INDIUM CORPORATION AND MACARTNEY FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- INDIUM CORPORATION AND MACARTNEY FAMILY FOUNDATION INC (EIN 27-4386504)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201831359349101568
- Schema version
- 2017v2.2
- 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
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T08:29:09-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161163912 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FITZGERALD DEPIETRO & WOJNAS CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 GENESEE STREET | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274386504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Indium Corporation and Macartney Family | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 3153817553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8477 Bay Colony Drive PH 1900 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth S Macartney-Mitchell | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian Reese | PreparerPersonNm |
| PTIN | P01979521 | PTIN |
| Phone | 3157242145 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,515,176 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $102,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,529 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,167 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $602,943 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,167 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $679,696 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $179,696 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $60,516 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,316 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,100 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,869 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,459 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $62,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,775 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $226,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $226,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $289,235 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,775 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $234,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $390,461 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $133,921 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $87,986 | CashBOYAmt |
| Cash EOY | $1,526 | CashEOYAmt |
| Cash EOYFMV | $1,526 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $664,480 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $664,480 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $412,398 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $392,625 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $389,976 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $987,926 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,555,271 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,776,938 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,687,846 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,741,309 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,073,240 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,011,019 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,162,614 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,350,562 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,745,422 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,515,176 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,350,562 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,745,422 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,350,562 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,745,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,350,562 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,745,422 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,350,562 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $390,461 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,399 | OtherIncreasesAmt |
| Subtotal | $4,745,422 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,745,422 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 145 GENERAL ELECTRIC CO COM | P | 2017-08-04 | 2017-12-18 | $2,572 | $3,729 | -$1,157 | -$1,157 |
| 6 Advansix Inc. | P | 2012-01-04 | 2017-01-18 | $143 | $54 | $89 | $89 |
| 100000 Air Prod & Chemic (Bond) | P | 2015-06-29 | 2017-10-15 | $100,000 | $100,000 | ||
| 170 APPLE | P | 2012-03-22 | 2017-05-18 | $24,940 | $14,012 | $10,928 | $10,928 |
| 440 Baxter International | P | 2016-02-05 | 2017-05-11 | $24,640 | $15,830 | $8,810 | $8,810 |
| 100 BB&T Corporation | P | 2015-12-01 | 2017-01-18 | $4,576 | $3,897 | $679 | $679 |
| 55 BOEING CO | P | 1812-09-01 | 2017-08-04 | $13,035 | $3,987 | $9,048 | $9,048 |
| 100 Deere & Co | P | 2013-04-18 | 2017-11-22 | $11,849 | $8,385 | $3,464 | $3,464 |
| 0.24 Enbridge INC | P | 2010-10-15 | 2017-03-01 | $10 | $6 | $4 | $4 |
| 50000 General Electric (Bond) | P | 2015-08-05 | 2017-11-20 | $50,000 | $50,000 | ||
| 65 HONEYWELL | P | 2011-08-29 | 2017-04-21 | $8,298 | $3,521 | $4,777 | $4,777 |
| 100000 Intel Corp (Bond) | P | 2013-06-13 | 2017-12-15 | $100,000 | $100,000 | ||
| 75000 Iowa Fin Auth (Bond) | P | 2011-03-22 | 2017-08-01 | $75,000 | $75,000 | ||
| 190 Occidental Petrol | P | 2012-03-05 | 2017-11-20 | $12,881 | $14,881 | -$2,000 | -$2,000 |
| 725 Vanguard REIT ETF | P | 2011-01-10 | 2017-06-27 | $61,625 | $43,759 | $17,866 | $17,866 |
| 110 WEC Energy Group | P | 2012-09-25 | 2017-09-08 | $7,287 | $4,124 | $3,163 | $3,163 |
| 690 GENERAL ELECTRIC CO COM | P | 2014-05-29 | 2017-12-18 | $12,240 | $17,962 | -$5,722 | -$5,722 |
| 162 Johnson CTLS INTL | P | 2016-09-06 | 2017-08-09 | $6,370 | $7,402 | -$1,032 | -$1,032 |
| 80 Caterpillar Inc. | P | 2012-10-23 | 2017-11-22 | $9,304 | $6,828 | $2,476 | $2,476 |
| 175 COGNIZANT TECH SOLUTIONS | P | 2012-05-07 | 2017-11-21 | $12,537 | $5,777 | $6,760 | $6,760 |
| 210 Dentsply Sirona Inc. | P | 2013-05-23 | 2017-11-07 | $13,440 | $9,713 | $3,727 | $3,727 |
| 90 EOG Resources Inc. | P | 2015-08-25 | 2017-11-20 | $9,157 | $7,558 | $1,599 | $1,599 |
| 305 SPDR Fund Materials | P | 2013-10-15 | 2017-09-08 | $16,775 | $13,720 | $3,055 | $3,055 |
| 105 T Rowe Price | P | 2011-03-29 | 2017-01-18 | $7,666 | $7,280 | $386 | $386 |
| 25 United Health Group Inc. | P | 2013-01-08 | 2017-04-20 | $4,291 | $1,292 | $2,999 | $2,999 |
| 20 VISA Inc. | P | 2011-05-02 | 2017-11-21 | $2,226 | $396 | $1,830 | $1,830 |
| 200 NIKE Inc. | P | 2011-03-29 | 2017-11-20 | $11,828 | $6,663 | $5,165 | $5,165 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2016-01-01 | 2017-12-31 | $253 | $253 | $253 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,167 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,189 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $258,541 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,767,392 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05423 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $261,480 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,032,427 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05196 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $239,472 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,296,147 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04522 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $202,231 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,745,173 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04262 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $173,783 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,128,080 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04210 | DistributionYr5Rt |
| Total Distribution | 0.236122 | TotalDistributionRt |
| Average Distribution | 0.047224 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,057,882 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $238,853 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,339 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $240,192 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $234,950 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,678 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,678 | SubtotalAmt |
| Tax Based On Investment Income | $2,678 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $83 | EsPenaltyAmt |
| Tax Due | $2,761 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Greg Evans | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3157357588 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 Robinson Road | AddressLine1Txt |
| City | Clinton | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13323 | 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 |
| 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Elizabeth S Macartney-Mitchell | ||||||
| 114 Business Park Drive | Utica | NY | 13502 | President | 1.00 | $0 |
| Gregory P Evans | ||||||
| 114 Business Park Drive | Utica | NY | 13502 | 1st Vice Pres. | 1.00 | $0 |
| William N Macartney III | ||||||
| 8477 Bay Colony Drive PH 1900 | Naples | FL | 34108 | 2nd Vice Pres. | 1.00 | $0 |
| Linda D Macartney | ||||||
| 8477 Bay Colony Drive PH 1900 | Naples | FL | 34108 | 2nd Vice Pres. | 1.00 | $0 |
| Justin Weiler | ||||||
| 114 Business Park Drive | Utica | NY | 13502 | Treasurer | 1.00 | $0 |
| William N Macartney IV | ||||||
| 114 Business Park Drive | Utica | NY | 13502 | Secretary | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,757,910 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $376,996 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,134,906 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,134,906 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,024 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,057,882 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $252,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $252,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,678 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,678 | TotalTaxAmt |
| Distributable Before Adj | $250,216 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $250,216 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $250,216 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $234,950 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $234,950 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $234,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $250,216 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $220,776 | UndistributedIncomePYAmt |
| Qualifying Distributions | $234,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $220,776 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,174 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $236,042 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Gene Doyle Memorial Foundation | |||||||
| PO BOX 7225 | NAPLES | FL | 34101 | NONE | 501(C)(3) | General Contribution | $1,250 |
| CNY CONSERVANCY | |||||||
| PO Box 8224 | Utica | NY | 13505 | NONE | 501(C)(3) | General Contribution | $5,000 |
| BOYS GIRLS CLUB OF NAPLES | |||||||
| PO Box 8896 | Naples | FL | 34101 | NONE | 501(C)(3) | General Contribution | $2,500 |
| A Better Chance of Clinton | |||||||
| PO Box 139 | Clinton | NY | 13323 | NONE | 501(C)(3) | General Contribution | $13,000 |
| ABRAHAM HOUSE | |||||||
| 1203 Kemble Street | Utica | NY | 13501 | NONE | 501(C)(3) | General Contribution | $13,000 |
| CNY VETERANS OUTREACH CENTER | |||||||
| 726 Washington Street | Utica | NY | 13502 | NONE | 501(C)(3) | General Contribution | $13,000 |
| COMPASSION COALITION | |||||||
| 509 Lafayette Street | Utica | NY | 13502 | NONE | 501(C)(3) | General Contribution | $13,000 |
| COUNTRY PANTRY | |||||||
| PO Box 76 | Clinton | NY | 13323 | NONE | 501(C)(3) | General Contribution | $14,000 |
| GUADALUPE CENTER | |||||||
| 509 Hope Circle | Immokalee | FL | 34142 | NONE | 501(C)(3) | General Contribution | $13,000 |
| HOPE HOUSE | |||||||
| 130 Eagle Street | Utica | NY | 13501 | NONE | 501(C)(3) | General Contribution | $14,000 |
| INSIGHT HOUSE | |||||||
| 500 Whitesboro Street | Utica | NY | 13502 | NONE | 501(C)(3) | General Contribution | $14,000 |
| INTERNATIONAL RELIEF TEAMS | |||||||
| 4560 Alvarado Canyon Rd Suite 1H | San Diego | CA | 92120 | NONE | 501(C)(3) | General Contribution | $1,000 |
| Mill Valley Schools Comm Found KIDD | |||||||
| 409 Sycamore Ave | Mill Valley | CA | 94941 | NONE | 501(C)(3) | General Contribution | $2,400 |
| MIDTOWN UTICA COMMUNITY CENTER | |||||||
| 54 Scott Street | Utica | NY | 13501 | NONE | 501(C)(3) | General Contribution | $14,000 |
| ON POINT FOR COLLEGE | |||||||
| 500 Plant Street | Utica | NY | 13502 | NONE | 501(C)(3) | General Contribution | $13,000 |
| PARK SCHOOL | |||||||
| 360 Blithedale Ave | Mill Valley | CA | 94941 | NONE | 501(C)(3) | General Contribution | $700 |
| SAGE RIDGE SCHOOL | |||||||
| 2515 Crossbow Court | Reno | NV | 89511 | NONE | 501(C)(3) | General Contribution | $5,000 |
| THE 21 CLUB OF CNY | |||||||
| PO Box 264 | Washington Mills | NY | 13479 | NONE | 501(C)(3) | General Contribution | $13,000 |
| YOUNG SCHOLARS - UTICA COLLEGE | |||||||
| 1600 Burrstone Road | Utica | NY | 13502 | NONE | 501(C)(3) | General Contribution | $13,000 |
| YMCA | |||||||
| 310 Rutger Street | Utica | NY | 13501 | NONE | 501(C)(3) | General Contribution | $13,000 |
| THE COMMUNITY FOUNDATION | |||||||
| 2608 Genesee Street | Utica | NY | 13502 | NONE | 501(C)(3) | General Contribution | $1,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 1401 Genesee Street | Utica | NY | 13501 | NONE | 501(C)(3) | General Contribution | $5,000 |
| FEED OUR VETERANS | |||||||
| PO Box 1 | New York Mills | NY | 13417 | NONE | 501(C)(3) | General Contribution | $5,000 |
| KUYAHOORA VALLEY FOUNDATION | |||||||
| PO Box 244 | Newport | NY | 13416 | NONE | 501(C)(3) | General Contribution | $5,000 |
| ONEIDA COUNTY HABITAT FOR HUMANITY | |||||||
| 494 French Road | Utica | NY | 13502 | NONE | 501(C)(3) | General Contribution | $4,000 |
| ST JOSEPH ST PATRICK CHURCH | |||||||
| 702 Columbia Street | Utica | NY | 13502 | NONE | 501(C)(3) | General Contribution | $2,500 |
| THEA BOWMAN House | |||||||
| 731 Lafayette Street | Utica | NY | 13502 | NONE | 501(C)(3) | General Contribution | $6,000 |
| MVCC MATH CORP PROGRAM | |||||||
| 1101 Sherman Drive | Utica | NY | 13501 | NONE | 501(C)(3) | General Contribution | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $226,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,529 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,167 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $179,696 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,696 | 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 |
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 | Indium Corporation | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 Robinson Road | AddressLine1Txt |
| City | Clinton | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13323 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Florida Does Not Have A Filing Requirement | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | Indium Corporation and Macartney Family Foundation, Inc.8477 Bay Colony Drive PH 1900Naples, FL 34108EIN: 27-4386504Additional Information990-PFPage 10Part XVLine 1aThe taxpayer has received contributions exceeding 2% of the total contributions from Indium Corporation, a corporate party related to the officers of the Foundation. | MediumExplanationTxt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Non-Dividend Distributions | Desc |
| Amt | $4,399 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Fees | $36,216 | $36,216 | $0 | $0 |
| PWC Fees | $24,300 | $8,100 | $0 | $8,100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Taxes | $410 | |
| Foreign Taxes Paid | $1,459 | $1,459 |
Comments