GEORGE DUFFY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE DUFFY FOUNDATION (EIN 14-6016445)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202441319349102214
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T13:41:26-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 821602642 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Paul J Gemmiti CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1756 Mcguire School Road | AddressLine1Txt |
| City | Delanson | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 146016445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE DUFFY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1756 MCGUIRE SCHOOL RD | AddressLine1Txt |
| City | Delanson | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12053 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN KIRKPATRICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5189934391 | PhoneNum |
| Signature | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | KIRKPATRICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | BRENDA J SOUCY | PreparerPersonNm |
| PTIN | P01078228 | PTIN |
| Phone | 5188756803 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,758,966 | 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 | $11,951 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $81,149 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,149 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $185,212 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,136 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $124,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,285 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,050 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,050 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,720 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,720 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $17,608 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,608 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,467 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,467 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,845 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,845 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $188,645 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,845 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$64,409 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,440 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,269 | CashBOYAmt |
| Cash EOY | $2,272 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $60,021 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,250 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $1,499,468 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,539,972 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,843,416 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $880,640 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $758,495 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $915,550 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,442,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,377,989 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,758,966 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,442,398 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,377,989 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,442,398 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,377,989 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,442,398 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,377,989 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,442,398 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$64,409 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,377,989 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,377,989 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| ISHARES TIPS | P | 2016-02-10 | 2023-08-02 | $20,270 | $21,316 | -$1,046 |
| ISHARES TIPS | P | 2016-02-11 | 2023-08-02 | $1,061 | $1,120 | -$59 |
| ISHARES TIPS | P | 2016-05-10 | 2023-08-02 | $12,628 | $13,690 | -$1,062 |
| VANGUARD INTERMEDIATE | P | 2016-02-10 | 2023-08-02 | $14,841 | $17,062 | -$2,221 |
| VANGUARD ST BOND | P | 2016-02-10 | 2023-08-02 | $11,308 | $12,063 | -$755 |
| VANGUARD GLBL EX-US REAL | P | 2016-02-10 | 2023-08-22 | $25,480 | $30,771 | -$5,291 |
| FLEXSHARES STOXX GLOBAL | P | 2021-06-28 | 2023-08-02 | $10,340 | $11,561 | -$1,221 |
| HEALTH CARE SELECT SPDR | P | 2016-02-10 | 2023-08-02 | $26,687 | $13,035 | $13,652 |
| HEALTH CARE SELECT SPDR | P | 2016-02-10 | 2023-08-22 | $33,367 | $16,294 | $17,073 |
| SPDR US FINANCIAL SECTOR | P | 2016-02-10 | 2023-08-02 | $12,255 | $7,161 | $5,094 |
| SPDR US FINANCIAL SECTOR | P | 2016-02-10 | 2023-08-22 | $4,855 | $2,926 | $1,929 |
| SPDR US FINANCIAL SECTOR | P | 2016-02-11 | 2023-08-22 | $11,611 | $6,740 | $4,871 |
| SPDR US FINANCIAL SECTOR | P | 2016-10-06 | 2023-08-22 | $509 | $337 | $172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,136 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,035 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,035 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,035 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $965 | OverpaymentAmt |
| Applied To ES Tax | $965 | 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 |
| Individual With Books | PAUL GEMMITI | IndividualWithBooksNm |
| Phone | 5188756803 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1756 MCGUIRE SCHOOL RD | AddressLine1Txt |
| City | Delanson | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12053 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN KIRKPATRICK | ||||||||
| 28 CLINTON AVE | Fort Plain | NY | 13339 | PRESIDENT | 2.00 | $3,275 | $0 | $0 |
| JOSEPH SINCHAK | ||||||||
| 278 MCKINLEY ROAD | Palatine Bridge | NY | 13428 | FIRST VICE PRESIDENT | 2.00 | $1,500 | $0 | $0 |
| RITA OBRIAN | ||||||||
| 154 WEST GRAND ST | Palatine Bridge | NY | 13428 | SECRETARY | 2.00 | $3,775 | $0 | $0 |
| PAUL GEMMITI | ||||||||
| 1756 MCGUIRE SCHOOL RD | Delanson | NY | 12053 | TREASURER | 2.00 | $1,500 | $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 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,665,354 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,104 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,750,458 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,750,458 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,257 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,709,201 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,460 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,460 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,035 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,035 | TotalTaxAmt |
| Distributable Before Adj | $134,425 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $15,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $149,425 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $149,425 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $150,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $149,425 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $382 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $382 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,800 | QualifyingDistributionsAmt |
| Applied To Current Year | $149,425 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,375 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,757 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,757 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $382 | ExcessFromYear1Amt |
| Excess From Current Year | $1,375 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RITA OBRIAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 447 | AddressLine1Txt |
| City | Palatine Bridge | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5188442914 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS NAME, HOME ADDRESS, AND TELEPHONE NUMBER. THE FINANCIAL ESTIMATE FOR THE FULL SCHOOL YEAR ALONG WITH FINANCIAL ASISTANCE ANTICIPATED MUST ALSO BE SUBMITTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | RECEIVED BY JULY 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | COURSE OF STUDY MUST BE MEDICAL OR ALLIED FIELDS. APPLICANTS MUST BE SENIORS OR GRADUATES OF CANAJOHARIE, FORT PLAIN, OR ST JOHNSVILLE HIGH SCHOOLS WHICH ARE LOCATED IN NEW YORK STATE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CECELIA BETTS | |||||||
| 891 STATE HWY 162 | Sprakers | NY | 12166 | NONE | I | SCHOLARSHIP | $5,200 |
| KIRSTEN HYNEY | |||||||
| 125 WALNUT STREET | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $5,200 |
| KORYNN KRETSER | |||||||
| 120 MONTGOMERY STREET | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $5,200 |
| GABRIELLA MURPHY | |||||||
| 100 CANAL STREET | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $5,200 |
| ELIZABETH PRIME | |||||||
| 23 ABELING STREET | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $5,200 |
| MAYRENI QUIROZ-ROMERO | |||||||
| 9 LINCOLN STREET | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $5,200 |
| ZAVIA ALLEN | |||||||
| 191 HICKORY HILL RD | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $5,200 |
| KAITLYN OLIVIA BAKER | |||||||
| 142 MONTGOMERY STREET | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $5,200 |
| NATHANIEL BEAM | |||||||
| 219 SUNNY MILL LANE | Rochester | NY | 14625 | NONE | I | SCHOLARSHIP | $5,200 |
| HAILEY SKYLER BECKER | |||||||
| 249 MOYER STREET | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $5,200 |
| ANDREW FERGUSON | |||||||
| 54 WHEELOCK STR | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $5,200 |
| HOWIE KELLY | |||||||
| 34 CENTER STREET | Palatine Bridge | NY | 13428 | NONE | I | SCHOLARSHIP | $5,200 |
| JACOB CARL NASSE | |||||||
| 25 WALNUT STREET | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $5,200 |
| JACKSON TYRON NASSE | |||||||
| 611 MAPLETOWN RD | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $5,200 |
| TY PERUE | |||||||
| 122 W SKYLINE DR | Palatine Bridge | NY | 13428 | NONE | I | SCHOLARSHIP | $5,200 |
| SAGE ELIZABETH STINSON | |||||||
| PO BOX 462 35 CENTER ST | Palatine Bridge | NY | 13428 | NONE | I | SCHOLARSHIP | $5,200 |
| MICHAELA STOCKWELL | |||||||
| 516 HICKORY HILL RD | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $5,200 |
| MATTHEW TRAVIS | |||||||
| 48 REID STREET | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $5,200 |
| VANESSA VAN SLYKE | |||||||
| 44 CLINTON AVENUE | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $5,200 |
| CHEYANNE WAHL | |||||||
| 103 DINGMAN HILL RD | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $5,200 |
| ALYSSA WILKINSON | |||||||
| 1217 LATIMER HILL RD | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $5,200 |
| SOPHIA XIAO | |||||||
| 2146 CARLISLE RD | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $5,200 |
| CAMERON ALAN DAVID | |||||||
| 17 WAGNER STREET | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $5,200 |
| NATALIE THIBODEAU | |||||||
| PO BOX 11 | Palatine Bridge | NY | 13428 | NONE | I | SCHOLARSHIP | $5,200 |
| SAMANTHA BARLOW | |||||||
| 208 MAHR ROAD | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $5,200 |
| AMERICUS COTTON | |||||||
| 5 WAGNER STREET | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $5,200 |
| MAURA DIMEZZA | |||||||
| 3 SMITH STREET | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $5,200 |
| ANDRA MARIE FUHS | |||||||
| 642 BROOKMANS CORNERS RD | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $5,200 |
| KYLIE SUE HICKEY | |||||||
| 128 CLIFF STREET | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $5,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $81,149 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $81,149 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,149 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 04 | PROVIDES INCOME FOR PAYING OUT SCHOLARSHIP GRANTS |
| 08 | PROVIDES INCOME FOR PAYING OUT SCHOLARSHIP GRANTS |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ALICE FARBER TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CHASE MANHATTAN PLAZA | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100051489 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,701 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,720 | Amt |
| Net Investment Income | $6,720 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $758,495 | EOYBookValueAmt |
| EOYFMV | $915,550 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,539,972 | EOYBookValueAmt |
| EOYFMV | $1,843,416 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $17,608 | Amt |
| Net Investment Income | $17,608 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX | $3,217 | $3,217 | $0 | $0 |
| NYS TAX | $250 | $250 | $0 | $0 |