MINCOLLA FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MINCOLLA FOUNDATION (EIN 16-6476836)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-19
IRS object ID
202442329349100309
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-19T11:20:50-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161592073PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1S J JULIAN & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12301 COUNTRY CLUB RDAddressLine1Txt
CityENDICOTTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13760ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN166476836EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MINCOLLA FOUNDATIONBusinessNameLine1Txt
Business Name Line2MINCOLLABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMINCBusinessNameControlTxt
Phone5187887596PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 TIPPERARY WAYAddressLine1Txt
CityBALLSTON LAKECityNm
State AbbreviationNYStateAbbreviationCd
ZIP120192236ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTHONY V MINCOLLAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5187887596PhoneNum
Signature2024-05-01SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPHILIP L STEPHENSPreparerPersonNm
PTINP00085933PTIN
Phone6077482255PhoneNum
Preparation2024-08-19PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$107,423FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,664DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,664DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,664DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,723NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$125,846GrossSalesPriceAmt
Total Rev And Expnss-$1,059TotalRevAndExpnssAmt
Total Net Invst Incm$3,664TotalNetInvstIncmAmt
Total Adj Net Incm$3,664TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,172OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,172OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,672TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,672TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,649ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,649ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,321TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,672TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$34,649TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$37,380ExcessRevenueOverExpensesAmt
Net Investment Income$1,992NetInvestmentIncomeAmt
Adjusted Net Income$3,664AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,226SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$680SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$680SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$136,037CorporateStockBOYAmt
Corporate Stock EOY$100,212CorporateStockEOYAmt
Corporate Stock EOYFMV$106,743CorporateStockEOYFMVAmt
Total Assets BOY$138,263TotalAssetsBOYAmt
Total Assets EOY$100,892TotalAssetsEOYAmt
Total Assets EOYFMV$107,423TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$138,263NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$100,892NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$138,263TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$100,892TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$138,263TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$100,892TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$138,263TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$37,380ExcessRevenueOverExpensesAmt
Subtotal$100,883SubtotalAmt
Tot Net Ast Or Fund Balances EOY$100,883TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$28InvestmentIncomeExciseTaxAmt
Subtotal$28SubtotalAmt
Tax Based On Investment Income$28TaxBasedOnInvestmentIncomeAmt
Tax Due$28TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANTHONY V MINCOLLAIndividualWithBooksNm
Phone5187887596PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line160 TIPPERARY WAYAddressLine1Txt
CityBALLSTON LAKECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12019ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12021UndistributedIncomePY1Yr
Undistributed Income PY22020UndistributedIncomePY2Yr
Undistributed Income PY32019UndistributedIncomePY3Yr
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Undistr Incm Sect4942a2 App Yr12021UndistrIncmSect4942a2AppYr1Yr
Undistr Incm Sect4942a2 App Yr22020UndistrIncmSect4942a2AppYr2Yr
Undistr Incm Sect4942a2 App Yr32019UndistrIncmSect4942a2AppYr3Yr
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonANTHONY V MINCOLLAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 TIPPERARY WAYAddressLine1Txt
CityBALLSTON LAKECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12019ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$28TaxBasedOnInvestmentIncomeAmt
Total Tax$28TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,649ExpensesAndContributionsAmt
Qualifying Distributions$34,649QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$20,714UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$54,970TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$8,500ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$14,587ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$23,650ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$16,733ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$20,714ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$84,184TotalExcessDistributionCyovAmt
Qualifying Distributions$34,649QualifyingDistributionsAmt
Applied To Year1$20,714AppliedToYear1Amt
Remaining Distri From Corpus$13,935RemainingDistriFromCorpusAmt
Total Corpus$98,119TotalCorpusAmt
Prior Year Undistributed Incm$54,970PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$54,970PriorYearDeficiencyOrTaxAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$8,500ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$89,619ExcessDistriCyovToNextYrAmt
Excess From Year4$14,587ExcessFromYear4Amt
Excess From Year3$23,650ExcessFromYear3Amt
Excess From Year2$16,733ExcessFromYear2Amt
Excess From Year1$20,714ExcessFromYear1Amt
Excess From Current Year$13,935ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMINCOLLA FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line160 TIPPERARY WAYAddressLine1Txt
CityBALLSTON LAKECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12019ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5187887596RecipientPhoneNum
Recipient Email AddressNONERecipientEmailAddressTxt
Form And Info And MaterialsNO FORMAL REQUIREMENTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GUILIANA MINCOLLA
60 TIPPERARY WAYBALLSTON LAKENY12019RELATIVESTUDENTEDUCATIONAL$3,000
SIENA COLLEGE
515 LOUDON RDLOUDONVILLENY12211NONESCHOLARSHIP FUND$1,184
SIENA COLLEGE
515 LOUDON RDLOUDONVILLENY12211NONESCHOLARSHIP FUND$20,465
SIWN COLLEGE
515 LOUDON RDLOUDONVILLENY12211NONESCHOLARSHIP FUND$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,649TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,664RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$4,723RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$1,059RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$1,059TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$500Amt
Net Investment Income$500NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
MERRILL LYNCH A/C836-04273 S/T2022-08PURCHASE2023-01$103,064$108,647-$5,583
MERRILL LYNCH A/C836-04273 L/T2022-08PURCHASE2023-09$22,782$21,922$860

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITY SECURITIES$100,212$106,743
MUTUAL FUNDS

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$1,172Amt
Net Investment Income$1,172NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.