MITZEN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MITZEN FOUNDATION INC (EIN 85-3806264)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-01-23
- IRS object ID
- 202340239349100414
- Schema version
- 2021v4.2
- 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 Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-23T14:00:28-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141710385 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CMJ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 276 DIX AVENUE PO BOX 4680 | AddressLine1Txt |
| City | QUEENSBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12804 | 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 | 853806264 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BUSINESS FOR GOOD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUSI | BusinessNameControlTxt |
| Phone | 5187089546 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 NORTH BROADWAY | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD G MITZEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5187089546 | PhoneNum |
| Signature | 2023-01-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | MITZEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM JEFFREYS | PreparerPersonNm |
| PTIN | P00087281 | PTIN |
| Phone | 5187983330 | PhoneNum |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,228,536 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,813,612 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $149,742 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $149,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $217,762 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,107,913 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $217,762 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,181,116 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $367,504 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $311,346 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $206,055 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $206,055 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $104,705 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $104,705 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $40,691 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $40,691 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,470 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,470 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $27 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $27 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,839 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $40,839 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,899 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,899 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $2,659 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,659 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,545 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,545 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $495,911 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $495,911 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,225,147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $913,801 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,856,290 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,856,290 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,081,437 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $913,801 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,856,290 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,900,321 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,019,670 | CashBOYAmt |
| Cash EOY | $1,456,078 | CashEOYAmt |
| Cash EOYFMV | $1,456,078 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $1,258,683 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,258,683 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,442,419 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,442,419 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $33,580 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,936 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $30,644 | LandEOYAmt |
| Land EOYFMV | $30,644 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $40,712 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $40,712 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,019,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,228,536 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,228,536 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $46,657 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,657 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,019,670 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,181,879 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,019,670 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,181,879 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,019,670 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,228,536 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,019,670 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,900,321 | ExcessRevenueOverExpensesAmt |
| Other Increases | $62,530 | OtherIncreasesAmt |
| Subtotal | $9,181,879 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,181,879 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS - SHORT TERM | 2021-12-31 | $10,952,064 | $10,890,151 | $61,913 | $61,913 | |
| GOLDMAN SACHS - LONG TERM | 2021-12-31 | $112,673 | $112,673 | $112,673 | ||
| CAPITAL GAINS DIVIDENDS | $43,176 | $43,176 | $43,176 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $217,762 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BFG.ORG | WebsiteAddressTxt |
| Individual With Books | EDWARD G MITZEN | IndividualWithBooksNm |
| Phone | 5187089546 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 DANS VIEW ROAD | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD G MITZEN | ||||||||
| 104 DANS VIEW ROAD | SARATOGA SPRINGS | NY | 12866 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| LISA A MITZEN | ||||||||
| 104 DANS VIEW ROAD | SARATOGA SPRINGS | NY | 12866 | VICE PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| JAHKEEN HOKE | ||||||||
| 7 EILEEN STREET | ALBANY | NY | 12203 | CHIEF EXECUTIVE OFFICER | 40.00 | $125,000 | $0 | $0 |
| CONNIE F AVILA SKALA | ||||||||
| 405 EAST 56TH STREET APT 12F | NEW YORK | NY | 10022 | CHIEF BRAND OFFICER | 40.00 | $181,442 | $0 | $0 |
| MAIE MASTERSON | ||||||||
| 16 MARION PLACE APT 1L | SARATOGA SPRINGS | NY | 12866 | DIRECTOR OF PEOPLE & CULTURE | 40.00 | $4,904 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE MAROTTA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1101 | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROJECT MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $74,115 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDRY FOR ART DESIGN & CULTURE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 119 REMSEN STREET | AddressLine1Txt |
| City | COHOES | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MARKETING | ServiceTypeTxt |
| Compensation | $90,918 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,221,210 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,737,874 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,959,084 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,959,084 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,386 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,809,698 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $490,485 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $490,485 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $490,485 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $490,485 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $490,485 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,856,290 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,856,290 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $490,485 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,856,290 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $490,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,365,805 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,365,805 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,365,805 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,365,805 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD G MITZEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (128 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 820 RIVER STREET INC | ||||||||
| 428 DUANE AVE | SCHENECTADY | NY | 12304 | N/A | PUBLIC | GENERAL NEEDS | $11,390 | |
| ADOPTACLASSROOMORG | ||||||||
| 401 2ND AVE N SUITE 305 | MINNEAPOLIS | MN | 55401 | N/A | PUBLIC | GENERAL NEEDS | $10,675 | |
| AIM SERVICES INC | ||||||||
| 4227 NY-50 | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $50,000 | |
| ALBANY MED FOUNDATION | ||||||||
| 43 NEW SCOTLAND AVE | ALBANY | NY | 12208 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| ALBANY SYMPHONY | ||||||||
| 19 CLINTON AVE | ALBANY | NY | 12207 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| ALLIANCE FOR POSITIVE HEALTH | ||||||||
| 927 BROADWAY | ALBANY | NY | 12207 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| ALSAC ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||||
| 2 PINE WEST PLAZA 202 | ALBANY | NY | 12205 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| ALZHEIMERS ASSOCIATION NORTHEASTERN NY CHAPTER | ||||||||
| 4 PINE WEST PLAZA STE 405 | ALBANY | NY | 12205 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| AMERICAN CANCER SOCIETY INC | ||||||||
| 3380 CHASTAIN MEADOWS PKWY NW SUITE | KENNESAW | GA | 30144 | N/A | PUBLIC | GENERAL NEEDS | $36,000 | 200 |
| AMERICAN HEART ASSOCIATION | ||||||||
| 4 ATRIUM DR 100 | ALBANY | NY | 12205 | N/A | PUBLIC | GENERAL NEEDS | $8,776 | |
| ARTHRITIS FOUNDATION | ||||||||
| 1355 PEACHTREE STREET SUITE 600 | ATLANTA | GA | 30309 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| ASIAN AMERICAN JUSTICE CENTER | ||||||||
| 1620 L ST NW 1050 | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL NEEDS | $25,875 | |
| AUTISM WINGS INC | ||||||||
| 410 PASTELL LANE | CONSHOHOCKEN | PA | 19428 | N/A | PUBLIC | GENERAL NEEDS | $20,000 | |
| BACK ON MY FEET INC | ||||||||
| 100S BROAD STREET SUITE 2136 | PHILIDELPHIA | PA | 19110 | N/A | PUBLIC | GENERAL NEEDS | $2,555 | |
| BALLER DREAM FOUNDATION | ||||||||
| PO BOX 26358 | SCOTTSDALE | AZ | 85255 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| BCARC DOWN SYNDROME FAMILY GROUP (DSFG) | ||||||||
| 395 SOUTH STREET 6803 | PITTSFIELD | MA | 01201 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| BRINGING HOPE HOME | ||||||||
| 641 SWEDESFORD ROAD | MALVERN | PA | 19355 | N/A | PUBLIC | GENERAL NEEDS | $4,010 | |
| BYP100 | ||||||||
| PO BOX 15254 | CHICAGO | IL | 60615 | N/A | PUBLIC | GENERAL NEEDS | $300 | |
| CAFFE LENA INC | ||||||||
| 47 PHILA STREET | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| CAPITAL REGION SPONSOR-A-SCHOLAR | ||||||||
| 1218 CENTRAL AVE | ALBANY | NY | 12205 | N/A | PUBLIC | GENERAL NEEDS | $50,401 | |
| CASA OF MORRIS AND SUSSEX COUNTIES | ||||||||
| 222 RIDGEDALE AVENUE SUITE 300 | CEDAR KNOLLS | NJ | 07927 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| CATHI ANN M CAMERON | ||||||||
| PO BOX 161 | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $800 | |
| CATHOLIC CHARITIES | ||||||||
| 40 N MAIN AVENUE 3RD FLOOR | ALBANY | NY | 12203 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| CATIE HOCH FOUNDATION | ||||||||
| 67 CATHERINE STREET | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $350 | |
| CEDAR KNOLLS FIRE DEPARTMENT AND FIRST AID SQUAD | ||||||||
| 82 RIDGEDALE AVENUE | CEDAR KNOLLS | NJ | 07927 | N/A | PUBLIC | GENERAL NEEDS | $500 | |
| SPECIAL KIDS FUND INC | ||||||||
| 111 AUTUMN ROAD | LAKEWOOD | NY | 08701 | N/A | PUBLIC | GENERAL NEEDS | $9,975 | |
| CHILDRENS HOSPITAL OF PA | ||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| CHURCH OF THE HOLY COMMUNION | ||||||||
| 66 SUMMIT STREET | NORWOOD | NJ | 07648 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| CNYS BLACK EXPO | ||||||||
| ONLINE | ALBANY | NY | 12205 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| COMMUNITY HOPE INC | ||||||||
| 959 US-46 | PARSIPPANYTROY HILLS | NJ | 07054 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| DARE HUMANITY | ||||||||
| 3890 ORANGE STREET | RIVERSIDE | CA | 92503 | N/A | PUBLIC | GENERAL NEEDS | $6,000 | |
| DONATION BOX FOR HOMELESS SAN FRAN | ||||||||
| 700 MARKET STREET | SAN FRANCISCO | CA | 94102 | N/A | PUBLIC | GENERAL NEEDS | $1,006 | |
| DOUBLE H RANCH | ||||||||
| 97 HIDDEN VALLEY ROAD | LAKE LUZERNE | NY | 12846 | N/A | PUBLIC | GENERAL NEEDS | $25,000 | |
| ELEVENTH HOUR RESCUE | ||||||||
| 861 NJ-10 | RANDOLPH | NJ | 07869 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| EMILY'SENTOURAGE | ||||||||
| PO BOX 71 | MERION STATION | PA | 19066 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| EPILEPSY FOUNDATION | ||||||||
| 3 WASHINGTON SQUARE PARK | ALBANY | NY | 12205 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| FAMILY PROMISE OF MORRIS COUNTY | ||||||||
| 71 SUMMIT AVENUE | SUMMIT | NJ | 07901 | N/A | PUBLIC | GENERAL NEEDS | $15,000 | |
| FEED ALBANY | ||||||||
| 203 SHERIDAN AVENUE | ALBANY | NY | 12210 | N/A | PUBLIC | GENERAL NEEDS | $250,000 | |
| FIRST BAPTIST CHURCH | ||||||||
| 45 WASHINGTON STREET | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| FOR YOUR RECORD | ||||||||
| 1545 W THOMAS ROAD | PHOENIX | AZ | 85015 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| FUND TEXAS CHOICE | ||||||||
| 3005 LAMAR BLVD SUITE D109 BOX 111 | AUSTIN | TX | 78704 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| GIRLS ON THE RUN PHILADELPHIA | ||||||||
| 40 W EVERGREEN AVE | PHILADELPHIA | PA | 19118 | N/A | PUBLIC | GENERAL NEEDS | $1,500 | |
| GOFUNDME - HELP ANJELICA ZINGARINO | ||||||||
| ONLINE | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $281 | |
| GOFUNDME - THE DIRTY BAKER'S DOZEN | ||||||||
| ONLINE | ALBANY | NY | 12205 | N/A | PUBLIC | GENERAL NEEDS | $500 | |
| GOFUNDME - CHYNA FORNEY MEMORIAL | ||||||||
| ONLINE | ALBANY | NY | 12205 | N/A | PUBLIC | GENERAL NEEDS | $1,100 | |
| GOFUNDME - HELP SUPPORT J | ||||||||
| ONLINE | ALBANY | NY | 12205 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| GOOD KARMA OF THE CAPITAL REGION | ||||||||
| PO BOX 123 | CLIFTON PARK | NY | 12065 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| GREYHOUND RESCUE OF NEW YORK | ||||||||
| 144 CLIFTON PLACE | BROOKLYN | NY | 11238 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| HOPE | ||||||||
| 3065 NY-50 | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $500 | |
| HIGH HOPES OF PA | ||||||||
| ONLINE | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| HOMES FOR ORPHANED PETS EXIST | ||||||||
| 3065 NY-50 | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $2,100 | |
| INTERNATIONAL ASSOCIATION FOR SPELLING AS COMMUNICATION (I-ASC) | ||||||||
| 722 GRANT STREET SUITE C | HERNDON | VA | 20170 | N/A | PUBLIC | GENERAL NEEDS | $9,000 | |
| JAKES HELP FROM HEAVEN | ||||||||
| PO BOX 809 | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| JUNIOR LEAGUE OF PHOENIX INC | ||||||||
| 2505 N CENTRAL AVE | PHOENIX | AZ | 85004 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| KITCHEN ON THE STREET | ||||||||
| 2650 E MOHAWK LANE STE 168 | PHOENIX | AZ | 85050 | N/A | PUBLIC | GENERAL NEEDS | $7,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| LOS ANGELES TEAM MENTORING INC (LATM) | ||||||||
| 145 S SPRINGS STREET 725 | LOS ANGELES | CA | 90012 | N/A | PUBLIC | GENERAL NEEDS | $6,000 | |
| LUCKY PUPPY RESCUE | ||||||||
| 511 PLEASANT VALLEY ROAD | ARGYLE | NY | 12809 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| LUPUS FOUNDATION OF AMERICA | ||||||||
| 2121 K STREET NW SUITE 200 | WASHINGTON | DC | 20037 | N/A | PUBLIC | GENERAL NEEDS | $2,570 | |
| MAHONEY NOTIFY-PLUS INC | ||||||||
| 15 COOPER STREET | GLENS FALLS | NY | 12801 | N/A | PUBLIC | GENERAL NEEDS | $3,381 | |
| MALTA AVENUE ELEMENTARY PTA | ||||||||
| 70 MALTA AVE | BALLSTON SPA | NY | 12020 | N/A | PUBLIC | GENERAL NEEDS | $1,450 | |
| MOHAWK HUDSON HUMANE SOCIETY (MHHS) | ||||||||
| 3 OAKLAND AVENUE | MENANDS | NY | 12204 | N/A | PUBLIC | GENERAL NEEDS | $50,000 | |
| MONTCLAIR EMERGENCY SERVICES FOR HOPE | ||||||||
| PO BOX 1919 | MONTCLAIR | NJ | 07042 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| MONTCO ANTI HUNGER NETWORK | ||||||||
| PO BOX 1086 | LANSDALE | PA | 19446 | N/A | PUBLIC | GENERAL NEEDS | $4,605 | |
| MONTGOMERY COUNTY SUICIDE PREVENTION TASKFORCE | ||||||||
| PO BOX 311 | NORRISTOWN | PA | 19404 | N/A | PUBLIC | GENERAL NEEDS | $515 | |
| MONUMENT CRISIS CENTER | ||||||||
| 1990 MARKET STREET | CONCORD | CA | 94520 | N/A | PUBLIC | GENERAL NEEDS | $2,000 | |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | ||||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | N/A | PUBLIC | GENERAL NEEDS | $510 | |
| MVP INITIATIVE | ||||||||
| 810 VERMONT AVENUE | NW WASHINGTON | DC | 20420 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| NAMI-NYS | ||||||||
| 150 BROADWAY SUITE 406 | MENANDS | NY | 12204 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| NATL GIRLS COLLABORATIVE | ||||||||
| 4616 25TH AVENUE NE 248 | SEATTLE | WA | 98105 | N/A | PUBLIC | GENERAL NEEDS | $100 | |
| NHL PROPERTY | ||||||||
| 30500 NORTHWESTERN HWY SUITE 305 | FARMINGTON HILLS | MI | 48334 | N/A | PUBLIC | GENERAL NEEDS | $5,133 | |
| NO MORE SECRETS MBS INC | ||||||||
| 4811 GERMANTOWN AVE SUITE 101 | PHILADELPHIA | PA | 19144 | N/A | PUBLIC | GENERAL NEEDS | $1,500 | |
| NOMO | ||||||||
| 925 N BROAD STREET | PHILADELPHIA | PA | 19123 | N/A | PUBLIC | GENERAL NEEDS | $3,500 | |
| NOR CAL RETIRED COACHES ASSOCIATIONS | ||||||||
| PO BOX 990635 | REDDING | CA | 96099 | N/A | PUBLIC | GENERAL NEEDS | $2,000 | |
| NORTHEAST KIDNEY FOUNDATION | ||||||||
| 22 COLVIN AVE | ALBANY | NY | 12206 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| OFFICE OF INSTITUTIONAL ADVANCEMENT EXCELSIOR COLLEGE | ||||||||
| 7 COLUMBIA CIRCLE | ALBANY | NY | 12203 | N/A | PUBLIC | GENERAL NEEDS | $12,500 | |
| OLD FRIENDS AT CABIN CREEK | ||||||||
| 483 SAND HILL ROAD | GREENFIELD CENTER | NY | 12833 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| SERVANTS OF THE WORLD INC DBA OPEN DOOR MISSION | ||||||||
| 226 WARREN STREET | GLENS FALLS | NY | 12801 | N/A | PUBLIC | GENERAL NEEDS | $500,000 | |
| OPERATION AT EASE | ||||||||
| 203 CENTRAL AVE | SCHENECTADY | NY | 12304 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| OPERATION GRATITUDE | ||||||||
| PO BOX 260257 | ENCINO | CA | 91426 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| PHOENIX CHILDRENS HOSPITAL FOUNDATION | ||||||||
| 2929 CAMELBACK ROAD SUITE 122 | PHOENIX | AZ | 85016 | N/A | PUBLIC | GENERAL NEEDS | $15,000 | |
| PPGNY | ||||||||
| 1040 STATE STREET | SCHENECTADY | NY | 12307 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| PROJECT HEALTH AFRICA INC | ||||||||
| 1662 CENTRAL AVE | ROESSLEVILLE | NY | 12205 | N/A | PUBLIC | GENERAL NEEDS | $500 | |
| PROJECT OPEN HAND | ||||||||
| 1921 SAN PABLO AVENUE | OAKLAND | CA | 94612 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| RADY CHILDREN'S FOUNDATION | ||||||||
| 3020 CHILDRENS WAY | SAN DIEGO | CA | 92123 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| REBUILDING TOGETHER SARATOGA COUNTY | ||||||||
| 132 MILTON AVENUE | BALLSTON SPA | NY | 12020 | N/A | PUBLIC | GENERAL NEEDS | $75,000 | |
| RIP MEDICAL DEBT | ||||||||
| 28-07 JACKSON AVE 5TH FL | LONG ISLAND CITY | NY | 11101 | N/A | PUBLIC | GENERAL NEEDS | $1,641 | |
| RISSE (REFUGEE & IMMIGRANT SUPPORT SERVICES OF EMMAUS INC | ||||||||
| 715 MORRIS STREET | ALBANY | NY | 12208 | N/A | PUBLIC | GENERAL NEEDS | $75,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF THE CAPITAL REGION | ||||||||
| 139 S LAKE AVE | ALBANY | NY | 12208 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| SAINT FRANCIS DE SALES CHURCH | ||||||||
| 15 EXCHANGE STREET | COLONIE | NY | 12205 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| SARATOGA BOYS BASKETBALL BOOSTER CLUB | ||||||||
| 1 BLUE STREAK BOULEVARD | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $7,500 | |
| SARATOGA BRIDGES FOUNDATION | ||||||||
| 16 SARATOGA BRIDGES BLVD | BALLSTON SPA | NY | 12020 | N/A | PUBLIC | GENERAL NEEDS | $39,337 | |
| SARATOGA CENTER FOR THE FAMILY | ||||||||
| 359 BALLSTON AVE | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $2,454 | |
| SARATOGA COUNTY ANIMAL SHELTER | ||||||||
| 6010 COUNTY FARM ROAD | BALLSTON SPA | NY | 12020 | N/A | PUBLIC | GENERAL NEEDS | $6,300 | |
| SARATOGA REGIONAL YMCA | ||||||||
| 290 WEST AVE | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $2,000 | |
| SENIOR CITIZENS CENTER OF SARATOGA SPRINGS INC | ||||||||
| 5 WILLIAMS STREET | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $8,500 | |
| SARATOGA SPONSOR A SCHOLAR | ||||||||
| PO BOX 107 | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $7,000 | |
| SARATOGA SPRINGS POLICE DEPARTMENT | ||||||||
| 5 LAKE AVENUE | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| SARATOGA WARHORSE FOUNDATION | ||||||||
| 28 CLINTON STREET | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $1,250 | |
| SHELTERS OF SARATOGA | ||||||||
| 14 WALWORTH STREET | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| SNACK PACK PROGRAM | ||||||||
| 192 W DEMAREST AVE | ENGLEWOOD | NJ | 07631 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| SOLANO COUNTY CART | ||||||||
| PO BOX 2935 | VACAVILLE | CA | 95687 | N/A | PUBLIC | GENERAL NEEDS | $2,000 | |
| SOUTH END CHILDREN'S CAFE | ||||||||
| 25 WARREN STREET | ALBANY | NY | 12202 | N/A | PUBLIC | GENERAL NEEDS | $25,000 | |
| SOUTH GLENS FALLS CENTRAL SCHOOL | ||||||||
| 42 MERRITT ROAD SUITE 1 | SOUTH GLENS FALLS | NY | 12803 | N/A | PUBLIC | GENERAL NEEDS | $9,000 | |
| SPL CAPTAIN COMMUNITY | ||||||||
| 5 MUNICIPAL PLAZA 3 | CLIFTON PARK | NY | 12065 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| SPRING STREET DELI | ||||||||
| 132 SPRING STREET | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $300 | |
| ST PETER'S HOSPITAL FOUNDATION | ||||||||
| 310 S MANNING BLVD | ALBANY | NY | 12208 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| OPERATION CODE BLUE | ||||||||
| ONLINE | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $315 | |
| SUSTAINABLE SARATOGA | ||||||||
| PO BOX 454 | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| THE ANDREW WEISHAR FOUNDATION | ||||||||
| 1245 S MICHIGAN AVENUE SUITE 154 | CHICAGO | IL | 60605 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| THE BLUE HEART FOUNDATION | ||||||||
| 9505 GOLD COAST DRIVE APT 85 | SAN DIEGO | CA | 92126 | N/A | PUBLIC | GENERAL NEEDS | $17,500 | |
| THE CHILDREN'S MUSEUM AT SARATOGA | ||||||||
| 65 S BROADWAY | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $500,000 | |
| THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION INC | ||||||||
| 2 TOWER PLACE | ALBANY | NY | 12203 | N/A | PUBLIC | GENERAL NEEDS | $1,007,500 | |
| THE CONKLING CENTER | ||||||||
| 79 WARREN STREET | GLENS FALLS | NY | 12801 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| THE CORPORATION OF YADDO | ||||||||
| 312 UNION STREET | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $2,000 | |
| THE FLOWER AND FRUIT MISSION | ||||||||
| 211 CHURCH STREET | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $500 | |
| THE GIVING CIRCLE | ||||||||
| PO BOX 3162 | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $81,031 | |
| THE JOY BUS | ||||||||
| PO BOX 22163 | PHOENIX | AZ | 85028 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| THE SPLIT SECOND FOUNDATION | ||||||||
| PO BOX 8620 | NEW ORLEANS | LA | 70182 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| THE WAYFARER FOUNDATION | ||||||||
| 1849 GREEN BAY ROAD SUITE 280 | HIGHLAND PARK | IL | 60035 | N/A | PUBLIC | GENERAL NEEDS | $50,000 | |
| TREDEYFFING & EASTTOWN CARE | ||||||||
| PO BOX 2111 | SOUTHEASTERN | PA | 19399 | N/A | PUBLIC | GENERAL NEEDS | $1,500 | |
| TROY MUSIC HALL | ||||||||
| 30 2ND STREET | TROY | NY | 12180 | N/A | PUBLIC | GENERAL NEEDS | $25,000 | |
| UNITED WAY OF THE CAPITAL REGION INC | ||||||||
| 1 STEUBEN PLACE | ALBANY | NY | 12207 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| US BOBSLEDSKELETON INC | ||||||||
| PO BOX 3726 | CLARKSVILLE | TN | 37043 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| WELLSPRING | ||||||||
| 2816 US-9 | MALTA | NY | 12020 | N/A | PUBLIC | GENERAL NEEDS | $500,000 | |
| WELLSPRING HARVEST | ||||||||
| PO BOX 51116 | INDIAN ORCHARD | MA | 01151 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| WILTON FOOD PANTRY | ||||||||
| 155 BALLARD ROAD | GANSEVOORT | NY | 12831 | N/A | PUBLIC | GENERAL NEEDS | $2,304 | |
| WORLD RELIEF SACRAMENTO | ||||||||
| 2233 WATT AVE 110 | SACRAMENTO | CA | 95825 | N/A | PUBLIC | GENERAL NEEDS | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,856,290 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $149,742 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,176 | ExclusionAmt |
| Related Or Exempt Function Incm | $174,586 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $192,918 | ExclusionAmt |
| Related Or Exempt Function Incm | $174,586 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $367,504 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | CAPITAL LOSS ON ASSETS HELD FOR INVESTMENT. THE FOUNDATIONS ASSETS |
| 8 | ARE INVESTED IN ORDER TO GENERATE PASSIVE INCOME AND INCREASE VALUE |
| 8 | TO PROVIDE FUNDING FOR THEIR CHARITABLE PURPOSE IN A SUSTAINED MANNER. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | EDWARD MITZEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 DANS VIEW ROAD | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,800,000 | 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 | $15,470 | Amt |
| Net Investment Income | $15,470 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS | StockNm |
| EOY Book Value | $6,442,419 | EOYBookValueAmt |
| EOYFMV | $6,442,419 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $40,691 | LegalFeesAmt |
| Net Investment Income | $40,691 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTANGIBLE ASSETS, NET OF ACCUMULATED AMORTIZATION | $39,277 | $39,277 |
| OTHER ASSETS | $1,435 | $1,435 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING & MARKETING | $210,577 | $210,577 | $0 | $0 |
| BANK CHARGES | $5,360 | $5,360 | $0 | $0 |
| INSURANCE EXPENSE | $31,317 | $31,317 | $0 | $0 |
| INVESTMENT EXPENSES | $15,098 | $15,098 | $0 | $0 |
| MEALS | $27,658 | $27,658 | $0 | $0 |
| OFFICE EXPENSE | $83,579 | $83,579 | $0 | $0 |
| PAYROLL SERVICE EXPENSE | $8,140 | $8,140 | $0 | $0 |
| REPAIRS & MAINTENANCE | $84,567 | $84,567 | $0 | $0 |
| UTILITIES | $15,567 | $15,567 | $0 | $0 |
| AMORTIZATION | $14,048 | $14,048 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPRECIATION - BOOK/TAX DIFFERENCE | $1,963 |
| UNREALIZED GAIN ON SECURITIES | $60,567 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD G MITZEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 DANS VIEW ROAD | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $40,839 | Amt |
| Net Investment Income | $40,839 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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