MCSWEENEY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MCSWEENEY FOUNDATION INC (EIN 26-3313677)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201641379349100619
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T05:54:14-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FITZGERALD DEPIETRO & WOJNAS CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 GENESEE STREET | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263313677 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCSWEENEY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C0 EDGAR S K MERRELL 3RD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCSW | BusinessNameControlTxt |
| Phone | 3157242145 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7624 NORTH STATE STREET | AddressLine1Txt |
| City | LOWVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13367 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | L MICHAEL FITZGERALD | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David Wojnas | PreparerPersonNm |
| PTIN | P00954033 | PTIN |
| Phone | 3157242145 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,135,982 | 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 |
| Interest On Sav Rev And Expnss | $2,691 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,691 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,691 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,662 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,662 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,662 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,897 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $256,431 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,897 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $35,461 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $798 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $798 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $64,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,048 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $53,814 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,285 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,285 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,285 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $929 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $83 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $83 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $322 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $322 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $322 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,536 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,690 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,690 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,536 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,690 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,690 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,512 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,358 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $52,124 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $215,707 | CashBOYAmt |
| Cash EOY | $162,250 | CashEOYAmt |
| Cash EOYFMV | $162,251 | CashEOYFMVAmt |
| Corporate Stock BOY | $291,856 | CorporateStockBOYAmt |
| Corporate Stock EOY | $304,419 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $376,156 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $31,401 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $30,407 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $30,597 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $525,341 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $577,219 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $566,978 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,064,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,074,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,135,982 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,064,305 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,074,295 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,064,305 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,074,295 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,064,305 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,074,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,064,305 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,512 | ExcessRevenueOverExpensesAmt |
| Other Increases | $478 | OtherIncreasesAmt |
| Subtotal | $1,074,295 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,074,295 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 NATL FUEL GAS CO | P | 2012-08-30 | 2015-01-15 | $12,985 | $10,202 | $2,783 | $2,783 |
| 400 SPDR S&P HOME | P | 2013-12-31 | 2015-01-21 | $12,964 | $10,971 | $1,993 | $1,993 |
| 630 ABERDEEN EMERG MKTS | P | 2013-12-31 | 2015-07-17 | $8,466 | $10,074 | -$1,608 | -$1,608 |
| 24 ABERDEEN EMERG MKTS | P | 2015-07-01 | 2015-07-17 | $313 | $313 | ||
| 328 BLACKROCK INFLATION PROTECTED BOND FUND | P | 2009-10-16 | 2015-07-17 | $3,460 | $3,490 | -$30 | -$30 |
| 40 CHEMOURS CO | P | 2012-01-17 | 2015-07-17 | $460 | $503 | -$43 | -$43 |
| 300 CMNTY BK SYST INCTY BK SYST I | P | 2010-11-19 | 2015-07-17 | $11,204 | $7,230 | $3,974 | $3,974 |
| 200 DU PONT NEMOURS | P | 2012-01-17 | 2015-07-17 | $11,496 | $9,392 | $2,104 | $2,104 |
| 100 MONSANTO CO | P | 2012-01-17 | 2015-07-17 | $10,435 | $8,223 | $2,212 | $2,212 |
| 532 TEMPLETON GLOBAL | P | 2012-12-31 | 2015-07-17 | $6,540 | $7,000 | -$460 | -$460 |
| 100 THE MOSAIC CO | P | 2012-08-30 | 2015-07-17 | $4,336 | $5,825 | -$1,489 | -$1,489 |
| 150 SPDR S&P TRANSN ETF | P | 2015-07-01 | 2015-07-17 | $14,284 | $16,101 | -$1,817 | -$1,817 |
| 221 PHILLIPS 66 COM | P | 2015-07-01 | 2015-08-19 | $17,457 | $9,109 | $8,348 | $8,348 |
| 408 VALERO ENERGY | P | 2015-07-31 | 2015-08-19 | $27,118 | $10,379 | $16,739 | $16,739 |
| 500 POTASH CP | P | 2015-07-31 | 2015-09-22 | $10,765 | $19,856 | -$9,091 | -$9,091 |
| 600 SPDR S&P BIOTECH | P | 2015-12-31 | 2015-09-22 | $43,470 | $22,555 | $20,915 | $20,915 |
| 300 ALPS ETF TRUST | P | 2015-03-05 | 2015-09-22 | $9,678 | $9,311 | $367 | $367 |
| 50000 FIRSTBANK CD | P | 2012-11-20 | 2015-11-30 | $50,000 | $50,000 | ||
| 1000 BANK OF AMERICA | P | 2010-02-10 | 2015-10-01 | $1,000 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,897 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $35,461 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,172,796 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04263 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $53,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,188,422 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04502 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $749,289 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04471 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $223,639 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.10061 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $218,838 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05712 | DistributionYr5Rt |
| Total Distribution | 0.290089 | TotalDistributionRt |
| Average Distribution | 0.058018 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,149,965 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,719 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $624 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,343 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,247 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,247 | SubtotalAmt |
| Tax Based On Investment Income | $1,247 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $1,260 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FITZGERALDDePietro & Wojnas | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3157242145 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 291 GENESEE ST | AddressLine1Txt |
| City | UTICA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13501 | 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| L MICHAEL FITZGERALD | ||||||
| 291 GENESEE STREET | UTICA | NY | 13501 | Treasurer | 0.25 | $0 |
| W PETER NORTZ | ||||||
| 7455 SOUTH STATE STREET | LOWVILLE | NY | 13367 | President | 0.25 | $0 |
| EDGAR S K MERRELL 3RD | ||||||
| 7624 NORTH STATE STREET | LOWVILLE | NY | 13367 | Secretary | 0.25 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $973,590 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,887 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,167,477 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,167,477 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,512 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,149,965 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,498 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,498 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,247 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,247 | TotalTaxAmt |
| Distributable Before Adj | $56,251 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $56,251 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $56,251 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $52,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $52,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,251 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,577 | UndistributedIncomePYAmt |
| Qualifying Distributions | $52,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,577 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,423 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $16,828 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Lewis County Hospital | |||||||
| 7785 North State Street | Lowville | NY | 13367 | NONE | 501C3 | GENERAL FUNDS | $2,000 |
| St Peters Church | |||||||
| 422 Coventry Ave | Utica | NY | 13502 | NONE | 501C3 | GENERAL FUNDS | $5,000 |
| Lewis County Humane Society | |||||||
| 6390 Pine Grove Rd | Glenfield | NY | 13343 | NONE | 501C3 | GENERAL FUNDS | $5,000 |
| Care Net Pregancy Ctr of CNY | |||||||
| 2414 Genesee Street | Utica | NY | 13501 | NONE | 501C3 | GENERAL FUNDS | $5,000 |
| The Red Cross | |||||||
| 1415 Genesee St | Utica | NY | 13501 | NONE | 501C3 | GENERAL FUNDS | $4,000 |
| Sisters of the Precious Blood | |||||||
| 4000 Denlinger Road | Dayton | OH | 45426 | NONE | 501C3 | GENERAL FUNDS | $3,000 |
| Lewis County Hospice | |||||||
| PO Box 266 | Lowville | NY | 13367 | None | 501C3 | General Funds | $3,000 |
| The Rescue Mission of Utica | |||||||
| 212 Rutger Street | Utica | NY | 13501 | None | 501C3 | General Funds | $4,000 |
| The ARC Oneida Lewis Chapter | |||||||
| 245 Genesee Street | Utica | NY | 13501 | None | 501C3 | General Funds | $4,000 |
| Lowville Free Library | |||||||
| 5387 Dayan Street | Lowville | NY | 13367 | None | 501C3 | General Funds | $3,000 |
| Care Net Pregnancy Ctr of NNY | |||||||
| 104 Washington St | Watertown | NY | 13601 | NONE | 501C3 | General Funds | $5,000 |
| LEWIS COUNTY HISTORICAL SOCIETY | |||||||
| 7552 S STATE ST | LOWVILLE | NY | 13367 | NONE | 501C3 | GENERAL FUNDS | $2,000 |
| THE COMMUNITY FOUND- ABIGAIL FUND | |||||||
| 2608 Genesee St | UITCA | NY | 13502 | NONE | 501C3 | GENERAL FUNDS | $5,000 |
| DOUBLE PLAY SPORTS COMPLEX | |||||||
| 5358 Waters Ter | LOWVILLE | NY | 13367 | NONE | 501C3 | GENERAL FUNDS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,691 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,662 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,897 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Schedule K-1 | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $798 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,048 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,048 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Fitzgerald, DePietro & Wojnas PC | CategoryTxt |
| Amt | $1,285 | Amt |
| Net Investment Income | $1,285 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,285 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | Federal StatementsThe McSweeney Foundation, Inc.C/O Edgar S K Merrell 3rd26-3313677FORM 990-PF, PART VII-B, LINE 1a (4)Accounting fees of $1,285 were paid to Fitzgerald, DePietro & Wojnas C.P.A.'s PC of which Trustee L. Michael Fitzgerald is the Treasurer; see Part VII of Form 990-PF. | MediumExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Bank Service Charges | $10 | $10 | $10 |
| MISCELLANEOUS | $312 | $312 | $312 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Schedule K-1 | Desc |
| Revenue And Expenses Per Books | $798 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $798 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Offset to Sch. K-1 Income | Desc |
| Amt | $478 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Foreign Taxes | $83 | $83 | $83 |
| Form 990 | $596 | ||
| NYS Filing Fee | $250 |
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