MINCOLLA FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MINCOLLA FOUNDATION (EIN 16-6476836)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-17
IRS object ID
201631389349100708
Schema version
2015v2.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-17T08:59:50-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Vieira & Associates CPAs PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 Grant Ave Ste 106AddressLine1Txt
CityEndicottCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13760ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN166476836EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MINCOLLA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMINCBusinessNameControlTxt
Phone5187887596PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line160 TIPPERARY WAYAddressLine1Txt
CityBALLSTON LAKECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12019ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTHONY V MINCOLLA IIIPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2016-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPhilip L StephensPreparerPersonNm
PTINP00085933PTIN
Phone6077231272PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$141,410FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$12,749DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,749DividendsNetInvstIncmAmt
Dividends Adj Net Incm$12,749DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$430NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,847GrossSalesPriceAmt
Total Rev And Expnss$12,319TotalRevAndExpnssAmt
Total Net Invst Incm$12,749TotalNetInvstIncmAmt
Total Adj Net Incm$12,749TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$400AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,400OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,400OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,800TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,800TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,800TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,800TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,519ExcessRevenueOverExpensesAmt
Net Investment Income$10,949NetInvestmentIncomeAmt
Adjusted Net Income$12,749AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,450SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$351SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$351SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$134,882CorporateStockBOYAmt
Corporate Stock EOY$145,500CorporateStockEOYAmt
Corporate Stock EOYFMV$141,059CorporateStockEOYFMVAmt
Total Assets BOY$136,332TotalAssetsBOYAmt
Total Assets EOY$145,851TotalAssetsEOYAmt
Total Assets EOYFMV$141,410TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$136,332UnrestrictedBOYAmt
Unrestricted EOY$145,851UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$136,332TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$145,851TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$136,332TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$145,851TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$136,332TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,519ExcessRevenueOverExpensesAmt
Subtotal$145,851SubtotalAmt
Tot Net Ast Or Fund Balances EOY$145,851TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FRAC PRUDENTIAL SHORT TERM BD FDP2014-12-312015-01-12$4$4
FRAC MFS VALUE FDP2014-12-112015-01-12$4$4
11.875 METRO WEST TOT RET FDP2014-12-032015-01-12$130$129$1$1
FRAC PIONEER STRAT INC FDP2014-12-312015-01-12$3$3
FRAC EATON VANCE FLOAT RATE FDP2014-12-312015-01-12$5$5
FRAC MAINSTAY LARGE CAPP2014-12-042015-10-13$8$8
4.810 OPPENHEIMER INTL GROWTH FDP2014-12-032015-01-12$166$166
48.856 WELLS FARGO SMALL CAPP2014-12-172015-04-14$1,414$1,459-$45-$45
FRAC DREYFUS APPRECIATION FDP2014-12-302015-01-12$39$40-$1-$1
FRAC BLACKROCK EQTY DIVP2014-12-152015-01-12$16$16
6 PRUDENTIAL SHORT TERM CORP BD FDP2012-07-202015-01-12$68$69-$1-$1
17 PIONEER STRAT INC FDP2012-07-202015-01-12$182$184-$2-$2
7.365 EATON VANCE FLOAT RATE FDP2013-02-192015-01-12$66$66
47.813 MAINSTAY LARGE CAPP2012-07-202015-10-13$502$366$136$136
201 WELLS FARGO SMALL CAPP2012-07-202015-04-14$5,806$6,399-$593-$593
3.202 DREYFUS APPRECIATION FDP2012-07-202015-01-12$170$138$32$32
5.147 BLACKROCK EQTY DIVP2013-03-112015-01-12$126$110$16$16
4 MFS VALUE FDP2013-02-192015-01-12$138$111$27$27
FieldValueIRS element (for citing)
Capital Gain Net Income-$430CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$45NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,379AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$5,956AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$9,692AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$21,776AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$16,047AdjustedQlfyDistriYr5Amt
Net Investment Income Pct$109NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$109AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$109InvestmentIncomeExciseTaxAmt
Subtotal$109SubtotalAmt
Tax Based On Investment Income$109TaxBasedOnInvestmentIncomeAmt
Tax Due$109TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ANTHONY V MINCOLLA IIIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5187887596PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line160 TIPPERARY WAYAddressLine1Txt
CityBALLSTON LAKECityNm
State AbbreviationNYStateAbbreviationCd
ZIP120192236ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CATHERINE E WOLFE
3951 GULFSHORE BLVDNAPLESFL34103TRUSTEE0.00$0
ANTHONY V MINCOLLA III
60 TIPPERARY WAYBALLSTON LAKENY120192236TRUSTEE0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$109TaxBasedOnInvestmentIncomeAmt
Total Tax$109TotalTaxAmt
Distributable Before Adj$109DistributableBeforeAdjAmt
Distributable Before Ded$109DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,000ExpensesAndContributionsAmt
Qualifying Distributions$1,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$109PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$891AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$16,050ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$21,860ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,835ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,500ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$57,245TotalExcessDistributionCyovAmt
Qualifying Distributions$1,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$1,000RemainingDistriFromCorpusAmt
Total Corpus$58,245TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$16,050ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$42,195ExcessDistriCyovToNextYrAmt
Excess From Year4$21,860ExcessFromYear4Amt
Excess From Year3$9,835ExcessFromYear3Amt
Excess From Year2$6,000ExcessFromYear2Amt
Excess From Year1$3,500ExcessFromYear1Amt
Excess From Current Year$1,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSUNY BROOME COMM COLL FOUNDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1907 UPPER FRONT STAddressLine1Txt
CityBINGHAMTONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP13901ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusEOFRecipientFoundationStatusTxt
Grant Or Contribution PurposeSCHOLARSHIP FUNDGrantOrContributionPurposeTxt
Amt$1,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,749RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$430RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,319RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,319TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEECategoryTxt
Amt$400Amt
Net Investment Income$400NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$1,400Amt
Net Investment Income$1,400NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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