NELSON AND AGNES POMPA FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: NELSON AND AGNES POMPA FAMILY FOUNDATION (EIN 20-6092153)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-16
IRS object ID: 202201369349103155
Schema version: 2021v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Other Schedule2
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-16T11:00:45-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	141662664	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WEST & COMPANY CPAS PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1219	AddressLine1Txt
City	GLOVERSVILLE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	120780354	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	206092153	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE NELSON AND AGNES POMPA FAMILY	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	NELS	BusinessNameControlTxt
Phone	5185832901	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	575 ROWLAND STREET	AddressLine1Txt
City	SARATOGA SPRINGS	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12866	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	AGNES POMPA	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Signature	2022-05-01	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	AGNES	PersonFirstNm
Person Last	POMPA	PersonLastNm

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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TRISHA ROGERS-BYRNS	PreparerPersonNm
PTIN	P00175220	PTIN
Phone	5187257127	PhoneNum
Preparation	2022-05-16	PreparationDt

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$28,869	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	$125,654	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$125,654	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$975	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$488	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$487	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$93,770	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$93,770	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$94,745	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$488	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$94,257	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$31,800	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$31,800	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$126,545	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$488	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$126,057	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$891	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$5,558	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$4,667	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$4,667	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$24,202	OtherInvestmentsBOYAmt
Other Investments EOY	$24,202	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$24,202	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$29,760	TotalAssetsBOYAmt
Total Assets EOY	$28,869	TotalAssetsEOYAmt
Total Assets EOYFMV	$28,869	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$29,760	RetainedEarningBOYAmt
Retained Earning EOY	$28,869	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$29,760	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$28,869	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$29,760	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$28,869	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$29,760	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$891	ExcessRevenueOverExpensesAmt
Subtotal	$28,869	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$28,869	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
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
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
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	AGNES POMPA	IndividualWithBooksNm
Phone	5185832901	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	575 ROWLAND STREET	AddressLine1Txt
City	SARATOGA SPRINGS	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12866	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 (3 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
AGNES POMPA
575 ROWLAND STREET	SARATOGA SPRINGS	NY	12866	TRUSTEE	0.50	$0	$0	$0
EDWARD POMPA
575 ROWLAND STREET	SARATOGA SPRINGS	NY	12866	TRUSTEE	000.00	$0	$0	$0
MARIANNE POMPA LAROCHE
575 ROWLAND STREET	SARATOGA SPRINGS	NY	12866	TRUSTEE	000.00	$0	$0	$0

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	$24,556	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$24,556	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$24,556	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$368	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$24,188	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,209	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,209	MinimumInvestmentReturnAmt
Distributable Before Adj	$1,209	DistributableBeforeAdjAmt
Distributable Before Ded	$1,209	DistributableBeforeDedAmt
Distributable As Adjusted	$1,209	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$126,057	ExpensesAndContributionsAmt
Qualifying Distributions	$126,057	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,209	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$56,817	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$95,565	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$124,783	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$145,326	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$138,140	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$560,631	TotalExcessDistributionCyovAmt
Qualifying Distributions	$126,057	QualifyingDistributionsAmt
Applied To Current Year	$1,209	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$124,848	RemainingDistriFromCorpusAmt
Total Corpus	$685,479	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$56,817	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$628,662	ExcessDistriCyovToNextYrAmt
Excess From Year4	$95,565	ExcessFromYear4Amt
Excess From Year3	$124,783	ExcessFromYear3Amt
Excess From Year2	$145,326	ExcessFromYear2Amt
Excess From Year1	$138,140	ExcessFromYear1Amt
Excess From Current Year	$124,848	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
DOUBLE H HOLE IN THE WOOD
7 HIDDEN VALLEY RD	LAKE LUZERNE	NY	12846	NONE	CHARITABLE	GENERAL FUNDING	$16,125
MISCELLANEOUS
VARIOUS	VARIOUS	NY	12866	NONE	CHARITABLE	GENERAL FUNDING	$3,825
ST MARY'S CHURCH
167 MILTON AVENUE	BALLSTON SPA	NY	12020	NONE	CHARITABLE	GENERAL FUNDING	$8,350
BLUE FRIDAY OF NEW YORK
PO BOX 38235	ALBANY	NY	12203	NONE	CHARITABLE	GENERAL FUNDING	$2,000
ROMAN CATHOLIC DIOCESE OF ALBANY
40 NORTH MAIN STREET	ALBANY	NY	12203	NONE		DIOCESIAN APPEAL	$1,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$31,800	TotalGrantOrContriPdDurYrAmt

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

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	AGNES POMPA	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	575 ROWLAND STREET	AddressLine1Txt
City	SARATOGA SPRINGS	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	12866	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$125,654	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	$975	Amt
Net Investment Income	$488	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$487	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	INVESTMENTS - OTHER	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$24,202	BookValueAmt
EOYFMV	$24,202	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
NYS FILING FEE	$25	$25
INSURANCE	$91,245	$91,245
CHECKS
ADMINISTRATION FEE	$2,500	$2,500
MISCELLANEOUS

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