GEORGE DUFFY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GEORGE DUFFY FOUNDATION (EIN 14-6016445)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-17
IRS object ID
202101379349101705
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-17T13:59:01-04:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN821602642PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Paul J Gemmiti CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11756 Mcguire School RoadAddressLine1Txt
CityDelansonCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12053ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN146016445EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GEORGE DUFFY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGEORBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 350AddressLine1Txt
CityFort PlainCityNm
State AbbreviationNYStateAbbreviationCd
ZIP133390350ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN KIRKPATRICKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5189934391PhoneNum
Signature2021-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastKIRKPATRICKPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRENDA J SOUCYPreparerPersonNm
PTINP01078228PTIN
Phone5188756803PhoneNum
Preparation2021-05-17PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,108,866FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,001ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$68,541DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,541DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$33,845NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$471,765GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$33,845CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$113,387TotalRevAndExpnssAmt
Total Net Invst Incm$102,386TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$11,550CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$11,550CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$6,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,600AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$19,096OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,096OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,750TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,750TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$84OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$84OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$39,080TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$39,080TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$156,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$156,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$195,080TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$39,080TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$156,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$81,693ExcessRevenueOverExpensesAmt
Net Investment Income$63,306NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,190CashBOYAmt
Cash EOY$12,084CashEOYAmt
Cash EOYFMV$12,084CashEOYFMVAmt
Sav And Temp Cash Invst BOY$57,870SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$87,487SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$87,487SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,271,207CorporateStockBOYAmt
Corporate Stock EOY$1,129,260CorporateStockEOYAmt
Corporate Stock EOYFMV$1,447,228CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,204,713CorporateBondsBOYAmt
Corporate Bonds EOY$1,227,456CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,562,067CorporateBondsEOYFMVAmt
Total Assets BOY$2,537,980TotalAssetsBOYAmt
Total Assets EOY$2,456,287TotalAssetsEOYAmt
Total Assets EOYFMV$3,108,866TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,537,980NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,456,287NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,537,980TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,456,287TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,537,980TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,456,287TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,537,980TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$81,693ExcessRevenueOverExpensesAmt
Subtotal$2,456,287SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,456,287TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmt
VANGUARD ENERGY ETFP2018-12-212020-03-24$30,882$70,897-$40,015
VANGUARD INFORMATION TECH ETFP2016-02-102020-09-04$47,419$16,742$30,677
VANGUARD INTERMEDIATE TERM BOND ETFP2016-02-102020-08-03$75,218$68,248$6,970
VANGUARD ST BONDP2016-02-102020-08-03$49,898$48,251$1,647
VANGUARD GLBL EX-US REALP2016-02-102020-04-29$15,783$16,569-$786
VANGUARD INTL HIGH DVD YIELD ETF SHP2018-01-192020-04-29$14,727$21,207-$6,480
HEALTH CARE SELECT SPDRP2016-02-102020-04-29$20,092$13,035$7,057
CONSUMER DISCRETIONARY SPDRP2016-02-102020-04-29$15,299$8,997$6,302
SPDR US FINANCIAL SECTOR ETFP2016-02-102020-04-29$42,344$36,828$5,516
WISDOMTREE EUROPE HEDGED EQUITY FNDP2016-02-102020-04-29$77,833$61,945$15,888
INVESCO DB COMMOD INDX TRCKGP2016-02-102020-03-02$82,270$75,201$7,069
FieldValueIRS element (for citing)
Capital Gain Net Income$33,845CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$880InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$880SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$880TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,703EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,703TotalPaymentsAndCreditsAmt
Overpayment$823OverpaymentAmt
Applied To ES Tax$823AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksPAUL GEMMITIIndividualWithBooksNm
Phone5189934391PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11756 MCGUIRE SCHOOL RDAddressLine1Txt
CityDelansonCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12053ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN KIRKPATRICK
PO BOX 350Fort PlainNY133390350PRESIDENT2.00$3,275$0$0
JOSEPH SINCHAK
278 MCKINLEY ROADPalatine BridgeNY13428FIRST VICE PRESIDENT2.00$1,500$0$0
RITA OBRIAN
PO BOX 447Palatine BridgeNY13428SECOND VICE PRESIDENT2.00$1,500$0$0
PAUL GEMMITI
1756 MCGUIRE SCHOOL RDDelansonNY12053TREASURER2.00$1,500$0$0
LUCINDA RUSZKOWSKI
64 22 STATE HIGHWAY 10CanajoharieNY13317SECRETARY2.00$3,775$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,105,121AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$86,019AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,191,140TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,191,140AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,867CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,143,273NetVlNoncharitableAssetsAmt
Minimum Investment Return$157,164MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$157,164MinimumInvestmentReturnAmt
Tax Based On Investment Income$880TaxBasedOnInvestmentIncomeAmt
Total Tax$880TotalTaxAmt
Distributable Before Adj$156,284DistributableBeforeAdjAmt
Recoveries Qualfied Distri$6,500RecoveriesQualfiedDistriAmt
Distributable Before Ded$162,784DistributableBeforeDedAmt
Distributable As Adjusted$162,784DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$156,000ExpensesAndContributionsAmt
Qualifying Distributions$156,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$156,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$162,784DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$11,710ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,504ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$252ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$18,466TotalExcessDistributionCyovAmt
Qualifying Distributions$156,000QualifyingDistributionsAmt
Applied To Current Year$156,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$6,784ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$6,784ExcessDistributionCyovAppCYAmt
Total Corpus$11,682TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$11,682ExcessDistriCyovToNextYrAmt
Excess From Year4$4,926ExcessFromYear4Amt
Excess From Year3$6,504ExcessFromYear3Amt
Excess From Year1$252ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLUCINDA RUSZKOWSKIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16422 STATE HIGHWAY 10AddressLine1Txt
CityCanajoharieCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13317ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5183321747RecipientPhoneNum
Form And Info And MaterialsAPPLICANTS NAME, HOME ADDRESS, AND TELEPHONE NUMBER. THE FINANCIAL ESTIMATE FOR THE FULL SCHOOL YEAR ALONG WITH FINANCIAL ASISTANCE ANTICIPATED MUST ALSO BE SUBMITTED.FormAndInfoAndMaterialsTxt
Submission DeadlinesRECEIVED BY JULY 15THSubmissionDeadlinesTxt
Restrictions On AwardsCOURSE OF STUDY MUST BE MEDICAL OR ALLIED FIELDS. APPLICANTS MUST BE SENIORS OR GRADUATES OF CANAJOHARIE, FORT PLAIN, OR ST JOHNSVILLE HIGH SCHOOLS WHICH ARE LOCATED IN NEW YORK STATE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CASSIDY FERGUSON
272 BECKER RDCanajoharieNY13317NONEISCHOLARSHIP$3,250
NATHANIEL BEAM
248 STATE HWY 80Fort PlainNY13339NONEISCHOLARSHIP$6,500
MADYSON CASLER
156 WEST GRAND STREETPalatine BridgeNY13428NONEISCHOLARSHIP$6,500
DEREK COUNTRYMAN
123 COOK ROADFort PlainNY13339NONESCHOLARSHIP$6,500
ANDREW FERGUSON
272 BECKER ROADCanajoharieNY13317NONESCHOLARSHIP$6,500
MCKAYLA HAYNER
328 STATE HWY 676Saint JohnsvilleNY13452NONEISCHOLARSHIP$6,500
MADISON KOELBL
191 MACPHAIL ROADCanajoharieNY13317NONEISCHOLARSHIP$6,500
MOLLIE KRUG
87 REED STREETCanajoharieNY13317NONEISCHOLARSHIP$6,500
EMILY MARSH
120 REID STREETFort PlainNY13339NONEISCHOLARSHIP$6,500
JACKSON NASSE
611 MAPLETOWN ROADCanajoharieNY13317NONEISCHOLARSHIP$6,500
GABRIELLA N-JENKS
111 BUDNICK RDFort PlainNY13339NONEISCHOLARSHIP$3,250
HANNAH MAE N-ROBINSON
225 BLAINE RDCanajoharieNY13317NONEISCHOLARSHIP$3,250
HANNAH SMITH
PO BOX 531Palatine BridgeNY13428NONEISCHOLARSHIP$3,250
LOVE NEMECEK
1156 COUNTY HWY 122GloversvilleNY12078NONEISCHOLARSHIP$6,500
BLANDY PEREZ-VASQUEZ
235 DYGERT RDPalatine BridgeNY13428NONEISCHOLARSHIP$6,500
JORDON PORTER
643 LATIMER HILL ROADCanajoharieNY13317NONEISCHOLARSHIP$6,500
CHEYENNE REBELLO
676 EAST LYKERS RDSprakersNY12166NONEISCHOLARSHIP$6,500
JASMINE ROUSE
516 CRONKHITE RDFort PlainNY13339NONEISCHOLARSHIP$6,500
CAROLINE SHANNON
114 WEST SKYLINE DRIVEPalatine BridgeNY13428NONEISCHOLARSHIP$6,500
ABIGAIL SMITH
PO BOX 531Palatine BridgeNY13428NONEISCHOLARSHIP$6,500
KIAH SMITH
150 SPRAKERS HILL RDSprakersNY12166NONEISCHOLARSHIP$6,500
JULIA STOCKWELL
513 HICKORY HILLFort PlainNY13339NONEISCHOLARSHIP$6,500
MICHAELA STOCKWELL
513 HICKORY HILLFort PlainNY13339NONEISCHOLARSHIP$6,500
KIMBERLY TERWILLIGER
121 OTSEGO STREETCanajoharieNY13317NONEISCHOLARSHIP$6,500
BRYCE THIBODEAU
PO BOX 11Palatine BridgeNY13428NONEISCHOLARSHIP$6,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$149,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$68,541RelatedOrExemptFunctionIncmAmt

Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$33,845RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$102,386RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$102,386TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
04PROVIDES INCOME FOR PAYING OUT SCHOLARSHIP GRANTS
08PROVIDES INCOME FOR PAYING OUT SCHOLARSHIP GRANTS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonALICE FARBER TRUSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11 CHASE MANHATTAN PLAZAAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100051489ZIPCd
FieldValueIRS element (for citing)
Total Contributions$11,001TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,600Amt
Net Investment Income$6,600NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,227,456EOYBookValueAmt
EOYFMV$1,562,067EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$1,129,260EOYBookValueAmt
EOYFMV$1,447,228EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSUPPLIES & POSTAGEDesc
Revenue And Expenses Per Books$84RevenueAndExpensesPerBooksAmt
Net Investment Income$84NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$19,096Amt
Net Investment Income$19,096NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$1,500$1,500$0$0
STATE TAX$250$250$0$0

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