ROBERT J NOLAN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT J NOLAN FOUNDATION INC (EIN 22-2826285)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2022-12-12
- IRS object ID
- 202203469349100215
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-12T13:48:36-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141515307 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEFCO CPA'S LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 PINE ST | AddressLine1Txt |
| City | GLENS FALLS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 128013444 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222826285 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT J NOLAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 5187924900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 82 GLENWOOD AVENUE | AddressLine1Txt |
| City | QUEENSBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12804 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BORGOS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5187924900 | PhoneNum |
| Signature | 2022-11-28 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | BORGOS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN S FLINT CPA | PreparerPersonNm |
| PTIN | P01070105 | PTIN |
| Phone | 5187937783 | PhoneNum |
| Preparation | 2022-12-12 | 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 | $1,907,948 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,742 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,742 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,742 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $45,776 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,776 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $45,776 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,078 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $469,211 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,078 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $57,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,596 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $49,518 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $7,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $7,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,532 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,532 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,455 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $624 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,375 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,470 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,880 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,470 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,536 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,862 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,470 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,536 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,266 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,126 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $49,518 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $304 | CashBOYAmt |
| Cash EOY | $5,235 | CashEOYAmt |
| Cash EOYFMV | $5,235 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,834 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,156 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,156 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,312,776 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,287,283 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,285,894 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $706,400 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $675,075 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $596,663 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,040,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,987,749 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,907,948 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,185 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $886 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,185 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $886 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,039,129 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,986,863 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,039,129 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,986,863 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,040,314 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,987,749 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,039,129 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,266 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,986,863 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,986,863 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 99SHS ACTIVISION BLIZZARD, INC. | P | 2021-11-19 | $6,342 | $8,055 | -$1,713 | -$1,713 |
| 23150.416SHS LORD ABBETT SHORT DURAT | P | 2022-08-31 | $90,694 | $96,577 | -$5,883 | -$5,883 |
| 1837.931SHS MFS INTL DIVERSIFICATIO | P | 2021-11-18 | $47,860 | $40,025 | $7,835 | $7,835 |
| 69.988SHS MFS INSTITUTIONAL INTL EQU | P | 2022-08-08 | $1,963 | $2,288 | -$325 | -$325 |
| 916.59SHS FEDERATED TOTAL RETURN SE | P | 2022-01-27 | $10,000 | $10,486 | -$486 | -$486 |
| 226.33SHS PERMANENT PORTFOLIO | P | 2022-08-08 | $10,515 | $9,258 | $1,257 | $1,257 |
| 1862.197SHS FEDERALTED TOTAL RETURN | P | 2022-02-22 | $20,000 | $21,304 | -$1,304 | -$1,304 |
| 217.344SHS PERMANENT PORTFOLIO | P | 2022-08-22 | $10,000 | $8,990 | $1,010 | $1,010 |
| 2427.184SHS LORD ABBETT SHORT DURAT | P | 2022-01-27 | $10,000 | $10,147 | -$147 | -$147 |
| 5805.416SHS LORD ABBETT SHORT DURAT | P | 2022-03-08 | $23,570 | $24,151 | -$581 | -$581 |
| 949.899SHS MFS INTL DIVERSIFICATION | P | 2022-02-02 | $23,102 | $25,068 | -$1,966 | -$1,966 |
| 7474.43 SHSPIMCO HIGH YIELD SPECTRUM | P | 2022-01-14 | $74,146 | $73,087 | $1,059 | $1,059 |
| 966.09SH BLACKROCK MID CAP GROWTH EQ | P | 2022-05-05 | $32,422 | $45,020 | -$12,598 | -$12,598 |
| 1594.638SHS JP MORGAN SMALL CAP GR | P | 2022-05-04 | $31,765 | $34,825 | -$3,060 | -$3,060 |
| .2875SHS WARNER BROS DISCOVERY | P | 2022-04-21 | $6 | $10 | -$4 | -$4 |
| 36SHS WARNER BROS DISCOVERY | P | 2022-05-13 | $630 | $1,308 | -$678 | -$678 |
| 593.899SHS COHEN & STEERS REAL ESTAT | P | 2022-08-22 | $10,886 | $12,727 | -$1,841 | -$1,841 |
| 1422.764SHS FEDERATED TOTAL RETURN S | P | 2022-08-31 | $14,000 | $16,276 | -$2,276 | -$2,276 |
| 1012.917SHS FRANKLIN CONVERTIBLE SEC | P | 2022-08-22 | $21,488 | $21,531 | -$43 | -$43 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,078 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7,635 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $627 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $627 | SubtotalAmt |
| Tax Based On Investment Income | $627 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $650 | TaxDueAmt |
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 | RJNOLANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MICHAEL BORGOS | IndividualWithBooksNm |
| Phone | 5187924900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 82 GLENWOOD AVENUE | AddressLine1Txt |
| City | QUEENSBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12804 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL BORGOS | ||||||||
| 82 GLENWOOD AVE | QUEENSBURY | NY | 12804 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| KEVIN MAHONEY | ||||||||
| 15 COOPER STREET | GLENS FALLS | NY | 12801 | SECRETARY | 000.00 | $0 | $0 | $0 |
| DAVE MORNHINWEG | ||||||||
| 1011 OAKLAKE TRAIL | WATKINSVILLE | GA | 30677 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| KATE HOGAN | ||||||||
| 14 COOLIDGE AVENUE | GLENS FALLS | NY | 12801 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JOHN C MANNIX JR | ||||||||
| 198 CHURCH STREET | SARATOGA SPRINGS | NY | 12866 | TREASURER | 000.00 | $0 | $0 | $0 |
| RICHARD MEATH | ||||||||
| 2 APPLE LANE | QUEENSBURY | NY | 12804 | DIRECTOR | 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 | $2,212,446 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,149 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,234,595 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,234,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,519 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,201,076 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $110,054 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $110,054 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $627 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $627 | TotalTaxAmt |
| Distributable Before Adj | $109,427 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $109,427 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $109,427 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,536 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $92,536 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $109,427 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,139 | UndistributedIncomePYAmt |
| Qualifying Distributions | $92,536 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,139 | AppliedToYear1Amt |
| Applied To Current Year | $66,397 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $43,030 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE ROBERT J NOLAN FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MICHAEL BORGOS 82 GLENWOOD AVENUE | AddressLine1Txt |
| City | QUEENSBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5187924900 | RecipientPhoneNum |
| Form And Info And Materials | EACH STUDENT WILL SUBMIT AN APPLICATION FOR CONSIDERATION. THE APPLICATION REQUESTS INFORMATION ON THE FOLLOWING AREAS: 1.EDUCATIONAL ACHIEVEMENT; 2. PARTICIPATION IN HIGH SCHOOL VARSITY ATHLETIC TEAMS; 3. EXTRACURRICULAR SCHOOL-RELATED ACTIVITIES; 4. CIVIC ACTIVITIES; 5. RELIGIOUS ORGANIZATION PARTICIPATION AND 6. FINANCIAL NEED. THE DIRECTORS WOULD USE THE INFORMATION FROM THE APPLICATION TO SELECT RECIPIENTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ALL APPLICATIONS ARE DUE BY MAY 15. THE FOUNDATION WILL PUBLICIZE THE EXISTENCE OF THE SCHOLARSHIP P | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ROBERT J NOLAN FOUNDATION, INC. WILL AWARD SCHOLARSHIPS TO INDIVIDUALS ATTENDING SECONDARY SCHOOLS WHO ARE FROM THE GREATER GLENS FALLS AREA. SCHOLARSHIPS ARE AWARDED TO THE WELL-BALANCED STUDENT WITH A SPECIAL EMPHASIS ON PARTICIPATION IN VARSITY ATHLETIC TEAMS AND THE EXPRESSED INTENTION OF PARTICIPATION IN ORGANIZED ATHLETIC TEAMS AND ENDEAVORS AT THE UNDERGRADUATE AND/OR GRADUATE LEVEL. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANNA BEAROR | ||||||
| 25 PINION PINE LANE | QUEENSBURY | NY | 12804 | NONE | SCHOLARSHIP | $3,750 |
| JESSICA BETTS | ||||||
| 12 IRIS AVE | SO GLENS FALLS | NY | 12803 | NONE | SCHOLARSHIP | $5,000 |
| BRIAN BEYERBACH | ||||||
| 6 SHERWOOD DRIVE | QUEENSBURY | NY | 12804 | NONE | SCHOLARSHIP | $5,000 |
| BRANDON BONDY | ||||||
| 65 SARA JEN DR | QUEENSBURY | NY | 12804 | NONE | SCHOLARSHIP | $2,500 |
| JACK BORDEAU | ||||||
| 2 PLEASANT LANE | QUEENSBURY | NY | 12804 | NONE | SCHOLARSHIP | $3,750 |
| DEMETER BURNS | ||||||
| 30 CONSTITUTION WAY | QUEENSBURY | NY | 12804 | NONE | SCHOLARSHIP | $7,500 |
| DEREK BUSHMAN | ||||||
| 338 REYNOLDS ROAD | FORT EDWARD | NY | 12828 | NONE | SCHOLARSHIP | $7,500 |
| MACKENZIE COLLIER | ||||||
| 523 SELFRIDGE ROAD | GANSEVOORT | NY | 12831 | NONE | SCHOLARSHIP | $2,500 |
| BIANCA MALLETTE | ||||||
| 44 CHERRY TREE LANE | GANSEVOORT | NY | 12831 | NONE | SCHOLARSHIP | $5,000 |
| GRACIE NASSIVERA | ||||||
| 203 DEAN ROAD | HUDSON FALLS | NY | 12839 | NONE | SCHOLARSHIP | $3,750 |
| LEA RICHARD | ||||||
| 422 BROWNVILLE ROAD | GANSEVOORT | NY | 12831 | NONE | SCHOLARSHIP | $5,000 |
| SAMUEL ROWLEY | ||||||
| 7 PAULS WAY | QUEENSBURY | NY | 12804 | NONE | SCHOLARSHIP | $10,000 |
| LANNING TOREBKA | ||||||
| 13 CLARK STREET | SO GLENS FALLS | NY | 12803 | NONE | SCHOLARSHIP | $5,000 |
| BRYCE TYLER | ||||||
| 7 WINCREAST DRIVE | FORT EDWARD | NY | 12828 | NONE | SCHOLARSHIP | $3,750 |
| LAUREN WILLIS | ||||||
| 20 SNOWBERRY LANE | GANSEVOORT | NY | 12831 | NONE | SCHOLARSHIP | $5,000 |
| CODY YORK | ||||||
| 91 YORK RD | CORINTH | NY | 12822 | NONE | SCHOLARSHIP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,742 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $45,776 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,078 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $57,596 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,596 | 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 |
|---|---|
| 3 | THE ROBERT J. NOLAN FOUNDATION, INC. WAS FORMED ON |
| 4 | DECEMBER 18, 1986 FOR THE PURPOSE OF DISBURSING |
| 8 | EDUCATIONAL ASSISTANCE TO GRADUATE AND UNDERGRADUATE STUDENTS FROM THE GREATER GLENS FALLS AREA. THE RECIPIENTS MUST BE QUALIFIED IN THE FOLLOWING AREAS: EDUCATIONAL ACHIEVEMENT; PARTICIPATION IN HIGH SCHOOL VARSITY TEAMS; EXTRA-CURRICULAR SCHOOL-RELATED ACTIVITIES; RELIGIOUS ORGANIZATION PARTICIPATION AND FINANCIAL NEED. |
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 | FEES PAID FOR PREPARATION OF 990 | CategoryTxt |
| Amt | $2,532 | Amt |
| Disbursements Charitable Prps | $2,532 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $675,075 | EOYBookValueAmt |
| EOYFMV | $596,663 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,287,283 | EOYBookValueAmt |
| EOYFMV | $1,285,894 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK INVESTMENT FEES | $12,470 | $12,470 | |
| FILING FEES | $250 | $250 | |
| INSURANCE | $1,236 | $1,236 | |
| OFFICE EXPENSE | $394 | $394 | |
| PENALTY& INTEREST | $25 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $1,185 | BOYBookValueAmt |
| EOY Book Value | $886 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FORM 990-PF | $4,831 | |
| PAYROLL TAXES | $624 | $624 |
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