JAMES MCKEE JR AND DORIS N MCKEEFAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JAMES MCKEE JR AND DORIS N MCKEEFAMILY CHARITABLE FOUNDATION (EIN 20-5288433)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-16
- IRS object ID
- 202002609349100305
- Schema version
- 2019v5.0
- 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 Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-16T07:28:44-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141800427 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUSACK & COMPANY CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 AIRPORT PARK BLVD | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205288433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MCKEE JR & DORIS N MCKEE | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 5185279931 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 GLADWISH ROAD | AddressLine1Txt |
| City | DELMAR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER MCKEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5185279931 | PhoneNum |
| Signature | 2020-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH B CLAFLIN CPA | PreparerPersonNm |
| PTIN | P00301582 | PTIN |
| Phone | 5187863550 | PhoneNum |
| Preparation | 2020-09-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.0.141.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-16 | IPDt |
| IP Tm | 07:28:44 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ED1F5B734F4F27C850A4AE41024250DBBFA8AAB9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 988EEA2B10BFB872E24AC4933F9E7C57A831DBAB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-02-16 14:24:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $501,619 | 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 |
| Dividends Rev And Expnss | $25,263 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,263 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $25,263 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,575 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $98,171 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,575 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,838 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,263 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,434 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,434 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,934 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,434 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,434 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,434 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,404 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,263 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,404 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,913 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,913 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $458,519 | CorporateStockBOYAmt |
| Corporate Stock EOY | $487,383 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $487,383 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $777 | OtherAssetsBOYAmt |
| Other Assets EOY | $323 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $323 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $470,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $501,619 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $501,619 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $322 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $322 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $470,378 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $501,619 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $470,378 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $501,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $470,700 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $501,619 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $470,378 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,596 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35,837 | OtherIncreasesAmt |
| Subtotal | $501,619 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $501,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $95,849 | GrossSalesPriceAmt |
| Cost Or Other Basis | $95,596 | CostOrOtherBasisAmt |
| Gain Or Loss | $253 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $253 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,575 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $470,378 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047834 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,155 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $467,875 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079412 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,838 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $446,894 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033203 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $424,535 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.017666 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $447,678 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027922 | DistributionYr5Rt |
| Total Distribution | 0.206037 | TotalDistributionRt |
| Average Distribution | 0.041207 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $460,735 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,986 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $234 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,220 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,500 | 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 | $234 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $234 | SubtotalAmt |
| Tax Based On Investment Income | $234 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $323 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $323 | TotalPaymentsAndCreditsAmt |
| Overpayment | $89 | OverpaymentAmt |
| Applied To ES Tax | $89 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PETER MCKEE | IndividualWithBooksNm |
| Phone | 5185279931 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 GLADWISH DRIVE | AddressLine1Txt |
| City | DELMAR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12054 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| PETER MCKEE | ||||||||
| 36 GLADWISH DRIVE | DELMAR | NY | 12054 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| ALISON CHAMBERLIN | ||||||||
| 22 GREENLEAF DRIVE | DELMAR | NY | 12054 | SECRETARY | 0.25 | $0 | $0 | $0 |
| NICK SHUR | ||||||||
| 105 ADAMS PLACE | DELMAR | NY | 12054 | TREASURER | 0.25 | $0 | $0 | $0 |
| DAVID MCKEE | ||||||||
| 4891 SPRINGWOOD CIRCLE | FAIRFIELD | CA | 94534 | TRUSTEE | 0.25 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT SERVICES FOR THE HOMELESS. | Description1Txt |
| Expenses1 | $10,900 | Expenses1Amt |
| Description2 | CONTRIBUTIONS TO CHURCHES TO SUPPORT MINISTRY PROGRAMS. | Description2Txt |
| Expenses2 | $6,500 | Expenses2Amt |
| Description3 | SUPPORT YOUTH SERVICE PROGRAMS. | Description3Txt |
| Expenses3 | $3,200 | Expenses3Amt |
| Description4 | SUPPORT PROGRAMS DEDICATED TO PROVIDING FOOD AND WATER TO THE HUNGRY. | Description4Txt |
| Expenses4 | $1,900 | Expenses4Amt |
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 | $454,542 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,659 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $550 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $467,751 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $467,751 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,016 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $460,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,037 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,037 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $234 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $234 | TotalTaxAmt |
| Distributable Before Adj | $22,803 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,803 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,803 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $26,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $234 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,266 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,803 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $12,137 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $471 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,608 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $22,803 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,697 | RemainingDistriFromCorpusAmt |
| Total Corpus | $16,305 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $16,305 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $12,137 | ExcessFromYear2Amt |
| Excess From Year1 | $471 | ExcessFromYear1Amt |
| Excess From Current Year | $3,697 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL DISTRICT YMCA | |||||||
| 465 NEW KARNER ROAD | ALBANY | NY | 12205 | NONE | PC | SUPPORT MINISTRY PROGRAMS | $2,200 |
| WESTMINSTER PRESBYTERIAN CHURCH | |||||||
| 85 CHESTNUT | ALBANY | NY | 12210 | NONE | PC | YOUTH SERVICES | $5,000 |
| CAPITAL CITY RESCUE MISSION | |||||||
| 259 S PEARL ST | ALBANY | NY | 12202 | NONE | PC | SUPPORT PROGRAMS FOR HOMELESS | $3,600 |
| CHARITY WATER | |||||||
| 40 WORTH STREET | NEW YORK | NY | 10013 | NONE | PC | PROVIDE WATER TO NEEDY | $600 |
| RIP MEDICAL DEBT | |||||||
| 80 THEODORE FREMD AVE | RYE | NY | 10580 | NONE | PC | PROVIDE DEBT RELIEF TO NEEDY | $1,100 |
| THINGS OF MY VERY OWN INC | |||||||
| 249 GREEN STREET | SCHENECTADY | NY | 12305 | NONE | PC | YOUTH SERVICES | $1,000 |
| WORLD KITCHEN | |||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | NONE | PC | FEED THE HUNGRY | $1,300 |
| NYS DAR | |||||||
| 1776 D STREET NW | WASHINGTON | DC | 20006 | NONE | PC | HISTORIC PRESERVATION AND EDUCATION | $400 |
| LAVA MAE | |||||||
| 3543 18TH STREET 24 | SAN FRANCISCO | CA | 94110 | NONE | PC | SUPPORT PROGRAMS FOR THE HOMELESS | $6,000 |
| LIFT UP UGANDA | |||||||
| 950 10TH STREET | BERTHOUD | CO | 80513 | NONE | PC | EDUCATION AND HEALTHCARE FOR NEEDY | $2,500 |
| HATAS | |||||||
| 138 CENTRAL AVENUE | ALBANY | NY | 12206 | NONE | PC | SUPPORT PROGRAMS FOR THE HOMELESS | $1,300 |
| ST LUKES SERBIAN ORTHODOX CHURCH | |||||||
| 6801 GEORGETOWN PIKE | MCLEAN | VA | 22101 | NONE | PC | SUPPORT MINISTRY PROGRAMS | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,263 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,575 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,838 | TotalIncomeProducingActyAmt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,400 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS PER ATTACHED PDF | $194,939 | $194,939 |
| ETF FUNDS PER ATTACHED PDF | $198,181 | $198,181 |
| STOCK PER ATTACHED PDF | $94,263 | $94,263 |
| REITS PER ATTACHED PDF |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| PREPAID INCOME TAX | $323 | $323 | |
| DIVIDENDS IN TRANSIT YEAR END | $777 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| NYS FILING FEES | $100 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVEST VALUED AT FV FOR BOOK PURPOSES | Desc |
| Amt | $35,837 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN CAPITAL NOT POSTED YET | Desc |
| BOY Book Value | $322 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,434 | Amt |
| Net Investment Income | $4,434 | NetInvestmentIncomeAmt |
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