GEORGE DUFFY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE DUFFY FOUNDATION (EIN 14-6016445)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201911349349103981
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T18:31:49-04:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 821602642 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL J GEMMITI CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1756 MCGUIRE SCHOOL RD | AddressLine1Txt |
| City | Delanson | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12053 | 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 | 146016445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE DUFFY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 350 | AddressLine1Txt |
| City | Fort Plain | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 133390350 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN KIRKPATRICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5189934391 | PhoneNum |
| Signature | 2019-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL J GEMMITI | PreparerPersonNm |
| PTIN | P00255517 | PTIN |
| Phone | 5188756803 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.231.167.108 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 18:33:51 | IPTm |
| Federal Original Submission Id | 1440392019134eobqj0d | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C283753B6C1A2BAECBE06AA3E3C1E8EF3827DCC8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C283753B6C1A2BAECBE06AA3E3C1E8EF3827DCC8 | 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 | $2,745,800 | 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 | $9,134 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $79,642 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $197,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,500 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $121,276 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,142 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,550 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,550 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,250 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $19,387 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,387 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $529 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $529 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $114 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $114 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,830 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,830 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,180 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,830 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,904 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,312 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,781 | CashBOYAmt |
| Cash EOY | $3,623 | CashEOYAmt |
| Cash EOYFMV | $3,623 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $208,621 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,361 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,361 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,055,165 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,190,198 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,251,115 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,398,708 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,397,189 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,468,701 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,667,275 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,613,371 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,745,800 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,667,275 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,613,371 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,667,275 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,613,371 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,667,275 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,613,371 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,667,275 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,904 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,613,371 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,613,371 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 50 SHS ISHARES TIPS | P | 2016-02-10 | 2018-07-26 | $5,588 | $5,580 | $8 |
| 10 SHS VANGUARD CONSUMER | P | 2016-02-10 | 2018-07-26 | $1,388 | $1,272 | $116 |
| 15 SHS VANGUARD INFORMATION | P | 2016-02-10 | 2018-07-26 | $2,898 | $1,435 | $1,463 |
| 40 SHS VANGUARD COMMUNICATION | P | 2016-02-10 | 2018-07-26 | $3,411 | $3,299 | $112 |
| 41 SHS | P | 2016-02-10 | 2018-07-26 | $4,353 | $3,078 | $1,275 |
| 175 SHS VANGUARD ST BOND | P | 2016-02-10 | 2018-07-26 | $13,666 | $14,073 | -$407 |
| 39 SHS SPDR BLMBRG BRCLY | P | 2016-02-10 | 2018-07-26 | $1,398 | $1,241 | $157 |
| 188 SHS INVESCO EMERGING MARKETS | P | 2016-02-10 | 2018-07-26 | $5,152 | $5,090 | $62 |
| 116 INVESCO PREFERRED ETF | P | 2016-02-10 | 2018-07-26 | $1,685 | $1,679 | $6 |
| 94 SHS INVESCO DB COMMODITY | P | 2016-02-10 | 2018-07-26 | $1,627 | $1,145 | $482 |
| 277 SHS VANGUARD GLBL EX US REAL | P | 2016-02-10 | 2018-07-26 | $16,291 | $13,113 | $3,178 |
| 80 SHS VANGUARD WHITEHALL FDS | P | 2018-01-19 | 2018-07-26 | $5,121 | $5,655 | -$534 |
| 58 SHS FIRST TRUST CLOUD | P | 2016-02-10 | 2018-07-26 | $3,241 | $1,486 | $1,755 |
| 40 SHS HEALTH CARE SELECT SPDR | P | 2016-02-10 | 2018-07-26 | $3,544 | $2,607 | $937 |
| 31 SHS CONSUMER DISCRETIONARY | P | 2016-02-10 | 2018-07-26 | $3,483 | $2,145 | $1,338 |
| 100 SHS SECTOR SPDR US FINANCIAL | P | 2016-02-10 | 2018-07-26 | $2,818 | $2,046 | $772 |
| 39 SHS WISDOMTREE EUROPE HEDGED | P | 2016-02-10 | 2018-07-26 | $2,562 | $1,858 | $704 |
| 90 SHS VANGUARD INFORMATION | P | 2016-02-10 | 2018-08-23 | $17,571 | $8,610 | $8,961 |
| 178 SHS VANGUARD INTERMEDIATE | P | 2016-02-10 | 2018-07-26 | $14,376 | $14,376 | |
| 190 SHS HEALTH CARE SELECT SPDR | P | 2016-02-10 | 2018-08-23 | $17,335 | $12,384 | $4,951 |
| 155 SHS CONSUMER DISCRETIONARY | P | 2016-02-10 | 2018-08-23 | $17,697 | $10,727 | $6,970 |
| 210 SHS VANGUARD INTERMEDIATE | P | 2016-02-10 | 2018-10-12 | $16,769 | $17,915 | -$1,146 |
| 190 SHS VANGUARD ST BOND | P | 2016-02-10 | 2018-12-12 | $14,786 | $15,279 | -$493 |
| 450 SHS SPDR BLMBRG BRCLY | P | 2016-02-10 | 2018-10-12 | $15,950 | $14,314 | $1,636 |
| 140 SHS SPDR BLMBRG BRCLY | P | 2016-02-10 | 2018-12-21 | $4,651 | $4,454 | $197 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,500 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$534 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $151,421 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,806,993 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053944 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $162,454 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,883,424 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056341 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $157,795 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,008,814 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052444 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $152,816 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,082,518 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049575 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $155,509 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,965,475 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05244 | DistributionYr5Rt |
| Total Distribution | 0.264744 | TotalDistributionRt |
| Average Distribution | 0.052949 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,906,442 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $153,893 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $743 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $154,636 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $137,350 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,486 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,486 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,486 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1,486 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | PAUL GEMMITI | IndividualWithBooksNm |
| Phone | 5189934391 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1756 MCGUIRE SCHOOL RD | AddressLine1Txt |
| City | Delanson | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN KIRKPATRICK | ||||||||
| PO BOX 350 | Fort Plain | NY | 133390350 | PRESIDENT | 2.00 | $3,275 | $0 | $0 |
| JOSEPH SINCHAK | ||||||||
| 278 MCKINLEY ROAD | Palatine Bridge | NY | 13428 | FIRST VICE PRESIDENT | 2.00 | $1,500 | $0 | $0 |
| RITA ONEIL | ||||||||
| PO BOX 447 | Palatine Bridge | NY | 13428 | SECOND VICE PRESIDENT | 2.00 | $1,500 | $0 | $0 |
| PAUL GEMMITI | ||||||||
| 1756 MCGUIRE SCHOOL RD | Delanson | NY | 12053 | TREASURER | 2.00 | $1,500 | $0 | $0 |
| LUCINDA RUSZKOWSKI | ||||||||
| 64 22 STATE HIGHWAY 10 | Canajoharie | NY | 13317 | SECRETARY | 2.00 | $3,775 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,897,941 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,762 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,950,703 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,950,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,261 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,906,442 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $145,322 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $145,322 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,486 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,486 | TotalTaxAmt |
| Distributable Before Adj | $143,836 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,100 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $147,936 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $147,936 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,350 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $137,350 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $137,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,936 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,721 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $14,575 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,504 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,800 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,350 | QualifyingDistributionsAmt |
| Applied To Current Year | $137,350 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $10,586 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,586 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,214 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $18,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $11,710 | ExcessFromYear2Amt |
| Excess From Year1 | $6,504 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LUCINDA RUSZKOWSKI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6422 STATE HIGHWAY 10 | AddressLine1Txt |
| City | Canajoharie | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5183321747 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS NAME, HOME ADDRESS, AND TELEPHONE NUMBER. THE FINANCIAL ESTIMATE FOR THE FULL SCHOOL YEAR ALONG WITH FINANCIAL ASISTANCE ANTICIPATED MUST ALSO BE SUBMITTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | RECEIVED BY JULY 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | COURSE OF STUDY MUST BE MEDICAL OR ALLIED FIELDS. APPLICANTS MUST BE SENIORS OR GRADUATES OF CANAJOHARIE, FORT PLAIN, OR ST JOHNSVILLE HIGH SCHOOLS WHICH ARE LOCATED IN NEW YORK STATE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MADYSON CASLER | |||||||
| 733 MAPLETOWN RD | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $4,100 |
| DAKOTA CORAPI | |||||||
| 173 SWEET ROAD | Johnstown | NY | 12095 | NONE | I | SCHOLARSHIP | $4,100 |
| COBY COVER | |||||||
| 157 STATE HWY 331 | Saint Johnsville | NY | 13452 | NONE | I | SCHOLARSHIP | $4,100 |
| MEGHAN DINGMAN | |||||||
| 10 WEST LIBERTY STREET | Saint Johnsville | NY | 13452 | NONE | I | SCHOLARSHIP | $4,100 |
| AMBER DOUGLAS | |||||||
| 23 CROUSE STREET | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $4,100 |
| AIDAN EGGLESTON | |||||||
| 15 MONROE STREET | Saint Johnsville | NY | 13452 | NONE | I | SCHOLARSHIP | $4,100 |
| LESLY HAZZARD | |||||||
| 1964 WAGNERS HOLLOW RD | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $4,100 |
| KENDALL KENNEDY | |||||||
| 592 KAHN ROAD | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $4,100 |
| MADISON KOELBL | |||||||
| 191 MACPHAIL RD | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $4,100 |
| JESSICA LAPINE | |||||||
| 423 VANDERWERKEN RD | Sloansville | NY | 12160 | NONE | I | SCHOLARSHIP | $4,100 |
| ARIANNAH LOGAN | |||||||
| 121 CARLISLE RD | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $4,100 |
| JORDYN LOGAN | |||||||
| 121 CARLISLE RD | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $4,100 |
| EMILY MARSH | |||||||
| 120 REID ST | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $4,100 |
| TYLER MARSH | |||||||
| 120 REID ST | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $4,100 |
| BENJAMIN MASON | |||||||
| 5 GARLOCK ST | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $4,100 |
| LAUREN MAYER | |||||||
| 132 SHUNK RD | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $4,100 |
| LOVE NEMECEK | |||||||
| 1156 COUNTY HWY 122 | Gloversville | NY | 12078 | NONE | I | SCHOLARSHIP | $4,100 |
| JORDAN PORTER | |||||||
| 643 LATIMER HILL RD | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $4,100 |
| JAMIE PUTNAM | |||||||
| 163 BROCKWAY RD | Frankfort | NY | 13340 | NONE | I | SCHOLARSHIP | $4,100 |
| ZACHARY RUSZKOWSKI | |||||||
| 6422 STATE HWY 10 | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $4,100 |
| CAROLINE SHANNON | |||||||
| 114 WEST SKYLINE DR | Palatine Bridge | NY | 13428 | NONE | I | SCHOLARSHIP | $4,100 |
| CHELSEA SHULTIS | |||||||
| 908 WEST PINE HILL DRIVE | Schenectady | NY | 12303 | NONE | I | SCHOLARSHIP | $4,100 |
| KIAH SMITH | |||||||
| 150 SPRAKERS RD | Sprakers | NY | 12166 | NONE | I | SCHOLARSHIP | $4,100 |
| SHYANN SNYDER | |||||||
| 361 E MAIL ST | Canajoharie | NY | 13317 | NONE | I | SCHOLARSHIP | $4,100 |
| MACKENZIE STEVENS | |||||||
| 46 ABBOTT ST | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $4,100 |
| JULIA STOCKWELL | |||||||
| 513 HICKORY HILL RD | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $4,100 |
| EMMA STORTECKY | |||||||
| PO BOX 269 | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $4,100 |
| TABETHA STROBEL | |||||||
| 23 LYDIUS ST | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $4,100 |
| ALVIN SULLIVAN | |||||||
| 204 CURRYTOWN RD | Sprakers | NY | 12166 | NONE | I | SCHOLARSHIP | $4,100 |
| LEXI VEITCH | |||||||
| 5368 ST HWY 10 | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $4,100 |
| BRANDY WALTERS | |||||||
| 238 HICKORY HILL RD | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $4,100 |
| CHEYANN WALTERS | |||||||
| 238 HICKORY HILL RD | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $4,100 |
| SYDNEY WEINGART | |||||||
| 51 FOWLER DR | Saint Johnsville | NY | 13452 | NONE | I | SCHOLARSHIP | $4,100 |
| RHYONN FORD | |||||||
| 281 MAIN ST | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $2,050 |
| ALLYSA NELLIS | |||||||
| 320 ST HWY 163 | Fort Plain | NY | 13339 | NONE | I | SCHOLARSHIP | $2,050 |
| HANNAH SMITH | |||||||
| PO BOX 531 | Palatine Bridge | NY | 13428 | NONE | I | SCHOLARSHIP | $2,050 |
| SCHOLARSHIP REFUNDS | |||||||
| 1756 MCGUIRE SCHOOL RD | Delanson | NY | 12053 | NONE | I | SCHOLARSHIPS | -$4,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $79,642 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,500 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $112,142 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $112,142 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 04 | PROVIDES INCOME FOR PAYING OUT SCHOLARSHIP GRANTS |
| 08 | PROVIDES INCOME FOR PAYING OUT SCHOLARSHIP GRANTS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 | ALICE FARBER TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CHASE MANHATTAN PLAZA | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100051489 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,134 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,250 | Amt |
| Net Investment Income | $6,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,397,189 | EOYBookValueAmt |
| EOYFMV | $1,468,701 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,190,198 | EOYBookValueAmt |
| EOYFMV | $1,251,115 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUPPLIES | Desc |
| Revenue And Expenses Per Books | $114 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $114 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $19,387 | Amt |
| Net Investment Income | $19,387 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX | $279 | $279 | $0 | $0 |
| STATE TAX | $250 | $250 | $0 | $0 |
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