JAMES MCKEE JR AND DORIS N MCKEEFAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JAMES MCKEE JR AND DORIS N MCKEEFAMILY CHARITABLE FOUNDATION (EIN 20-5288433)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-29
- IRS object ID
- 201941199349100879
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-29T15:35:35-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813902230 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER EDWARDS AND COMPANY CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 47 DOCK ST | AddressLine1Txt |
| City | PLATTSBURGH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12901 | 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 | 205288433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MCKEE JR & DORIS N MCKEE | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 5185279931 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 GLADWISH RD | AddressLine1Txt |
| City | DELMAR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER MCKEE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5185279931 | PhoneNum |
| Signature | 2019-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER C EDWARDS | PreparerPersonNm |
| PTIN | P00296334 | PTIN |
| Phone | 5185631600 | PhoneNum |
| Preparation | 2019-04-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.27.126.104 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-29 | IPDt |
| IP Tm | 15:35:35 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6A6C0E6234354983E1706B0E919F0D451F045F5B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 74F5AE94BC7311872114D11F2D4A437F5CB175AF | 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 | $433,881 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,016 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,016 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,676 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,676 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,344 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,344 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $26,049 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,049 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,885 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,391 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,391 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,084 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,460 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,391 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,391 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,911 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,658 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,850 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,404 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,404 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $455,545 | CorporateStockBOYAmt |
| Corporate Stock EOY | $458,519 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $421,700 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $777 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $777 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $473,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $470,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $433,881 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $106 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $322 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $106 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $322 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $473,289 | UnrestrictedBOYAmt |
| Unrestricted EOY | $470,378 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $473,289 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $470,378 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $473,395 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $470,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $473,289 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,911 | ExcessRevenueOverExpensesAmt |
| Subtotal | $470,378 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $470,378 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| INVESCO SP SMALLCAP HEALTH 163 UNITS | P | 2018-05-21 | 2018-11-28 | $20,011 | $20,512 | -$501 | -$501 |
| POWERSHARES SP SMALL CAP 624.576 UN | P | 2017-10-25 | 2018-05-18 | $29,167 | $28,970 | $197 | $197 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,676 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,155 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $467,875 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079412 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,838 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $446,894 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033203 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $424,535 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.017666 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $447,678 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027922 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $432,908 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.023100 | DistributionYr5Rt |
| Total Distribution | 0.181303 | TotalDistributionRt |
| Average Distribution | 0.036261 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $445,121 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,141 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $227 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,368 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $227 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $227 | SubtotalAmt |
| Tax Based On Investment Income | $227 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $550 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $550 | TotalPaymentsAndCreditsAmt |
| Overpayment | $323 | OverpaymentAmt |
| Applied To ES Tax | $323 | 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 | NICK SUHR TREASURER | IndividualWithBooksNm |
| Phone | 5184397368 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 ADAMS PL | AddressLine1Txt |
| City | DELMAR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER MCKEE | ||||||||
| 36 GLADWISH DR | DELMAR | NY | 12054 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| ALISON CHAMBERLIN | ||||||||
| 22 GREENLEAF DR | DELMAR | NY | 12054 | SECRETARY | 0.25 | $0 | $0 | $0 |
| NICK SUHR | ||||||||
| 105 ADAMS PL | DELMAR | NY | 12054 | TREASURER | 0.50 | $0 | $0 | $0 |
| DAVID MCKEE | ||||||||
| 4891 SPRINGWOOD CIR | FAIRFIELD | CA | 94534 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | VARIOUS CHURCHS FOR CHURCH PURPOSES | Description1Txt |
| Expenses1 | $20,000 | Expenses1Amt |
| Description2 | FEED CHILDREN, AND MINISTRY, CAPITAL CAMPAIGN FOR BUILDING | Description2Txt |
| Expenses2 | $2,500 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $437,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,600 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $300 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $451,900 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $451,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,779 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $445,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,256 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,256 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $227 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $227 | TotalTaxAmt |
| Distributable Before Adj | $22,029 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,029 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,029 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $22,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $227 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,273 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,029 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $12,137 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,137 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $22,029 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $471 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,608 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $12,608 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $12,137 | ExcessFromYear1Amt |
| Excess From Current Year | $471 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WESTMINSTER PRESBYTERIAN CHURCH | |||||||
| 85 CHESTNUT | ALBANY | NY | 12210 | NONE | PC | CHURCH PURPOSES | $10,000 |
| HOPE 4 KIDS | |||||||
| PO BOX 74010 | PHOENIX | AZ | 85087 | NONE | PC | CAPITAL CAMPAIGN | $2,500 |
| ST TIMOTHY ANTIOCH ORTHO CHURCH | |||||||
| 4593 CENTRAL WAY | FAIRFIELD | CA | 94534 | NONE | PC | BUILDING FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,016 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,344 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,676 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,049 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,049 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES, TAX PREP | CategoryTxt |
| Amt | $1,885 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $202,151 | $176,428 |
| EFT FUNDS | $150,593 | $147,238 |
| CORPORATE SECURITIES | $53,442 | $50,058 |
| CORP PREFERRED STK | $27,287 | $25,092 |
| REITS | $25,046 | $22,884 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS IN TRANSIT YR END | Desc |
| EOY Book Value | $777 | EOYBookValueAmt |
| EOYFMV | $777 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| NY DEPT OF LAW FILING FEES | $100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC TIMING INCOME DIV, INTER | Desc |
| Revenue And Expenses Per Books | $1,344 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,344 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN CAPITAL NOT POSTED YET | Desc |
| BOY Book Value | $106 | BOYBookValueAmt |
| EOY Book Value | $322 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,391 | Amt |
| Net Investment Income | $3,391 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS TAX, NOT DEDUCTIBLE | CategoryTxt |
| Amt | $1,084 | Amt |
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