JANE E DELINE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JANE E DELINE FOUNDATION (EIN 61-1739748)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201701359349104305
- Schema version
- 2016v3.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T15:39:28-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201317788 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWERS & COMPANY CPA'S PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 MADISON ST - 1700 AXA TOWER II | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611739748 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE E DELINE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JANE | BusinessNameControlTxt |
| Phone | 3157886700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 MAIN AVE 2ND FLOOR | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE BURNS QUENCER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3157886700 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATHANIEL J CARROLL | PreparerPersonNm |
| PTIN | P01052758 | PTIN |
| Phone | 3152341100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.120.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-11 | IPDt |
| IP Tm | 14:35:28 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B8F410956D1B2483350769F84223FC8B0CAA8745 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,370,419 | 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 | $492,821 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $99,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,797 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $90,057 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $578,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $90,057 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $682,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $189,854 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,140 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,375 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $33,434 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,091 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,898 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,055 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,892 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,739 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,146 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,837 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,837 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $217,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,146 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,837 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $465,099 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,708 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $726,406 | CashBOYAmt |
| Cash EOY | $408,107 | CashEOYAmt |
| Cash EOYFMV | $408,107 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,214,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,999,046 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,961,562 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,429 | OtherAssetsBOYAmt |
| Other Assets EOY | $750 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $750 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,943,625 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,407,903 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,370,419 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,995 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,174 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,995 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,174 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,941,630 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,406,729 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,941,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,406,729 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,943,625 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,407,903 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,941,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $465,099 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,406,729 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,406,729 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 500 SHARES AT&T | 2014-06-28 | 2016-06-30 | $21,465 | $17,676 | $3,789 | $3,789 | |
| 50,000 BEAL BK USA | 2015-12-02 | 2016-04-20 | $50,000 | $49,995 | $5 | $5 | |
| 75,000 BEAL BK USA | 2016-04-01 | 2016-12-07 | $75,000 | $75,050 | -$50 | -$50 | |
| 300 SHARES EPR PROPERTIES | 2015-10-13 | 2016-04-28 | $24,936 | $16,151 | $8,785 | $8,785 | |
| 250 SHARES EPR PROPERTIES | 2015-06-26 | 2016-07-28 | $20,780 | $13,817 | $6,963 | $6,963 | |
| 200 SHARES JOHNSON & JOHSNON | 2014-06-28 | 2016-08-18 | $22,000 | $20,356 | $1,644 | $1,644 | |
| 600 SHARES JOHNSON CNTRLS INC | 2016-04-13 | 2016-09-06 | $26,347 | $23,568 | $2,779 | $2,779 | |
| 333 SHARES KRAFT HEINZ | 2014-06-28 | 2016-08-23 | $29,823 | $19,357 | $10,466 | $10,466 | |
| 1,000 SHARES PROCTOR & GAMBLE | 2014-06-28 | 2016-07-15 | $84,998 | $77,370 | $7,628 | $7,628 | |
| RBC-PUTS & CALLS | 2015-09-21 | 2016-01-19 | $865 | $865 | $865 | ||
| RBC-PUTS & CALLS | 2016-04-01 | 2016-09-16 | $795 | $795 | $795 | ||
| RBC-PUTS & CALLS | 2016-04-21 | 2016-09-19 | $810 | $810 | $810 | ||
| RBC-PUTS & CALLS | 2015-10-28 | 2016-01-19 | $994 | $994 | $994 | ||
| RBC-PUTS & CALLS | 2015-10-14 | 2016-01-19 | $730 | $730 | $730 | ||
| RBC-PUTS & CALLS | 2016-01-19 | 2016-07-18 | $1,720 | $1,720 | $1,720 | ||
| RBC-PUTS & CALLS | 2015-10-14 | 2016-01-19 | $550 | $550 | $550 | ||
| RBC-PUTS & CALLS | 2016-03-30 | 2016-09-19 | $1,020 | $1,020 | $1,020 | ||
| RBC-PUTS & CALLS | 2016-06-15 | 2016-11-21 | $1,090 | $1,090 | $1,090 | ||
| RBC-PUTS & CALLS | 2016-07-18 | 2016-11-21 | $505 | $505 | $505 | ||
| RBC-PUTS & CALLS | 2015-11-03 | 2016-01-19 | $568 | $568 | $568 | ||
| .10 ADIENT PLC ORDINARY SHARES | 2016-10-31 | 2016-10-31 | $4 | $4 | $0 | $0 | |
| 25,000 SHARES ALLY BK | 2016-04-01 | 2016-12-19 | $25,000 | $25,000 | $0 | $0 | |
| 50,000 AMERICAN EXPRESS | 2015-12-02 | 2016-08-08 | $50,000 | $50,000 | $0 | $0 | |
| 50,000 BMW BK NORTH | 2015-07-06 | 2016-11-02 | $50,000 | $50,000 | $0 | $0 | |
| 50,000 CAPITAL ONE BK | 2016-04-05 | 2016-09-06 | $50,000 | $50,000 | $0 | $0 | |
| .42 JOHNSON CNTRLS INC | 2016-09-06 | 2016-09-07 | $20 | $20 | $0 | $0 | |
| PROCEEDS/COST BASIS ADJUSTMENTS | 2016-07-18 | 2016-11-21 | $132 | $568 | -$436 | -$436 | |
| CAPITAL GAINS DIVIDENDS | $38,837 | $38,837 | $38,837 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $90,057 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,949,565 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038470 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,417,040 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081155 | DistributionYr2Rt |
| Total Distribution | 0.119625 | TotalDistributionRt |
| Average Distribution | 0.059813 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,131,377 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $247,110 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,587 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $248,697 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $162,837 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,174 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,174 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,174 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,174 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CATHERINE BURNS QUENCER | IndividualWithBooksNm |
| Phone | 3157886700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 MAIN AVE 2ND FLOOR | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 WHEELER | ||||||||
| 417 LACHENAUER DRIVE | WATERTOWN | NY | 13601 | TRUSTEE | 0.50 | $1,028 | $0 | $0 |
| THOMAS R COLLIGAN | ||||||||
| 8520 BRAEBURN DRIVE | ANNANDALE | VA | 22003 | TRUSTEE | 0.50 | $1,028 | $0 | $0 |
| RICHARD E POULSEN | ||||||||
| PO BOX 437 | HENDEERSON HARBOR | NY | 13651 | TRUSTEE | 0.50 | $1,028 | $0 | $0 |
| WILLIAM G HARTMAN | ||||||||
| 926 GOTHAM STREET | WATERTOWN | NY | 13601 | TRUSTEE | 0.50 | $1,028 | $0 | $0 |
| CATHERINE BURNS QUENCER | ||||||||
| 137 MAIN AVE 2ND FLOOR | WATERTOWN | NY | 13601 | TRUSTEE | 0.50 | $1,028 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,692,144 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $502,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,194,291 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,194,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,131,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,569 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,569 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,174 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,174 | TotalTaxAmt |
| Distributable Before Adj | $203,395 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $203,395 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $203,395 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,837 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $162,837 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $162,837 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $203,395 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $58,394 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $58,394 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $162,837 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,837 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $40,558 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $40,558 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,836 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,836 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $17,836 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CATHERINE BURNS QUENCER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 MAIN AVE 2ND FLOOR | AddressLine1Txt |
| City | WATERTOWN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3157886700 | RecipientPhoneNum |
| Form And Info And Materials | ORAL OR WRITTEN APPLICATION THAT IS SUFFICIENT TO DEMONSTRATE NEED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARTHAGE AREA HOSPITAL FOUNDATION | |||||||
| 3 BRIDGE STREET | CARTHAGE | NY | 13619 | NONE | PC | ASSISTANCE | $7,730 |
| CHILDREN'S HOME OF JEFFERSON COUNTY | |||||||
| 1704 STATE STREET | WATERTOWN | NY | 13601 | NONE | PC | ASSISTANCE | $25,000 |
| NORTH COUNTRY FAMILY HEALTH CENTER | |||||||
| 238 ARSENAL STREET | WATERTOWN | NY | 13601 | NONE | PC | ASSISTANCE | $15,000 |
| VOLUNTEER TRANSPORTATION CENTER | |||||||
| 203 N HAMILTON STREET | WATERTOWN | NY | 13601 | NONE | PC | ASSISTANCE | $10,000 |
| WATERTOWN FAMILY YMCA | |||||||
| 119 WASHINGTON STREET | WATERTOWN | NY | 13601 | NONE | PC | ASSISTANCE | $8,057 |
| WATERTOWN URBAN MISSION | |||||||
| 247 FACTORY STREET | WATERTOWN | NY | 13601 | NONE | PC | ASSISTANCE | $15,000 |
| RESOLUTION CENTER OF JEFFERSON COUNTY | |||||||
| 200 WASHINGTON STREET ST 207 | WATERTOWN | NY | 13601 | NONE | PC | ASSISTANCE | $10,000 |
| WATERTOWN CHAPEL | |||||||
| 716 WASHINGTON STREET | WATERTOWN | NY | 13601 | NONE | PC | ASSISTANCE | $22,000 |
| JEFFERSON REHIBILITATION CENTER | |||||||
| 380 GAFFNEY DRIVE | WATERTOWN | NY | 13601 | NONE | PC | ASSISTANCE | $25,000 |
| ALCOHOL & SUBSTANCE ABUSE COUNCIL OF JEFFERSON COUNTY | |||||||
| 167 POLK STREET STE 320 | WATERTOWN | NY | 13601 | NONE | PC | ASSISTANCE | $25,000 |
| NORTHERN NEW YORK COMMUNITY FOUNDATION | |||||||
| 131 WASHINGTON STREET | WATERTOWN | NY | 13601 | NONE | PC | ASSISTANCE | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,837 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,797 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 19 | ExclusionCd |
| Exclusion | $90,057 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $189,854 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $189,854 | 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 | 2 | LineNumberTxt |
| Relationship Statement | ASSISTANCE TO CHARITABLE, RELIGIOUS, AND SCIENTIFIC INSTITUTIONS, AS WELL AS FOR LITERARY AND/OR EDUCATIONAL PORPOSES. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE E DELINE CRT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 437 | AddressLine1Txt |
| City | HENDERSON HARBOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13651 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $492,821 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US EQUITIES - RBC | $2,300,522 | $2,307,863 |
| MIXED SECURITIES - RBC | $1,698,524 | $1,653,699 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $4,375 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX ASSET | Desc |
| BOY Book Value | $2,429 | BOYBookValueAmt |
| EOY Book Value | $750 | EOYBookValueAmt |
| EOYFMV | $750 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,949 | $0 | $0 |
| MISCELLANEOUS | $2,943 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $1,995 | BOYBookValueAmt |
| EOY Book Value | $1,174 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $33,434 | Amt |
| Net Investment Income | $30,091 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE E DELINE CRT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 437 | AddressLine1Txt |
| City | HENDERSON HARBOR | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13651 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL & NYS INCOME TAX | $2,245 | $0 | $0 |
| FOREIGN TAX PAID | $1,055 | $1,055 | $0 |
| CURRENT YEAR LOSS ON DEFERRED BENEFIT | $2,424 | $0 | $0 |
| CURRENT YEAR ESTIMATED TAXES | $1,174 | $0 | $0 |
Comments