J R MORRIS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- J R MORRIS CHARITABLE FOUNDATION INC (EIN 16-1490773)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-02-25
- IRS object ID
- 202540569349101009
- Schema version
- 2023v6.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-25T16:33:03-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264431077 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edward Kennedy CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Elm Street | AddressLine1Txt |
| City | Penn Yan | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14527 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161490773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J R Morris Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JRMO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154 North Glenora Road | AddressLine1Txt |
| City | Dundee | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14837 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffrey R Morris | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6072438383 | PhoneNum |
| Signature | 2025-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin P Hines EA | PreparerPersonNm |
| PTIN | P00293492 | PTIN |
| Phone | 3155363335 | PhoneNum |
| Preparation | 2025-02-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,151,829 | 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 |
| Interest On Sav Rev And Expnss | $1,964 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,964 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,363 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $124,864 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $194,654 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $124,864 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $147,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,191 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,216 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,629 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $94 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $94 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $144 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,159 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,096 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $13,299 | SavAndTempCashInvstEOYAmt |
| Other Investments BOY | $1,125,987 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,152,273 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,151,829 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,125,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,165,572 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,151,829 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,947 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,947 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,124,040 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,165,572 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,124,040 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,165,572 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,125,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,165,572 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,124,040 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,032 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,500 | OtherIncreasesAmt |
| Subtotal | $1,165,572 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,165,572 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| LT Capital Gain Inv Co of America | P | 1998-12-24 | 2023-12-15 | $32,982 | $32,982 | |
| LT Capital Gain New Perspective | P | 1999-12-16 | 2023-12-15 | $39,793 | $39,793 | |
| LT Capital Gain Inv Co of America | P | 1998-12-21 | 2024-06-28 | $2,879 | $2,879 | |
| Sold 172243 Shs New Perspective | P | 1999-12-16 | 2024-02-14 | $10,000 | $4,364 | $5,636 |
| Sold 465867 Shs New Perspective | P | 1999-12-16 | 2024-08-27 | $30,000 | $14,758 | $15,242 |
| Sold 121099 Shs Investment Co Amer | P | 1999-12-21 | 2023-12-05 | $6,000 | $1,978 | $4,022 |
| Sold 761159 Shs Investment Co Amer | P | 1999-12-21 | 2024-02-14 | $40,000 | $14,230 | $25,770 |
| Sold 54515 Shs Investment Co Amer | P | 1999-12-21 | 2024-05-06 | $3,000 | $1,151 | $1,849 |
| Sold 121099 Shs Investment Co Amer | P | 1999-12-21 | 2024-08-27 | $30,000 | $12,729 | $17,271 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $124,864 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,045 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,045 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,045 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $2,045 | TaxDueAmt |
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 |
| Individual With Books | Jeffrey R Morris | IndividualWithBooksNm |
| Phone | 6072438383 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154 N Glenora Road | AddressLine1Txt |
| City | Dundee | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 148378817 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Jeffrey R Morris | ||||||||
| 154 N Glenora Road | Dundee | NY | 148378817 | President | 2.00 | $0 | $0 | $0 |
| Laurie Richer | ||||||||
| 154 N Glenora Road | Dundee | NY | 148378817 | Secretary | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Scholarships | Description1Txt |
| Expenses1 | $33,000 | Expenses1Amt |
| Description2 | Contributions to other Organizations 37 Organizations | Description2Txt |
| Expenses2 | $69,075 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,043,013 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,243 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,095,256 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,095,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,063,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,191 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,191 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,045 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,045 | TotalTaxAmt |
| Distributable Before Adj | $101,146 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $102,646 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $102,646 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,075 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $102,075 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,646 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,596 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,596 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,075 | QualifyingDistributionsAmt |
| Applied To Current Year | $102,075 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $571 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $571 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,025 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,025 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,025 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jeffrey R Morris | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Jeffrey R Morris | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154 North Glenora Road | AddressLine1Txt |
| City | Dundee | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 148378817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6072438383 | RecipientPhoneNum |
| Form And Info And Materials | Applicants are required to submit a complete biographical record and supporting materials including a report on their academic careers a detailed statement of theireducational plans and commitments after the scholarship program letters of reference which may include recommendations from instructors and lists of publications and other accomplishments if any. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Parents of children seeking scholarships must reside in Allegany Steuben or Yates Counties and have annual gross income of $60000 or less | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Alfred Station Fire Company | |||||
| PO Box 282 | Alfred | NY | 14802 | Training supplies and assisting those in need | $1,000 |
| Alfred University | |||||
| 1 Saxon Drive | Alfred | NY | 14802 | Crandall Endowed Scholarship Fund | $33,000 |
| Alfred University | |||||
| 1 Saxon Drive | Alfred | NY | 14802 | Alfred Fund | $3,000 |
| Alfred University | |||||
| 1 Saxon Drive | Alfred | NY | 14802 | Saxon Circle general operations | $4,000 |
| American Red Cross | |||||
| 786 Delaware Ave | Buffalo | NY | 14209 | Assist families and children in the Dundee area | $1,000 |
| ARC of Schuyler | |||||
| 203 12th Street | Watkins Glen | NY | 14891 | Assist those that are served | $500 |
| Arnot Health Foundation | |||||
| 571 E Market St Suite 102 | Elmira | NY | 14901 | Leblanc Endowment for -conferences and training | $500 |
| Eagle Valley Library Fund | |||||
| PO Box 240 | Eagle | CO | 81631 | Avon Library Collection Development | $2,000 |
| Cayuga Medical Center Foundation | |||||
| 101 Dates Drive | Ithaca | NY | 14850 | General Operations-Directly assist patients | $1,000 |
| Clemens Center | |||||
| PO Box 1046 | Elmira | NY | 14902 | General Operations-Programming | $1,000 |
| Dundee Library | |||||
| 32 Water St | Dundee | NY | 14837 | 1500 Books and materials1000 Childrens area | $2,500 |
| Dundee Area United Fund | |||||
| PO Box 15 | Dundee | NY | 14837 | Support the thirteen Dundee area agencies | $2,500 |
| Eagle Valley Community Foundation | |||||
| PO Box 1580 | Vail | CO | 81658 | Assist families in the Eagle River Valley area | $2,000 |
| Empire Center | |||||
| PO Box 7113 | Albany | NY | 12224 | General Operations | $2,000 |
| Finger Lakes Health Foundation | |||||
| 196 North St | Geneva | NY | 14456 | Directly assist clients | $500 |
| Hart Family Comfort House | |||||
| 141 East State St | Wellsville | NY | 14895 | Assist families of Hart House | $1,000 |
| Ontario-Yates Hospice | |||||
| 756 Pre-Emption Rd | Geneva | NY | 14456 | Assist families in need | $1,000 |
| Judicial Watch | |||||
| 425 Third St SW Suite 800 | Washington | DC | 20024 | General Operations | $2,000 |
| Keuka Comfort Care Home | |||||
| PO Box 17 | Penn Yan | NY | 14527 | Directly assist those in need | $1,000 |
| Manor Crest Foundation | |||||
| 655 Liberty St | Penn Yan | NY | 14527 | To be directed toward the residents of the Manor | $1,000 |
| Literacy Volunteers of Yates County | |||||
| 117 E Elm St | Penn Yan | NY | 14527 | Directly assist those clients served | $1,000 |
| Millys Pantry | |||||
| PO Box 196 | Penn Yan | NY | 14527 | Support needy children in Dundee area | $2,500 |
| Mountain Valley Horse Rescue | |||||
| 33933 Colorado River Rd | Mc Coy | CO | 80463 | Directly support the care and needs of horses | $1,000 |
| National Right to Work | |||||
| 8001 Braddock Rd | Springfield | VA | 22160 | General Operations | $5,000 |
| Royal Family Kids Camp | |||||
| 7448 Centerville Rd | Houghton | NY | 14744 | General Operations-support campers | $2,000 |
| Schuyler Hospital | |||||
| 220 Steuben St | Montour Falls | NY | 14865 | Seneca View Skilled Nursing Facility | $500 |
| Seneca Lake Pure Waters Association | |||||
| PO Box 247 | Geneva | NY | 14456 | General Operations-Programs | $1,000 |
| Southern Tier Library System | |||||
| 9424 Scott Rd | Painted Post | NY | 14870 | Acquisition of books and materials | $1,000 |
| Vail Health Foundation | |||||
| PO Box 1529 | Vail | CO | 81658 | General Operations-Support those in Need | $2,000 |
| Vail Mountain School | |||||
| 3000 Booth Falls Rd | Vail | CO | 81657 | Alumni Platform 1000Spring Gala 2875 | $3,875 |
| Vail Valley Foundation | |||||
| PO Box 6550 | Avon | CO | 81620 | Directly assist those in need | $6,000 |
| Yates Community Center | |||||
| 467 Main St | Penn Yan | NY | 14527 | Programming and Activities | $1,500 |
| Vail Veterans Program | |||||
| PO Box 6473 | Vail | CO | 81658 | General Operations-Directly support those in need | $2,000 |
| Round-Up River Ranch | |||||
| 8333 Colorado River Rd | Gypsum | CO | 81637 | Directly support the campers at the ranch | $2,400 |
| Alfred University | |||||
| 1 Saxon Drive | Alfred | NY | 14802 | To support the creation of Saxon Hill Project | $5,000 |
| University of Tampa | |||||
| 401 W Kennedy Blvd Box H | Tampa | FL | 33606 | Annual Fund | $1,000 |
| Leadership Institute | |||||
| 1101 North Highland St | Arlington | VA | 22201 | General Operations | $500 |
| Food Bank of the ST | |||||
| 388 Upper Oakwood Ave | Elmira | NY | 14903 | Benefit those that are served by the food bank | $1,000 |
| Beaver Creek Property Assoc | |||||
| PO Box 123 | Avon | CO | 81620 | General Operations | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,075 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,964 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,363 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,327 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,327 | 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 | 04 | LineNumberTxt |
| Relationship Statement | The investment interest dividends and other investment income andthe gain on sale of securities sold provide funds for scholarshipsgrants and contributions to other charitable organizations | RelationshipStatementTxt |
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 | Prepare Form 990 PF | CategoryTxt |
| Amt | $3,216 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Investment Co Of America | $617,689 | $1,101,786 |
| New Perspective Fund | $534,584 | $1,050,043 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office Expenses | Desc |
| Revenue And Expenses Per Books | $144 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Distribution Returned | Desc |
| Amt | $1,500 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal Tax | $1,379 | $0 | $0 | $0 |
| NY CHAR | $250 | $0 | $0 | $0 |
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