GREENAWAY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GREENAWAY FOUNDATION (EIN 13-6160948)
- Tax period
- 2018-05-01 to 2019-04-30
- Filed
- 2019-05-23
- IRS object ID
- 201911439349100706
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-23T13:18:07-07:00 | ReturnTs |
| Tax Period End | 2019-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRM GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 RAILROAD AVE 229 | AddressLine1Txt |
| City | BABYLON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 117022204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136160948 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENAWAY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2033246777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CURTIS BRINCKERHOFF PC 666 SUMMER S | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 069011416 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARD F CLEARY | PersonNm |
| Person Title | VP/TREAS/DIRECTOR | PersonTitleTxt |
| Phone | 2033246777 | PhoneNum |
| Signature | 2019-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARTHUR R FALLER | PreparerPersonNm |
| PTIN | P00098736 | PTIN |
| Phone | 6319838099 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.116.130.209 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-23 | IPDt |
| IP Tm | 13:18:03 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A6BDB4CC9826EB075856A1A8BF4080EBEA27AF87 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A6BDB4CC9826EB075856A1A8BF4080EBEA27AF87 | 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 | $681,763 | 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 | $229,960 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,691 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,691 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $210,975 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $342 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $342 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $242,993 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $224,008 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $6,638 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,638 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,370 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,370 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $5,998 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,998 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,332 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $515 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $18,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $208,655 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $207,487 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $66,828 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,239 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,239 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $113,862 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $114,503 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $149,131 | CorporateStockBOYAmt |
| Corporate Stock EOY | $291,306 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $517,282 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,850 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,850 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,062 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,490 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,677 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $230,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $452,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $681,763 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $230,809 | CapitalStockBOYAmt |
| Capital Stock EOY | $452,747 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $230,809 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $452,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $230,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $452,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $230,809 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $208,655 | ExcessRevenueOverExpensesAmt |
| Other Increases | $210,975 | OtherIncreasesAmt |
| Subtotal | $650,439 | SubtotalAmt |
| Other Decreases | $197,692 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $452,747 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 147 SHS BP PLC | D | 2017-07-03 | 2018-10-24 | $6,115 | $0 | $42 | $6,073 | $0 | $0 | $0 | $6,073 |
| 250 SHS EXXON MOBIL | D | 1932-06-29 | 2018-07-13 | $20,832 | $0 | $42 | $20,790 | $0 | $0 | $0 | $20,790 |
| 100 SHS EXXON MOBIL | D | 1932-06-29 | 2018-10-24 | $7,870 | $0 | $17 | $7,853 | $0 | $0 | $0 | $7,853 |
| 300 SHS EXXON MOBIL | D | 1932-03-09 | 2018-12-31 | $20,391 | $0 | $46 | $20,345 | $0 | $0 | $0 | $20,345 |
| 10 SHS EXXON MOBIL | D | 1932-06-29 | 2018-12-31 | $680 | $0 | $2 | $678 | $0 | $0 | $0 | $678 |
| 40 SHS EXXON MOBIL | D | 1932-06-29 | 2018-12-31 | $2,719 | $0 | $7 | $2,712 | $0 | $0 | $0 | $2,712 |
| 175 VANGUARD FTSE EUROPE ETF | P | 2017-05-27 | 2019-01-07 | $8,687 | $0 | $9,853 | -$1,166 | $0 | $0 | $0 | -$1,166 |
| 300 SHS WEYEHAUSER | P | 2016-07-05 | 2019-01-07 | $6,942 | $0 | $8,940 | -$1,998 | $0 | $0 | $0 | -$1,998 |
| 200 SHS EXXON MOBIL | D | 1932-03-09 | 2019-01-17 | $14,288 | $0 | $30 | $14,258 | $0 | $0 | $0 | $14,258 |
| 200 SHS | D | 1932-03-09 | 2019-03-07 | $15,990 | $0 | $30 | $15,960 | $0 | $0 | $0 | $15,960 |
| .166 DOW INC | P | 2008-07-07 | 2019-04-02 | $19 | $0 | $5 | $14 | $0 | $0 | $0 | $14 |
| 1850 SHS EXXON MOBIL | D | 1932-03-09 | 2018-12-31 | $125,743 | $0 | $278 | $125,465 | $0 | $0 | $0 | $125,465 |
| .166 DOW INC | P | 2018-12-31 | 2019-04-02 | $0 | $0 | $9 | -$9 | $0 | $0 | $0 | -$9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $210,975 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$9 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $390,513 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042252 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $371,751 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056489 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $371,428 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057885 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $433,557 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047399 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $430,934 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047571 | DistributionYr5Rt |
| Total Distribution | 0.251596 | TotalDistributionRt |
| Average Distribution | 0.050319 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $485,815 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,446 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,075 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,521 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,150 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,150 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,150 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $47 | EsPenaltyAmt |
| Tax Due | $4,197 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WARD F CLEARY ESQ | IndividualWithBooksNm |
| Phone | 2033246777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CBB 666 SUMMER ST | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 069011416 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| P PRENTICE GILBERT | ||||||||
| 337 DUTCH HOLLOW RD | JERSEY SHORE | PA | 17740 | PRESIDENT/SECY/DIRECTOR | 0.00 | $0 | $0 | $0 |
| WARD F CLEARY ESQ | ||||||||
| CBB 666 SUMMER ST | STAMFORD | CT | 06901 | VP/TREAS/DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN LOUIZOS | ||||||||
| CBB 666 SUMMER ST | STAMFORD | CT | 06901 | VP | 0.00 | $0 | $0 | $0 |
| LINDA ESPOSIT | ||||||||
| C/O CBB 666 SUMMER ST | STAMFORD | CT | 06901 | ASST SEC | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $459,542 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,671 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $493,213 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $493,213 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,398 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $485,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,291 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,291 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,150 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,150 | TotalTaxAmt |
| Distributable Before Adj | $20,141 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,141 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,141 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $16,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,141 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,106 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,307 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,413 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,141 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,141 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,272 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,272 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $3,272 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PARMALEE PRENTICE GILBERT | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EAA AVIATION FOUNDATION | ||||||
| POB 3086 | OSKOSH | WI | 54903 | 501C3 | EDUCATION | $1,000 |
| LOCK HAVEN UNIVERSITY FOUNDATION | ||||||
| LOCK HAVEN UNIVERSITY | LOCK HAVEN | PA | 17745 | 501C3 | SCHOLARSHIPS & SPORTS TEAMS | $7,000 |
| CLINTON COUNTY COMMUNITY FOUNDATION | ||||||
| POB 652 | LOCK HAVEN | PA | 17745 | 501C3 | UNRESTRICTED | $1,500 |
| NAVY-MARINE CORPS RELEIF SOCIETY | ||||||
| 875 NORTH RANDOLPH ST | ARLINGTON | VA | 22203 | 501C3 | VARIOUS | $1,000 |
| NEW CANAAN COUNTRY SCHOOL | ||||||
| 635 FROGTOWN RD | NEW CANAAN | CT | 06840 | 501C3 | DEVELOPMENT FUND | $1,000 |
| ANDOVER PHILLIPS ACADEMY | ||||||
| 180 MAIN STREE | ANDOVER | MA | 01810 | 501C3 | ALUMNI FUND | $2,000 |
| (no name) | ||||||
| $0 | ||||||
| (no name) | ||||||
| $0 | ||||||
| THE SPORTY'S FOUNDATION | ||||||
| 2001 SPORTYS DRIVE | BATAVIA | OH | 45103 | 501C3 | EDUCATION | $2,000 |
| (no name) | ||||||
| $0 | ||||||
| WOOLRICH VOLUNTEER FIRE CO | ||||||
| POB 22 | WOOLRICH | PA | 17779 | 501C3 | VOLUNTEER FIRE DEPT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,691 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,691 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,691 | 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 | 4 | LineNumberTxt |
| Relationship Statement | INVESTMENT RETURN ON CAPITAL | RelationshipStatementTxt |
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 | PARMALEE PRENTICE GILBERT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 337 DUTCH HOLLOW ROAD | AddressLine1Txt |
| City | JERSEY SHORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $229,960 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3,450 SHS EXXON MOBIL COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $229,960 | FairMarketValueAmt |
| Received | 2018-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ARTHUR FALLER CPA TAX & ACCTG | CategoryTxt |
| Amt | $3,370 | Amt |
| Net Investment Income | $3,370 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB A/C | BondNm |
| EOY Book Value | $14,850 | EOYBookValueAmt |
| EOYFMV | $15,062 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB A/C - EQUITIES | $240,569 | $451,104 |
| CHARLES SCHWAB A/C - ETPS | $50,737 | $66,178 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $113,862 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $114,503 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB A/C - REITS | CategoryOrItemTxt |
| Book Value | $8,490 | BookValueAmt |
| EOYFMV | $10,677 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CURTIS BRINKERHOFF BARRETT LEGAL & RELATED | CategoryTxt |
| Legal Fees | $6,638 | LegalFeesAmt |
| Net Investment Income | $6,638 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX BASIS/FMV DIFFERENCES OF SECURITIES | Desc |
| Amt | $197,692 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $342 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $342 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CAPITAL GAIN INCOME | Desc |
| Amt | $210,975 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NEVILLE RODIE SHAW INVESTMENT | $4,618 | $4,618 |
| BNY CUSTODY | $1,380 | $1,380 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NYS | $100 | $100 |
| US TREASURY | $1,817 | $0 |
| FOREIGN W/H TAX | $9 | $9 |
| CORP SERVICE FEE | $406 | $406 |
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