RATTIE FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RATTIE FAMILY FOUNDATION (EIN 27-6999375)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-27
IRS object ID
202001489349100520
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-27T14:20:52-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1The Ayco Company LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 15201AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122125201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276999375EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RATTIE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% C/O THE AYCO COMPANY - NTGInCareOfNm
Business Name ControlRATTBusinessNameControlTxt
Phone5186405000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O AYCO COMPANY LP PO BOX 15201AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122125201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEITH RATTIEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5186405000PhoneNum
Signature2020-05-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristine DiIonnaPreparerPersonNm
PTINP00999533PTIN
Phone5186405000PhoneNum
Preparation2020-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,099,858FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$288,510ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$75InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$75InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,215DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,215DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$172,899NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$212,068GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$172,899CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$485,699TotalRevAndExpnssAmt
Total Net Invst Incm$197,189TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,000TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,850TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$192,480ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$192,480ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$196,330TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$192,480TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$289,369ExcessRevenueOverExpensesAmt
Net Investment Income$197,189NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,648SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$53,676SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$53,676SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$283,369CorporateStockBOYAmt
Corporate Stock EOY$339,290CorporateStockEOYAmt
Corporate Stock EOYFMV$1,046,182CorporateStockEOYFMVAmt
Total Assets BOY$297,017TotalAssetsBOYAmt
Total Assets EOY$392,966TotalAssetsEOYAmt
Total Assets EOYFMV$1,099,858TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$297,017CapitalStockBOYAmt
Capital Stock EOY$392,966CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$297,017TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$392,966TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$297,017TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$392,966TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$297,017TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$289,369ExcessRevenueOverExpensesAmt
Subtotal$586,386SubtotalAmt
Other Decreases$193,420OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$392,966TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCS #526 - PUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$212,068GrossSalesPriceAmt
Cost Or Other Basis$39,169CostOrOtherBasisAmt
Gain Or Loss$172,899GainOrLossAmt
Gains Minus Excess Or Losses$172,899GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$172,899CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$202,555AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$854,438NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.237062DistributionYr1Rt
Adjusted Qlfy Distri Yr2$303,464AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$562,949NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.539061DistributionYr2Rt
Adjusted Qlfy Distri Yr3$166,750AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$565,512NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.294866DistributionYr3Rt
Adjusted Qlfy Distri Yr4$176,968AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$583,544NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.303264DistributionYr4Rt
Adjusted Qlfy Distri Yr5$78,450AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$375,170NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.209105DistributionYr5Rt
Total Distribution1.583358TotalDistributionRt
Average Distribution0.316672AverageDistributionRt
Net Vl Noncharitable Assets$955,200NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$302,485AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,972NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$304,457AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$192,480QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,944InvestmentIncomeExciseTaxAmt
Subtotal$3,944SubtotalAmt
Tax Based On Investment Income$3,944TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,300EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$6,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$8,300TotalPaymentsAndCreditsAmt
Overpayment$4,356OverpaymentAmt
Applied To ES Tax$4,356AppliedToESTaxAmt

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 StateUTOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CO THE AYCO COMPANY - NTGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5186405000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 COLISEUM DRIVEAddressLine1Txt
CityCOHOESCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12047ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEITH RATTIE
C/O AYCO COMPANY LP PO BOX 15201ALBANYNY122125201TRUSTEE1.0$0$0$0
NANCY E RATTIE
C/O AYCO COMPANY LP PO BOX 15201ALBANYNY122125201TRUSTEE1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. IT'S PRIMARY PURPOSE IS TO SUPPORT BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPTDescription1Txt
Description2UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).Description2Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$928,018AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,728AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$969,746TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$969,746AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,546CashDeemedCharitableAmt
Net Vl Noncharitable Assets$955,200NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,760MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,760MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,944TaxBasedOnInvestmentIncomeAmt
Total Tax$3,944TotalTaxAmt
Distributable Before Adj$43,816DistributableBeforeAdjAmt
Distributable Before Ded$43,816DistributableBeforeDedAmt
Distributable As Adjusted$43,816DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$192,480ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$192,480QualifyingDistributionsAmt
Adjusted Qualifying Distri$192,480AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,816DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$66,123ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$151,144ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$141,990ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$275,589ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$161,976ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$796,822TotalExcessDistributionCyovAmt
Qualifying Distributions$192,480QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$43,816AppliedToCurrentYearAmt
Remaining Distri From Corpus$148,664RemainingDistriFromCorpusAmt
Total Corpus$945,486TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$66,123ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$879,363ExcessDistriCyovToNextYrAmt
Excess From Year4$151,144ExcessFromYear4Amt
Excess From Year3$141,990ExcessFromYear3Amt
Excess From Year2$275,589ExcessFromYear2Amt
Excess From Year1$161,976ExcessFromYear1Amt
Excess From Current Year$148,664ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKEITH NANCY E RATTIEContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHED LISTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O AYCO COMPANY LP PO BOX 15201AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122125201ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeFOR GENERAL PURPOSESGrantOrContributionPurposeTxt
Amt$192,480Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$192,480TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$75ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,215ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$172,899ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$197,189ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$197,189TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberN/ALineNumberTxt
Relationship StatementNOT APPLICABLERelationshipStatementTxt

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 PersonKEITH O NANCY E RATTIEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O AYCO COMPANY LP PO BOX 15201AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP122125201ZIPCd
FieldValueIRS element (for citing)
Total Contributions$288,510TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1,000 SHARES OF APPLE INCNoncashPropertyDesc
Fair Market Value$288,510FairMarketValueAmt
Received2019-12-26ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$2,850Amt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$339,290EOYBookValueAmt
EOYFMV$1,046,182EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
APPRECIATION OVER DONOR'S COST BASIS$0
FOR STOCK DONATED TO THE FOUNDATION$193,420

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$1,000Amt

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