MITZEN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MITZEN FOUNDATION INC (EIN 85-3806264)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202323139349100522
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T08:48:44-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 MITZEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MITZ | 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 | 2023-11-08 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
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 | 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) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,042,252 | 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 | $2,600,767 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,038 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,038 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$227,708 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,299,075 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,396,097 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,038 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $190,577 | 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 | $174,269 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $174,269 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $58,153 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $58,153 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,740 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,740 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $54,339 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $54,339 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $43,711 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $43,711 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $10,427 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $10,427 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,043,088 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,043,088 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,604,304 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,413,727 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,464,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,464,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,068,774 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,413,727 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,464,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,672,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,456,078 | CashBOYAmt |
| Cash EOY | $653,901 | CashEOYAmt |
| Cash EOYFMV | $653,901 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $1,258,683 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $341,811 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $341,811 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $6,442,419 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,062,124 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,214 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $30,644 | LandBOYAmt |
| Land EOY | $5,022,910 | LandEOYAmt |
| Land EOYFMV | $5,022,910 | LandEOYFMVAmt |
| Other Assets BOY | $40,712 | OtherAssetsBOYAmt |
| Other Assets EOY | $23,630 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $23,630 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,228,536 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,042,252 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,042,252 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $46,657 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,061 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $46,657 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,061 | 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 | $9,181,879 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,040,191 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,181,879 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,040,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,228,536 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,042,252 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,181,879 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,672,677 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,433 | OtherIncreasesAmt |
| Subtotal | $6,516,635 | SubtotalAmt |
| Other Decreases | $476,444 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,040,191 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS - SHORT TERM | 2022-12-31 | $2,729,018 | $2,806,995 | -$77,977 | -$77,977 | |
| GOLDMAN SACHS - LONG TERM | 2022-12-31 | $3,569,103 | $3,719,788 | -$150,685 | -$150,685 | |
| GOLDMAN SACHS - LONG TERM | 2022-12-31 | $542 | $542 | $542 | ||
| CAPITAL GAINS DIVIDENDS | $412 | $412 | $412 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$227,708 | 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 | $138,269 | $0 | $0 |
| CONNIE F AVILA SKALA | ||||||||
| 405 EAST 56TH STREET APT 12F | NEW YORK | NY | 10022 | CHIEF BRAND OFFICER | 40.00 | $39,231 | $0 | $0 |
| MARIE MASTERSON | ||||||||
| 16 MARION PLACE APT 1L | SARATOGA SPRINGS | NY | 12866 | DIRECTOR OF PEOPLE & CULTURE | 40.00 | $13,077 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NLH PROPERTY MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1184 | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | BUILDING IMPROVEMENTS | ServiceTypeTxt |
| Compensation | $923,161 | 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 | $1,054,990 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,276,200 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,276,200 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,143 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,212,057 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $210,603 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $210,603 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $210,603 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $210,603 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $210,603 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,464,470 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,464,470 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $210,603 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $3,365,805 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,365,805 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,464,470 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $210,603 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,253,867 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,619,672 | 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 | $6,619,672 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $3,365,805 | ExcessFromYear1Amt |
| Excess From Current Year | $3,253,867 | 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 (166 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 15-LOVE | ||||||||
| 785 WASHINGTON AVE | ALBANY | NY | 12206 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| 820 RIVER STREET INC | ||||||||
| 428 DUANE AVE | SCHENECTADY | NY | 12304 | N/A | PUBLIC | GENERAL NEEDS | $24,475 | |
| A BETTER WORLD | ||||||||
| 909 WESLEY RD | ROCKVILLE | MD | 20850 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| ABORTION FUNDS | ||||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | N/A | PUBLIC | GENERAL NEEDS | $1,500 | |
| ACTIVE MINDS INC | ||||||||
| 2001 S STREET NW SUITE 700 | WASHINGTON | DC | 20009 | N/A | PUBLIC | GENERAL NEEDS | $4,000 | |
| ADK REGION CAT ADOPTION CENTER | ||||||||
| 115 MAPLE ST | GLENS FALLS | NY | 12801 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| ADOPTACLASSROOMORG | ||||||||
| 401 2ND AVE N SUITE 305 | MINNEAPOLIS | MN | 55401 | N/A | PUBLIC | GENERAL NEEDS | $2,400 | |
| AIM SERVICES INC | ||||||||
| 4227 NY-50 | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $4,200 | |
| ALBANY BLACK CHAMBER OF COMMERCE | ||||||||
| 141 WASHINGTON AVE | ALBANY | NY | 12210 | N/A | PUBLIC | GENERAL NEEDS | $72,740 | |
| ALBANY CENTER GALLERIES INC | ||||||||
| 468 BROADWAY 107 | ALBANY | NY | 12207 | N/A | PUBLIC | GENERAL NEEDS | $625 | |
| ALBANY FUND FOR EDUCATION | ||||||||
| PO BOX 12203 | ALBANY | NY | 12203 | N/A | PUBLIC | GENERAL NEEDS | $6,000 | |
| 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 | $10,000 | |
| 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 | $15,100 | |
| AMERICAN BREAST CANCER FOUNDATION | ||||||||
| 10400 LITTLE PATUXENT PKWY 480 | COLUMBIA | MD | 21044 | N/A | PUBLIC | GENERAL NEEDS | $2,510 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||
| 199 WATER ST | NEW YORK | NY | 10038 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| AMERICAN LEGION VOORHEESVILLE | ||||||||
| 31 VOORHEESVILLE AVE | VOORHEESVILLE | NY | 12186 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| AMERICAN RED CROSS EASTERN NEW YORK REGION | ||||||||
| 333 GLEN STREET SUITE 104 | GLENS FALLS | NY | 12801 | N/A | PUBLIC | GENERAL NEEDS | $150,000 | |
| AMOS LEMON BURKHART FOUNDATION | ||||||||
| 2 W WYOMISSING AVE | MOHNTON | PA | 19540 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| ARTHRITIS FOUNDATION | ||||||||
| 1355 PEACHTREE STREET SUITE 600 | ATLANTA | GA | 30309 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| ARVILLA E DIVER MEMORIAL LIBRARY | ||||||||
| 136 MAIN ST | SCHAGHTICOKE | NY | 12154 | N/A | PUBLIC | GENERAL NEEDS | $25,000 | |
| BACK ON MY FEET INC | ||||||||
| 100S BROAD STREET SUITE 2136 | PHILIDELPHIA | PA | 19110 | N/A | PUBLIC | GENERAL NEEDS | $8,900 | |
| BALANCED INNOVATIVE TEACHING STRATEGIES INC | ||||||||
| PO BOX 127 | OLD CHATHAM | NY | 12136 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| BALLER DREAM FOUNDATION | ||||||||
| PO BOX 26358 | SCOTTSDALE | AZ | 85255 | N/A | PUBLIC | GENERAL NEEDS | $500 | |
| BALLSTON SPA CENTRAL SCHOOL DISTRICT | ||||||||
| 70 MALTA AVE | BALLSTON SPA | NY | 12020 | N/A | PUBLIC | GENERAL NEEDS | $6,767 | |
| BARK BREW & TATTOO | ||||||||
| 5 FINLEY STREET | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| BEYOND MY BATTLE | ||||||||
| ONLINE | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $256 | |
| BOYS & GIRLS CLUB OF THE CAPITAL AREA INC | ||||||||
| 21 DELAWARE AVE | ALBANY | NY | 12210 | N/A | PUBLIC | GENERAL NEEDS | $1,133 | |
| BRINGING HOPE HOME | ||||||||
| 641 SWEDESFORD RD | MALVERN | PA | 19355 | N/A | PUBLIC | GENERAL NEEDS | $1,133 | |
| CAFFE LENA INC | ||||||||
| 47 PHILA STREET | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $5,500 | |
| CAN CODE COMMUNITIES | ||||||||
| 75 TROY ROAD | EAST GREENBUSH | NY | 12061 | N/A | PUBLIC | GENERAL NEEDS | $50,000 | |
| CAPITAL REGION CHAMBER FOUNDATION | ||||||||
| 5 COMPUTER DR S | ALBANY | NY | 12205 | N/A | PUBLIC | GENERAL NEEDS | $125,000 | |
| CASA OF MORRIS AND SUSSEX COUNTIES | ||||||||
| 222 RIDGEDALE AVENUE SUITE 300 | CEDAR KNOLLS | NJ | 07927 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| CATHOLIC CHARITIES | ||||||||
| 40 N MAIN AVENUE 3RD FLOOR | ALBANY | NY | 12203 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| CHARLES R DREW UNIVERSITY OF MEDICINE AND SCIENCE | ||||||||
| 1731 E 120TH ST | LOS ANGELES | CA | 90059 | N/A | PUBLIC | GENERAL NEEDS | $2,000 | |
| CHILDREN MENDING HEARTS INC | ||||||||
| 4100 W ALAMEDA AVE 300 | BURBANK | CA | 91505 | N/A | PUBLIC | GENERAL NEEDS | $100,000 | |
| CHILDRENS HOSPITAL OF PA | ||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | N/A | PUBLIC | GENERAL NEEDS | $1,500 | |
| CODE BLUE OF SARATOGA | ||||||||
| 62 HENRY ST | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $374 | |
| COMFORT FOOD OF WASHINGTON COUNTY INC | ||||||||
| 2530 NY-40 | GREENWICH | NY | 12834 | N/A | PUBLIC | GENERAL NEEDS | $5,300 | |
| DONATE LIFE NEW YORK STATE | ||||||||
| 185 JORDAN RD | TROY | NY | 12180 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| DOUBLE H RANCH | ||||||||
| 97 HIDDEN VALLEY ROAD | LAKE LUZERNE | NY | 12846 | N/A | PUBLIC | GENERAL NEEDS | $132,600 | |
| DRAVET SYNDROME FOUNDATION INC | ||||||||
| PO BOX 3026 | CHERRY HILL | NJ | 08034 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| DROME SOUND MUSIC STORE | ||||||||
| 1875 STATE ST | SCHENECTADY | NY | 12304 | N/A | PUBLIC | GENERAL NEEDS | $2,000 | |
| EMILY'SENTOURAGE | ||||||||
| PO BOX 71 | MERION STATION | PA | 19066 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| FARM ANIMALS SANCTUARY | ||||||||
| PO BOX 150 | WATKINS GLEN | NY | 14891 | N/A | PUBLIC | GENERAL NEEDS | $3,000 | |
| FLAT VERNACULAR LLC | ||||||||
| 28 KNIGHT STREET 101 | NORWALK | CT | 06851 | N/A | PUBLIC | GENERAL NEEDS | $6,248 | |
| FOSTER LOVE - TOGETHER WE RISE | ||||||||
| 560 W LAMBERT RD | BREA | CA | 92821 | N/A | PUBLIC | GENERAL NEEDS | $3,856 | |
| FRANK CHAPMAN MEMORIAL INSTITUTE | ||||||||
| 340 1ST ST | ALBANY | NY | 12206 | N/A | PUBLIC | GENERAL NEEDS | $152,411 | |
| FRANKLIN COMMUNITY CENTER INC | ||||||||
| 95 WASHINGTON ST | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $4,900 | |
| GATEWAY HOUSE OF PEACE INC | ||||||||
| 479 ROWLAND STREET | BALLSTON SPA | NY | 12020 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| GEAR FORWARD | ||||||||
| 1509 S PARK AVE | SPRINGFIELD | IL | 62704 | N/A | PUBLIC | GENERAL NEEDS | $250 | |
| GEORGE BIDDLE KELLEY EDUCATION FOUNDATION | ||||||||
| PO BOX 14692 | ALBANY | NY | 12212 | N/A | PUBLIC | GENERAL NEEDS | $12,500 | |
| GLOBAL GENES | ||||||||
| 28 ARGONAUT SUITE 150 | ALISO VIEJO | CA | 92656 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| GOFUNDME - FALCONS TO CHAMPIONSHIP | ||||||||
| ONLINE | ALBANY | NY | 12205 | N/A | PUBLIC | GENERAL NEEDS | $20,500 | |
| GOOD KARMA OF THE CAPITAL REGION | ||||||||
| PO BOX 123 | CLIFTON PARK | NY | 12065 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| HEDGEMAN LAW FIRM | ||||||||
| 1455 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | N/A | PUBLIC | GENERAL NEEDS | $7,500 | 400 |
| HIGH HOPES OF PA | ||||||||
| ONLINE | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $2,400 | |
| HOMELESS ENGAGEMENT AND LIFT PARTNERSHIPS | ||||||||
| 2727 W SWEETWATER AVE | PHOENIX | AZ | 85029 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| HOMES FOR ORPHANED PETS EXIST | ||||||||
| 3065 NY-50 | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $500 | |
| HOP ON HOME RABBIT SANCTUARY INC | ||||||||
| 3065 NY-50 | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| HOPE HOUSE OF SEDONA | ||||||||
| 54 BOWSTRING DRIVE | SEDONA | AZ | 86336 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| HOPEKIDS INC | ||||||||
| PO BOX 28471 | SCOTTSDALE | AZ | 85255 | N/A | PUBLIC | GENERAL NEEDS | $12,500 | |
| HORNS FOR HAITI INC | ||||||||
| 47 PHILA STREET | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $6,100 | |
| INTERFAITH PARTNERSHIP FOR THE HOMELESS | ||||||||
| 176 SHERIDAN AVE | ALBANY | NY | 12210 | N/A | PUBLIC | GENERAL NEEDS | $50,000 | |
| INTO THE WILD INC | ||||||||
| 90 QUEVIC DR | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| JAKES HELP FROM HEAVEN | ||||||||
| PO BOX 809 | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $32,200 | |
| K9 FOR WARRIORS | ||||||||
| 114 CAMO K9 ROAD | PONTE VEDRA | FL | 32081 | N/A | PUBLIC | GENERAL NEEDS | $250 | |
| LEGAL AID SOCIETY | ||||||||
| 40 NEW ST | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $1,300 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | N/A | PUBLIC | GENERAL NEEDS | $12,500 | |
| LIFEPATH | ||||||||
| 101 MUNSON ST 201 | GREENFIELD | MA | 01301 | N/A | PUBLIC | GENERAL NEEDS | $2,000 | |
| LIFEWORKS COMMUNITY ACTION INC | ||||||||
| 39 BATH ST | BALLSTON SPA | NY | 12020 | N/A | PUBLIC | GENERAL NEEDS | $3,641 | |
| LIVING RESOURCES CORPORATION | ||||||||
| 300 WASHINGTON AVE EXT | ALBANY | NY | 12203 | N/A | PUBLIC | GENERAL NEEDS | $25,000 | |
| LOS ANGELES TEAM MENTORING INC (LATM) | ||||||||
| 145 S SPRINGS STREET 725 | LOS ANGELES | CA | 90012 | N/A | PUBLIC | GENERAL NEEDS | $6,000 | |
| LOVE OUR ELDERS | ||||||||
| ONLINE | CONSHOHOCKEN | PA | 19428 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| LUCKY PUPPY RESCUE | ||||||||
| 511 PLEASANT VALLEY ROAD | ARGYLE | NY | 12809 | N/A | PUBLIC | GENERAL NEEDS | $3,500 | |
| LUPUS FOUNDATION OF AMERICA | ||||||||
| 2121 K STREET NW SUITE 200 | WASHINGTON | DC | 20037 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| LUPUS RESEARCH ALLIANCE | ||||||||
| 270 MADISON AVENUE SUITE 300 | NEW YORK | NY | 10016 | N/A | PUBLIC | GENERAL NEEDS | $10,210 | |
| LUZERNE MUSIC CENTER | ||||||||
| 203 LAKE TOUR RD | LAKE LUZERNE | NY | 12846 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| MACEDONIA BAPTIST CHURCH | ||||||||
| 26 WILSON AVENUE | ALBANY | NY | 12205 | N/A | PUBLIC | GENERAL NEEDS | $500 | |
| MAKE STUDIO | ||||||||
| 3326 KESWICK RD | BALTIMORE | MD | 21211 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| MALTA AVENUE ELEMENTARY PTA | ||||||||
| 70 MALTA AVE | BALLSTON SPA | NY | 12020 | N/A | PUBLIC | GENERAL NEEDS | $1,450 | |
| MARCH FOR OUR LIVES | ||||||||
| PO BOX 3417 | NEW YORK | NY | 10008 | N/A | PUBLIC | GENERAL NEEDS | $100,000 | |
| META24 | ||||||||
| 315 SE MIZNER BLVD STE 212 | BOCA RATON | FL | 33434 | N/A | PUBLIC | GENERAL NEEDS | $3,000 | |
| MISCELLANOUS INDIVIDUALS | ||||||||
| N/A | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $2,314 | |
| MOHAWK HUDSON HUMANE SOCIETY (MHHS) | ||||||||
| 3 OAKLAND AVENUE | MENANDS | NY | 12204 | N/A | PUBLIC | GENERAL NEEDS | $276,750 | |
| MOM STARTS HERE | ||||||||
| 270 RIVER ST | TROY | NY | 12180 | N/A | PUBLIC | GENERAL NEEDS | $20,000 | |
| MOMENTUM & VALUE FOR PEOPLE OF COLOR | ||||||||
| 43 HILLTOP RD | KINNELON | NJ | 07405 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| MOVEMBER | ||||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | N/A | PUBLIC | GENERAL NEEDS | $2,507 | |
| MOXXI WOMAN'S FOUNDATION | ||||||||
| 1105 ROUTE 32 | STILLWATER | NY | 12170 | N/A | PUBLIC | GENERAL NEEDS | $500 | |
| MR MO PROJECT | ||||||||
| 641 GROOMS RD 235 | CLIFTON PARK | NY | 12065 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| MT ZION BAPTIST CHURCH | ||||||||
| 33 OAK ST | SPRINGFIELD | MA | 01109 | N/A | PUBLIC | GENERAL NEEDS | $350 | |
| NEW YORK STATE ASSOCIATION OF BLACK AND PUERTO RICAN LEGISLATORS | ||||||||
| 198 STATE ST | ALBANY | NY | 12210 | N/A | PUBLIC | GENERAL NEEDS | $55,000 | |
| NFP PROPERTY & CASUALTY SERVICES INC | ||||||||
| PO BOX 200522 | DALLAS | TX | 75320 | N/A | PUBLIC | GENERAL NEEDS | $1,957 | |
| NORTHEAST BALLET COMPANY | ||||||||
| 418 LIBERTY ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | GENERAL NEEDS | $5,500 | |
| NOTEWORTHY RESOURCES OF ALBANY INC | ||||||||
| 930 BROADWAY SUITE 1 | ALBANY | NY | 12207 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| OAKWOOD COMMUNITY CENTER | ||||||||
| 313 10TH ST | TROY | NY | 12180 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| OLD FRIENDS INC | ||||||||
| 1841 PAYNES DEPOT RD | GEORGETOWN | KY | 40324 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| ONE STEP CLOSER ANIMAL RESCUE | ||||||||
| 155 STANHOPE RD | BYRAM TOWNSHIP | NJ | 07821 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| ONE-N-TEN | ||||||||
| 1101 N CENTRAL AVE 202 | PHOENIX | AZ | 85004 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| PHOENIX CHILDRENS HOSPITAL FOUNDATION | ||||||||
| 2929 CAMELBACK ROAD SUITE 122 | PHOENIX | AZ | 85016 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| PITNEY MEADOWS COMMUNITY FARM | ||||||||
| 223 WEST AVE | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $2,575 | |
| PLANNED PARENTHOOD | ||||||||
| 534 BAY RD | QUEENSBURY | NY | 12804 | N/A | PUBLIC | GENERAL NEEDS | $500 | |
| PRIDE CENTER OF CAPITAL REGION | ||||||||
| 332 HUDSON AVE | ALBANY | NY | 12210 | N/A | PUBLIC | GENERAL NEEDS | $3,600 | |
| PROJECT HOPE | ||||||||
| 927 BROADWAY | ALBANY | NY | 12207 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| REBUILDING TOGETHER SARATOGA COUNTY | ||||||||
| 132 MILTON AVENUE | BALLSTON SPA | NY | 12020 | N/A | PUBLIC | GENERAL NEEDS | $31,300 | |
| REDROVER | ||||||||
| 931 US ROUTE 9 | QUEENSBURY | NY | 12804 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| RENSSELEAR COUNTY CHAMBER OF COMMERCE | ||||||||
| 90 4TH ST 200 | TROY | NY | 12180 | N/A | PUBLIC | GENERAL NEEDS | $679 | |
| RISE HOUSING AND SUPPORT SERVICES INC | ||||||||
| 127 UNION ST | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $7,200 | |
| RONALD MCDONALD HOUSE CHARITIES OF THE CAPITAL REGION | ||||||||
| 139 S LAKE AVE | ALBANY | NY | 12208 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| SANDY HOOK PROMISE FOUNDATION INC | ||||||||
| PO BOX 3489 | NEWTON | CT | 06470 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| SANTA'S HELPERS INC | ||||||||
| 5835 MANCHESTER AVE | ST LOUIS | MO | 63110 | N/A | PUBLIC | GENERAL NEEDS | $500 | |
| SARATOGA BRIDGES FOUNDATION | ||||||||
| 16 SARATOGA BRIDGES BLVD | BALLSTON SPA | NY | 12020 | N/A | PUBLIC | GENERAL NEEDS | $5,100 | |
| SARATOGA COUNTY ANIMAL SHELTER | ||||||||
| 6010 COUNTY FARM ROAD | BALLSTON SPA | NY | 12020 | N/A | PUBLIC | GENERAL NEEDS | $3,575 | |
| SARATOGA COUNTY CHAMBER OF COMMERCE | ||||||||
| 28 CLINTON ST | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $7,020 | |
| SARATOGA GIRLS BASKETBALL BOOSTER CLUB | ||||||||
| 1 BLUE STREAK BOULEVARD | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| SARATOGA HOSPITAL FOUNDATION | ||||||||
| 211 CHURCH STREET | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $25,000 | |
| SARATOGA PERFORMING ARTS CENTER | ||||||||
| 108 AVENUE OF PINES | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $7,200 | |
| SARATOGA ROWING ASSOCIATION | ||||||||
| 543 UNION AVE | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $9,300 | |
| SARATOGA SPONSOR A SCHOLAR | ||||||||
| PO BOX 107 | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| SARATOGA SPRINGS HIGH SCHOOL ARTS DEPARTMENT | ||||||||
| 1 BLUE STREAK BOULEVARD | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| SARATOGA SPRINGS HIGH SCHOOL CLASS OF 2022 | ||||||||
| 1 BLUE STREAK BOULEVARD | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $7,800 | |
| SARATOGA SPRINGS HIGH SCHOOL CLASS OF 2024 | ||||||||
| 1 BLUE STREAK BOULEVARD | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| SARATOGA SPRINGS HIGH SCHOOL MUSIC DEPARTMENT | ||||||||
| 1 BLUE STREAK BOULEVARD | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| SCHUMACHER | ||||||||
| 979 THIRD AVENUE SUITE 832 | NEW YORK | NY | 10022 | N/A | PUBLIC | GENERAL NEEDS | $8,658 | |
| SECOND CHANCE OPPORTUNITIES | ||||||||
| 55 COLVIN AVE | ALBANY | NY | 12206 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| SENIOR CITIZENS CENTER OF SARATOGA SPRINGS INC | ||||||||
| 5 WILLIAMS STREET | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $4,500 | |
| SHE-CAN | ||||||||
| 100 TIBURON BLVD | MILL VALLEY | CA | 94941 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| SHELTERS OF SARATOGA | ||||||||
| 14 WALWORTH STREET | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $8,000 | |
| SOROPTIMIST INTERNATIONAL OF SARATOGA COUNTY | ||||||||
| PO BOX 1074 | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| SOUTH END CHILDREN'S CAFE | ||||||||
| 25 WARREN STREET | ALBANY | NY | 12202 | N/A | PUBLIC | GENERAL NEEDS | $60,000 | |
| SPECIAL OLYMPICS | ||||||||
| 2600 VIRGINIA AVE NW 11TH FLOOR | WASHINGTON | DC | 20037 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| ST PETER'S HOSPITAL FOUNDATION | ||||||||
| 310 S MANNING BLVD | ALBANY | NY | 12208 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| SYRACUSE UNIVERSITY | ||||||||
| 900 S CROUSE AVE | SYRACUSE | NY | 13244 | N/A | PUBLIC | GENERAL NEEDS | $100,000 | |
| TEAM94 | ||||||||
| PO BOX 38 | ROSELAND | NJ | 07068 | N/A | PUBLIC | GENERAL NEEDS | $2,500 | |
| TEMPLE SINAI OF SARATOGA SPRINGS | ||||||||
| 509 BROADWAY | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $500 | |
| THE ANDREW WEISHAR FOUNDATION | ||||||||
| 1245 S MICHIGAN AVENUE SUITE 154 | CHICAGO | IL | 60605 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| THE ATTIC YOUTH CENTER | ||||||||
| 255 S 16TH ST | PHILADELPHIA | PA | 19102 | N/A | PUBLIC | GENERAL NEEDS | $1,500 | |
| THE BABY INSTITUTE INC | ||||||||
| 395 ELK ST | ALBANY | NY | 12206 | N/A | PUBLIC | GENERAL NEEDS | $60,067 | |
| THE BLUE HEART FOUNDATION | ||||||||
| 9505 GOLD COAST DRIVE APT 85 | SAN DIEGO | CA | 92126 | N/A | PUBLIC | GENERAL NEEDS | $6,500 | |
| THE BRIGID ALLIANCE | ||||||||
| PO BOX 58 | NEW YORK | NY | 10024 | N/A | PUBLIC | GENERAL NEEDS | $1,500 | |
| THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION INC | ||||||||
| 2 TOWER PLACE | ALBANY | NY | 12203 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| THE CURE STARTS NOW FOUNDATION | ||||||||
| 10280 CHESTER RD | CINCINNATI | OH | 45215 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| THE LADIES OF CHARITY | ||||||||
| 2816 E 23RD ST | KANSAS CITY | MO | 64127 | N/A | PUBLIC | GENERAL NEEDS | $500 | |
| THE NORTHEAST HEALTH FOUNDATION INC | ||||||||
| 310 S MANNING BLVD | ALBANY | NY | 12208 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| THE RED BOOKSHELF | ||||||||
| 200 GREEN ST | ALBANY | NY | 12202 | N/A | PUBLIC | GENERAL NEEDS | $12,000 | |
| THE SEEING EYE INC | ||||||||
| 1 SEEING EYE WY | MORRISTOWN | NJ | 07960 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| THE TREVOR PROJECT INC | ||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PUBLIC | GENERAL NEEDS | $1,100 | |
| THOROUGHBRED RETIREMENT FOUNDATION | ||||||||
| 112 SPRING ST | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $25,000 | |
| TRANSFAMILY SUPPORT SERVICES | ||||||||
| 12463 RANCHO BERNADO RD SUITE 218 | SAN DIEGO | CA | 92128 | N/A | PUBLIC | GENERAL NEEDS | $4,000 | |
| TROSA THRIFT STORE AND DONATION CENTER | ||||||||
| 3500 N ROXBORO ST | DURHAM | NC | 27704 | N/A | PUBLIC | GENERAL NEEDS | $1,250 | |
| TULSA SERVING TO EMPOWER PEOPLE SUCCESSFULLY FOUNDATION INC | ||||||||
| 2608 W KENOSHA ST 525 | BROKEN ARROW | OK | 74012 | N/A | PUBLIC | GENERAL NEEDS | $1,000,000 | |
| UNIVERSITY AT ALBANY FOUNDATION | ||||||||
| 1400 WASHINGTON AVENUE | ALBANY | NY | 12222 | N/A | PUBLIC | GENERAL NEEDS | $1,250 | |
| UNLIMITED POSSIBILITIES INC | ||||||||
| 36 CADY HILL BOULEVARD | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | GENERAL NEEDS | $3,300 | |
| US BOBSLEDSKELETON INC | ||||||||
| PO BOX 3726 | CLARKSVILLE | TN | 37043 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| USA AGAINST ALZHEIMERS | ||||||||
| 5614 CONNECTICUT AVE NW | WASHINGTON | DC | 20015 | N/A | PUBLIC | GENERAL NEEDS | $1,000 | |
| V FOUNDATION | ||||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | N/A | PUBLIC | GENERAL NEEDS | $500 | |
| VIOLA FORD FLETCHER FOUNDATION | ||||||||
| 8700 STONEBROOK PARKWAY 1695 | FRISCO | TX | 75034 | N/A | PUBLIC | GENERAL NEEDS | $10,000 | |
| VOORHEESVILLE DOLLARS FOR SCHOLARS | ||||||||
| PO BOX 316 | VOORHEESVILLE | NY | 12186 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| WALLACE TURNER LAW LLP | ||||||||
| 134 CENTRAL AVE | ALBANY | NY | 12206 | N/A | PUBLIC | GENERAL NEEDS | $567 | |
| WARREN AND DENYSE MACKEY FOUNDATION INC | ||||||||
| ONLINE | ALBANY | NY | 12212 | N/A | PUBLIC | GENERAL NEEDS | $25,000 | |
| WELLSPRING | ||||||||
| 2816 US-9 | MALTA | NY | 12020 | N/A | PUBLIC | GENERAL NEEDS | $29,347 | |
| WORLD RELIEF CORPORATION OF NATIONAL ASSOCIATION OF EVANGELICALS | ||||||||
| 7 E BALTIMORE ST | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL NEEDS | $4,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 370 7TH AVE SUITE 1802 | NEW YORK | NY | 10001 | N/A | PUBLIC | GENERAL NEEDS | $1,100 | |
| YWCA OF THE GREATER CAPITAL REGION | ||||||||
| 20-22 1ST ST | TROY | NY | 12180 | N/A | PUBLIC | GENERAL NEEDS | $125,375 | |
| ZUFALL HEALTH | ||||||||
| 18 WEST BLACKWELL ST | DOVER | NJ | 07801 | N/A | PUBLIC | GENERAL NEEDS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,464,470 | 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 | $23,038 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $412 | ExclusionAmt |
| Related Or Exempt Function Incm | -$228,120 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,450 | ExclusionAmt |
| Related Or Exempt Function Incm | -$228,120 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$204,670 | 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 | $2,600,000 | 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 | $29,740 | Amt |
| Net Investment Income | $29,740 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $58,153 | LegalFeesAmt |
| Net Investment Income | $58,153 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTANGIBLE ASSETS, NET OF ACCUMULATED AMORTIZATION | $39,277 | $21,502 | $21,502 |
| OTHER ASSETS | $1,435 | $2,128 | $2,128 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES | Desc |
| Amt | $476,444 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING & MARKETING | $447,666 | $447,666 | $0 | $0 |
| BANK CHARGES | $223 | $223 | $0 | $0 |
| INSURANCE EXPENSE | $5,680 | $5,680 | $0 | $0 |
| INVESTMENT EXPENSES | $11,608 | $11,608 | $0 | $0 |
| MEALS | $26,837 | $26,837 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $10,863 | $10,863 | $0 | $0 |
| OFFICE EXPENSE | $141,415 | $141,415 | $0 | $0 |
| PAYROLL SERVICE EXPENSE | $10,512 | $10,512 | $0 | $0 |
| REPAIRS & MAINTENANCE | $286,095 | $286,095 | $0 | $0 |
| UTILITIES | $84,414 | $84,414 | $0 | $0 |
| AMORTIZATION | $17,775 | $17,775 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPRECIATION - BOOK/TAX DIFFERENCE | Desc |
| Amt | $7,433 | Amt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $31,776 | $31,776 | $0 | $0 |
| REAL ESTATE TAXES | $22,563 | $22,563 | $0 | $0 |
Comments