VALICENTI FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- VALICENTI FAMILY FOUNDATION INC (EIN 75-3215258)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-15
- IRS object ID
- 202202589349100820
- Schema version
- 2021v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-15T15:40:39-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461063166 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Independent Accounting Office | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 886 Park Ave Suite 202 | AddressLine1Txt |
| City | Marco Island | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753215258 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALICENTI FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VALI | BusinessNameControlTxt |
| Phone | 6077387595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 SOUTH COLLIER BLVD | AddressLine1Txt |
| City | MARCO ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT R VALICENTI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6077387595 | PhoneNum |
| Signature | 2022-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VINCENT | PersonFirstNm |
| Person Last | VALICENTI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES C MURRAY EA CAA | PreparerPersonNm |
| PTIN | P01786656 | PTIN |
| Phone | 2397917796 | PhoneNum |
| Preparation | 2022-09-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $155,981 | 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 | $7,668 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $726 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $726 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $726 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,960 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,960 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,960 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $10,712 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,272 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $11,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,398 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,958 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $598 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $49 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $49 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,647 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,647 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,707 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,349 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,958 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2,964 | CashEOYAmt |
| Cash EOYFMV | $2,964 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $47,718 | CorporateStockBOYAmt |
| Corporate Stock EOY | $67,696 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $141,742 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,088 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,771 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,275 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $8,918 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $75,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,431 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $155,981 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $75,724 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $80,431 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,724 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $80,431 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,724 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $80,431 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,724 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,707 | ExcessRevenueOverExpensesAmt |
| Subtotal | $80,431 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $80,431 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AT&T | P | 2021-02-19 | 2021-09-22 | $5,431 | $0 | $5,825 | -$394 | $0 | $0 | $0 | -$394 |
| ALTRIA GROUP | P | 2020-12-01 | 2021-10-26 | $2,408 | $0 | $2,004 | $404 | $0 | $0 | $0 | $404 |
| CARNIVAL GROUP | P | 2021-04-06 | 2021-09-22 | $2,367 | $0 | $2,834 | -$467 | $0 | $0 | $0 | -$467 |
| ELMIRA SAVINGS BANK | P | 2021-03-15 | 2021-05-24 | $74 | $0 | $70 | $4 | $0 | $0 | $0 | $4 |
| ENERGY SELECT SECTOR | P | 2020-12-28 | 2021-09-22 | $5,012 | $0 | $3,446 | $1,566 | $0 | $0 | $0 | $1,566 |
| FIDELITY NATIONAL INFO | P | 2021-10-26 | 2021-12-17 | $4,350 | $0 | $5,467 | -$1,117 | $0 | $0 | $0 | -$1,117 |
| GILEAD SCIENCES INC | P | 2021-01-13 | 2021-09-22 | $3,579 | $0 | $3,088 | $491 | $0 | $0 | $0 | $491 |
| INVESCO QQQ TRUST | P | 2021-05-03 | 2021-09-22 | $8,540 | $0 | $7,756 | $784 | $0 | $0 | $0 | $784 |
| INVESTCO S&P 500 | P | 2021-04-01 | 2021-09-22 | $8 | $0 | $7 | $1 | $0 | $0 | $0 | $1 |
| ALTRIA GROUP INC | P | 2009-09-21 | 2021-10-26 | $2,408 | $0 | $903 | $1,505 | $0 | $0 | $0 | $1,505 |
| APPLE INC | P | 2010-11-22 | 2021-10-26 | $2,989 | $0 | $224 | $2,765 | $0 | $0 | $0 | $2,765 |
| CVS HEALTH | P | 2017-02-03 | 2021-04-06 | $3,759 | $0 | $3,808 | -$49 | $0 | $0 | $0 | -$49 |
| ELMIRA SAVINGS BANK | P | 2008-12-12 | 2021-05-24 | $3,156 | $0 | $1,756 | $1,400 | $0 | $0 | $0 | $1,400 |
| FOOD LOCKER INC | P | 2006-08-17 | 2021-02-08 | $15,908 | $0 | $14,979 | $929 | $0 | $0 | $0 | $929 |
| INVESTCO S&P 500 | P | 2015-04-16 | 2021-06-17 | $5,780 | $0 | $3,018 | $2,762 | $0 | $0 | $0 | $2,762 |
| THE COCA COLA CO | P | 2018-11-02 | 2021-01-13 | $2,510 | $0 | $2,382 | $128 | $0 | $0 | $0 | $128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,712 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,272 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $199 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $199 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $199 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $199 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | VINCENT VALICENTI | IndividualWithBooksNm |
| Phone | 6077342665 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 S COLLIER BLVD 902 | AddressLine1Txt |
| City | MARCO ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| VINCENT R VALICENTI | ||||||||
| 840 S COLLIER BLVD 902 | MARCO ISLAND | FL | 34145 | PRES/TREAS | 0.00 | $0 | $0 | $0 |
| JOSEPHINE M VALICENTI | ||||||||
| 840 S COLLIER BLVD 902 | MARCO ISLAND | FL | 34145 | VP/SECRETARY | 0.00 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| 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) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $199 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VINCENT VALICENTI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 840 SOUTH COLLIER BLVD 902 | AddressLine1Txt |
| City | MARCO ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6077387592 | RecipientPhoneNum |
| Form And Info And Materials | SEE ADDITIONAL INFO STATEMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ADDITIONAL INFO STATEMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ADDITIONAL INFO STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARTIS-NAPLES | ||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | PUBLIC | SUPPORT THE ARTS | $2,700 |
| HEART TO HEART | ||||||
| 8 LYONS DRIVE | HORSEHEADS | NY | 14885 | PUBLIC | THE SUPPORT OFCHILDREN ANDFAMILIES | $0 |
| KEUKA COMFORT CARE HOME | ||||||
| PO BOX 107 | PENN YANN | NY | 14527 | PUBLIC | GIVE END OF LIFE CARE TO THOSEIN NEED | $0 |
| THE LIVING WELL MISSION | ||||||
| 121 E ELM STREET | PENN YAN | NY | 14527 | PUBLIC | CARE AND SUPPORTFOR THOSE IN NEED | $0 |
| SAN MARCO CATHOLIC CHURCH | ||||||
| 851 SAN MARCO RD | MARCO ISLAND | FL | 34145 | PC | SUPPORT THE CHURCH | $500 |
| CORNING AREA CHAMBER OF COMMERRCE | ||||||
| 1 WEST MARKET STREET 202 | CORNING | NY | 14830 | PUBLIC | SERVING ADVANCING BUSINESSFOR A VIBRANT COMMUNITY | $500 |
| AMILIA SHOOK | ||||||
| 2008 WILLOWBRAW DRIVE | EAST OVER | NC | 28312 | PRIVATE | SCHOLORSHIP | $500 |
| NADA H GORILLI | ||||||
| 20 GREENBRIER APT 209 | MARCO ISLAND | FL | 34145 | PRIVATE | SCHOLORSHIP | $500 |
| MERCY HOUSE OF THE SOUTHERN TIER | ||||||
| 212 N MCKINLEY AVE | ENDICOTT | NY | 13760 | PUBLIC | SUPPORTIVE CAREFOR TERMINAL ILLNESS | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $726 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,960 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,686 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,686 | 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 |
|---|---|
| 3,4 | INVESTMENT EARININGS WERE DISTRIBTED AS GRANST TO VARIOUS QUALIFIED |
| 3,4 | CHARITABLE, EDUCATIONAL AND NOT-FOR PROFITS FOR THEIR USE FOR EXEMPT PURPOSES |
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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF PART XV, LINE 2A-D APPLICATION SUBMISSION INFORMATION | FormAndLineReferenceDesc |
| Medium Explanation | FORM AND CONTENT: WRITTEN REQUEST OUTLINGING PURPOSE OF FUNDS, DATE OFFORM AND CONTENT: WRITTEN REQUEST OUTLINGING PURPOSE OF FUNDS, DATE OFFORM AND CONTENT: WRITTEN REQUEST OUTLINGING PURPOSE OF FUNDS, DATE OFFORM AND CONTENT: WRITTEN REQUEST OUTLINGING PURPOSE OF FUNDS, DATE OFFORM AND CONTENT: WRITTEN REQUEST OUTLINGING PURPOSE OF FUNDS, DATE OFFORM AND CONTENT: WRITTEN REQUEST OUTLINGING PURPOSE OF FUNDS, DATE OFFORM AND CONTENT: WRITTEN REQUEST OUTLINGING PURPOSE OF FUNDS, DATE OFFORM AND CONTENT: WRITTEN REQUEST OUTLINGING PURPOSE OF FUNDS, DATE OFFORM AND CONTENT: WRITTEN REQUEST OUTLINGING PURPOSE OF FUNDS, DATE OF | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | P990-PF | CategoryTxt |
| Amt | $49 | Amt |
| Net Investment Income | $49 | NetInvestmentIncomeAmt |
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