NEIL JANE WILLIAM ESTELLE GOLUB FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NEIL JANE WILLIAM ESTELLE GOLUB FAMILY FOUNDATION INC (EIN 22-2809785)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349102466
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T14:41:59-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141624930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEAL BECKER & CHIARAMONTE CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WASHINGTON SQUARE | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12205 | 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 | 222809785 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEIL JANE WILLIAM ESTELLE GOLUB FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEIL | BusinessNameControlTxt |
| Phone | 5183791863 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 461 NOTT STREET | AddressLine1Txt |
| City | SCHENECTADY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEIL M GOLUB | PersonNm |
| Person Title | PRESIDENT & TREASURER | PersonTitleTxt |
| Phone | 5183791863 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE OLIVER CPA | PreparerPersonNm |
| PTIN | P01275316 | PTIN |
| Phone | 5184566663 | PhoneNum |
| Preparation | 2020-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.109.51.147 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 13:58:49 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0BA41138087A3D5B09B6131CDF948812CACDD801 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C3BC3A1C2AB305EC8017C390C2227EEEA5E5FC9E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,177,650 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $257,747 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34,584 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,105 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $332,071 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $332,071 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $788,507 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,326,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $924,303 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,412,909 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,274,479 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $381 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $381 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $130,853 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $129,515 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,044 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $667 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $833 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $797 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $145,611 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $134,860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,624,412 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,624,412 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,770,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $134,860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,624,412 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,357,114 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,139,619 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $313,144 | CashBOYAmt |
| Cash EOY | $266,221 | CashEOYAmt |
| Cash EOYFMV | $266,221 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $4,403 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $10,297,104 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,108,454 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,789,970 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,028,777 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $909,266 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,121,459 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,643,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,283,941 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,177,650 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,643,428 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,283,941 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,643,428 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,283,941 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,643,428 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,283,941 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,643,428 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,357,114 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,286,314 | SubtotalAmt |
| Other Decreases | $2,373 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,283,941 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| KARPUS US BANK #9130 ST | P | 2019-12-31 | $1,024,088 | $971,549 | $52,539 | $52,539 |
| KARPUS US BANK #9130 LT | P | 2019-12-31 | $2,067,882 | $1,758,139 | $309,743 | $309,743 |
| GOLDMAN SACHS #9879 ST | P | 2019-12-31 | $37,277 | $33,477 | $3,800 | $3,800 |
| GOLDMAN SACHS #9879 LT | P | 2019-12-31 | $126,111 | $81,869 | $44,242 | $44,242 |
| GOLDMAN SACHS #9887 ST | P | 2019-12-31 | $75,399 | $68,912 | $6,487 | $6,487 |
| GOLDMAN SACHS #9887 LT | P | 2019-12-31 | $110,488 | $72,097 | $38,391 | $38,391 |
| GOLDMAN SACHS #0793 ST | P | 2019-12-31 | $283,385 | $296,444 | -$13,059 | -$13,059 |
| GOLDMAN SACHS #0793 LT | P | 2019-12-31 | $1,363,269 | $1,280,035 | $83,234 | $83,234 |
| GOLDMAN SACHS #9281 ST | P | 2019-12-31 | $15,048 | $17,320 | -$2,272 | -$2,272 |
| GOLDMAN SACHS #9281 LT | P | 2019-12-31 | $26,047 | $28,014 | -$1,967 | -$1,967 |
| GOLDMAN SACHS #2847 ST | P | 2019-12-31 | $108,495 | $108,417 | $78 | $78 |
| GOLDMAN SACHS #2854 ST | P | 2019-12-31 | $175,424 | $173,387 | $2,037 | $2,037 |
| GOLDMAN SACHS #2862 ST | P | 2019-12-31 | $28,707 | $30,480 | -$1,773 | -$1,773 |
| FENIMORE CHARLES SCHWAB #8668 LT | P | 2019-12-31 | $591,698 | $252,202 | $339,496 | $339,496 |
| WELLS FARGO #3478 ST | P | 2019-12-31 | $343,554 | $339,907 | $3,647 | $3,647 |
| WELLS FARGO #3478 LT | P | 2019-12-31 | $2,347 | $1,953 | $394 | $394 |
| DYNAMIC EQUITY MANAGERS PORT 2 K-1 ST | P | 2019-12-31 | $7,209 | $7,209 | $7,209 | |
| DYNAMIC EQUITY MANAGERS PORT 2 K-1 LT | P | 2019-12-31 | $67,792 | $67,792 | $67,792 | |
| SALE OF DONATED SECURITIES | D | 2019-06-12 | $67,947 | $37,377 | $30,570 | $30,570 |
| SALE OF DONATED SECURITIES | D | 2019-06-12 | $186,563 | $76,512 | $110,051 | $110,051 |
| DYNAMIC EQUITY RETURN OF CAPITAL | P | 2019-12-31 | $600,000 | $600,000 | $0 | $0 |
| COST BASIS ADJUSTMENTS | P | 2019-12-31 | $174,000 | -$174,000 | -$174,000 | |
| CAPITAL GAINS DIVIDENDS | P | $17,664 | $17,664 | $17,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $924,303 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,200,354 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,613,921 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.132440 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,366,921 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,065,992 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.124144 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,381,388 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,215,799 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080240 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,272,082 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,748,412 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067850 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,459,692 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,614,054 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074421 | DistributionYr5Rt |
| Total Distribution | 0.479095 | TotalDistributionRt |
| Average Distribution | 0.095819 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,769,163 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,510,985 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,396 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,522,381 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,624,412 | 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 | $11,396 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,396 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,396 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,360 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $11,190 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,550 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,154 | OverpaymentAmt |
| Applied To ES Tax | $9,154 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JENNIFER KENNEALLY | IndividualWithBooksNm |
| Phone | 5183791863 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 461 NOTT STREET | AddressLine1Txt |
| City | SCHENECTADY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| NEIL M GOLUB | ||||||||
| 461 NOTT STREET | SCHENECTADY | NY | 12308 | PRESIDENT - AS NEEDED | 0.00 | $0 | $0 | $0 |
| MONA GOLUB | ||||||||
| 461 NOTT STREET | SCHENECTADY | NY | 12308 | SECRETARY - AS NEEDED | 0.00 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,928,825 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,009,303 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,009,303 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $240,140 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,769,163 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $788,458 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $788,458 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,396 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,396 | TotalTaxAmt |
| Distributable Before Adj | $777,062 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $777,062 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $777,062 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,624,412 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,624,412 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,396 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,613,016 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $777,062 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $505,149 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $360,011 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $526,680 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,441,129 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,388,372 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,221,341 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,624,412 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $777,062 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,847,350 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,068,691 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $505,149 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,563,542 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $360,011 | ExcessFromYear4Amt |
| Excess From Year3 | $526,680 | ExcessFromYear3Amt |
| Excess From Year2 | $1,441,129 | ExcessFromYear2Amt |
| Excess From Year1 | $1,388,372 | ExcessFromYear1Amt |
| Excess From Current Year | $1,847,350 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (162 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADL A WORLD OF DIFFERENCE | ||||||||
| ALBANY | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $45,000 | |
| ADL A WORLD OF DIFFERENCE | ||||||||
| ALBANY | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $45,000 | |
| ADL A WORLD OF DIFFERENCE | ||||||||
| ALBANY | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $45,000 | |
| ADL A WORLD OF DIFFERENCE | ||||||||
| ALBANY | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $45,000 | |
| ALBANY CITIZEN LAUREATE | ||||||||
| 1400 WASHINGTON AVE | ALBANY | NY | 12222 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| ALBANY INSTITUTE MUSEUM | ||||||||
| 125 WASHINGTON AVE | ALBANY | NY | 12210 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| ALBANY INSTITUTE OF HISTORY AND ART | ||||||||
| 125 WASHINGTON AVE | ALBANY | NY | 12210 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| ALBANY INSTITUTE OF HISTORY AND ART | ||||||||
| 125 WASHINGTON AVE | ALBANY | NY | 12210 | N/A | PUBLIC | UNRESTRICTED | $150 | |
| ALBANY PRO MUSICA | ||||||||
| 30 2ND ST | TROY | NY | 12180 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| ALBANY RED CROSS - ALBANY FIRE VICTIMS | ||||||||
| 33 EVERETT RD | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| ALSACST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 2 PINE WEST PLAZA 202 | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| ALZHEIMER'S ASSOCATION | ||||||||
| 4 PINE WEST PLAZA 405 | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $10,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 4 PINE WEST PLAZA 405 | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1 PENNY LN | LATHAM | NY | 12110 | N/A | PUBLIC | UNRESTRICTED | $700 | |
| AMERICAN CANCER SOCITY | ||||||||
| 1 PENNY LN | LATHAM | NY | 12110 | N/A | PUBLIC | UNRESTRICTED | $12,500 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 4 ATRIUM DR | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $15,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | N/A | PUBLIC | UNRESTRICTED | $2,500 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 37839 | BOONE | IA | 500370839 | N/A | PUBLIC | UNRESTRICTED | $25,000 | |
| ARTS CENTER OF THE CAPITAL REGION | ||||||||
| 265 RIVER ST | TROY | NY | 12180 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| BEST BACKSTRETCH EMPLOYEE SERVICE TEAM OF NEW YORK | ||||||||
| 2150 HEMPSTREAD TURNPIKE GATE 6 | ELMONT | NY | 11003 | N/A | PUBLIC | UNRESTRICTED | $15,000 | COTTAGE 28B |
| BET SHRAGA HEBREW ACADEMY OF THE CAPITAL DISTRICT | ||||||||
| 100 ACADEMY RD 100 | ALBANY | NY | 12208 | N/A | PUBLIC | UNRESTRICTED | $400 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 1698 CENTRAL AVE | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| BIG BROTHERS BIG SISTERS OF THE CAPITAL REGION | ||||||||
| 1698 CENTRAL AVE | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $15,000 | |
| BOYS & GIRLS CLUBS OF SCHENECTADY | ||||||||
| PO BOX 466 | SCHENECTADY | NY | 12301 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| BOYS & GIRLS CLUBS OF SCHENECTADY | ||||||||
| PO BOX 466 | SCHENECTADY | NY | 12301 | N/A | PUBLIC | UNRESTRICTED | $100,000 | |
| BOYS & GIRLS CLUBS OF SCHENECTADY | ||||||||
| PO BOX 466 | SCHENECTADY | NY | 12301 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 28 WEST 44TH ST SUITE 609 | NEW YORK | NY | 10036 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 28 WEST 44TH ST SUITE 609 | NEW YORK | NY | 10036 | N/A | PUBLIC | UNRESTRICTED | $125,000 | |
| BROOKSIDE MUSEUM | ||||||||
| 6 CHARLTON ST | BALLSTON SPA | NY | 12020 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| BROOKSIDE MUSEUM | ||||||||
| 6 CHARLTON ST | BALLSTON SPA | NY | 12020 | N/A | PUBLIC | UNRESTRICTED | $350 | |
| CAMP GAN ISRAEL | ||||||||
| 487 PARKSVILLE RD | PARKSVILLE | NY | 12768 | N/A | PUBLIC | UNRESTRICTED | $640 | |
| CAPITAL DISTRICT WOMEN'S EMPLOYMENT & RESOURCE CENTER | ||||||||
| 175 CENTRAL AVE | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $150 | |
| CAPITAL ROOTS | ||||||||
| 594 RIVER ST | TROY | NY | 12180 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| CENTER FOR DISABILITY SERVICES FOUNDATION INC | ||||||||
| 314 S MANNING BLVD | ALBANY | NY | 12208 | N/A | PUBLIC | UNRESTRICTED | $100 | |
| CENTER FOR DISABILITY SERVICES FOUNDATION INC | ||||||||
| 1523 STATE ST | SCHENECTADY | NY | 12304 | N/A | PUBLIC | UNRESTRICTED | $2,500 | |
| CHARLEY'S FUND FIGHTING DUCHENNE MUSCULAR DYSTROPHY | ||||||||
| 635 MAIN STREET SUITE 3 | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| CHARLIE POLIZZI'S WARRIOR OF THE ANGELS | ||||||||
| PO BOX 779 | VALATIE | NY | 12184 | N/A | PUBLIC | UNRESTRICTED | $100 | |
| CITY OF SCHENECTADY - MUSIC HAVEN | ||||||||
| 376 BROADWAY | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $575 | |
| CLOWNS ON ROUNDS | ||||||||
| PO BOX 6364 | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $5,625 | |
| CLOWNS ON ROUNDS | ||||||||
| PO BOX 6364 | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $5,625 | |
| CLOWNS ON ROUNDS | ||||||||
| PO BOX 6364 | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $5,625 | |
| CLOWNS ON ROUNDS | ||||||||
| PO BOX 6364 | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $5,625 | |
| CONGREGATION GATES OF HEAVEN | ||||||||
| 852 ASHMORE AVE | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $43,000 | |
| CONGREGATION GATES OF HEAVEN | ||||||||
| 852 ASHMORE AVE | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $2,500 | |
| CONGREGATION GATES OF HEAVEN | ||||||||
| 852 ASHMORE AVE | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $50,000 | |
| CONGREGATION GATES OF HEAVEN | ||||||||
| 852 ASHMORE AVE | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $50,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 455 PATROON CREEK BLVD | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| DOMINICAN RETREAT & CONFERENCE CENTER | ||||||||
| 1945 UNION ST | NISKAYUNA | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| DOMINICAN RETREAT & CONFERENCE CENTER | ||||||||
| 1945 UNION ST | NISKAYUNA | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| DOUBLE H RANCH | ||||||||
| 97 HIDDEN VALLEY RD | LAKE LUZERNE | NY | 12846 | N/A | PUBLIC | UNRESTRICTED | $330 | |
| DOUBLE H RANCH | ||||||||
| 97 HIDDEN VALLEY RD | LAKE LUZERNE | NY | 12846 | N/A | PUBLIC | UNRESTRICTED | $37,500 | |
| DOUBLE H RANCH | ||||||||
| 97 HIDDEN VALLEY RD | LAKE LUZERNE | NY | 12846 | N/A | PUBLIC | UNRESTRICTED | $10,000 | |
| DOUBLE H RANCH | ||||||||
| 97 HIDDEN VALLEY RD | LAKE LUZERNE | NY | 12846 | N/A | PUBLIC | UNRESTRICTED | $100,000 | |
| DRAKE FOUNDATION FOR CHILDREN | ||||||||
| PO BOX 3575 | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| EQUINOX INC | ||||||||
| 500 CENTRAL AVE | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| FAMILIES IN NEED OF ASSISTANCE | ||||||||
| 69 BROOKLINE AVENUE | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| FMI FOUNDATION | ||||||||
| 2345 CRYSTAL DRIVE SUITE 800 | ARLINGTON | VA | 22202 | N/A | PUBLIC | UNRESTRICTED | $13,000 | |
| FOWLER CAMP & RETREAT CENTER | ||||||||
| 152 PELCHER RD | LAKE PLEASANT | NY | 12108 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| FRIENDS OF THE GREENHOUSE | ||||||||
| PO BOX 1377 | SCHENECTADY | NY | 123011377 | N/A | PUBLIC | UNRESTRICTED | $200 | |
| GIRLS INC | ||||||||
| 962 ALBANY ST | SCHENECTADY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| GIRLS INC | ||||||||
| 962 ALBANY ST | SCHENECTADY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| GIRLS INC | ||||||||
| 962 ALBANY ST | SCHENECTADY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| GIRLS INCOF THE GREATER CAPITAL REGION | ||||||||
| 962 ALBANY ST | SCHENECTADY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $10,000 | |
| HADASSAH | ||||||||
| 184 WASHINGTON AVE | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| HANCOCK SHAKER VILLAGE | ||||||||
| 1843 WEST HOUSATONIC ST | PITTSFIELD | MA | 01201 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| HOUSEWARES CHARITY FOUNDATION | ||||||||
| 6400 SHAFER COURT SUITE 650 | ROSEMONT | IL | 60018 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| HUDSON HEADWATERS HEALTH FOUNDATION | ||||||||
| 9 CAREY RD | QUEENSBURY | NY | 12804 | N/A | PUBLIC | UNRESTRICTED | $25,000 | |
| HYDE GALA MUSEUM GLENS FALLS | ||||||||
| 161 WARREN ST | GLENS FALLS | NY | 12801 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| JEWISH FEDERATION OF NORTHEASTERN NEW YORK | ||||||||
| 184 WASHINGTON AVE EXT | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $91,250 | |
| JEWISH FEDERATION OF NORTHEASTERN NEW YORK | ||||||||
| 184 WASHINGTON AVE EXT | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $91,250 | |
| JEWISH FEDERATION OF NORTHEASTERN NEW YORK | ||||||||
| 184 WASHINGTON AVE EXT | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $91,250 | |
| JEWISH FEDERATION OF NORTHEASTERN NEW YORK | ||||||||
| 184 WASHINGTON AVE EXT | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $91,250 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | N/A | PUBLIC | UNRESTRICTED | $2,500 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | N/A | PUBLIC | UNRESTRICTED | $2,500 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| JEWISH NATIONAL FUND | ||||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | N/A | PUBLIC | UNRESTRICTED | $10,000 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 8 STANLEY CIR | LATHAM | NY | 12110 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 950 NEW LOUDON RD | LATHAM | NY | 12110 | N/A | PUBLIC | UNRESTRICTED | $400 | |
| KIDS ARTS FESTIVAL | ||||||||
| 432 STATE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $550 | |
| LAKE GEROGE ASSOCIATION | ||||||||
| 2392 STATE ROUTE 9N PO BOX 408 | LAKE GEORGE | NY | 12845 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| LAKE GEROGE FIRE DEPARTMENT | ||||||||
| 179 OTTAWA ST | LAKE GEORGE | NY | 12845 | N/A | PUBLIC | UNRESTRICTED | $150 | |
| LIVING RESOUCES FOUNDATION | ||||||||
| 300 WASHINGTON AVE | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| LIVING RESOURCES FOUNDATION | ||||||||
| 300 WASHINGTON AVE | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| LLS | ||||||||
| 1 MARCUS BLVD 104 | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $1,500 | |
| MATOGOU CLEAN WATER PROJECT HAITISCHENECTADY ROTARY CLUB | ||||||||
| PO BOX 346 | SCHENECTADY | NY | 12301 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| MISCI | ||||||||
| 15 NOTT TERRACE HEIGHTS | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $1,383 | |
| MISCI | ||||||||
| 15 NOTT TERRACE HEIGHTS | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $100,000 | |
| MISCI | ||||||||
| 15 NOTT TERRACE HEIGHTS | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $30,000 | |
| MISCI | ||||||||
| 15 NOTT TERRACE HEIGHTS | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $200,000 | |
| MISCI | ||||||||
| 15 NOTT TERRACE HEIGHTS | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $100,000 | |
| MISCI | ||||||||
| 15 NOTT TERRACE HEIGHTS | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $100,000 | |
| MISCI - GALA SPONSORSHIP | ||||||||
| 15 NOTT TERRACE HEIGHTS | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| MOHAWK HUDSON HUMANE SOCIETY | ||||||||
| 3 OAKLAND AVE | MENANDS | NY | 12204 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| MUSIC HAVEN STAGE | ||||||||
| 500 IROQUOIS PATH | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $12,500 | |
| NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN - NY REGION | ||||||||
| 359 BALLSTON AVENUE | SARATOGA SPRINGS | NY | 128664723 | N/A | PUBLIC | UNRESTRICTED | $400 | |
| NATIONAL MUSEUM OF RACING AND HALL OF FAME | ||||||||
| 191 UNION AVE | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $1,500 | |
| NEW YORK STATE TROOPER FOUNDATION | ||||||||
| 1220 WASHINGTON AVE | ALBANY | NY | 12226 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| NORTHEAST KIDNEY FOUNDATION | ||||||||
| 22 COLVIN AVE | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| NORTHEAST KIDNEY FOUNDATION | ||||||||
| 22 COLVIN AVE | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| NORTHEASTERN ASSOCIATION OF THE BLIND AT ALBANY | ||||||||
| 301 WASHINGTON AVE | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 300 PARK AVENUE | NEW YORK | NY | 10022 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| PARK PLAYHOUSE | ||||||||
| PO BOX 525 | ALBANY | NY | 12201 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| PLANNED PARENTHOOD | ||||||||
| 1040 STATE ST | SCHENECTADY | NY | 12307 | N/A | PUBLIC | UNRESTRICTED | $1,500 | |
| PLAY FOR PINK | ||||||||
| 175 E 74TH ST 17B | NEW YORK | NY | 10021 | N/A | PUBLIC | UNRESTRICTED | $2,500 | |
| PROCTORS | ||||||||
| 432 STATE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| PROCTOR'S | ||||||||
| 432 STATE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $10,000 | |
| PROCTOR'S | ||||||||
| 432 STATE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $100,000 | |
| PROTECT THE ADIRONDACKS | ||||||||
| 105 OVEN MOUNTAIN RD | JOHNSBURG | NY | 12843 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| REGIONAL FOOD BANK | ||||||||
| 965 ALBANY-SHAKER RD | ALBANY | NY | 12210 | N/A | PUBLIC | UNRESTRICTED | $15,000 | |
| REGIONAL FOOD BANK OF NORTHEASTERN NEW YORK | ||||||||
| 965 ALBANY-SHAKER RD | LATHAM | NY | 12110 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| RENSSELAER COUNTY HISTORICAL SOCIETY | ||||||||
| 57 2ND ST | TROY | NY | 12180 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| ROCHESTER PHILHARMONIC ORCHESTRA | ||||||||
| 255 EAST AVE | ROCHESTER | NY | 14604 | N/A | PUBLIC | UNRESTRICTED | $100 | |
| ROSE GARDEN RESTORATION COMMITTEE | ||||||||
| 1791 CENTRAL PKWY | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $200 | |
| SAFE INC OF SCHENECTADY | ||||||||
| 1344 ALBANY ST | SCHENECTADY | NY | 13304 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| SARATOGA CHILDREN'S THEATRE | ||||||||
| PO BOX 3487 | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| SARATOGA PERFORMING ARTS CENTER | ||||||||
| 108 AVENUE OF THE PINES | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $15,000 | |
| SARATOGA SPONSOR-A-SCHOLAR | ||||||||
| PO BOX 107 | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| SCHENECTADY CITY MISSION | ||||||||
| 425 HAMILTON STREET | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $1,500 | |
| SCHENECTADY COUNTY COMMUNITY COLLEGE FOUNDATION | ||||||||
| 78 WASHINGTON AVE | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| SCHENECTADY COUNTY PUBLIC LIBRARY | ||||||||
| 99 CLINTON ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $50,000 | |
| SCHENECTADY DAY NURSERY | ||||||||
| 25 LAFAYETTE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $1,710 | |
| SCHENECTADY DAY NURSERY | ||||||||
| 25 LAFAYETTE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $25,000 | |
| SCHENECTADY JCC | ||||||||
| 2565 BALLTOWN RD | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $2,500 | |
| SCHENECTADY JCC | ||||||||
| 2565 BALLTOWN RD | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| SCHENECTADY JEWISH COMMUNITY CENTER | ||||||||
| 2565 BALLTOWN RD | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $30,000 | |
| SENIOR SERVICES OF ALBANY | ||||||||
| 28 COLVIN AVE 2 | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $190 | |
| SHELLSTRONG FOUNDATION INC | ||||||||
| 6 VIENNA COURT | BURNT HILLS | NY | 12027 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| SOROPTIMIST INTERNATIONAL OF SCHENECTADY | ||||||||
| PO BOX 9303 | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 2 PINE WEST PLAZA 202 | MEMPHIS | TN | 12205 | N/A | PUBLIC | UNRESTRICTED | $20,000 | |
| STAND UP TO PARKINSON'S INC | ||||||||
| PO BOX 137 | CLIFTON PARK | NY | 12065 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| SUNNYVIEW REHABILITATION HOSPITAL FOUNDATION | ||||||||
| 1270 BELMONT AVE | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $10,000 | |
| THE AMERICAN CANCER SOCIETY - REAL MEN WEAR PINK | ||||||||
| 1 PENNY LN | LATHAM | NY | 12110 | N/A | PUBLIC | UNRESTRICTED | $150 | |
| THE COMMUNITY FOUNDATION | ||||||||
| 2 TOWER PL | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $100,000 | |
| THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION | ||||||||
| 2 TOWER PL | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| THE COMMUNITY HOSPICE FOUNDATION | ||||||||
| 310 S MANNING BLVD | ALBANY | NY | 12208 | N/A | PUBLIC | UNRESTRICTED | $2,500 | |
| THE CULINARY INSTITUTE OF AMERICA | ||||||||
| 1946 CAMPUS DR | HYDE PARK | NY | 12538 | N/A | PUBLIC | UNRESTRICTED | $4,500 | |
| THE DOANE STUART SCHOOL | ||||||||
| 199 WASHINGTON AVE | RENSSELAER | NY | 12144 | N/A | PUBLIC | UNRESTRICTED | $400 | |
| THE FOUNDATION FOR ELLIS MEDICINE | ||||||||
| 1101 NOTT ST | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $40,000 | |
| THE FOUNDATION FOR ELLIS MEDICINE | ||||||||
| 1101 NOTT ST | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $30,000 | |
| THE FOUNDATION OF MOHAWK VALLEY LIBRARIES | ||||||||
| 858 DUANESBURGH ROAD | SCHENECTADY | NY | 12306 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| THE FUND FOR LAKE GEORGE | ||||||||
| 2199 US 9 LAKE GEORGE | LAKE GEORGE | NY | 12845 | N/A | PUBLIC | UNRESTRICTED | $25,000 | |
| THE REGIONAL FOOD BANK | ||||||||
| 918 STANLEY ST | SCHENECTADY | NY | 12307 | N/A | PUBLIC | UNRESTRICTED | $549 | |
| THE SCHENECTADY CIVIC PLAYERS | ||||||||
| 12 S CHURCH ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| THE WORKING GROUP ON GIRLS OF SCHENECTADY INC | ||||||||
| PO BOX 9407 | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $150 | |
| TO LIFE | ||||||||
| 110 SPRING ST | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $200 | |
| TO LIFE | ||||||||
| 110 SPRING ST | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| TROY MIDDLE SCHOOL PTO | ||||||||
| 1976 BURDETT AVE | TROY | NY | 12180 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| TWO TOGETHER INC | ||||||||
| PO BOX 1397 | ALBANY | NY | 122011397 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| UNION COLLEGE | ||||||||
| 807 UNION ST | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $25,000 | |
| UNION COLLEGE | ||||||||
| 807 UNION ST | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $200,000 | |
| UNITED WAY OF THE GREATER CAPITAL REGION | ||||||||
| 1 UNITED WAY | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $25,000 | |
| UNITED WAY OF THE GREATER CAPITAL REGION | ||||||||
| 1 UNITED WAY | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $385 | |
| UNITY HOUSE | ||||||||
| 2431 SIXTH AVE | TROY | NY | 12180 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| WHISKERS ANIMAL BENEVOLENT LEAGUE | ||||||||
| PO BOX 11190 | ALBANY | NY | 12211 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| WILDWOOD FOUNDATION | ||||||||
| 2995 CURRY RD | SCHENECTADY | NY | 12303 | N/A | PUBLIC | UNRESTRICTED | $450 | |
| WILDWOOD FOUNDATION | ||||||||
| 2995 CURRY RD | SCHENECTADY | NY | 12303 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| WMHT | ||||||||
| 4 GLOBAL VIEW | TROY | NY | 121808375 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| WOMENS AGAINST MS | ||||||||
| 1000 ELMWOOD AVE SUITE 900 | ROCHESTER | NY | 14620 | N/A | PUBLIC | UNRESTRICTED | $100 | |
| WOMENS AGAINST MS | ||||||||
| 1000 ELMWOOD AVE SUITE 900 | ROCHESTER | NY | 14620 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| WOMEN'S EMPLOYMENT & RESOURCE CENTER | ||||||||
| 175 CENTRAL AVE | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| WOUNDED WARRIORS | ||||||||
| 370 7TH AVE SUITE 1802 | NEW YORK | NY | 10001 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| YWCA NORTHEASTERN NY | ||||||||
| 44 WASHINGTON AVE | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,624,412 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,584 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $332,071 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $788,507 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,155,162 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,155,162 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | NEIL M GOLUB | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1021 ROSENDALE ROAD | AddressLine1Txt |
| City | SCHENECTADY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $257,747 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | INVESTMENT SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $257,747 | FairMarketValueAmt |
| Received | 2019-06-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS #0793 | $859,429 | $900,873 |
| GOLDMAN SACHS #9879 | $171,132 | $253,252 |
| GOLDMAN SACHS #9281 | $102,340 | $116,253 |
| FENIMORE CHARLES SCHWAB #8668 | $960,389 | $2,556,339 |
| KARPUS US BANK #9130 | $4,911,923 | $5,384,308 |
| WELLS FARGO #3478 | $279,636 | $311,193 |
| GOLUB CORP 57,173 SHARES | $643,190 | $3,007,872 |
| GOLDMAN SACHS #2847 | $429,452 | $478,556 |
| GOLDMAN SACHS #2854 | $648,928 | $666,733 |
| GOLDMAN SACHS #2862 | $102,035 | $114,591 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DYNAMIC EQUITY MANAGERS PORT 2 | AT COST | $509,266 | $680,027 |
| NON-US EQUITY MANAGERS: PORTFOLIO 4 LLC | AT COST | $400,000 | $441,432 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $381 | LegalFeesAmt |
| Net Investment Income | $381 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX COST BASIS DIF | Desc |
| Amt | $2,373 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $22 | $22 | $0 |
| STATE FILING FEES | $775 | $775 | $0 |
| NONDEDUCTIBLE PASS THROUGH ITEMS FROM K-1 | $34 | $0 | $0 |
| DYNAMIC EQUITY MANAGERS PORT 2 K-1 NET IRC 988 LOSS | $2 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $120,853 | $119,515 | $0 |
| CONSULTING FEES | $10,000 | $10,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $667 | $667 | $0 |
| FEDERAL TAXES PAID | $9,377 | $0 | $0 |