MINCOLLA FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: MINCOLLA FOUNDATION (EIN 16-6476836)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-05-12
IRS object ID: 202341329349100149
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-12T11:57:35-04:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	161592073	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	S J JULIAN & CO	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2301 COUNTRY CLUB RD	AddressLine1Txt
City	ENDICOTT	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	13760	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	166476836	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MINCOLLA FOUNDATION	BusinessNameLine1Txt
Business Name Line2	MINCOLLA	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	MINC	BusinessNameControlTxt
Phone	5187887596	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	60 TIPPERARY WAY	AddressLine1Txt
City	BALLSTON LAKE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	120192236	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANTHONY V MINCOLLA 111	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	5187887596	PhoneNum
Signature	2023-04-25	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ANTHONY	PersonFirstNm
Person Last	MINCOLLA	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PHILIP L STEPHENS	PreparerPersonNm
PTIN	P00085933	PTIN
Phone	6077482255	PhoneNum
Preparation	2023-05-12	PreparationDt

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	$134,740	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$2,046	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,046	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$2,046	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$6,453	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$6,453	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$6,453	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$8,499	TotalRevAndExpnssAmt
Total Net Invst Incm	$8,499	TotalNetInvstIncmAmt
Total Adj Net Incm	$2,046	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$500	AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$1,005	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$1,005	OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$1,505	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,505	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$20,714	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$20,714	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$22,219	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,505	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$20,714	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$13,720	ExcessRevenueOverExpensesAmt
Net Investment Income	$6,994	NetInvestmentIncomeAmt
Adjusted Net Income	$2,046	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$538	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,226	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,226	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$150,836	CorporateStockBOYAmt
Corporate Stock EOY	$136,037	CorporateStockEOYAmt
Corporate Stock EOYFMV	$132,514	CorporateStockEOYFMVAmt
Total Assets BOY	$151,374	TotalAssetsBOYAmt
Total Assets EOY	$138,263	TotalAssetsEOYAmt
Total Assets EOYFMV	$134,740	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$151,374	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$138,264	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$151,374	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$124,544	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$151,374	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$124,544	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$151,374	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$13,720	ExcessRevenueOverExpensesAmt
Subtotal	$137,654	SubtotalAmt
Other Decreases	$13,110	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$124,544	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$6,453	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$97	InvestmentIncomeExciseTaxAmt
Subtotal	$97	SubtotalAmt
Tax Based On Investment Income	$97	TaxBasedOnInvestmentIncomeAmt
Tax Due	$97	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	ANTHONY V MINCOLLA 111	IndividualWithBooksNm
Phone	5187887596	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	60 TIPPERARY WAY	AddressLine1Txt
City	BALLSTON LAKE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12019	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	ANTHONY V MINCOLLA 111	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	60 TIPPERARY WAY	AddressLine1Txt
City	BALLSTON LAKE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12019	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	000.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

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

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Tax Based On Investment Income	$97	TaxBasedOnInvestmentIncomeAmt
Total Tax	$97	TotalTaxAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$20,714	ExpensesAndContributionsAmt
Qualifying Distributions	$20,714	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$5,000	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$8,500	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$14,587	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$23,650	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$16,733	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$68,470	TotalExcessDistributionCyovAmt
Qualifying Distributions	$20,714	QualifyingDistributionsAmt
Remaining Distri From Corpus	$20,714	RemainingDistriFromCorpusAmt
Total Corpus	$89,184	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$5,000	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$84,184	ExcessDistriCyovToNextYrAmt
Excess From Year4	$8,500	ExcessFromYear4Amt
Excess From Year3	$14,587	ExcessFromYear3Amt
Excess From Year2	$23,650	ExcessFromYear2Amt
Excess From Year1	$16,733	ExcessFromYear1Amt
Excess From Current Year	$20,714	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Recipient Foundation StatusRecipientFoundationStatusTxt
SUNY ONEONTA
108 RAVIN PARKWAY	ONEONTA	NY	13820	SCHOLARSHIP FUND	$1,000
HUDSON VALLEY COMMUNITY COLLEGE
80 VANDENBURGH AVE	TROY	NY	12180	SCHOLARSHIP FUND	$4,000
SCRANTON UNIVERSITY
800 LINDEN ST	SCRANTON	PA	18510	SCHOLARSHIP FUND	$2,000
MARIA MINCOLLA
60 TIPPERARY WAY	BALLSTON LAKE	NY	12019	COMPUTER FOR STUDENT	$6,524	STUDENT
GUILIANA MINCOLLA
60 TIPPERARY WAY	BALLSTON LAKE	NY	12019	TRAINING CLASSES	$1,190	STUDENT
LEMOYNE COLLEGE
1419 SALT SPRINGS RD	SYRACUSE	NY	13214	SCHOLARSHIP FUND	$1,000
SIENA COLLEGE
515 LOUDON RD	LOUDONVILLE	NY	12211	SCHOLARSHIP FUND	$1,000
ST BONAVENTURE UNIVERSITY
3261 W STATE ST	ST BONAVENTURE	NY	14778	SCHOLARSHIP FUND	$2,000
UNIV OF SOUTH CAROLINA
102 SUMMER ST	COLUMBIA	SC	29208	SCHOLARSHIP FUND	$1,000
UNIV OF MASSACHUSETTS
AMHERST ST	AMHERST	MA	01003	SCHOLARSHIP FUND	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$20,714	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$2,046	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$6,453	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$8,499	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$8,499	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$500	Amt
Net Investment Income	$500	NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
EOY Book Value	$136,037	EOYBookValueAmt
EOYFMV	$132,514	EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$1,005	Amt
Net Investment Income	$1,005	NetInvestmentIncomeAmt

MINCOLLA FOUNDATION: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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