JANE E DELINE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JANE E DELINE FOUNDATION (EIN 61-1739748)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202301359349103480
- Schema version
- 2022v5.0
- 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 Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T12:42:53-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201317788 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWERS & COMPANY CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 COMMERCE PARK DRIVE EAST | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611739748 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE E DELINE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JANE | BusinessNameControlTxt |
| Phone | 3157886700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 STERLING STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE BURNS QUENCER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3157886700 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CATHERINE | PersonFirstNm |
| Person Last | BURNS QUENCER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATHANIEL J CARROLL | PreparerPersonNm |
| PTIN | P01052758 | PTIN |
| Phone | 3157887690 | PhoneNum |
| Preparation | 2023-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $4,572,770 | 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 | $353,453 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,636 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $111,607 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,607 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,819 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,145,472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,549 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $470,426 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,607 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,715 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,238 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,014 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,069 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $680 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,535 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,694 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,314 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,314 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $279,646 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,694 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $225,314 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $190,780 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,913 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $478,879 | CashBOYAmt |
| Cash EOY | $834,303 | CashEOYAmt |
| Cash EOYFMV | $834,303 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,683,401 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,512,544 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,735,606 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,861 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,861 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,162,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,349,708 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,572,770 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,452 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,100 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,452 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,100 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,155,828 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,346,608 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,155,828 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,346,608 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,162,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,349,708 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,155,828 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $190,780 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,346,608 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,346,608 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALLY BK MIDVALE UTAH | P | 2019-02-12 | 2022-02-14 | $50,000 | $49,775 | $225 | $225 |
| ALLY BK MIDVALE UTAH | P | 2019-07-24 | 2022-08-01 | $50,000 | $49,738 | $262 | $262 |
| BRISTOL MYERS SQUIBB CO | D | 2014-06-28 | 2022-06-06 | $37,380 | $24,546 | $12,834 | $12,834 |
| CITIBANK NATIONAL ASSOCIATION CID | P | 2018-12-07 | 2022-12-21 | $50,000 | $49,800 | $200 | $200 |
| CITIGROUP INC COM | P | 2021-02-02 | 2022-12-21 | $12,732 | $17,906 | -$5,174 | -$5,174 |
| DAVIS NEW YORK VENTURE FUND INC | D | 2014-06-28 | 2022-10-11 | $25,000 | $52,477 | -$27,477 | -$27,477 |
| GENERAL ELECTRIC COMPANY COMMON STOCK | D | 2014-06-28 | 2022-06-02 | $29,195 | $78,998 | -$49,803 | -$49,803 |
| GENERAL ELECTRIC COMPANY COMMON STOCK | P | 2020-12-28 | 2022-06-02 | $9,732 | $10,748 | -$1,016 | -$1,016 |
| GENERAL MILLS INC | P | 2021-03-01 | 2022-04-06 | $26,000 | $21,142 | $4,858 | $4,858 |
| GOLDMAN SACHS BK USA N Y CID | P | 2018-11-29 | 2022-12-05 | $50,000 | $49,800 | $200 | $200 |
| INTERNATIONAL BUSINESS MACHINES CORP | P | 2015-08-26 | 2022-08-19 | $6,931 | $6,851 | $80 | $80 |
| INTERNATIONAL BUSINESS MACHINES CORP | P | 2015-09-29 | 2022-11-18 | $7,250 | $6,663 | $587 | $587 |
| INTERNATIONAL BUSINESS MACHINES CORP | P | 2018-05-31 | 2022-11-18 | $7,250 | $6,648 | $602 | $602 |
| INTERNATIONAL BUSINESS MACHINES CORP | P | 2015-11-11 | 2022-11-18 | $7,250 | $6,295 | $955 | $955 |
| INTERNATIONAL BUSINESS MACHINES CORP | P | 2018-06-04 | 2022-11-18 | $14,500 | $13,365 | $1,135 | $1,135 |
| INTERNATIONAL BUSINESS MACHINES CORP | P | 2016-02-11 | 2022-11-18 | $7,250 | $5,480 | $1,770 | $1,770 |
| INTERNATIONAL BUSINESS MACHINES CORP | P | 2016-01-27 | 2022-11-18 | $14,500 | $11,398 | $3,102 | $3,102 |
| INTERNATIONAL BUSINESS MACHINES CORP | P | 2018-10-30 | 2022-11-18 | $14,500 | $10,935 | $3,565 | $3,565 |
| KIMBERLY CLARK CORP | P | 2021-09-28 | 2022-04-26 | $14,065 | $13,320 | $745 | $745 |
| KIMBERLY CLARK CORP | P | 2021-04-13 | 2022-04-26 | $28,130 | $27,391 | $739 | $739 |
| KIMBERLY CLARK CORP | P | 2021-04-23 | 2022-04-26 | $14,065 | $13,297 | $768 | $768 |
| KYNDRYL HOLDINGS INC COMMON STOCK | P | 2018-06-04 | 2022-05-27 | $251 | $600 | -$349 | -$349 |
| KYNDRYL HOLDINGS INC COMMON STOCK | P | 2020-09-03 | 2022-05-27 | $251 | $520 | -$269 | -$269 |
| KYNDRYL HOLDINGS INC COMMON STOCK | P | 2016-01-27 | 2022-05-27 | $251 | $514 | -$263 | -$263 |
| KYNDRYL HOLDINGS INC COMMON STOCK | P | 2021-02-02 | 2022-05-27 | $251 | $504 | -$253 | -$253 |
| KYNDRYL HOLDINGS INC COMMON STOCK | P | 2018-10-30 | 2022-05-27 | $251 | $493 | -$242 | -$242 |
| KYNDRYL HOLDINGS INC COMMON STOCK | P | 2015-08-26 | 2022-05-27 | $126 | $300 | -$174 | -$174 |
| KYNDRYL HOLDINGS INC COMMON STOCK | P | 2015-09-29 | 2022-05-27 | $125 | $299 | -$174 | -$174 |
| KYNDRYL HOLDINGS INC COMMON STOCK | P | 2018-05-31 | 2022-05-27 | $126 | $298 | -$172 | -$172 |
| KYNDRYL HOLDINGS INC COMMON STOCK | P | 2015-11-11 | 2022-05-27 | $125 | $283 | -$158 | -$158 |
| KYNDRYL HOLDINGS INC COMMON STOCK | P | 2016-02-11 | 2022-05-27 | $126 | $247 | -$121 | -$121 |
| MICROSOFT CORP | D | 2014-06-28 | 2022-06-06 | $13,436 | $2,096 | $11,340 | $11,340 |
| MIDFIRST BK OKLA CITY OK CD | P | 2020-07-15 | 2022-01-24 | $50,000 | $49,950 | $50 | $50 |
| ORGANON & CO COMMON STOCK | D | 2014-06-28 | 2022-08-19 | $3,077 | $2,763 | $314 | $314 |
| PFIZER INC | D | 2014-06-28 | 2022-12-16 | $44,999 | $27,012 | $17,987 | $17,987 |
| SELECTQUOTE INC COMMON STOCK | P | 2021-05-12 | 2022-12-09 | $576 | $21,961 | -$21,385 | -$21,385 |
| SELECTQUOTE INC COMMON STOCK | P | 2021-06-25 | 2022-12-09 | $288 | $10,165 | -$9,877 | -$9,877 |
| SELECTQUOTE INC COMMON STOCK | P | 2021-07-15 | 2022-12-09 | $288 | $8,760 | -$8,472 | -$8,472 |
| SELECTQUOTE INC COMMON STOCK | P | 2021-11-05 | 2022-12-09 | $288 | $5,378 | -$5,090 | -$5,090 |
| TARGET CORP | P | 2017-02-28 | 2022-09-21 | $16,315 | $5,806 | $10,509 | $10,509 |
| TARGET CORP | P | 2017-05-11 | 2022-09-21 | $32,629 | $11,173 | $21,456 | $21,456 |
| TARGET CORP | P | 2017-03-22 | 2022-09-21 | $32,629 | $10,656 | $21,973 | $21,973 |
| UNITED STATES TREASURY NOTE | P | 2022-08-25 | 2022-11-30 | $50,000 | $49,912 | $88 | $88 |
| UNITED STATES TREASURY NOTE | P | 2022-08-19 | 2022-10-31 | $300,000 | $299,766 | $234 | $234 |
| VIATRIS INC COMMON STOCK | D | 2014-06-28 | 2022-05-27 | $2,266 | $2,325 | -$59 | -$59 |
| VODAFONE GROUP PLC SPONSORED ADA NO PAR | P | 2020-06-02 | 2022-08-19 | $10,066 | $11,849 | -$1,783 | -$1,783 |
| VODAFONE GROUP PLC SPONSORED ADA NO PAR | P | 2020-07-08 | 2022-08-19 | $4,314 | $4,721 | -$407 | -$407 |
| VODAFONE GROUP PLC SPONSORED ADA NO PAR | P | 2020-09-03 | 2022-08-19 | $7,190 | $7,178 | $12 | $12 |
| WALGREEN BOOTS ALLIANCE INC COM | P | 2021-08-04 | 2022-06-06 | $17,308 | $18,683 | -$1,375 | -$1,375 |
| WALGREEN BOOTS ALLIANCE INC COM | P | 2021-11-17 | 2022-06-06 | $4,327 | $4,801 | -$474 | -$474 |
| WARNER BROS DISCOVERY INC SERIES A COMMON STOCK | D | 2014-06-28 | 2022-04-08 | $21 | $31 | -$10 | -$10 |
| WARNER BROS DISCOVERY INC SERIES A COMMON STOCK | D | 2014-06-28 | 2022-06-06 | $2,073 | $4,186 | -$2,113 | -$2,113 |
| WARNER BROS DISCOVERY INC SERIES A COMMON STOCK | P | 2018-08-31 | 2022-06-06 | $2,088 | $3,788 | -$1,700 | -$1,700 |
| WARNER BROS DISCOVERY INC SERIES A COMMON STOCK | P | 2017-11-06 | 2022-06-06 | $1,253 | $2,352 | -$1,099 | -$1,099 |
| WARNER BROS DISCOVERY INC SERIES A COMMON STOCK | P | 2018-06-04 | 2022-06-06 | $835 | $1,548 | -$713 | -$713 |
| WELLS FARGO BANK NATL ASSN CD | P | 2018-09-17 | 2022-09-28 | $50,000 | $49,800 | $200 | $200 |
| CALL CFG | P | 2022-04-18 | 2021-11-16 | $975 | $975 | $975 | |
| CALL MKC | P | 2022-03-21 | 2021-12-13 | $732 | $732 | $732 | |
| CALL MKC | P | 2022-09-19 | 2022-06-02 | $680 | $680 | $680 | |
| CALL MSFT | P | 2022-11-21 | 2022-08-19 | $1,080 | $1,080 | $1,080 | |
| CALL PFE | P | 2022-03-21 | 2021-11-30 | $880 | $880 | $880 | |
| CALL PFE | P | 2022-09-16 | 2022-06-06 | $735 | $735 | $735 | |
| CALL UPS | P | 2022-12-19 | 2022-10-03 | $1,065 | $1,065 | $1,065 | |
| CAPITAL GAINS DIVIDENDS | P | $15,446 | $15,446 | $15,446 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,819 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,139 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,139 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,139 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | 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 | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,861 | OverpaymentAmt |
| Applied To ES Tax | $2,861 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CATHERINE BURNS QUENCER | IndividualWithBooksNm |
| Phone | 3157886700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 STERLING STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13601 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN WHEELER | ||||||||
| 417 LACHENAUER DRIVE | WATERTOWN | NY | 13601 | TRUSTEE | 0.50 | $1,743 | $0 | $0 |
| THOMAS E COLLIGAN | ||||||||
| 546 NE MONROE STREET | PORTLAND | OR | 97212 | TRUSTEE | 0.50 | $1,743 | $0 | $0 |
| RICHARD E POULSEN | ||||||||
| PO BOX 437 | HENDEERSON HARBOR | NY | 13651 | TRUSTEE | 0.50 | $1,743 | $0 | $0 |
| WILLIAM G HARTMAN | ||||||||
| 926 GOTHAM STREET | WATERTOWN | NY | 13601 | TRUSTEE | 0.50 | $1,743 | $0 | $0 |
| CATHERINE BURNS QUENCER | ||||||||
| 220 STERLING STREET | WATERTOWN | NY | 13601 | TRUSTEE | 0.50 | $1,743 | $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 |
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 | $3,789,332 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $560,257 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,349,589 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,349,589 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,244 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,284,345 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $214,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $214,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,139 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,139 | TotalTaxAmt |
| Distributable Before Adj | $213,078 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $213,078 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $213,078 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $225,314 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $225,314 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $213,078 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,560 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $2,266 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $22,826 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $225,314 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $213,078 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,236 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $35,062 | 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 | $20,560 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,502 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,266 | ExcessFromYear2Amt |
| Excess From Current Year | $12,236 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CATHERINE BURNS QUENCER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 STERLING STREET | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3157886700 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION THAT IS SUFFICIENT TO DEMONSTRATE NEED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 203 N HAMILTON STREET | WATERTOWN | NY | 13601 | NONE | PC | ASSISTANCE | $4,000 |
| HOSPICE OF JEFFERSON | |||||||
| 1398 GOTHAM STREET | WATERTOWN | NY | 13601 | NONE | PC | ASSISTANCE | $50,000 |
| JEFFERSON REHABILITATION CENTER | |||||||
| 380 GAFFNEY DRIVE | WATERTOWN | NY | 13601 | NONE | PC | ASSISTANCE | $43,256 |
| NORTH COUNTRY FAMILY HEALTH | |||||||
| 238 ARSENAL STREET | WATERTOWN | NY | 13601 | NONE | PC | ASSISTANCE | $13,000 |
| WATERTOWN CHAPEL | |||||||
| 716 WASHINGTON STREET | WATERTOWN | NY | 13601 | NONE | PC | ASSISTANCE | $50,000 |
| TRANSITIONAL LIVING SERVICES | |||||||
| 482 BLACK RIVER PARKWAY | WATERTOWN | NY | 13601 | NONE | PC | ASSISTANCE | $15,058 |
| WATERTOWN FAMILY YMCA | |||||||
| 119 WASHINGTON STREET | WATERTOWN | NY | 13601 | NONE | PC | ASSISTANCE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,314 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,636 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,607 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | -$1,819 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN ON DEFERRED TAX ASSET | Desc |
| Related Or Exempt Function Incm | $2,549 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $114,424 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,549 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,973 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 2 | LineNumberTxt |
| Relationship Statement | ASSISTANCE TO CHARITABLE, RELIGIOUS, AND SCIENTIFIC INSTITUTIONS, AS WELL AS FOR LITERARY AND/OR EDUCATIONAL PORPOSES. | RelationshipStatementTxt |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE E DELINE CHARITABLE REMAINDER ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 437 | AddressLine1Txt |
| City | HENDERSON HARBOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13651 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $353,453 | 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 | $4,775 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US EQUITIES - RBC | $2,077,883 | $2,347,232 |
| MIXED SECURITIES - RBC | $1,434,661 | $1,388,374 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PREPAID | Desc |
| EOY Book Value | $2,861 | EOYBookValueAmt |
| EOYFMV | $2,861 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,942 | $0 | $0 |
| MISCELLANEOUS | $4,593 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN ON DEFERRED TAX ASSET | Desc |
| Revenue And Expenses Per Books | $2,549 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,549 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $5,650 | $3,100 |
| FEDERAL EXCISE TAX PAYABLE | $802 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $32,238 | Amt |
| Net Investment Income | $29,014 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL & NYS INCOME TAX | $1,389 | $0 | $0 |
| FOREIGN TAX PAID | $680 | $680 | $0 |
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