 SHARES OF QUALCOMM INC | P | 2011-01-27 | 2013-10-08 | $869 | $690 | $179 | $179 |
| 6 SHARES OF RIO TINTO PLC SPNSRD ADR | P | 2011-02-08 | 2013-10-03 | $291 | $458 | -$167 | -$167 |
| 3 SHARES OF STARWOOD HOTELS AND RESORTS WORLDWIDE NE | P | 2011-02-03 | 2013-10-03 | $198 | $180 | $18 | $18 |
| 5 SHARES OF AMAZON COM INC COM | P | 2010-10-05 | 2013-05-01 | $1,236 | $769 | $467 | $467 |
| 3 SHARES OF APPLE INC | P | 2008-12-02 | 2013-10-03 | $1,454 | $446 | $1,008 | $1,008 |
| 11 SHARES OF BOEING COMPANY | P | 2010-03-10 | 2013-01-08 | $822 | $733 | $89 | $89 |
| 11 SHARES OF CAPITAL ONE FINL | P | 2010-06-21 | 2013-10-03 | $755 | $278 | $477 | $477 |
| 25 SHARES OF DIRECTV SHS | P | 2010-09-17 | 2013-10-03 | $1,482 | $840 | $642 | $642 |
| 6 SHARES OF DEERE CO | P | 2010-11-12 | 2013-10-03 | $493 | $465 | $28 | $28 |
| 24 SHARES OF DISNEY (WALT) CO COM STK | P | 2010-03-09 | 2013-10-03 | $1,544 | $665 | $879 | $879 |
| 33 SHARES OF DU PONT E I DE NEMOURS | P | 2010-08-05 | 2013-10-03 | $1,920 | $1,351 | $569 | $569 |
| 26 SHARES OF EXPRESS SCRIPTS HLDG CO | P | 2010-07-12 | 2013-02-07 | $1,426 | $961 | $465 | $465 |
| 16 SHARES OF FREEPRT-MCMRAN CPR & GLD | P | 2010-12-07 | 2013-10-03 | $529 | $820 | -$291 | -$291 |
| 82 SHARES OF FORD MOTOR CO | P | 2010-04-21 | 2013-10-03 | $1,390 | $1,055 | $335 | $335 |
| 2 SHARES OF GOOGLE INC CL A | P | 2009-02-09 | 2013-10-03 | $1,765 | $854 | $911 | $911 |
| 11 SHARES OF HALLIBURTON COMPANY | P | 2010-12-22 | 2013-10-03 | $531 | $444 | $87 | $87 |
| 12 SHARES OF INTL BUSINESS MACHINES CORP IBM | P | 2010-06-23 | 2013-10-03 | $2,203 | $1,269 | $934 | $934 |
| 24 SHARES PF JPMORGAN CHASE & CO | P | 2010-04-15 | 2013-10-03 | $1,246 | $1,096 | $150 | $150 |
| 15 SHARES OF LAS VEGAS SANDS CORP | P | 2010-10-29 | 2013-10-03 | $997 | $545 | $452 | $452 |
| 20 SHARES OF METLIFE INC | P | 2010-09-02 | 2013-10-03 | $928 | $824 | $104 | $104 |
| 6 SHARES OF MCDONALDS INC | P | 2010-12-07 | 2013-10-03 | $569 | $466 | $103 | $103 |
| 12 SHARES OF NETAPP INC | P | 2010-12-02 | 2013-10-03 | $507 | $671 | -$164 | -$164 |
| 13 SHARES OF OCCIDENTAL PETE CORP CAL | P | 2009-11-05 | 2013-10-03 | $1,223 | $818 | $405 | $405 |
| 55 SHARES OF ORACLE CORP $0.01 DEL | P | 2010-07-23 | 2013-10-03 | $1,834 | $1,261 | $573 | $573 |
| 25 SHARES OF PEOBODY ENERGY GROUP COM | P | 2010-12-02 | 2013-01-04 | $669 | $1,194 | -$525 | -$525 |
| 5 SHARES OF PRECISION CASTPARTS | P | 2009-12-21 | 2013-10-03 | $1,146 | $562 | $584 | $584 |
| 19 SHARES OF RED HAT INC | P | 2010-12-08 | 2013-10-03 | $851 | $854 | -$3 | -$3 |
| 9 SHARES OF STARWOOD HOTELS AND RESORTS WORLDWIDE NE | P | 2010-05-12 | 2013-10-03 | $595 | $469 | $126 | $126 |
| 14 SHARES OF SCHLUMBERGER LTD | P | 2010-06-21 | 2013-02-07 | $1,094 | $919 | $175 | $175 |
| 19 SHARES OF UNITED PARCEL SVC CL B | P | 2010-10-14 | 2013-10-03 | $1,714 | $1,241 | $473 | $473 |
| 14 SHARES OF UNION PACIFIC CORP | P | 2009-08-03 | 2013-10-03 | $2,172 | $609 | $1,563 | $1,563 |
| 15 SHARES OF UNITED TECHS CORP COM | P | 2010-10-01 | 2013-10-03 | $1,550 | $877 | $673 | $673 |
| 17 SHARES OF VALE SA | P | 2010-06-21 | 2013-10-03 | $265 | $502 | -$237 | -$237 |
| 22 SHARES OF WELLS FARGO & CO NEW DEL | P | 2010-12-22 | 2013-10-03 | $897 | $695 | $202 | $202 |
| .9760 SHARE OF ALLIANCEBERNSTEIN HIGH INCOME FD CL ADV | P | 2009-07-10 | 2013-09-24 | $9 | $7 | $2 | $2 |
| .8070 SHARE OF TEMPLETON GLBL BOND FD ADV CL | P | 2011-03-09 | 2013-09-24 | $11 | $10 | $1 | $1 |
| 3 SHARES OF VIRUS PREMIUM ALPHA SECTOR FUND CL I | P | 2012-12-28 | 2013-10-03 | $47 | $40 | $7 | $7 |
| 39 SHARES OF CSX CORP | P | 2011-01-25 | 2013-10-07 | $989 | $908 | $81 | $81 |
| 1 SHARE OF VIRTUS PREMIUM ALPHA SECTOR FUND CL I | P | 2012-06-28 | 2013-10-03 | $16 | $12 | $4 | $4 |
| 15 SHARES OF AMERICAN TOWER REIT INC | P | 2008-06-25 | 2013-10-07 | $1,090 | $665 | $425 | $425 |
| 6 SHARES OF BAIDU INC SPON ADR | P | 2010-11-02 | 2013-10-07 | $955 | $657 | $298 | $298 |
| 25 SHARES OF DOW CHEMICAL CO | P | 2009-10-20 | 2013-10-07 | $993 | $664 | $329 | $329 |
| 593 SHARES OF ALPINE TOTAL DYNAMIC DIVIDEND FUND | P | 2009-03-10 | 2013-10-03 | $2,123 | $6,632 | -$4,509 | -$4,509 |
| 239 SHARES OF VIRTUS PREMIUM ALPHA SECTOR FUND CL I | P | 2011-09-08 | 2013-10-03 | $3,709 | $2,944 | $765 | $765 |
| 366 SHARES OF ALLIANCEBERSTEIN HIGH INCOME FD CL ADVQ | P | 2009-07-10 | 2013-10-03 | $3,437 | $2,584 | $853 | $853 |
| 253 SHARES OF TEMPLETON GLBL BOND FD ADV CL | P | 2009-07-10 | 2013-10-03 | $3,284 | $2,990 | $294 | $294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,768 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,959 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $55,185 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053620 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,081 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $57,605 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053485 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,904 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $61,482 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047233 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,377 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $55,864 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042550 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $64,122 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027292 | DistributionYr5Rt |
| Total Distribution | 0.224180 | TotalDistributionRt |
| Average Distribution | 0.044836 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $60,602 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,717 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $94 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,811 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,600 | 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 | $94 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $94 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $94 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $94 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | WALSH AMICUCCI | IndividualWithBooksNm |
| Phone | 9142511115 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 WESTCHESTER AVENUE | AddressLine1 |
| City | PURCHASE | City |
| State | NY | State |
| ZIP Code | 10577 | ZIPCode |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN C VAN STEEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78 SOUTH HIGHLAND AVE | AddressLine1 |
| City | OSSINING | City |
| State | NY | State |
| ZIP Code | 10562 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $61,322 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $203 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,525 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,525 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $923 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,602 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,030 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,030 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $94 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $94 | TotalTaxAmt |
| Distributable Before Adj | $2,936 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,936 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,936 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $94 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,506 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,936 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,364 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,364 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,236 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,700 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BAKER-COLLYER CHRISTMAS FUND | |||||||||||
| PO BOX 508 | OSSINING | NY | 10562 | PUBLIC CHARITY | OPERATIONAL | $50 | |||||
| CAMP SLOANE | |||||||||||
| 124 INDIAN MOUNTAIN RD | LAKEVILLE | CT | 06039 | PUBLIC CHARITY | OPERATIONAL | $100 | |||||
| CHANNEL THIRTEEN | |||||||||||
| 356 W 58TH STREET | NEW YORK | NY | 10019 | PUBLIC CHARITY | OPERATIONAL | $100 | |||||
| CLEARVIEW SCHOOL | |||||||||||
| 480 ALBANY POST RD | BRIARCLIFF MANOR | NY | 10510 | PUBLIC CHARITY | OPERATIONAL | $800 | |||||
| CONSERVATION COUNCIL OF HAWAII | |||||||||||
| 250 WARD AVE 220 | HONOLULU | HI | 96814 | PUBLIC CHARITY | OPERATIONAL | $50 | |||||
| HARVEY SCHOOL | |||||||||||
| 260 JAY ST | KATONAH | NY | 10536 | PUBLIC CHARITY | OPERATIONAL | $150 | |||||
| HOBART & WILLIAM SMITH COLLEGE | |||||||||||
| 300 PULTENEY ST | GENEVA | NY | 14456 | PUBLIC CHARITY | OPERATIONAL | $250 | |||||
| BOND STREET | |||||||||||
| 2 BOND STREET | NEW YORK | NY | 10012 | PUBLIC CHARITY | OPERATIONAL | $150 | |||||
| JUG TAVERN | |||||||||||
| 74 REVOLUTIONARY ROAD | OSSINING | NY | 10562 | PUBLIC CHARITY | OPERATIONAL | $100 | |||||
| FIRST GIVING | |||||||||||
| 34 FARNSWORTH STREET | BOSTON | MA | 02210 | PUBLIC CHARITY | OPERATIONAL | $50 | |||||
| NATIONAL WILDLIFE FEDERATION | |||||||||||
| PO BOX 1583 | MERRIFIELD | NY | 22116 | PUBLIC CHARITY | OPERATIONAL | $100 | |||||
| OSSINING ARTS COUNCIL | |||||||||||
| PO BOX 408 | OSSINING | NY | 10562 | PUBLIC CHARITY | OPERATIONAL | $100 | |||||
| OSSINING FOOD PANTRY | |||||||||||
| 669 ALBANY POST RD | BRIARCLIFF MANOR | NY | 10510 | PUBLIC CHARITY | OPERATIONAL | $100 | |||||
| OSSINING HISTORICAL SOCIETY | |||||||||||
| 196 CROTON AVE | OSSINING | NY | 10562 | PUBLIC CHARITY | OPERATIONAL | $120 | |||||
| OSSINING POLICE ATHLETIC LEAGUE | |||||||||||
| 86 SPRING STREET 88 | OSSINING | NY | 10562 | PUBLIC CHARITY | OPERATIONAL | $25 | |||||
| OSSINING VOLUNTEER FIRE DEPT | |||||||||||
| 21 STATE STREET | OSSINING | NY | 10562 | PUBLIC CHARITY | OPERATIONAL | $50 | |||||
| OVAC-ONE VOICE AGAINST CANCER | |||||||||||
| 1224 M STREET NW SUITE 300 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | OPERATIONAL | $50 | |||||
| PACE UNIVERSITY | |||||||||||
| 1 MARTINE AVE | WHITE PLAINS | NY | 10606 | PUBLIC CHARITY | OPERATIONAL | $400 | |||||
| RIVERKEEPER | |||||||||||
| 20 SECOR RD | OSSINING | NY | 10562 | PUBLIC CHARITY | OPERATIONAL | $50 | |||||
| RUDOLF STEINER FOUNDATION | |||||||||||
| 241 HUNGRY HOLLOW RD | CHESTNUT RIDGE | NY | 10977 | PUBLIC CHARITY | OPERATIONAL | $50 | |||||
| FRIENDS OF OLD DUTCH CHURCH | |||||||||||
| 272 WALL STREET | KINGSTON | NY | 12401 | PUBLIC CHARITY | OPERATIONAL | $100 | |||||
| ST AUGUSTINE'S CHURCH | |||||||||||
| 381 NORTH HIGHLAND AVE | OSSINING | NY | 10562 | PUBLIC CHARITY | OPERATIONAL | $100 | |||||
| HUDSON VALLEY ART ASSOCIATION | |||||||||||
| 7771 S MAIN STREET | PINE PLAINS | NY | 12567 | PUBLIC CHARITY | OPERATIONAL | $300 | |||||
| JDRF | |||||||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | PUBLIC CHARITY | OPERATIONAL | $30 | |||||
| NUTV-NEW UNIVERSITY TELEVISION | |||||||||||
| PUBLIC CHARITY | OPERATIONAL | $75 | 2500 UNIVERSITY DRIVE | CALGARY | CALGARY | CA | T2N 1NA | ||||
| OHCC | |||||||||||
| PUBLIC CHARITY | OPERATIONAL | $50 | 1810-2 CARLTON ST | TORONTO | TORONATO | CA | M5B1J3 | ||||
| ROTARY CLUB | |||||||||||
| PO BOX 1714 | WHITE PLAINS | NY | 10602 | PUBLIC CHARITY | OPERATIONAL | $50 | |||||
| WESTCHESTER COLLABORATIVE THEATER | |||||||||||
| PO BOX 522 | OSSINING | NY | 10562 | PUBLIC CHARITY | OPERATIONAL | $50 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,143 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,768 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,911 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,911 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | NONE | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS & OPTIONS | StockNm |
| EOY Book Value | $55,350 | EOYBookValueAmt |
| EOYFMV | $65,097 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | $211 | $211 | $0 |
| INVESTMENT FEE-MELLILL ACC 4143 | $247 | $247 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPT OF LAW | $50 | $0 | $0 |
| EXCISE TAX | $16 | $16 | $0 |
| FOREIGN TAX ON DIVIDENDS | $3 | $3 | $0 |