J R MORRIS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- J R MORRIS CHARITABLE FOUNDATION INC (EIN 16-1490773)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-01-22
- IRS object ID
- 202100229349100400
- Schema version
- 2019v5.1
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-22T09:26:22-05:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271539356 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas A Podsiadlo CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Elm St | AddressLine1Txt |
| City | Penn Yan | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14527 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161490773 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J R Morris Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JRMO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154 North Glenora Road | AddressLine1Txt |
| City | Dundee | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14837 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffrey R Morris | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6072438383 | PhoneNum |
| Signature | 2020-12-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas A Podsiadlo | PreparerPersonNm |
| PTIN | P00112311 | PTIN |
| Phone | 3155363335 | PhoneNum |
| Preparation | 2021-01-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,587,880 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,029 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,029 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100,744 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $151,445 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100,744 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $1,500 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $122,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,775 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,500 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,602 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,301 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,301 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,621 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,621 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $53 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $53 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $87 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $87 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,367 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,979 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,388 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,979 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,338 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,458 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119,796 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,500 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$630 | CashBOYAmt |
| Cash EOY | $9,556 | CashEOYAmt |
| Cash EOYFMV | $9,556 | CashEOYFMVAmt |
| Other Investments BOY | $997,949 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,022,721 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,578,324 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $997,319 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,032,277 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,587,880 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $997,319 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,032,277 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $997,319 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,032,277 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $997,319 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,032,277 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $997,319 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,458 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,500 | OtherIncreasesAmt |
| Subtotal | $1,032,277 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,032,277 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 108249 Shs New Perspective | P | 1999-12-16 | 2019-11-05 | $5,000 | $2,853 | $2,147 |
| LT Cap Gain Inv Co of America | P | 1998-12-21 | 2019-11-29 | $29,284 | $29,284 | |
| LT Cap Gain New Perspective | P | 1999-12-16 | 2019-12-23 | $22,077 | $22,077 | |
| 23688 Shs New Perspective | P | 2000-12-18 | 2020-04-17 | $1,000 | $642 | $358 |
| 47683 Shs New Perspective | P | 2000-12-18 | 2020-05-01 | $2,000 | $1,292 | $708 |
| LT Cap Gain Inv Co of America | P | 1998-12-21 | 2020-06-18 | $2,084 | $2,084 | |
| 1150211 Shs New Perspective | P | 2000-12-18 | 2020-09-08 | $60,000 | $31,164 | $28,836 |
| 544385 Shs New Perspective | P | 2000-12-18 | 2020-10-22 | $30,000 | $14,750 | $15,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,744 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,764 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,449,903 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055703 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,766 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,492,455 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034015 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $66,247 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,324,902 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050001 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $62,897 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,202,749 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052294 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,429 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,243,793 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050192 | DistributionYr5Rt |
| Total Distribution | 0.242206 | TotalDistributionRt |
| Average Distribution | 0.048441 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,538,277 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $74,516 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,198 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,714 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $86,338 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,198 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,198 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,198 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1,198 | 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 |
| Individual With Books | Jeffrey R Morris | IndividualWithBooksNm |
| Phone | 6072438383 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154 N Glenora Road | AddressLine1Txt |
| City | Dundee | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 148378817 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Jeffrey R Morris | ||||||||
| 154 N Glenora Road | Dundee | NY | 148378817 | President | 2.00 | $0 | $0 | $0 |
| Laurie Richer | ||||||||
| 154 N Glenora Road | Dundee | NY | 148378817 | Secretary | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Scholarships | Description1Txt |
| Expenses1 | $15,000 | Expenses1Amt |
| Description2 | Contributions to other Organizations 42 Organizations | Description2Txt |
| Expenses2 | $69,950 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,550,009 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,694 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,561,703 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,561,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,426 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,538,277 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,914 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,198 | TotalTaxAmt |
| Distributable Before Adj | $75,716 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,216 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $77,216 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,338 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $86,338 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,198 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $85,140 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,216 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,828 | UndistributedIncomePYAmt |
| Qualifying Distributions | $86,338 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,828 | AppliedToYear1Amt |
| Applied To Current Year | $75,510 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,706 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jeffrey R Morris | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Jeffrey R Morris | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154 North Glenora Road | AddressLine1Txt |
| City | Dundee | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 148378817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6072438383 | RecipientPhoneNum |
| Form And Info And Materials | Applicants are required to submit a complete biographical record and supporting materials including a report on their academic careers a detailed statement of theireducational plans and commitments after the scholarship program letters of reference which may include recommendations from instructors and lists of publications and other accomplishments if any. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Parents of children seeking scholarships must reside in Allegany Steuben or Yates Counties and have annual gross income of $60000 or less | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Alfred-Alfred Station | |||||
| Community Chest | Alfred | NY | 14802 | Activities in Alfred | $500 |
| Alfred-Alfred Fire Station | |||||
| PO Box 282 | Alfred | NY | 14802 | Reduce building debt and training | $500 |
| Alfred University | |||||
| 1 Saxon Drive | Alfred | NY | 14802 | Crandall Endowed Scholarship Fund | $15,000 |
| Alfred University | |||||
| 1 Saxon Drive | Alfred | NY | 14802 | Alfred Fund | $3,500 |
| Alfred University | |||||
| 1 Saxon Drive | Alfred | NY | 14802 | Saxon Circle general operations | $4,000 |
| American Red Cross | |||||
| 83 West Bayard St | Seneca Falls | NY | 13148 | Assist families and children in the Dundee area | $1,000 |
| ARC of Schuyler | |||||
| 203 12th Street | Watkins Glen | NY | 14891 | Expansion of food copacking services | $500 |
| Arnot Health Foundation | |||||
| 571 E Market St Suite 102 | Elmira | NY | 14901 | Leblanc Endowment | $500 |
| Avon Public Library | |||||
| 200 Benchmark Road | Avon | CO | 81620 | Book acquisitions | $1,000 |
| Beaver Creek Property Assoc | |||||
| PO Box 123 | Avon | CO | 81620 | General Operations | $300 |
| Cayuga Medical Center Foundation | |||||
| 101 Dates Drive | Ithaca | NY | 14850 | General Operations | $1,000 |
| Colorado Public Radio | |||||
| 7409 S Alton Ct | Englewood | CO | 80112 | Increase offerings on KPRE Vail | $500 |
| Clemens Center | |||||
| 207 Clemens Center Pkwy | Elmira | NY | 14901 | General Operations | $500 |
| Corning Community Food Pantry | |||||
| 11715 East Corning Road | Corning | NY | 14830 | Assist families in the Corning area | $1,000 |
| Dundee Ambulance | |||||
| 12 Union St | Dundee | NY | 14837 | Supplies equipment and training | $1,000 |
| Dundee Childrens Center | |||||
| Main Street | Dundee | NY | 14837 | Programming toys and supplies | $500 |
| Dundee Library | |||||
| 32 Water St | Dundee | NY | 14837 | 1500 Books and materials1000 Childrens area | $2,500 |
| Dundee Area United Fund | |||||
| PO Box 15 | Dundee | NY | 14837 | Support the thirteen area agencies | $1,500 |
| Eagle Valley Community Foundation | |||||
| 56 Edwards Village Blvd Suite 219 | Edwards | CO | 81632 | Assist families in the Eagle River Valley area | $1,000 |
| Empire Center | |||||
| PO Box 7113 | Albany | NY | 12224 | General Operations | $1,500 |
| Finger Lakes Health | |||||
| 196 North St | Geneva | NY | 14456 | Directly assist clients | $500 |
| Food Bank of the Southern Tier | |||||
| 388 Upper Oakwood Ave | Elmira | NY | 14903 | Directly assist families in need | $1,000 |
| Garth Fagan Dance | |||||
| 50 Chestnut St | Rochester | NY | 14604 | General Operations | $500 |
| Hart Family Comfort House | |||||
| 141 East State St | Wellsville | NY | 14895 | Assist families of Hart House | $500 |
| Ontario-Yates Hospice | |||||
| 756 Pre-Emption Rd | Geneva | NY | 14456 | Assist families in need | $2,000 |
| Judicial Watch | |||||
| 425 Third St SW Suite 800 | Washington | DC | 20024 | General Operations | $1,500 |
| KAIR | |||||
| 3010 Overseas Highway | Marathon | FL | 33050 | Directly assist families in need in the local area | $500 |
| Kirk of the Keys | |||||
| 8877 Overseas Highway | Marathon | FL | 33050 | General Operations | $500 |
| Literacy Volunteers of Yates County | |||||
| 117 E Elm St | Penn Yan | NY | 14527 | Directly assist those clients served | $1,000 |
| Millys Pantry | |||||
| PO Box 196 | Penn Yan | NY | 14527 | Support needy children in Dundee area | $2,000 |
| Mountain Valley Horse Rescue | |||||
| 33933 Colorado River Rd | Mc Coy | CO | 80463 | Directly support the care and needs of horses | $1,000 |
| National Right to Work | |||||
| 8001 Braddock Rd | Springfield | VA | 22160 | General Operations | $3,000 |
| Royal Family Kids Camp | |||||
| 7448 Centerville Rd | Houghton | NY | 14744 | General Operations | $1,500 |
| Schuyler Hospital | |||||
| 220 Steuben St | Montour Falls | NY | 14865 | Family of Friends Campaign | $1,000 |
| Seneca Lake Pure Waters Association | |||||
| PO Box 247 | Geneva | NY | 14456 | General Operations | $300 |
| Southern Tier Library System | |||||
| 9424 Scott Rd | Painted Post | NY | 14870 | Acquisition of books and materials | $1,000 |
| US Chamber of Commerce | |||||
| 1615 H Street NW | Washington | DC | 20062 | General Operations | $250 |
| Vail Health Foundation | |||||
| PO Box 1529 | Vail | CO | 81658 | General Operations | $1,500 |
| Vail Mountain School | |||||
| 3000 Booth Falls Rd | Vail | CO | 81657 | Gala | $22,000 |
| Vail Mountain School | |||||
| 3000 Booth Falls Rd | Vail | CO | 81657 | Annual Fund | $2,600 |
| Vail Valley Foundation | |||||
| PO Box 6550 | Avon | CO | 81620 | General Operations | $2,000 |
| WCNY | |||||
| 506 Old Liverpool Rd | Syracuse | NY | 13220 | Public Broadcasting Drive | $500 |
| WEOS Radio | |||||
| 300 Pulteney St | Geneva | NY | 14456 | Public Braodcasting Fund Drive | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,950 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,029 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,031 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,031 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 04 | LineNumberTxt |
| Relationship Statement | The investment interest dividends and other investment income andgain on sale of securities sold provide funds for scholarshipsgrantsand contributions to other charitable organizations | RelationshipStatementTxt |
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 | Prepare Form 990 PF | CategoryTxt |
| Amt | $2,602 | Amt |
| Net Investment Income | $1,301 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,301 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Investment Co Of America | $577,634 | $719,819 |
| New Perspective Fund | $445,087 | $858,505 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office Expenses | Desc |
| Revenue And Expenses Per Books | $87 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $87 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior contributions not cashed | Desc |
| Amt | $1,500 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Tax | CategoryTxt |
| Amt | $1,621 | Amt |
| Net Investment Income | $1,621 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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