GEORGE DUFFY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE DUFFY FOUNDATION (EIN 14-6016445)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201511359349101936
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Distribution From Corpus Election
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T14:09:56-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141745230 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LCS&Z LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 BLEECKER STREET | AddressLine1Txt |
| City | GLOVERSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 146016445 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE DUFFY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 5189934391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JOHN L KIRKPATRICKPOB 350 | AddressLine1Txt |
| City | FORT PLAIN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 133390350 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN L KIRKPATRICK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5189934391 | PhoneNum |
| Signature | 2015-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY J ABBATTISTI CPA | PreparerPersonNm |
| PTIN | P00127460 | PTIN |
| Phone | 5187732267 | PhoneNum |
| Preparation | 2015-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,121,221 | 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 | $11,056 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $84,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,157 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $687,539 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,692 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $239,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,879 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,050 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,050 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,045 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,690 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,690 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,624 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,624 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,117 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,117 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,117 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $138 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $138 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $40,619 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,481 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $143,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $143,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $183,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,481 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $153,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,398 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $311 | CashBOYAmt |
| Cash EOY | $173 | CashEOYAmt |
| Cash EOYFMV | $173 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $79,869 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $170,502 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $170,502 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,182,984 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,213,354 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,698,500 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $326,512 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $261,837 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $252,046 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,589,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,645,866 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,121,221 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,589,676 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,645,866 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,589,676 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,645,866 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,589,676 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,645,866 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,589,676 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,067 | ExcessRevenueOverExpensesAmt |
| Other Increases | $123 | OtherIncreasesAmt |
| Subtotal | $2,645,866 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,645,866 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,692 | GrossSalesPriceAmt |
| Gain Or Loss | $4,692 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,692 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,692 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $155,509 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,965,475 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052440 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $141,942 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,832,166 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050118 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $144,393 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,751,120 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052485 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,998 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,639,700 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048490 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $107,439 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,427,118 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044266 | DistributionYr5Rt |
| Total Distribution | 0.247799 | TotalDistributionRt |
| Average Distribution | 0.049560 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,082,518 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $152,770 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $484 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $153,254 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $153,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $484 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $484 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $484 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $830 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $830 | TotalPaymentsAndCreditsAmt |
| Overpayment | $346 | OverpaymentAmt |
| Applied To ES Tax | $346 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | 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 | 0 | 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 | JOHN L KIRKPATRICK | IndividualWithBooksNm |
| Phone | 5189934391 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 350 | AddressLine1Txt |
| City | FORT PLAIN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 133390350 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOHN L KIRKPATRICK | ||||||||
| 25 CLINTON AVENUE | FORT PLAIN | NY | 13339 | TRUSTEE | 2.00 | $3,275 | $0 | $0 |
| JOSEPH R SINCHAK MD | ||||||||
| 124 KILTS ROAD | FORT PLAIN | NY | 13339 | TRUSTEE | 2.00 | $1,500 | $0 | $0 |
| MYRON H WALTON | ||||||||
| 302 MAIN STREET | FORT PLAIN | NY | 13339 | TRUSTEE | 2.00 | $1,500 | $0 | $0 |
| LUCINDA RUSZKOWSKI | ||||||||
| 64 22 STATE HIGHWAY 10 | CANAJOHARIE | NY | 13317 | TRUSTEE | 2.00 | $3,775 | $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 | $3,129,532 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$72 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,129,460 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,129,460 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,942 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,082,518 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $154,126 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $154,126 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $484 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $484 | TotalTaxAmt |
| Distributable Before Adj | $153,642 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $153,642 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $153,642 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $153,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $153,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $484 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $152,816 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $153,642 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,154 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,845 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,999 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $153,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $153,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $342 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $342 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,657 | 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 | $9,657 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,812 | ExcessFromYear2Amt |
| Excess From Year1 | $7,845 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LUCINDA RUSZKOWSKI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 22 STATE HIGHWAY 10 | AddressLine1Txt |
| City | CANAJOHARIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5183321747 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANT'S NAME, HOME ADDRESS AND TELEPHONE NUMBER. THE FINANCIAL ESIIMATE FOR THE FULL SCHOOL YEAR ALONG WITH FINANCIAL ASSISTANCE ANTICIPATED MUST ALSO BE SUBMITTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ALL APPLICATIONS MUST BE RECEIVED BY JULY 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | COURSE OF STUDY MUST BE MEDICAL OR ALLIED FIELDS APPLICANTS MUST BE SENIORS OR GRADUATES OF CANAJOHARIE, FORT PLAIN OR ST JOHNSVILLE HIGH SCHOOLS WHICH ARE LOCATED IN NEW YORK STATE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEX G RENZI | |||||||
| 82 OTSEGO STREET | CANAJOHARIE | NY | 13339 | NONE | NONE | SCHOLARSHIP | $4,400 |
| ALLEHAH VAN LOAN | |||||||
| 238 FARLEY ROAD | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $4,400 |
| ANDREW A VROMAN | |||||||
| 115 MONTGOMERY STREET | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $2,200 |
| ARISTOTLE BOSLET | |||||||
| 124 WEST GRAND STREET | PALATINE BRIDGE | NY | 13428 | NONE | NONE | SCHOLARSHIP | $4,400 |
| BENJAMIN BERGEN | |||||||
| 253 STHWY 67 | ST JOHNSVILLE | NY | 13452 | NONE | NONE | SCHOLARSHIP | $4,400 |
| BRITTANY N BUCCOLO | |||||||
| 143 CARLISLE ROAD | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $2,200 |
| CASEY L MADSEN | |||||||
| 1 HALE STREET | TROY | NY | 12180 | NONE | NONE | SCHOLARSHIP | $4,400 |
| CHELSEA L KOCH | |||||||
| PO BOX 412 | NELLISTON | NY | 13410 | NONE | NONE | SCHOLARSHIP | $4,400 |
| COURTNEY QUACKENBUSH | |||||||
| 1 WADDELL AVENUE | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $4,400 |
| DAKOTA J MERENESS | |||||||
| 8 COTTAGE STREET | ST JOHNSVILLE | NY | 13452 | NONE | NONE | SCHOLARSHIP | $4,400 |
| EMILIE LIDDLE | |||||||
| 864 STHWY 162 | SPRAKERS | NY | 12166 | NONE | NONE | SCHOLARSHIP | $4,400 |
| EMILY CRISMAN | |||||||
| 7724 STHWY 5 | ST JOHNSVILLE | NY | 13452 | NONE | NONE | SCHOLARSHIP | $4,400 |
| EMILY HOFFMAN | |||||||
| 9 WITTER STREET | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $2,200 |
| GABRIELLE KIEFL | |||||||
| 349 SEEBERS LANE | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $4,400 |
| GABRIELLE MOSHINSKIE | |||||||
| PO BOX 202 | CANAJOHARIE | NY | 13319 | NONE | NONE | SCHOLARSHIP | $4,400 |
| HALEY KILMARTIN | |||||||
| 7003 STHWY 5S | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $4,400 |
| HOLLY SCHWAB | |||||||
| 115 WEST GRAND STREET | PALATINE BRIDGE | NY | 13428 | NONE | NONE | SCHOLARSHIP | $4,400 |
| JAMIE L FREDERICKS | |||||||
| 558 HICKORY HILL ROAD | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $2,200 |
| JENNA WILDER | |||||||
| 751 KAHN ROAD | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $2,200 |
| JOSEPH M HORNING | |||||||
| 246 MOYER STREET | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $4,400 |
| KARIZMA C BOWERS | |||||||
| 10 ABBOTT STREET | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $4,400 |
| KASIE HEXT | |||||||
| 55 WEST MAIN STREET - APT 4 | ST JOHNSVILLE | NY | 13452 | NONE | NONE | SCHOLARSHIP | $2,200 |
| KELSEY ALDI | |||||||
| PO BOX 186 | PALATINE BRIDGE | NY | 13428 | NONE | NONE | SCHOLARSHIP | $4,400 |
| KEVIN P SHANNON | |||||||
| 114 WEST SKYLINE DRIVE | PALATINE BRIDGE | NY | 13428 | NONE | NONE | SCHOLARSHIP | $4,400 |
| LAKKEN K CORSO | |||||||
| 33D PICOTTE DRIVE | ALBANY | NY | 12208 | NONE | NONE | SCHOLARSHIP | $4,400 |
| LINDSEY DOLIN | |||||||
| 126 SPRUCE STREET | FRANKFORT | NY | 13340 | NONE | NONE | SCHOLARSHIP | $4,400 |
| MACKENZIE MONTAYNE | |||||||
| 136 ARGERSINGER ROAD | FULTONVILLE | NY | 12072 | NONE | NONE | SCHOLARSHIP | $4,400 |
| MACKENZIE STAHLER | |||||||
| 79 PROSPECT STREET | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $2,200 |
| MATTHEW R SHANNON | |||||||
| 114 WEST SKYLINE DRIVE | PALATINE BRIDGE | NY | 13428 | NONE | NONE | SCHOLARSHIP | $4,400 |
| MORGAN GRAY | |||||||
| 1594 STHWY 162 | SPRAKERS | NY | 12166 | NONE | NONE | SCHOLARSHIP | $2,200 |
| PETER A BRIELE | |||||||
| 67 LAFAYETTE STREET | PALATINE BRIDGE | NY | 13428 | NONE | NONE | SCHOLARSHIP | $4,400 |
| REBECCA J CAMPIGLIA | |||||||
| 479 STHWY 162 | SPRAKERS | NY | 12166 | NONE | NONE | SCHOLARSHIP | $4,400 |
| SARAH J SAMMONS | |||||||
| 95 AVERILL STREET | ST JOHNSVILLE | NY | 13452 | NONE | NONE | SCHOLARSHIP | $4,400 |
| SERENA A SOTO | |||||||
| 26 RIVER STREET | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $2,200 |
| SIMON SAMMONS | |||||||
| 1124 STONE ARABIA ROAD | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $4,400 |
| ZACHARY R BOWERMAN | |||||||
| 131 OLD ROUTE 10 | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $4,400 |
| ZACHARY RUSZOWSKI | |||||||
| 6422 STHWY 10 | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $4,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $143,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $84,157 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $30 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $144,443 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $228,630 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,630 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDES INCOME FOR PAYING OUT SCHOLARSHIP GRANTS |
| 4 | PROVIDES INCOME FOR PAYING OUT SCHOLARSHIP GRANTS |
| 7 | PROVIDES INCOME FOR PAYING OUT SCHOLARSHIP GRANTS |
| 8 | PROVIDES INCOME FOR PAYING OUT SCHOLARSHIP GRANTS |
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 Person | ALICE FARBER TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JP MORGAN TRUST - 1 CHASE MANHA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100051489 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,056 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LCS & Z, LLP | CategoryTxt |
| Amt | $10,690 | Amt |
| Net Investment Income | $10,690 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE TAXPAYER HEREBY ELECTS UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ALL OF THE REMAINING QUALIFYING DISTRIBUTIONS TO CORPUS. | ElectionDesc |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (18 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| AT&T INC NEW (600) | 2009-05 | PURCHASED | 2014-04 | $21,416 | $14,987 | $0 | $6,429 |
| INTERN BUSINESS MACHS CORP -IBM (200) | 2007-11 | PURCHASED | 2014-04 | $38,943 | $20,413 | $0 | $18,530 |
| WASTE MGMT INC DEL (425) | 2006-08 | PURCHASED | 2014-04 | $17,685 | $14,790 | $0 | $2,895 |
| WASTE MGMT INC DEL (238) | 2013-07 | PURCHASED | 2014-04 | $9,903 | $9,986 | $0 | -$83 |
| CHUBB CORP (400) | 2007-11 | PURCHASED | 2014-07 | $37,356 | $20,887 | $0 | $16,469 |
| MEADWESTVACO CORP (1000) | 2014-02 | PURCHASED | 2014-07 | $43,587 | $12,010 | $0 | $31,577 |
| TJX COS INC (600) | 2009-05 | PURCHASED | 2014-07 | $32,637 | $8,280 | $0 | $24,357 |
| AFLAC STOCK (441) | 2012-04 | PURCHASED | 2014-10 | $26,248 | $19,804 | $0 | $6,444 |
| CREDIT SUISSE (710) | 2013-07 | PURCHASED | 2014-10 | $18,595 | $19,871 | $0 | -$1,276 |
| WYNN RESORTS (93) | 2014-04 | PURCHASED | 2014-10 | $17,226 | $19,337 | $0 | -$2,111 |
| SIEMENS (186) | 2013-07 | PURCHASED | 2014-10 | $20,833 | $19,935 | $0 | $898 |
| AES (650) | 2007-04 | PURCHASED | 2014-10 | $8,779 | $15,014 | $0 | -$6,235 |
| UNITED TECH CORP (500) | 2004-11 | PURCHASED | 2014-10 | $53,317 | $22,378 | $0 | $30,939 |
| VERIZON COMMUNICATIONS (666) | 2004-11 | PURCHASED | 2014-10 | $33,293 | $21,630 | $0 | $11,663 |
| PIMPCO (21936) | 2011-03 | PURCHASED | 2014-10 | $239,758 | $239,100 | $0 | $658 |
| HALYARD HEALTH INC (1) | 2012-08 | PURCHASED | 2014-11 | $18 | $0 | $18 | |
| VERIZON COMMSS- 8.75%18 (25000) | 2013-11 | PURCHASED | 2014-11 | $31,292 | $32,300 | $0 | -$1,008 |
| DOMINION RESOURCES- 8.875% | 2013-11 | PURCHASED | 2014-12 | $31,961 | $32,374 | $0 | -$413 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB | BondNm |
| EOY Book Value | $261,837 | EOYBookValueAmt |
| EOYFMV | $252,046 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $2,213,354 | EOYBookValueAmt |
| EOYFMV | $2,698,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $138 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $138 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE INCOME | Desc |
| Amt | $123 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB | CategoryTxt |
| Amt | $18,624 | Amt |
| Net Investment Income | $18,624 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW YORK STATE FILING FEE | $250 | $250 | $250 |
| FOREIGN TAX | $867 | $867 | $867 |