GREENAWAY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GREENAWAY FOUNDATION (EIN 13-6160948)
- Tax period
- 2015-05-01 to 2016-04-30
- Filed
- 2016-08-22
- IRS object ID
- 201602359349100010
- Schema version
- 2015v2.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-22T12:05:55-07:00 | ReturnTs |
| Tax Period End | 2016-04-30 | 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 | 2015-05-01 | 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 | 2016-08-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARTHUR R FALLER | PreparerPersonNm |
| Phone | 6319838099 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $381,115 | 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 |
| Dividends Rev And Expnss | $12,625 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,625 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $60,145 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,625 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,770 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $4,950 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,950 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,245 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,245 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,866 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,866 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $334 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $113 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,727 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,727 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,122 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,901 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,622 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,901 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,997 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,869 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,158 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,617 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,617 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $93,106 | CorporateStockBOYAmt |
| Corporate Stock EOY | $119,131 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $340,668 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,780 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,955 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,830 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $121,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $158,703 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $381,115 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $121,044 | CapitalStockBOYAmt |
| Capital Stock EOY | $158,703 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $121,044 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $158,703 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $121,044 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $158,703 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $121,044 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,997 | ExcessRevenueOverExpensesAmt |
| Other Increases | $60,656 | OtherIncreasesAmt |
| Subtotal | $158,703 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $158,703 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 222 KINDER MORGAN HOLDCO | P | 2014-11-24 | 2015-10-21 | $7,066 | $0 | $9,221 | -$2,155 | $0 | $0 | $0 | -$2,155 |
| 200 BP | D | 2017-07-03 | 2015-05-06 | $8,480 | $0 | $57 | $8,423 | $0 | $0 | $0 | $8,423 |
| 200 BP | D | 2017-07-03 | 2015-06-02 | $8,296 | $0 | $57 | $8,239 | $0 | $0 | $0 | $8,239 |
| 20 THE CHEMOURS CO | P | 2008-07-07 | 2015-08-18 | $212 | $0 | $211 | $1 | $0 | $0 | $0 | $1 |
| 150 EXXON MOBIL | D | 1932-06-29 | 2015-05-06 | $13,323 | $0 | $25 | $13,298 | $0 | $0 | $0 | $13,298 |
| 100 EXXON MOBIL | D | 1932-06-29 | 2015-06-02 | $8,542 | $0 | $17 | $8,525 | $0 | $0 | $0 | $8,525 |
| 200 EXXON MOBIL | D | 1932-06-29 | 2015-09-29 | $14,460 | $0 | $33 | $14,427 | $0 | $0 | $0 | $14,427 |
| 150 GNC HOLDINGS | P | 2013-11-06 | 2015-08-04 | $7,546 | $0 | $8,833 | -$1,287 | $0 | $0 | $0 | -$1,287 |
| 100 CHUBB CORP | P | 2003-04-16 | 2016-01-15 | $12,979 | $0 | $2,480 | $10,499 | $0 | $0 | $0 | $10,499 |
| 10,000 GE CAP 5% | P | 2003-04-16 | 2016-01-15 | $10,000 | $0 | $9,825 | $175 | $0 | $0 | $0 | $175 |
| .19 CHUBB LIMITED | P | 2016-01-15 | 2016-01-28 | $21 | $0 | $21 | $0 | $0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,145 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,155 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $433,557 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047399 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $430,934 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047571 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $290,144 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.093747 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,950 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $209,041 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.105003 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,703 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $192,402 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.143985 | DistributionYr5Rt |
| Total Distribution | 0.437705 | TotalDistributionRt |
| Average Distribution | 0.087541 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $371,428 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,515 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $589 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,104 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,177 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,177 | SubtotalAmt |
| Tax Based On Investment Income | $1,177 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,177 | 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/DIREC | 0 | $0 | $0 | $0 |
| WARD F CLEARY ESQ | ||||||||
| CBB 666 SUMMER ST | STAMFORD | CT | 06901 | VP/TREAS/DIRECTOR | 0 | $0 | $0 | $0 |
| JOHN LOUIZOS | ||||||||
| CBB 666 SUMMER ST | STAMFORD | CT | 06901 | VP | 0 | $0 | $0 | $0 |
| LINDA ESPOSIT | ||||||||
| C/O CBB 666 SUMMER ST | STAMFORD | CT | 06901 | ASST SEC | 0 | $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 | $356,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,255 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $377,084 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $377,084 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,656 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $371,428 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,571 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,571 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,177 | TotalTaxAmt |
| Distributable Before Adj | $17,394 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,394 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,394 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $21,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,394 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $18,777 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,549 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,061 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $43,387 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $17,394 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,106 | RemainingDistriFromCorpusAmt |
| Total Corpus | $47,493 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,777 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,716 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,549 | ExcessFromYear4Amt |
| Excess From Year3 | $13,061 | ExcessFromYear3Amt |
| Excess From Current Year | $4,106 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 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 | $9,000 |
| CLINTON COUNTY COMMUNITY FOUNDATION | ||||||
| POB 652 | LOCK HAVEN | PA | 17745 | 501C3 | VARIOUS | $1,000 |
| 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 | ||||||
| RICH RAMM SCHOLARSHIP FUND | ||||||
| 45 COOPERATION LANE | MILL HALL | PA | 17751 | 501C3 | SCHOLARSHIP FUND | $500 |
| SPORTY'S FOUNDATION | ||||||
| 2001 SPORTYS DRIVE | BATAVIA | OH | 45103 | 501C3 | EDUCATION | $5,000 |
| (no name) | ||||||
| $0 | ||||||
| WOOLRICH VOLUNTEER FIRE CO | ||||||
| POB 22 | WOOLRICH | PA | 17779 | 501C3 | VOLUNTEER FIRE DEPT | $500 |
| CLINTON COUNTY COMMUNITY FOUNDATION INC | ||||||
| POB 652 | LOCK HAVEN | PA | 17745 | 501C3 | UNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,500 | 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 | $12,625 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,625 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,625 | 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 | RETURN ON INVESTED 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ARTHUR FALLER CPA TAX & ACCTG | CategoryTxt |
| Amt | $4,245 | Amt |
| Net Investment Income | $4,245 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NEVILLE, RODIE & SHAW INVESTMENT ACCOUNT | BondNm |
| EOY Book Value | $9,955 | EOYBookValueAmt |
| EOYFMV | $10,830 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NEVILLE, RODIE & SHAW INVESTMENT ACCOUNT | StockNm |
| EOY Book Value | $119,131 | EOYBookValueAmt |
| EOYFMV | $340,668 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CURTIS BRINKERHOFF BARRETT LEGAL & RELATED | CategoryTxt |
| Legal Fees | $4,950 | LegalFeesAmt |
| Net Investment Income | $4,950 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CUSTODY FEES | $1,361 | $1,361 |
| MISC ADM FEES | $366 | $366 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK VS TAX SCHEDULE K-1 DIFFERENCES | $511 |
| CAPITAL GAIN INCOME | $60,145 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NEVILLE RODIE SHAW INVESTMENT | CategoryTxt |
| Amt | $2,866 | Amt |
| Net Investment Income | $2,866 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NYS | $100 | $100 |
| US TREASURY | $221 | |
| FOREIGN W/H TAX | $13 | $13 |
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