INDIUM CORPORATION AND MACARTNEY FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- INDIUM CORPORATION AND MACARTNEY FAMILY FOUNDATION INC (EIN 27-4386504)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202321329349102817
- 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
- Expln Of Non Filing With AG Stmt
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T12:32:21-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161163912 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FITZGERALD DEPIETRO & WOJNAS CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 GENESEE STREET | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13501 | 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 | 274386504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIUM CORPORATION AND MACARTNEY FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 3153817553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3823 TAMIAMI TRAIL E 1031 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUSTIN WEILER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3153817553 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUSTIN | PersonFirstNm |
| Person Last | WEILER | 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 | LYNNE STEWART | PreparerPersonNm |
| PTIN | P02011641 | PTIN |
| Phone | 3157242145 | PhoneNum |
| Preparation | 2023-05-12 | 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 | $6,717,410 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,001,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $144,979 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,979 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$14,596 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $648,482 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,131,383 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,979 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,690 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,690 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,467 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,467 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $408 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,040 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,632 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $416,831 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $416,831 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $464,871 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,632 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $416,831 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $666,512 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,347 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$332,700 | CashBOYAmt |
| Cash EOY | -$351,531 | CashEOYAmt |
| Cash EOYFMV | -$351,531 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $333,898 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $317,328 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $317,202 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $217,703 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $206,691 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $199,087 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,358,813 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,042,110 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,545,048 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,559,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,225,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,717,410 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $5,559,098 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,225,610 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,559,098 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,225,610 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,559,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,225,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,559,098 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $666,512 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,225,610 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,225,610 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $648,482 | GrossSalesPriceAmt |
| Cost Or Other Basis | $663,078 | CostOrOtherBasisAmt |
| Gain Or Loss | -$14,596 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$14,596 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$14,596 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,353 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,353 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,353 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,679 | 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 | $23,679 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,326 | OverpaymentAmt |
| Applied To ES Tax | $22,326 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | WWW.INDIUM.COM/FOUNDATION | WebsiteAddressTxt |
| Individual With Books | MELISSA LEVESQUE | IndividualWithBooksNm |
| Phone | 3157357588 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 ROBINSON ROAD | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13323 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH S MACARTNEY-MITCHELL | ||||||||
| 114 BUSINESS PARK DRIVE | UTICA | NY | 13502 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LINDA D MACARTNEY | ||||||||
| 8477 BAY COLONY DRIVE PH 1900 | NAPLES | FL | 34108 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JUSTIN WEILER | ||||||||
| 114 BUSINESS PARK DRIVE | UTICA | NY | 13502 | TREASURER | 1.00 | $0 | $0 | $0 |
| WILLIAM N MACARTNEY IV | ||||||||
| 114 BUSINESS PARK DRIVE | UTICA | NY | 13502 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JAMIE WEILER | ||||||||
| 7 WESTBROOK DRIVE | WHITESBORO | NY | 13492 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KELLE WALLACE | ||||||||
| 20 N FRONT STREET 4E | PHILADELPHIA | PA | 19106 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MELANIE MACARTNEY | ||||||||
| 114 BUSINESS PARK DRIVE | UTICA | NY | 13502 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JIM MITCHELL | ||||||||
| 114 BUSINESS PARK DRIVE | UTICA | NY | 13502 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $6,360,992 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,855 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,477,847 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,477,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,168 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,380,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $319,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $319,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,353 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,353 | TotalTaxAmt |
| Distributable Before Adj | $317,681 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $317,681 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $317,681 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $416,831 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $416,831 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $317,681 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $190,734 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $416,831 | QualifyingDistributionsAmt |
| Applied To Year1 | $190,734 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $226,097 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $91,584 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LINDA D MACARTNEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BETTER CHANCE OF MOHAWK VALLEY | |||||||
| 54 ELM STREET | CLINTON | NY | 13323 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $10,000 |
| ABRAHAM HOUSE | |||||||
| 1203 KEMBLE STREET | UTICA | NY | 13501 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $14,300 |
| AMAZING GRACIE'S GIFT FOUNDATION | |||||||
| PO BOX 134 | MOHAWK | NY | 13407 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $10,000 |
| CATHOLIC CHARITIES OF ONEIDA MADISON ROME FOOD BANK | |||||||
| 1301 HOWARD AVE | UTICA | NY | 13501 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| CNY VETERANS OUTREACH CENTER | |||||||
| 726 WASHINGTON ST | UTICA | NY | 13502 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| COMPASSION COALITION | |||||||
| 509 LAFAYETTE STREET | UTICA | NY | 13502 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $10,000 |
| ELK GROVE TOWNSHIP FOOD PANTRY | |||||||
| 600 LANDMEIER RD | ELK GROVE VILLAGE | IL | 60007 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| FEED OUR VETS | |||||||
| 587 MAIN STREET | NEW YORK MILLS | NY | 13417 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $10,000 |
| FIRST TEE - NAPLES COLLIER | |||||||
| 801 ANCHOR RODE DR SUITE 203C | NAPLES | FL | 34103 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| FOOTHILLS RURAL COMMUNITY MINISTRY | |||||||
| CHURCH STREET | HOLLAND PATENT | NY | 13354 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| FRANKFORT ILION FOOD PANTRY | |||||||
| WEST STREET | ILION | NY | 13365 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| HOUSE OF THE GOOD SHEPHERD | |||||||
| 1550 CHAMPLIN AVE | UTICA | NY | 13502 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $15,000 |
| JOHNSON PARK CENTER | |||||||
| 26 JOHNSON PARK | UTICA | NY | 13501 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $1,000 |
| JOSEPH'S EXPERIENCE | |||||||
| PO BOX 522 | WHITESBORO | NY | 13492 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| KELBERMAN CENTER | |||||||
| 2513 SUNSET AVE | UTICA | NY | 13502 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $8,000 |
| KUYAHOORA FOOD BANK | |||||||
| 8202 NY-28 | NEWPORT | NY | 13416 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| LEATHERSTOCKING COUNCIL (BOY SCOUTS OF AMERICA) | |||||||
| 1401 GENESEE STREET | UTICA | NY | 13035 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $10,000 |
| LOOMIS CHAFEE SCHOOL | |||||||
| 4 BATCHELDER RD | WINSOR | CT | 06095 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $1,000 |
| MARIN CATHOLIC | |||||||
| 675 SIR FRANCIS DRAKE BLVD | KENTFIELD | CA | 94904 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $3,500 |
| MARIN COUNTY DAY SCHOOL | |||||||
| 5221 PARADISE DRIVE | CORTE MADERA | CA | 94925 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $3,500 |
| MIDTOWN UTICA COMMUNITY CENTER | |||||||
| 40 FAXTON STREET | UTICA | NY | 13501 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $13,180 |
| MOHAWK VALLEY HEALTH SYSTEM FOUNDATION | |||||||
| 1676 SUNSET AVE 4TH FLOOR | UTICA | NY | 13502 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $150,000 |
| MVCC FOUNDATION | |||||||
| 1101 SHERMAN DR | UTICA | NY | 13501 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $15,000 |
| ON POINT FOR COLLEGE | |||||||
| 500 PLANT STREET | UTICA | NY | 13502 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $10,000 |
| PETER MAURIN HOUSE (HOPE HOUSE) | |||||||
| PO BOX 161 | UTICA | NY | 13502 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $10,000 |
| RESCUE MISSION OF UTICA | |||||||
| 293 GENESEE STREET | UTICA | NY | 13501 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $7,200 |
| RESOURCE CENTER FOR INDEPENDENT LIVING | |||||||
| 131 GENESEE ST | UTICA | NY | 13501 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| ROME RESCUE MISSION | |||||||
| PO BOX 337 | ROME | NY | 13440 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| SLEEP IN HEAVENLY PEACE INC | |||||||
| 2533 ALBANY ROAD | FRANKFORT | NY | 13340 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| ST MARGARET'S CORP OF UTICA | |||||||
| 47 JORDAN RD | NEW HARTFORD | NY | 13413 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $7,551 |
| SUGAR BOWL ACADEMY | |||||||
| PO BOX 68 | NORDEN | CA | 95724 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $2,600 |
| SUNY POLY FOUNDATION | |||||||
| 100 SEYMOUR RD | UTICA | NY | 13502 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $10,000 |
| THE COUNTRY PANTRY | |||||||
| PO BOX 76 | CLINTON | NY | 13323 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $10,000 |
| THE NEIGHBORHOOD CENTER | |||||||
| 624 ELIZABETH STREET | UTICA | NY | 13501 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| THEA BOWMAN HOUSE | |||||||
| 731 LAFAYETTE STREET | UTICA | NY | 13502 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| UPSTATE CEREBRAL PALSY | |||||||
| 1427 GENESEE ST | UTICA | NY | 13501 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $5,000 |
| YWCA OF THE MOHAWK VALLEY | |||||||
| 7 RUTGER WAY | UTICA | NY | 13501 | NONE | 501(C)(3) | GENERAL CONTRIBUTION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $416,831 | 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 | $144,979 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$14,596 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $130,383 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,383 | TotalIncomeProducingActyAmt |
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 | INDIUM CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 ROBINSON ROAD | AddressLine1Txt |
| City | CLINTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13323 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | 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 | $3,475 | Amt |
| Net Investment Income | $3,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FLORIDA DOES NOT HAVE A FILING REQUIREMENT | ExplanationTxt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $217,703 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $206,691 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ETFS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,042,110 | BookValueAmt |
| EOYFMV | $6,545,048 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,690 | LegalFeesAmt |
| Net Investment Income | $1,690 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKETING AND DEVELOPMENT | Desc |
| Revenue And Expenses Per Books | $408 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $42,467 | Amt |
| Net Investment Income | $42,467 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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