JANE E DELINE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JANE E DELINE FOUNDATION (EIN 61-1739748)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-04-29
IRS object ID
201631209349100703
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-04-29T10:32:47-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201317788PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOWERS & COMPANY CPAS PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1120 MADISON ST - 1700 AXA TOWER IIAddressLine1Txt
CitySYRACUSECityNm
State AbbreviationNYStateAbbreviationCd
ZIP13202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN611739748EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JANE E DELINE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJANEBusinessNameControlTxt
Phone3157886700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1137 MAIN AVE 2ND FLOORAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHERINE BURNS QUENCERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3157886700PhoneNum
Signature2016-04-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNATHANIEL J CARROLLPreparerPersonNm
PTINP01052758PTIN
Phone3152341100PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,698,192FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,402,796ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$49,308DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,308DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$50,669NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$158,203GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$50,669CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,502,773TotalRevAndExpnssAmt
Total Net Invst Incm$99,977TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,950LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$9,288OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$753TaxesRevAndExpnssAmt
Taxes Net Invst Incm$207TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,523OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,514TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$207TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$75,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$75,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$92,514TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$207TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$75,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,410,259ExcessRevenueOverExpensesAmt
Net Investment Income$99,770NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$408,748CashBOYAmt
Cash EOY$726,406CashEOYAmt
Cash EOYFMV$726,406CashEOYFMVAmt
Corporate Stock BOY$1,122,623CorporateStockBOYAmt
Corporate Stock EOY$3,214,790CorporateStockEOYAmt
Corporate Stock EOYFMV$2,969,357CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$2,429OtherAssetsEOYAmt
Other Assets EOYFMV$2,429OtherAssetsEOYFMVAmt
Total Assets BOY$1,531,371TotalAssetsBOYAmt
Total Assets EOY$3,943,625TotalAssetsEOYAmt
Total Assets EOYFMV$3,698,192TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,995OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,995TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,531,371UnrestrictedBOYAmt
Unrestricted EOY$3,941,630UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,531,371TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,941,630TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,531,371TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,943,625TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,531,371TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,410,259ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,941,630SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,941,630TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
333 SHARES KRAFT FOODS2014-06-282015-06-26$29,239$19,830$9,409$9,409
RBC-PUTS AND CALLS2015-07-062015-09-21$720$720$720
RBC-PUTS AND CALLS2015-07-062015-10-19$1,149$1,149$1,149
RBC-PUTS AND CALLS2015-12-142015-12-14$9$7$2$2
704 SHARES HUBBELL INC2014-06-282015-12-24$90,829$87,697$3,132$3,132
CAPITAL GAINS DIVIDENDS$36,257$36,257$36,257P
FieldValueIRS element (for citing)
Capital Gain Net Income$50,669CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$115,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,417,040NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.081155DistributionYr1Rt
Total Distribution0.081155TotalDistributionRt
Average Distribution0.081155AverageDistributionRt
Net Vl Noncharitable Assets$1,949,565NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$158,217AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$998NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$159,215AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$75,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,995InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,995SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,995TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$1,995TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCATHERINE BURNS QUENCERIndividualWithBooksNm
Phone3157886700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1137 MAIN AVE 2ND FLOORAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13601ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN WHEELER
417 LACHENAUER DRIVEWATERTOWNNY13601TRUSTEE0.50$0$0$0
THOMAS R COLLIGAN
137 MAIN AVE 2ND FLOORWATERTOWNNY13601TRUSTEE0.50$0$0$0
RICHARD E POULSEN
137 MAIN AVE 2ND FLOORWATERTOWNNY13601TRUSTEE0.50$0$0$0
WILLIAM G HARTMAN
137 MAIN AVE 2ND FLOORWATERTOWNNY13601TRUSTEE0.50$0$0$0
CATHERINE BURNS QUENCER
137 MAIN AVE 2ND FLOORWATERTOWNNY13601TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DONATIONS TO THE CHARITABLE ORGANIZATIONS OF JEFFERSON COUNTY NEW YORKDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,508,810AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$470,444AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,979,254TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,979,254AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,689CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,949,565NetVlNoncharitableAssetsAmt
Minimum Investment Return$97,478MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$97,478MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,995TaxBasedOnInvestmentIncomeAmt
Total Tax$1,995TotalTaxAmt
Distributable Before Adj$95,483DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$95,483DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$95,483DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$75,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$75,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$75,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$95,483DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$78,877ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$78,877TotalExcessDistributionCyovAmt
Qualifying Distributions$75,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$75,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$20,483ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$20,483ExcessDistributionCyovAppCYAmt
Total Corpus$58,394TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$58,394ExcessDistriCyovToNextYrAmt
Excess From Year1$58,394ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCATHERINE BURNS QUENCERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1137 MAIN AVE 2ND FLOORAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13601ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3157886700RecipientPhoneNum
Form And Info And MaterialsORAL OR WRITTEN APPLICATION THAT IS SUFFICIENT TO DEMONSTRATE NEED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONE.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WATERTOWN URBAN MISSION
247 FACTORY STREETWATERTOWNNY13601NONEPCASSISTANCE$15,000
CHILDREN'S HOME OF JEFFERSON COUNTY
1704 STATE STREETWATERTOWNNY13601PCASSISTANCE$10,000
VOLUNTEER TRANSPORTATION CENTER
203 N HAMILTON STREETWATERTOWNNY13601PCASSISTANCE$10,000
ACR HEALTH
120WASHINGTON STREETWATERTOWNNY13601PCASSISTANCE$10,000
NORTH COUNTRY FAMILY HEALTH CENTER
238 ARSENAL STREETWATERTOWNNY13601PCASSISTANCE$5,000
THE SALVATION ARMY
723 STATE STREETWATERTOWNNY13601PCASSISTANCE$5,000
MENTAL HEALTH ASSOCIATION
425 WASHINGTON STREETWATERTOWNNY13601PCASSISTANCE$5,000
WATERTOWN FAMILY YMCA
119 WASHINGTON STREETWATERTOWNNY13601PCASSISTANCE$5,000
CARTHAGE AREA HOSPITAL FOUNDATION
3 BRIDGE STREETCARTHAGENY13619PCASSISTANCE$5,000
JEFFERSON-LEWIS BOCES
20104 STATE ROUTE 3WATERTOWNNY13601PCASSISTANCE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$75,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,308ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$50,669ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$99,977ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$99,977TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number2LineNumberTxt
Relationship StatementASSISTANCE TO CHARITABLE, RELIGIOUS, AND SCIENTIFIC INSTITUTIONS, AS WELL AS FOR LITERARY AND/OR EDUCATIONAL PORPOSES.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
JANE E DELINE CRT
119435 WOODSIDE DRIVEWATERTOWNNY13601$1,092,937Yes (X)
JANE E DELINE CRT
219435 WOODSIDE DRIVEWATERTOWNNY13601$1,309,859Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertySECURITIESNoncashPropertyDesc
Fair Market Value$1,309,859FairMarketValueAmt
Received2015-10-13ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
US EQUITIES - RBC$2,206,533$2,051,368
MIXED SECURITIES - RBC$1,008,257$917,989

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryATTORNEY FEESCategoryTxt
Legal Fees$4,950LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDEFERRED TAX ASSETDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$2,429EOYBookValueAmt
EOYFMV$2,429EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$2,089$0$0
MISCELLANEOUS$434$0$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,995EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEESCategoryTxt
Amt$9,288Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JANE E DELINE CRTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line119435 WOODSIDE DRIVEAddressLine1Txt
CityWATERTOWNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13601ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL & NYS INCOME TAX$753$0$0
FOREIGN TAX PAID$0$207$0

Comments

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