NEIL JANE WILLIAM ESTELLE GOLUB FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NEIL JANE WILLIAM ESTELLE GOLUB FAMILY FOUNDATION INC (EIN 22-2809785)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-17
- IRS object ID
- 201901689349100315
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-17T11:40:25-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-06-13 | 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 | 2019-06-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.109.51.149 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-13 | IPDt |
| IP Tm | 20:40:29 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D2C9737148DC7EF19982182BDC52B9C07E63FAC3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DC0DEE84EFDDD14AA0519C14D1655791AB309F9C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,188,022 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12,420 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,420 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $433,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $433,645 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $632,915 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,840,287 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $632,915 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,053 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,053 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,080,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,080,033 | 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 | $368 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $368 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $139,039 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $139,039 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,931 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $574 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,133 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,083 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $158,721 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $144,314 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,209,711 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,209,711 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,368,432 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $144,314 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,209,711 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,288,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $935,719 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $366,851 | CashBOYAmt |
| Cash EOY | $313,144 | CashEOYAmt |
| Cash EOYFMV | $313,144 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $3,311 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,403 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $11,702,657 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,297,104 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,840,381 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $859,008 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,028,777 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,034,497 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,931,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,643,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,188,022 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $12,931,827 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,643,428 | 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 | $12,931,827 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,643,428 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,931,827 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,643,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,931,827 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,288,399 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,643,428 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,643,428 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 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 | $1,129,686 | $1,117,928 | $11,758 | $11,758 |
| KARPUS US BANK #9130 LT | P | 2019-12-31 | $2,764,805 | $2,506,708 | $258,097 | $258,097 |
| GOLDMAN SACHS #6987-9 ST | P | 2019-12-31 | $8,299 | $7,711 | $588 | $588 |
| GOLDMAN SACHS #6987-9 LT | P | 2019-12-31 | $48,505 | $28,307 | $20,198 | $20,198 |
| GOLDMAN SACHS #6988-7 ST | P | 2019-12-31 | $19,893 | $18,166 | $1,727 | $1,727 |
| GOLDMAN SACHS #6988-7 LT | P | 2019-12-31 | $103,793 | $66,884 | $36,909 | $36,909 |
| GOLDMAN SACHS #6989-5 LT | P | 2019-12-31 | $175,000 | $161,271 | $13,729 | $13,729 |
| GOLDMAN SACHS #6928-1 ST | P | 2019-12-31 | $36,819 | $34,137 | $2,682 | $2,682 |
| GOLDMAN SACHS #6928-1 LT | P | 2019-12-31 | $16,094 | $15,735 | $359 | $359 |
| CHARLES SCHWAB #8668 ST | P | 2019-12-31 | $72,034 | $57,442 | $14,592 | $14,592 |
| CHARLES SCHWAB #8668 LT | P | 2019-12-31 | $443,035 | $282,010 | $161,025 | $161,025 |
| WELLS FARGO #3478 ST | P | 2019-12-31 | $119,780 | $130,701 | -$10,921 | -$10,921 |
| WELLS FARGO #3478 LT | P | 2019-12-31 | $175,426 | $128,545 | $46,881 | $46,881 |
| WELLS FARGO #9623 ST | P | 2019-12-31 | $11,529 | $11,225 | $304 | $304 |
| WELLS FARGO #9623 LT | P | 2019-12-31 | $44,719 | $36,212 | $8,507 | $8,507 |
| DYNAMIC EQUITY MANAGERS K-1 ST | P | 2019-12-31 | $950 | $950 | $950 | |
| DYNAMIC EQUITY MANAGERS K-1 LT | P | 2019-12-31 | $161,011 | $161,011 | $161,011 | |
| GOLDMAN SACHS #9903 ST | P | 2019-12-31 | $155,850 | $161,610 | -$5,760 | -$5,760 |
| GOLDMAN SACHS #9903 LT | P | 2019-12-31 | $296,421 | $223,415 | $73,006 | $73,006 |
| COST BASIS ADJUSTMENTS | P | 2019-12-31 | $219,365 | -$219,365 | -$219,365 | |
| CAPITAL GAINS DIVIDENDS | P | $56,638 | $56,638 | $56,638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $632,915 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,366,921 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,065,992 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.124144 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,381,388 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,215,799 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080240 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,272,082 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,748,412 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067850 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,459,692 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,614,054 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074421 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,258,403 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $20,244,078 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062162 | DistributionYr5Rt |
| Total Distribution | 0.408817 | TotalDistributionRt |
| Average Distribution | 0.081763 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,613,921 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,358,404 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,357 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,367,761 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,209,711 | 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 | $9,357 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,357 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,357 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,760 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,191 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,951 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Overpayment | $6,577 | OverpaymentAmt |
| Applied To ES Tax | $6,577 | 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 | $16,832,928 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,997 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,866,925 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,866,925 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $253,004 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,613,921 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $830,696 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $830,696 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,357 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,357 | TotalTaxAmt |
| Distributable Before Adj | $821,339 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $821,339 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $821,339 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,209,711 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,209,711 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,357 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,200,354 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $821,339 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $264,237 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $505,149 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $360,011 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $526,680 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,441,129 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,097,206 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,209,711 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $821,339 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,388,372 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,485,578 | 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 | $264,237 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,221,341 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $505,149 | ExcessFromYear4Amt |
| Excess From Year3 | $360,011 | ExcessFromYear3Amt |
| Excess From Year2 | $526,680 | ExcessFromYear2Amt |
| Excess From Year1 | $1,441,129 | ExcessFromYear1Amt |
| Excess From Current Year | $1,388,372 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (306 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 15 LOVE - DENISE MCCOY LEGACY AWARD - WNA | ||||||||
| 785 WASHINGTON AVE | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| ABLE SCHOLARSHIP FOUNDATION | ||||||||
| ALBANY | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| ABLE SCHOLARSHIP FOUNDATION | ||||||||
| ALBANY | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| ADLA WORLD OF DIFFERENCE INSTITUTE | ||||||||
| ALBANY | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $45,000 | |
| ADLA WORLD OF DIFFERENCE INSTITUTE | ||||||||
| ALBANY | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $45,000 | |
| ADLA WORLD OF DIFFERENCE INSTITUTE | ||||||||
| ALBANY | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $45,000 | |
| ADLA WORLD OF DIFFERENCE INSTITUTE | ||||||||
| ALBANY | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $45,000 | |
| ALBANY INSITUTE - SUPPORT | ||||||||
| 125 WASHINGTON AVE | ALBANY | NY | 12210 | N/A | PUBLIC | UNRESTRICTED | $2,500 | |
| ALBANY INSTITUTE OF HISTORY & ART - GALA | ||||||||
| 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 | $250 | |
| ALBANY INSTITUTE OF HISTORY AND ART | ||||||||
| 125 WASHINGTON AVE | ALBANY | NY | 12210 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| ALBANY INSTITUTE OF HISTORY AND ART | ||||||||
| 125 WASHINGTON AVE | ALBANY | NY | 12210 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| ALBANY MEDICAL COLLEGE | ||||||||
| 43 NEW SCOTLAND AVE | ALBANY | NY | 12208 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| ALBANY TULA ALLIANCE | ||||||||
| MORNINGSIDE DRIVE | DELMAR | NY | 12054 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| ALSAC ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 2 PINE WEST PLAZA 202 | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 4 PINE WEST PLAZA | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 4 PINE WEST PLAZA | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 1 PENNY LANE | LATHAM | NY | 12110 | N/A | PUBLIC | UNRESTRICTED | $12,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 4 ATRIUM DR | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $7,500 | |
| AMERICAN HEART ASSOCIATION - 2018 HEART BALL | ||||||||
| 4 ATRIUM DR | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $7,500 | |
| AMERICAN ITALIAN HERITAGE ASSN - MEMBERSHIP | ||||||||
| 1227 CENTRAL AVE | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $225 | |
| AMERICAN ITALIAN HERITAGE ASSOCIATION | ||||||||
| 1227 CENTRAL AVE | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $150 | |
| AMERICAN MEDITATION INSTITUTE | ||||||||
| 60 GARNER RD | AVERILL PARK | NY | 12018 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| ANIMAL PROTECTIVE FOUNDATION | ||||||||
| 53 MAPLE AVE | SCHENECTADY | NY | 12302 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| ANIMAL PROTECTIVE FOUNDATION - MATCHING GIFT | ||||||||
| 53 MAPLE AVE | SCHENECTADY | NY | 12302 | N/A | PUBLIC | UNRESTRICTED | $3,000 | |
| ANIMAL PROTECTIVE FOUNDATION - SPRING FUND DRIVE | ||||||||
| 53 MAPLE AVE | SCHENECTADY | NY | 12302 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| ARCHIVES PARTNERSHIP TRUST | ||||||||
| 222 MADISON AVE | ALBANY | NY | 12230 | N/A | PUBLIC | UNRESTRICTED | $10,000 | |
| AUTISM SOCIETY | ||||||||
| 433 STATE ST | ALBANY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $350 | |
| BACKSTRETCH EMPLOYEES SERVICES TEAM | ||||||||
| 267 UNION AVE | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $13,000 | |
| BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER SUPPORT | ||||||||
| 15 CRISSEY RD | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| BETHESDA HOUSE - PROGRAM SUPPORT | ||||||||
| 834 SATE ST | SCHENECTADY | NY | 12307 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 1698 CENTRAL AVE | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| BIG BROTHERS BIG SISTERS - 2018 GRANT | ||||||||
| 1698 CENTRAL AVE | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $15,000 | |
| BIG BROTHERS BIG SISTERS OF THE CAPITAL REGION | ||||||||
| 1698 CENTRAL AVE | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| B'NOS ISRAEL MIKVAH - ANNUAL CONTRIBUTION | ||||||||
| 30 WHITEHALL RD | ALBANY | NY | 12208 | N/A | PUBLIC | UNRESTRICTED | $180 | |
| BOCA RIO FOUNDATION - 2018 GIFT | ||||||||
| 22041 BOCA RIO RD | BOCA RATON | FL | 33433 | N/A | PUBLIC | UNRESTRICTED | $2,500 | |
| BOCA WEST CHILDREN FOUNDATION | ||||||||
| 20583 BOCA W DR | BOCA RATON | FL | 33434 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| BOYS & GIRLS CLUBS - CAMPERSHIP | ||||||||
| 118 EMMONS STREET | SCHENECTADY | NY | 12304 | N/A | PUBLIC | UNRESTRICTED | $680 | |
| BOYS AND GIRLS CLUBS OF SCHENECTADY | ||||||||
| 118 EMMONS STREET | SCHENECTADY | NY | 12301 | N/A | PUBLIC | UNRESTRICTED | $100,000 | |
| BOYS AND GIRLS CLUBS OF SCHENECTADY | ||||||||
| 118 EMMONS STREET | SCHENECTADY | NY | 12304 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 28 W 44TH STREET 609 | NEW YORK | NY | 10036 | N/A | PUBLIC | UNRESTRICTED | $125,000 | |
| CAMP GAN ISRAEL - SCHOLARSHIPS FOR CAMP | ||||||||
| 487 PARKSVILLE RD | PARKSVILLE | NY | 12768 | N/A | PUBLIC | UNRESTRICTED | $590 | |
| CAPITAL AREA COUNCIL OF CHURCHES | ||||||||
| 646 STATE ST | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $160 | |
| CAPITAL DISTRICT YMCA | ||||||||
| 465 NEW KARNER RD 2 | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $170 | |
| CAPITAL REPERTORY THEATRE - ON THE GROW - YEAR 3 | ||||||||
| 111 N PEARL ST | ALBANY | NY | 12207 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| CAPITAL ROOTS - AUTUMN EVENING WNA | ||||||||
| 594 RIVER ST | TROY | NY | 12180 | N/A | PUBLIC | UNRESTRICTED | $325 | |
| CAPITAL ROOTS - WNA | ||||||||
| 594 RIVER ST | TROY | NY | 12180 | N/A | PUBLIC | UNRESTRICTED | $150 | |
| CASA BUILDER - RAISE YOUR VOICE | ||||||||
| 432 STATE STREET | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| CENTER FOR DISABILITY SERVICES | ||||||||
| 314 S MANNING BLVD | ALBANY | NY | 12208 | N/A | PUBLIC | UNRESTRICTED | $2,500 | |
| CITY MISSION OF SCHENECTADY- 2018 GIFTS | ||||||||
| 425 HAMILTON ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| CLOWNS ON ROUNDS | ||||||||
| PO BOX 6364 | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $5,625 | |
| CLOWNS ON ROUNDS | ||||||||
| PO BOX 6365 | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $5,625 | |
| CLOWNS ON ROUNDS | ||||||||
| PO BOX 6366 | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $5,625 | |
| CLOWNS ON ROUNDS | ||||||||
| PO BOX 6367 | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $5,625 | |
| COLONIE SENIOR SERVICE CENTERS - DONATION | ||||||||
| 6 WINNERS CIR 1 | COLONIE | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $200 | |
| COMMUNITY HOSPICE OF SCHENECTADY - BRONZE SPONSOR | ||||||||
| 1411 UNION ST | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| CONGREGATION AGUDAT ACHIM | ||||||||
| 2117 UNION ST | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $360 | |
| CONGREGATION BETH ABRAHAM JACOB | ||||||||
| 380 WHIEHALL RD | ALBANY | NY | 12208 | N/A | PUBLIC | UNRESTRICTED | $72 | |
| CONGREGATION GATES OF HEAVEN - HIGH HOLY DAYS | ||||||||
| 852 ASHMORE AVE | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $360 | |
| CONGREGATION GATES OF HEAVEN | ||||||||
| 852 ASHMORE AVE | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $100,000 | |
| CONGREGATION GATES OF HEAVEN | ||||||||
| 852 ASHMORE AVE | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $148 | |
| CONGREGATION GATES OF HEAVEN | ||||||||
| 852 ASHMORE AVE | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $100 | |
| CONGREGATION GATES OF HEAVEN - GUARDIAN SOCIETY | ||||||||
| 852 ASHMORE AVE | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $3,000 | |
| CONGREGATION GATES OF HEAVEN - SERVICE CORPS | ||||||||
| 852 ASHMORE AVE | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| CORNELL UNIVERSITY COOPERATIVE EXTENSION - SUPPORT | ||||||||
| 107 NOTT TERRACE 301 | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| CROHN'S & COLITIS | ||||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | N/A | PUBLIC | UNRESTRICTED | $2,750 | |
| CROHN'S & COLITIS | ||||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| CURTAIN CALL THEATRE - SUPPORT AT THE PRODUCERS LEVEL | ||||||||
| 1 JEANNE JUGAN LN | LATHAM | NY | 12110 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| CWSCROP WALK | ||||||||
| 28606 PHILLIPS ST PO BOX 968 | ELKHART | IN | 46515 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 455 PATROON CREEK BLVD | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| CYSTIC FIBROSIS FOUNDATION - SUPPORT | ||||||||
| 455 PATROON CREEK BLVD | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| DAKE FOUNDATION FOR CHILDREN | ||||||||
| PO BOX 3575 | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| DAUGHTERS OF SARAH FOUNDATION - GIFT | ||||||||
| 180 WASHINGTON AVE EXT | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $2,000 | |
| DAUGHTERS OF SARAH JEWISH FOUNDATION | ||||||||
| 180 WASHINGTON AVE EXT | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $360 | |
| DOMINICAN RETREAT & CONFERENCE CENTER | ||||||||
| 1945 UNION ST | NISKAYUNA | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| DOMINICAN RETREAT & CONFERENCE CENTER - SPRING GIVE | ||||||||
| 1945 UNION ST | NISKAYUNA | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| DOMINICAN RETREAT & CONFERFENCE CENTER | ||||||||
| 1945 UNION ST | NISKAYUNA | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $200 | |
| DOUBLE H RANCH | ||||||||
| 97 HIDDEN VALLEY RD | LAKE LUZERNE | NY | 12846 | N/A | PUBLIC | UNRESTRICTED | $31,500 | |
| DOUBLE H RANCH | ||||||||
| 97 HIDDEN VALLEY RD | LAKE LUZERNE | NY | 12846 | N/A | PUBLIC | UNRESTRICTED | $100,000 | |
| DOUBLE H RANCH - SUPPORT - UNABLE TO ATTEND EVENT | ||||||||
| 97 HIDDEN VALLEY RD | LAKE LUZERNE | NY | 12846 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| DOUBLE H RANCH - TUSCAN DINNER- UNABLE TO ATTEND | ||||||||
| 97 HIDDEN VALLEY RD | LAKE LUZERNE | NY | 12846 | N/A | PUBLIC | UNRESTRICTED | $200 | |
| DOWNTOWN SCHENECTADY IMPROVEMENT CORP | ||||||||
| 143 STATE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $150 | |
| EMPIRE STATE YOUTH ORCHESTRA - SCHOLARSHIP FUND | ||||||||
| 432 STATE ST | ALBANY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| EQUINOX INC THANKSGATHERING | ||||||||
| 500 CANTRAL AVE | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| ESKENAZI HEALTH FOUNDATION | ||||||||
| FIFTH THIRD BANK BUILDING 720 | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC | UNRESTRICTED | $250 | ESKENAZI |
| FAMILIES IN NEED OF ASSISTANCE - FUND APPEAL | ||||||||
| 69 BROOKLINE AVE | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| FAMILIES IN NEED OF ASSISTANCE | ||||||||
| 69 BROOKLINE AVE | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| FAMILY & CHILD SERVICES OF SCHENECTADY - GIFT | ||||||||
| 246 UNION ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| FEED THE CHILDREN | ||||||||
| 333 N MERIDIAN AVE | OKLAHOMA CITY | OK | 73107 | N/A | PUBLIC | UNRESTRICTED | $100 | |
| FOUNDATION FOR ELLIS HOSPITAL - GALA | ||||||||
| 1101 NOTT ST | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $2,000 | |
| FOWLER CAMP & RETREAT CENTER - SUPPORT | ||||||||
| 152 PELCHER RD | LAKE PLEASANT | NY | 12108 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| FRIENDS OF THE GREENHOUSE INC | ||||||||
| 180 PTL ARTHUR CHAIRES LN | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $200 | |
| GIRLS' INC | ||||||||
| 962 ALBANY ST | SCHENECTADY | NY | 12307 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| GIRLS INC - EVENT SUPPORT - WNA | ||||||||
| 962 ALBANY ST | SCHENECTADY | NY | 12307 | N/A | PUBLIC | UNRESTRICTED | $100 | |
| GIRLS INC OF THE GREATER CAPITAL REGION 1 OF 5 | ||||||||
| 962 ALBANY ST | SCHENECTADY | NY | 12307 | N/A | PUBLIC | UNRESTRICTED | $10,000 | |
| GIRLSS INC | ||||||||
| 962 ALBANY ST | SCHENECTADY | NY | 12307 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| GOLDEN RETRIEVAL - LINDA RIPPS' BIRTHDAY | ||||||||
| BOCA RATON | BOCA RATON | FL | 33434 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| GOLDEN RETRIEVALS RESCUE | ||||||||
| BOCA RATON | BOCA RATON | FL | 33434 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| GRAND BOULEVARD FIRE COMPANY INC | ||||||||
| 1079 BALLTOWN RD | NISKAYUNA | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| HABITAT FOR HUMANITY OF SCHENECTADY COUNTY | ||||||||
| 115 BROADWAY | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $270 | |
| HADASSAH - 100TH ANNIVERSARY | ||||||||
| 40 WALL ST | NEW YORK | NY | 10005 | N/A | PUBLIC | UNRESTRICTED | $100 | |
| HADASSAH - KEEPER OF THE GATE 2018 | ||||||||
| 40 WALL ST | NEW YORK | NY | 10005 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| HANCICK SHAKER VILLAGE | ||||||||
| 1843 W HOUSATONIC | PITTSFIELD | MA | 01201 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| HELP YOURSELF FOUNDATION | ||||||||
| 1090 AVON RD | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $10,000 | |
| HERITAGE HOME FOR WOMEN | ||||||||
| 1519 UNION ST | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| HISTORIC HUDSON | ||||||||
| 611 WARREN ST | POCANTICO HILLS | NY | 12534 | N/A | PUBLIC | UNRESTRICTED | $100 | |
| HOUSEWARES CHARITY FOUNDATION - BCRF DONATION | ||||||||
| 6400 SHAFER CT 650 | ROSEMONT | IL | 60018 | N/A | PUBLIC | UNRESTRICTED | $6,000 | |
| JACK FALVO III FOUNDATION | ||||||||
| 17 ROSA RD | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| JEWISH FEDERATION OF NORTHEASTERN NEW YORK -FLAX | ||||||||
| 184 WASHINGTON AVE EXT | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $360 | |
| JEWISH FAMILY SERVICES - SUPPORT | ||||||||
| 877 MADISON AVE | ALBANY | NY | 12208 | N/A | PUBLIC | UNRESTRICTED | $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 FEDERATION OF NORTHEASTERN NEW YORK | ||||||||
| 184 WASHINGTON AVE EXT | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $91,250 | |
| JEWISH NATIONAL FUND - PLATINUM SUPPORTER | ||||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | N/A | PUBLIC | UNRESTRICTED | $2,500 | |
| JEWISH NATIONAL FUND - SAPPHIRE SOCIETY 2018 | ||||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | N/A | PUBLIC | UNRESTRICTED | $2,500 | |
| JEWISH NATIONAL FUND - SPONSOR OF BREAKFAST | ||||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| JUNIOR ACHIEVEMENT - YEAR 4 OF 5 | ||||||||
| 8 STANLEY CIRCLE | LATHAM | NY | 12110 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| KIDS ART FEST | ||||||||
| 432 STATE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| LAKE GEORGE ASSOCIATION - 2018 | ||||||||
| 2392 STATE ROUTE 9N PO BOX 408 | LAKE GEORGE | NY | 12845 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| LAKE GEORGE FIRE DEPARTMENT | ||||||||
| 179 OTTAWA ST | LAKE GEORGE | NY | 12845 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| LEAGUE OF THE SYMPHONY ORCHESTRA - SCHENECTADY | ||||||||
| 432 STATE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $100 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1 MARCUS BLVD 104 | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1 MARCUS BLVD 104 | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| LIVING RESOURCES - SUPPORT OF EVENT - WILL NOT ATTEND | ||||||||
| 300 WASHINGTON AVE EXT | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $350 | |
| LIVING RESOURCES FOUNDATION - SUPPORT | ||||||||
| 300 WASHINGTON AVE EXT | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| LUNGEVITY FOUNDATION | ||||||||
| 228 S WABASH AVE 700 | CHICAGO | IL | 60604 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| MAKE-A-WISH | ||||||||
| 3 WASHINGTON SQUARE | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $600 | |
| MAKE-A-WISH NORTHEAST NEW YORK | ||||||||
| 3 WASHINGTON SQUARE | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $600 | |
| MAKE-A-WISH NORTTHEAST NEW YORK | ||||||||
| 3 WASHINGTON SQUARE | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| MASS MOCA CONTRIBUTOR | ||||||||
| 87 MARSHALL ST | NORTH ADAMS | MA | 01247 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| MICHIGAN HILLEL | ||||||||
| 1429 HILL ST | ANN ARBOR | MI | 48104 | N/A | PUBLIC | UNRESTRICTED | $540 | |
| MICHIGAN HILLEL - ANNUAL GIFT | ||||||||
| 1429 HILL ST | ANN ARBOR | MI | 48104 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| 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 - 20182019 GIFT - FORMERLY UNITED WAY | ||||||||
| 15 NOTT TERRACE HEIGHTS | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $1,352 | |
| MISCI - ANNUAL FUND - TRUSTEES APPEAL | ||||||||
| 15 NOTT TERRACE HEIGHTS | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $4,000 | |
| MISCI - GALA SPONSORSHIP | ||||||||
| 15 NOTT TERRACE HEIGHTS | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| MISCI - TENT REIMBURSEMENT | ||||||||
| 15 NOTT TERRACE HEIGHTS | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $1,680 | |
| MOHAWK HUDSON HUMANE SOCIETY | ||||||||
| 3 OAKLAND AVE | ALBANY | NY | 12204 | N/A | PUBLIC | UNRESTRICTED | $350 | |
| MUSICIANS OF MA'ALWYCK | ||||||||
| 511 MOHAWK AVE SCOTIA | SCOTIA | NY | 12302 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| MUSICIANS OF MA'ALWYCK - SUPPORT | ||||||||
| 511 MOHAWK AVE SCOTIA | SCOTIA | NY | 12302 | N/A | PUBLIC | UNRESTRICTED | $450 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 421 NEW KARNER RD | NEW YORK | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $1,500 | |
| NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY | ||||||||
| 101 S INDEPENDENCE MALL E | PHILADELPHIA | PA | 19106 | N/A | PUBLIC | UNRESTRICTED | $1,800 | |
| NATIONAL MUSEUM OF DANCE - MEMBERSHIP RENEWAL | ||||||||
| 99 S BROADWAY | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| NATIONAL MUSEUM OF RACING AND HALL OF FAME | ||||||||
| 191 UNION AVE | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $1,500 | |
| NATURE CONSERVATORY - ADIRONDACK CHAPTER | ||||||||
| 8 NATURE WAY | KEENE VALLEY | NY | 12943 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| NISKAYUNA COMMUNITY ACTION PROGRAM | ||||||||
| 2495 ROSENDALE RD | NISKAYUNA | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| NISKAYUNA POLICE BENEVOLENT ASSOCIATION - SUPPORT | ||||||||
| 1 NISKAYUNA CIR | NISKAYUNA | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| NORMAN ROCKWELL MUSEUM | ||||||||
| 9 GLENDALE RD | STOCKBRIDGE | MA | 01262 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| NORMAN ROCKWELL MUSEUM | ||||||||
| 9 GLENDALE RD | STOCKBRIDGE | MA | 01262 | N/A | PUBLIC | UNRESTRICTED | $2,500 | |
| NORTHEASETERN ASSOCIATION OF THE BLIND | ||||||||
| 301 WASHINGTON AVE | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| NORTHEAST KIDNEY FOUNDATION | ||||||||
| 22 COLVIN AVE | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $350 | |
| NORTHEAST KIDNEY FOUNDATION | ||||||||
| 22 COLVIN AVE | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $4,100 | |
| NORTHEAST KIDNEY FOUNDATION | ||||||||
| 22 COLVIN AVE | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| NORTHEAST KIDNEY FOUNDATION - SUPPORT | ||||||||
| 22 COLVIN AVE | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| NORTHERN RIVERS FAMILY OF SERVICES | ||||||||
| 60 ACADEMY RD | ALBANY | NY | 12208 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| NYS WOMEN INC | ||||||||
| ALBANY | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $60 | |
| PARK PLAYHOUSE - END OF SEASON APPEAL | ||||||||
| PO BOX 525 | ALBANY | NY | 12201 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| PARK PLAYHOUSE INC | ||||||||
| PO BOX 525 | ALBANY | NY | 12201 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| PETER G YOUNG FOUNDATION | ||||||||
| 134 FRANKLIN ST | ALBANY | NY | 12202 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| PHI SIGMA SIGMA FOUNDATION - FOUNDER'S DAY | ||||||||
| 8178 LARK BROWN RD 202 | ELKRIDGE | MD | 21075 | N/A | PUBLIC | UNRESTRICTED | $191 | |
| PLANNED PARENTHOOD - MOHAWK HUDSON | ||||||||
| 855 CENTRAL AVE | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| PLAY FOR PINK | ||||||||
| 175 E 74TH ST 17B | NEW YORK | NY | 10021 | N/A | PUBLIC | UNRESTRICTED | $1,500 | |
| PRIDE CENTER OF THE CAPITAL REGION | ||||||||
| 332 HUDSON AVE | ALBANY | NY | 12210 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| PROCTORS | ||||||||
| 432 STATE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $10,000 | |
| PROCTORS | ||||||||
| 432 STATE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $100,000 | |
| PROCTORS | ||||||||
| 432 STATE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| PROTECT THE ADIRONDACKS | ||||||||
| PO BOX 48 | LAKE GEORGE | NY | 12853 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| REBUILDING TOGETHER SARATOGA COUNTY | ||||||||
| 132 MILTON AVE | SARATOGA | NY | 12020 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| REGIONAL FOOD BANK - AUCTION GALA - WNA | ||||||||
| 965 ALBANY SHAKER RD | ALBANY | NY | 12110 | N/A | PUBLIC | UNRESTRICTED | $400 | |
| REGIONAL FOOD BANK NORTHEASTERN NEW YORK | ||||||||
| 965 ALBANY SHAKER RD | ALBANY | NY | 12210 | N/A | PUBLIC | UNRESTRICTED | $110 | |
| REGIONAL FOOD BANK OF NORTHEAST NEW YORK | ||||||||
| 965 ALBANY SHAKER RD | ALBANY | NY | 12210 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| REGIONAL FOOD BANK OF NORTHEASTERN NEW YORK | ||||||||
| 965 ALBANY SHAKER RD | ALBANY | NY | 12210 | N/A | PUBLIC | UNRESTRICTED | $400 | |
| REGIONAL FOOD BANK OF NORTHEASTERN NY - 5 YEAR PLEDGE | ||||||||
| 965 ALBANY SHAKER RD | ALBANY | NY | 12210 | N/A | PUBLIC | UNRESTRICTED | $15,000 | |
| RENSSELAER COUNTY HISTORICAL SOCIETY | ||||||||
| 57 2ND ST | TROY | NY | 12180 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| RENSSELAER COUNTY HISTORICAL SOCIETY - GIFT | ||||||||
| 57 2ND ST | TROY | NY | 12180 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| RENSSELAER PLATEAU ALLIANCE - SUPPORT | ||||||||
| 3403 167 BRAINARD | AVERILL PARK | NY | 12018 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| RONALD MCDONALD HOUSE CHARITIES - GIFT | ||||||||
| 139 S LAKE AVE | ALBANY | NY | 12208 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| ROSE GARDEN RESTORATION COMMITTEE | ||||||||
| PO BOX 3814 | SCHENECTADY | NY | 12303 | N/A | PUBLIC | UNRESTRICTED | $200 | |
| SAFE INC OF SCHENECTADY - SUPPORT | ||||||||
| 1344 ALBANY ST | SCHENECTADY | NY | 12304 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| SAMARITAN COUNSELING CENTER | ||||||||
| 220 N BALLSTON AVE | SCHENECTADY | NY | 12302 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| SARATOGA ARTS | ||||||||
| 320 BROADWAY | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| SARATOGA ARTS - 2018 SUPPORT | ||||||||
| 320 BROADWAY | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| SARATOGA BRIDGES FOUNDATION - BUILDERS SOCIETY | ||||||||
| 16 SARATOGA BRIDGES BLVD | SARATOGA | NY | 12020 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| SARATOGA CHILDREN'S THEATRE - SPONSORSHIPEADER | ||||||||
| 5 WILLIAMS ST | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| SARATOGA CITY BALLET INC - 2018 SUPPORT | ||||||||
| 4295 NY-50 | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| SARATOGA COUNTY ECONOMIC OPPORTUNITY COUNCIL | ||||||||
| 39 BATH ST | SARATOGA | NY | 12020 | N/A | PUBLIC | UNRESTRICTED | $450 | |
| SARATOGA COUNTY FOR THE FAMILY | ||||||||
| 35 W HIGH ST 2 | SARATOGA | NY | 12020 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| SARATOGA COUNTY HISTORICAL SOCIETY | ||||||||
| 6 CHARLTON ST | SARATOGA | NY | 12020 | N/A | PUBLIC | UNRESTRICTED | $570 | |
| SARATOGA PERFORMING ARTS CENTER | ||||||||
| 108 AVENUE OF THE PINES | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $15,000 | |
| SARATOGA PERFORMING ARTS CENTER - MEMBERSHIP | ||||||||
| 108 AVENUE OF THE PINES | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $10,000 | |
| SARATOGA ROWING ASSOCIATION - SPONSORSHIP | ||||||||
| 543 UNION AVE | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| SARATOGA ROWING ASSOCIATION - SUPPORT | ||||||||
| 543 UNION AVE | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| SARATOGA SPONSOR-A-SCHOLAR | ||||||||
| PO BOX 107 | SARATOGA | NY | 12966 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| SARATOGA SPRINGS HISTORY MUSEUM | ||||||||
| 1 E CONGRSS ST | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $150 | |
| SARATOGA WARHORSE - SUPPORT | ||||||||
| PO BOX 461 | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| SCHENECTADY CITTY SCHOOL DISTRICT - READING IS FUN | ||||||||
| PO BOX 3956 | SCHENECTADY | NY | 12303 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| SCHENECTADY CITY SCHOOL DISTRICT FOUNDATION | ||||||||
| PO BOX 3956 | SCHENECTADY | NY | 12303 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| SCHENECTADY CITY SCHOOL DISTRICT FOUNDATION | ||||||||
| PO BOX 3956 | SCHENECTADY | NY | 12303 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| SCHENECTADY CIVIC PLAYERS YEAR #3 OF 5 YEARS | ||||||||
| 12 CHURCH ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| SCHENECTADY COMMUNITY HOME | ||||||||
| 22 GLENVIEW DR PO BOX 2122 | SCHENECTADY | NY | 12302 | N/A | PUBLIC | UNRESTRICTED | $600 | |
| SCHENECTADY COUNTY HISTORICAL SOCIETY | ||||||||
| 1601 32 WASHINGTON AVE | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| SCHENECTADY COUNTY HISTORICAL SOCIETY | ||||||||
| 1601 32 WASHINGTON AVE | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| SCHENECTADY COUNTY HUMAN RIGHTS COMMISSION | ||||||||
| 797 BROADWAY | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $150 | |
| 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 | $25,000 | |
| SCHENECTADY DAY NURSERY | ||||||||
| 25 LAFAYETTE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $180 | |
| SCHENECTADY DAY NURSERY | ||||||||
| 25 LAFAYETTE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $12 | |
| SCHENECTADY DAY NURSERY - CHALLENGE MATCH CAP | ||||||||
| 25 LAFAYETTE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $3,000 | |
| SCHENECTADY DAY NURSERY - CONTRIBUTION | ||||||||
| 25 LAFAYETTE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| SCHENECTADY DAY NURSERY - CURRICULUM SOFTWARE | ||||||||
| 25 LAFAYETTE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $3,500 | |
| SCHENECTADY DAY NURSERY - FORMERLY UMOTED WAY | ||||||||
| 25 LAFAYETTE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $1,690 | |
| SCHENECTADY DAY NURSERY - HOLIDAY GIFT FOR STAFF | ||||||||
| 25 LAFAYETTE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| SCHENECTADY DAY NURSERY - MOTHER'S DAY CAMPAIGN | ||||||||
| 25 LAFAYETTE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| SCHENECTADY DAY NURSERY - TEACHERS' APPRECIATION | ||||||||
| 25 LAFAYETTE ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $50 | |
| SCHENECTADY FOUNDATION INC | ||||||||
| 376 BROADWAY | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $50,000 | |
| SCHENECTADY JEWISH COMMUNITY CENTER | ||||||||
| 2565 BALLTOWN RD | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $30,000 | |
| SCHENECTADY JEWISH COMMUNITY CENTER | ||||||||
| 2565 BALLTOWN RD | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $180 | |
| SCHENECTADY JEWISH COMMUNITY CENTER - SUPPORT | ||||||||
| 2565 BALLTOWN RD | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| SCHENECTADY ROTARY CLUB | ||||||||
| SCHONOWEE AVE | SCOTIA | NY | 12302 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| SCHENECTADY SYMPHONY ORCHESTRA | ||||||||
| 423 NY-5 | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| SCHENECTADY YOUTH HOCKEY ASSOCIATION | ||||||||
| 1261 LENOX RD | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $25,000 | |
| SCHENECTADY JEWISH COMMUNITY CENTER | ||||||||
| 2565 BALLTOWN RD | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $350 | |
| SENIOR SERVICES OF ALBANY | ||||||||
| 32 ESSEX ST | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $325 | |
| SENIOR SERVICES OF ALBANY - CHILD LUNCH PROGRAM | ||||||||
| 32 ESSEX ST | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $100 | |
| SENIOR SERVICES OF ALBANY - SUPPORT | ||||||||
| 32 ESSEX ST | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $190 | |
| SHAKER MUSEUMMOUNT LEBANON | ||||||||
| 202 SHACKER RD | NEW LEBANON | NY | 12125 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| SHELTERS OF SARATOGA | ||||||||
| 14 WALWORTH ST | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| SIDNEY ALBERT ALBANY JEWISH COMMUNITY CENTER | ||||||||
| 340 WHITEHALL RD | ALBANY | NY | 12208 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| SIENA COLLEGE - MLK LECTURE SERIES | ||||||||
| 515 LOUDON RD | LOUDONVILLE | NY | 12211 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| SOROPTIMIST INTERNATIONAL - GARDEN TOUR SUPPORT | ||||||||
| PO BOX 9303 | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $200 | |
| SOROPTIMIST INTERNATIONAL - YWCA HOLIDAY PARTY | ||||||||
| PO BOX 9303 | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| SOROPTIMIST INTERNATIONAL OF SCHENECTADY | ||||||||
| PO BOX 9303 | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $125 | |
| SOROPTIMIST INTERNATIONAL OF SCHENECTADY - SUPPORT | ||||||||
| PO BOX 9303 | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| SOROPTIOMIST INTERNATIONAL OF SCHENECTADY | ||||||||
| PO BOX 9303 | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $350 | |
| SPECIAL OLYMPICS NEW YORK | ||||||||
| 504 BALLTOWN RD | SCHENECTADY | NY | 12304 | N/A | PUBLIC | UNRESTRICTED | $200 | |
| ST CATHERINE'S CENTER FOR CHILDREN | ||||||||
| 40 N MAIN AVE | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $350 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 2 PINE WEST PLAZA 202 | MEMPHIS | TN | 12205 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| STAND UP AND PLAY FOUNDATION | ||||||||
| 16500 MIDLOTHIAN TURNPIKE | MILOTHIAN | VA | 23113 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| SUNNYVIEW - POOL MAINTENANCE | ||||||||
| 1270 BELMONT AVE | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $10,000 | |
| SUNNYVIEW HOSPITAL FOUNDATION | ||||||||
| 1270 BELMONT AVE | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $100 | |
| SUNNYVIEW REHABILITATION - ART FOR THE VIEW | ||||||||
| 1270 BELMONT AVE | ALBANY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| SUNNYVIEW REHABILITATION - CARLILIAN MATCH | ||||||||
| 1270 BELMONT AVE | ALBANY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| SUNY SCHENECTADY FOUNDATION INC | ||||||||
| 78 WASHINGTON AVE | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| TEMPLE ISRAEL - CIRCLLE OF HUMANITY DINNER | ||||||||
| 600 NEW SCOTLAND AVE | ALBANY | NY | 12208 | N/A | PUBLIC | UNRESTRICTED | $360 | |
| TEMPLE ISRAEL - DINNER TICKETS | ||||||||
| 600 NEW SCOTLAND AVE | ALBANY | NY | 12208 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| TEMPLE ISRAEL - HALF PAGE JOURNAL | ||||||||
| 600 NEW SCOTLAND AVE | ALBANY | NY | 12208 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| THE WESLEY FOUNDATION | ||||||||
| 131 LAWRENCE ST | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $300 | |
| THE AMERICAN CANCER SOCIETY | ||||||||
| 1 PENNY LN | LATHAM | NY | 12110 | N/A | PUBLIC | UNRESTRICTED | $600 | |
| THE ARTS CENTER OF THE CAPITAL REGION | ||||||||
| 265 RIVER ST | ALBANY | NY | 12180 | N/A | PUBLIC | UNRESTRICTED | $400 | |
| THE ARTS CENTER OF THE CAPITAL REGION | ||||||||
| 265 RIVER ST | ALBANY | NY | 12180 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| THE CATHEDRAL OF ALL SAINTS | ||||||||
| 62 S SWAN ST | ALBANY | NY | 12210 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| THE CENTER FOR COMMUINITY JUSTICE | ||||||||
| 144 BARRETT ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| THE CENTER FOR COMMUNITY JUSTICE | ||||||||
| 144 BARRETT ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $150 | |
| THE CITY OF SCHENECTADY - MUSIC HAVEN SOCIAL | ||||||||
| 500 IROQUOIS PATH | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| THE COMMUNITY FOUNDATION | ||||||||
| 2 POWER PLACE | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| THE COMMUNITY FOUNDATION - CELEBRATION OF PHILAN | ||||||||
| 2 POWER PLACE | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $5,000 | |
| THE DUDLEY OBSERVATORY - ANNUAL FUND | ||||||||
| 15 NOTT TERRACE HEIGHTS | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| THE EGG - MEMBERSHIP RENEWAL - FEATURED PLAYER | ||||||||
| 1 EMPIRE STATE PLAZA | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| 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 FOR ELLIS MEDICINE - WOMEN'S NIGHT | ||||||||
| 1101 NOTT ST | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| THE FOUNDATION FOR MOHAWK LIBRARIES | ||||||||
| 858 DUANESBURG RD | SCHENECTADY | NY | 12306 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| THE FRIENDS OF THE SCHENECTADY COUNTY PUBLIC LIBRARY | ||||||||
| 99 CLINTON ST | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $200 | |
| THE FUND FOR LAKE GEORGE | ||||||||
| 2199 US 9 LAKE GEORGE | LAKE GEORGE | NY | 12845 | N/A | PUBLIC | UNRESTRICTED | $25,000 | |
| THE GAZETTE NEWSPAPERS - NEWSPAPERS IN EDUCATION | ||||||||
| 2345 MAXON RD EXT PO BOX 1090 | SCHENECTADY | NY | 12301 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| THE HYDE COLLECTION | ||||||||
| 161 WARREN ST | GLENS FALLS | NY | 12801 | N/A | PUBLIC | UNRESTRICTED | $4,500 | |
| THE INTERFAITH COMMUNITY OF SCHENECTADY | ||||||||
| 911 N BRANDYWINE AVE | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $100 | |
| THE NEW YORK STATE TROOPER FOUNDATION | ||||||||
| 1220 WASHINGTON AVE 24 | ALBANY | NY | 12226 | N/A | PUBLIC | UNRESTRICTED | $100 | |
| THE NEW YORK STATE TROOPER FOUNDATION - SUPPORT | ||||||||
| 1220 WASHINGTON AVE 24 | ALBANY | NY | 12226 | N/A | PUBLIC | UNRESTRICTED | $150 | |
| THE ONRUST PROJECT | ||||||||
| 385 WATERVLIET- SHAKER RD | SCHENECTADY | NY | 12110 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| THE QUESTT FOR GRACE FOUNDATION | ||||||||
| 802 UNION ST | SCHENECTADY | NY | 12308 | N/A | PUBLIC | UNRESTRICTED | $175 | |
| THE SALVATION ARMY - ONE WEEK AT CAMP | ||||||||
| 168 LAFAYETTE | SCHENECTADY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $675 | |
| THE SHELLSTRONG FOUNDATION - UNABLE TO ATTEND | ||||||||
| 436 STATE ST | SCHENECTADY | NY | 12306 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| THE UNIVERSITY OF ALBANY FOUNDATION | ||||||||
| 1 UNIVERSITY PL | ALBANY | NY | 12144 | N/A | PUBLIC | UNRESTRICTED | $2,500 | |
| THE UNIVERSITY OF MICHIGAN - SCHOLARSHIP FUND | ||||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| THE WOMEN'S FUND OF THE CAPITAL REGION | ||||||||
| 2 TOWER PLACE | ALBANY | NY | 12203 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| TO LIFE | ||||||||
| 410 KENWOOD AVE | ALBANY | NY | 12054 | N/A | PUBLIC | UNRESTRICTED | $200 | |
| TO LIFE - PINK BALL - WNA | ||||||||
| 410 KENWOOD AVE | ALBANY | NY | 12054 | N/A | PUBLIC | UNRESTRICTED | $450 | |
| TO LIFE YEAR #1 OF TWO YEAR PLEDGE | ||||||||
| 410 KENWOOD AVE | ALBANY | NY | 12054 | N/A | PUBLIC | UNRESTRICTED | $10,000 | |
| TO LOVE A CHILD INC - COMMUNITY MEAL | ||||||||
| PO BOX 165 | CLIFTON PARK | NY | 12065 | N/A | PUBLIC | UNRESTRICTED | $350 | |
| TWO TOGETHER - PROGRAM SUPPORT | ||||||||
| 200 GREEN ST | ALBANY | NY | 12202 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| TWO TOGETHER - SUPPORT | ||||||||
| 200 GREEN ST | ALBANY | NY | 12202 | 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 | |
| UNION MISSIONARY BAPTIST CHURCH | ||||||||
| 3 MORTON AVE | ALBANY | NY | 12202 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| UNITED WAY - 2018 PLEDGE | ||||||||
| 1 UNITED WAY | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $25,000 | |
| UNITED WAY OF THE GREATER CAPITAL REGION - 20182019 | ||||||||
| 1 UNITED WAY | ALBANY | NY | 12205 | N/A | PUBLIC | UNRESTRICTED | $338 | |
| UNITY HOUSE OF TROY | ||||||||
| 2431 6TH AVE | TROY | NY | 12180 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| UNIVERSAL PRESERVATION HALL - 3 OF 5 | ||||||||
| 25 WASHINGTON ST | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| UNIVERSAL PRESERVATION HALL - YEAR #2 - 5 YEAR PLEDGE | ||||||||
| 25 WASHINGTON ST | SARATOGA | NY | 12866 | N/A | PUBLIC | UNRESTRICTED | $1,000 | |
| UNIVERSITY OF ALBANY FOUNDATION - SCHOLARSHIPS | ||||||||
| 1 UNIVERSITY PL A203 | ALBANY | NY | 12144 | N/A | PUBLIC | UNRESTRICTED | $1,168 | |
| USGA | ||||||||
| 65 ONEIL RD | ALBANY | NY | 12208 | N/A | PUBLIC | UNRESTRICTED | $65 | |
| WERC 30TH ANNIVERSARY PEARL AWARDS | ||||||||
| 235 HOOSICK ST | TROY | NY | 12180 | N/A | PUBLIC | UNRESTRICTED | $500 | |
| WESTERN MASSACHUSETTS COUNCIL - LAURIE MOFFATT | ||||||||
| 1 ARCH RD | WESTFIELD | MA | 01085 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| WHISKERS | ||||||||
| PO BOX 11190 | ALBANY | NY | 12211 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| WHISKERS ANIMAL BENEVOLENT LEAGUE | ||||||||
| PO BOX 11190 | ALBANY | NY | 12211 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| WILDWOOD FOUNDATION - GALA | ||||||||
| 2995 CURRY RD | SCHENECTADY | NY | 12303 | N/A | PUBLIC | UNRESTRICTED | $450 | |
| WOLF MOUNTAIN SANCTUARY - DENISE HINKLE'S BIRTHDAY | ||||||||
| 7520 FAIRLANE RD | LUCERNE VALLEY | CA | 92356 | N/A | PUBLIC | UNRESTRICTED | $100 | |
| WOMEN'S EMPLOYMENT RESOURCE CENTER | ||||||||
| 175 CENTRAL AVE 3 | ALBANY | NY | 12206 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| WORKING GROUP ON GIRLS OF SCHENECTADY | ||||||||
| PO BOX 9407 NOTT ST EAST | SCHENECTADY | NY | 12309 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| YWCA NORTHEASETERN NY | ||||||||
| 44 WASHINGTON AVE | TROY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $175 | |
| YWCA NORTHEASTERN NEW YORK | ||||||||
| 44 WASHINGTON AVE | TROY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $90 | |
| YWCA NORTHEASTERN NEW YORK | ||||||||
| 44 WASHINGTON AVE | TROY | NY | 12305 | N/A | PUBLIC | UNRESTRICTED | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,209,711 | 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 | $12,420 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $433,645 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,053 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $632,915 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,080,033 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,080,033 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | NONE APPLICABLE | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $3,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS #9079-3 | $2,103,709 | $2,883,947 |
| GOLDMAN SACHS #6987-9 | $214,828 | $285,060 |
| GOLDMAN SACHS #6988-7 | $120,422 | $139,257 |
| GOLDMAN SACHS #6928-1 | $106,182 | $94,791 |
| FENIMORE CHARLES SCHWAB #8868 | $1,136,713 | $2,416,639 |
| KARPUS US BANK #9130 | $5,806,546 | $5,908,664 |
| WELLS FARGO #3478 | $165,514 | $170,472 |
| GOLUB CORP $57,173 SHS | $643,190 | $2,941,551 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DYNAMIC EQUITY MANAGERS PORT 2 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,028,777 | BookValueAmt |
| EOYFMV | $1,034,497 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $368 | LegalFeesAmt |
| Net Investment Income | $368 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $308 | $308 | $0 |
| STATE FILING FEES | $775 | $775 | $0 |
| NONDEDUCTIBLE PASS THROUGH ITEMS FROM K-1 | $50 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| DYNAMIC EQUITY MANAGERS PORT 2 K-1 NET IRC 988 LOSS | -$111 | -$111 | -$111 |
| MISCELLANEOUS INCOME | $1,164 | $1,164 | $1,164 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $129,039 | $129,039 | $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 | $574 | $574 | $0 |
| FEDERAL TAXES PAID | $14,357 | $0 | $0 |