ATHENS COMMUNITY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ATHENS COMMUNITY FOUNDATION (EIN 37-1419086)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201521329349100027
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T10:09:00-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTISON KOSKEY HOWE & BUCCI CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 FIVE MILE WOODS ROAD | AddressLine1Txt |
| City | CATSKILL | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12414 | 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 | 371419086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATHENS COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | c/o EUGENE HATTON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EUGENE HATTON | InCareOfNm |
| Business Name Control | ATHE | BusinessNameControlTxt |
| Phone | 5189452574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 HOWARD HALL ROAD - ATHENS | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | CATSKILL | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE J HATTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5189452574 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY CUMMINGS | PreparerPersonNm |
| PTIN | P00432821 | PTIN |
| Phone | 5189452574 | PhoneNum |
| 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 | $4,492,755 | 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 | $3,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $64 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $111,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,072 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $324,106 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,072 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,700 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $189,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,431 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,405 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,405 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,526 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,051 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,456 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,971 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,971 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,456 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,971 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,921 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $164,975 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,191 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,358 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,358 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,740 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $3,060,249 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,039,020 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,481,397 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,075,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,050,378 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,492,755 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Tot Net Ast Or Fund Balances BOY | $3,075,180 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,050,378 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,075,180 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,050,378 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,075,180 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,921 | ExcessRevenueOverExpensesAmt |
| Other Increases | $119 | OtherIncreasesAmt |
| Subtotal | $3,050,378 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,050,378 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| WACHOVIA FDG | 2002-12-11 | 2014-01-02 | $12,500 | $12,500 | |||
| CORTIS AT&T | 2003-11-07 | 2014-03-14 | $9,350 | $9,350 | |||
| CORTIS AT&T | 2003-11-07 | 2014-09-15 | $2,425 | $2,425 | |||
| HAWAIIAN ELECTRIC | 2014-11-04 | $2,360 | $2,117 | $243 | $243 | ||
| HAWAIIAN ELECTRIC | 2014-11-04 | $3,672 | $3,469 | $203 | $203 | ||
| HAWAIIAN ELECTRIC | 2014-11-04 | $42,960 | $34,885 | $8,075 | $8,075 | ||
| KEY CORP | 2014-11-04 | $154 | $165 | -$11 | -$11 | ||
| KEY CORP | 2014-11-04 | $317 | $228 | $89 | $89 | ||
| KEY CORP | 2014-11-04 | $8,449 | $17,956 | -$9,507 | -$9,507 | ||
| PFIZER INC | 2014-11-04 | $1,502 | $1,563 | -$61 | -$61 | ||
| PFIZER INC | 2014-11-04 | $2,770 | $2,340 | $430 | $430 | ||
| PFIZER INC | 2014-11-04 | $41,963 | $45,583 | -$3,620 | -$3,620 | ||
| SUPERIOR ENERGY SVCS | 2014-11-04 | $88 | $120 | -$32 | -$32 | ||
| SUPERIOR ENERGY SVCS | 2014-11-04 | $11,415 | $15,898 | -$4,483 | -$4,483 | ||
| GS SR NOTE | 2006-01-24 | 2014-10-01 | $10,000 | $10,000 | |||
| KUBOTA CORP DEP | 2006-10-13 | 2014-11-04 | $15,442 | $8,754 | $6,688 | $6,688 | |
| INTERPUBLIC GROUP | 2012-07-27 | 2014-11-06 | $21,331 | $10,884 | $10,447 | $10,447 | |
| ONE BEACON INSURANCE | 2012-09-19 | 2014-09-15 | $50,228 | $43,341 | $6,887 | $6,887 | |
| ZEBRA TECHNOLOGIES | 2014-04-22 | $67,788 | $25,022 | $42,766 | $42,766 | ||
| WINDSTREAN HOLDINGS RETURN OF CAPITAL | 2014-12-31 | $729 | $729 | ||||
| WACHOVIA PREFERRED RETURN OF CAPITAL | 2014-12-31 | $5 | $5 | ||||
| MATTEL INCORPORATED RETURN OF CAPITAL | 2014-12-31 | $1,459 | $1,459 | ||||
| MICROCHIP TECHNOLOGY RETURN OF CAPITAL | 2014-12-31 | $2,241 | $2,241 | ||||
| CAPITAL GAIN DIVIDENDS | $14,958 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,072 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $166,752 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,825,037 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043595 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $163,117 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,369,836 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048405 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $138,040 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,293,492 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041913 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $126,461 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,792,108 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045292 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $151,868 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,544,796 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059678 | DistributionYr5Rt |
| Total Distribution | 0.238883 | TotalDistributionRt |
| Average Distribution | 0.047777 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,288,263 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $204,880 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,650 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $206,530 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $190,971 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,300 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,300 | SubtotalAmt |
| Tax Based On Investment Income | $3,300 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,984 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,984 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,316 | 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 |
| 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 | EUGENE HATTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5189452574 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 HOWARD HALL ROAD - ATHENS | AddressLine1Txt |
| City | CATSKILL | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12414 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| EUGENE HATTON | ||||||
| 409 HOWARD HALL ROAD - ATHENS | CATSKILL | NY | 12414 | TRUSTEE - AS NEEDED | 0 | $0 |
| DANIEL DEVINNEY | ||||||
| 9300 RT 9W | ATHENS | NY | 12015 | TRUSTEE - AS NEEDED | 0 | $0 |
| LEO PALMATEER | ||||||
| 100 SOUTH WASHINGTON AVE EXT | ATHENS | NY | 12015 | TRUSTEE - AS NEEDED | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,341,293 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,274 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,353,567 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,353,567 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,304 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,288,263 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $214,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $214,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,300 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,300 | TotalTaxAmt |
| Distributable Before Adj | $211,113 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $211,113 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $211,113 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,971 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $190,971 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $190,971 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $211,113 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $189,271 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,971 | QualifyingDistributionsAmt |
| Applied To Year1 | $189,271 | AppliedToYear1Amt |
| Applied To Current Year | $1,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $209,413 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EUGENE HATTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 HOWARD HALL ROAD - ATHENS | AddressLine1Txt |
| City | CATSKILL | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5189452574 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICANT MUST COMPLETE A FOUNDATION GRANT APPLICATION IDENTIFYING THE ORGANIZATION, THE GRANT AMOUNT AND PURPOSE OF THE GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | END OF OCTOBER OF THE YEAR THE GRANT IS REQUESTED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | IT IS THE INTENTION OF THE FOUNDATION THAT GRANTS SERVE DIRECTLY THE TOWN,VILLAGE AND NONPROFIT ORGANIZATIONS OF ATHENS, NY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN LEGION - POST 187 | ||||||||
| 76 SCHOHARIE TURNPIKE | ATHENS | NY | 12015 | NONE | PC | REPLACE FLOOR AND PAINTING | $11,500 | |
| ATHENS COMMUNITY FOOD PANTRY | ||||||||
| 90 WASHINGTON AVE | COXSACKIE | NY | 12051 | NONE | PC | HOLIDAY FOOD BASKETS | $6,000 | |
| ATHENS CULTURAL ARTS CENTER | ||||||||
| 24 SECOND STREET | ATHENS | NY | 12015 | NONE | PC | VICTORIAN STROLL $3,020 BUILDING IMPROVEMENTS $3,200 EDUCATION CLASSES & SUPPLIES $7,300 | $13,520 | |
| COXSACKIE ATHENS LITTLE LEAGUE | ||||||||
| PO BOX 93 | ATHENS | NY | 12015 | NONE | PC | EQUIPMENT & GROUNDS | $12,442 | |
| ATHENS PADDOCK CLUB | ||||||||
| PO BOX 94 | ATHENS | NY | 12015 | NONE | PC | SECRET SANTA | $5,000 | |
| ATHENS PERFORMING ARTS COMMITTEE | ||||||||
| 78 N FRANKLIN STREET | ATHENS | NY | 12015 | NONE | PC | BANDS FOR SUMMER IN THE PARK SERIES | $18,200 | |
| ATHENS RECREATION ASSOCIATION | ||||||||
| PO BOX 52 | ATHENS | NY | 12015 | NONE | PC | UPGRADES & OPERATING COSTS | $20,000 | |
| GREENE COUNTY AGING SERVICES FOUNDATION INC | ||||||||
| 411 MAIN STREET | CATSKILL | NY | 12414 | NONE | PC | TRANSPORTATION | $4,000 | |
| ATHENS VOLUNTEER FIRE COMPANY | ||||||||
| PO BOX 74 | ATHENS | NY | 12015 | NONE | PC | FIRE SAFETY & PREVENTION DAY $4,400 MOVIE NIGHT $1,300 CHRISTMAS LIGHTS $1,400 | $7,100 | |
| FRIENDS OF DR EVARTS LIBRARY | ||||||||
| 80 SECOND STREET | ATHENS | NY | 12015 | NONE | PC | PROGRAMS | $3,250 | |
| VILLAGE OF ATHENS | ||||||||
| 2 FIRST ST | ATHENS | NY | 12015 | NONE | PC | RECREATION PROGRAM $8,000 FLOWERS $4,800 STREET FESTIVAL FIREWORKS $4,000 | $16,800 | |
| RIVERTOWN HOUSING DEVELOPMENT FUND CO | ||||||||
| 19 THIRD STREET | ATHENS | NY | 12015 | NONE | PC | REPLACE WINDOWS | $9,500 | |
| ATHENS COMMUNITY DAY | ||||||||
| 23 N VERNON STREET | ATHENS | NY | 12015 | NONE | PC | COMMUNITY DAY | $1,400 | |
| BOY SCOUTS TROOP #45 | ||||||||
| 230 SCOHARIE TPKE | ATHENS | NY | 12015 | NONE | PC | SUMMER PROGRAMS/CAMP | $3,500 | |
| WEST ATHENS LIME STREET FIRE COMPANY | ||||||||
| PO BOX 107 | ATHENS | NY | 12015 | NONE | PC | CONVERT GARAGE INTO TRAINING AREA $3,500 PURCHASE STORAGE SHED $10,000 | $13,500 | |
| ATHENS SPORTSMAN CLUB | ||||||||
| 8 MAPLE AVENUE | ATHENS | NY | 12015 | NONE | PC | DUCK HOUSE PROJECT $800 DUCK CALLS PROJECT $500 FISHING DERBY $1,000 | $2,300 | |
| EJ ARTHUR SCHOOL PTO | ||||||||
| 51 THIRD STREET | ATHENS | NY | 12015 | NONE | PC | CHARACTER EDUCATION PROGRAM | $6,500 | |
| TOWN OF ATHENS | ||||||||
| 2 FIRST STREET | ATHENS | NY | 12015 | NONE | PC | BICENTENIAL EVENT | $14,259 | |
| CUB SCOUT PACK 45 | ||||||||
| 2 LEDGEND COURT | ATHENS | NY | 12015 | NONE | PC | CAMP | $3,000 | UNIT 2029 |
| ATHENS SENIOR CITIZEN CLUB | ||||||||
| PO BOX 74 | ATHENS | NY | 12015 | NONE | PC | TRIPS | $1,000 | |
| GIFTS FOR OUR CHILDREN | ||||||||
| 77 CASTLE POINT ROAD | ATHENS | NY | 12015 | NONE | PC | CHRISTMAS/HOLIDAY GIFTS FOR CHILDREN | $1,875 | |
| GREENE COUNTY DEPARTMENT OF HUMAN SERVICES | ||||||||
| 411 MAIN STREET | CATSKILL | NY | 12414 | NONE | PC | FITNESS & DANCE CLASSES | $2,900 | |
| HUDSON RIVER BELLS | ||||||||
| 47 THIRD STREET | ATHENS | NY | 12015 | NONE | PC | EQUIPMENT & SHOWS | $750 | |
| ATHENS GREAT PUNPKIN PARADE | ||||||||
| PO BOX 131 | ATHENS | NY | 12015 | NONE | PC | ANNUAL PARADE | $1,075 | |
| COMMUNITY ACTION OF GREENE COUNTY INC | ||||||||
| 7856 ROUTE 9W | CATSKILL | NY | 12414 | NONE | PC | PROVIDE ASSISTANCE ON UTILITY BILLS FOR RESIDENTS IN NEED | $4,000 | |
| UPPER HUDSON NORTHERN CATSKILL NATURAL RESOURCE TR | ||||||||
| 207 MANISION STREET | COXSACKIE | NY | 12051 | NONE | PC | EDUCATION ROOM AT THE WILLOWS | $2,000 | |
| HOPES MISSION OF GREENE COUNTY INC | ||||||||
| PO BOX 217 | COXSACKIE | NY | 12051 | NONE | PC | MEASL FOR BACKPACK PROGRAM | $1,200 | |
| YOUNG MENS CHRISTIAN ASSOC OF CAPITAL DISTRICT | ||||||||
| 35 ROUTS 81 | WEST COXSACKIE | NY | 12192 | NONE | PC | AFTER SCUOOL PROGRAMS | $3,200 | |
| COLUMBIA GREENE COMMUNITY FOUNDATION INC | ||||||||
| 4400 ROUTE 23 | HUDSON | NY | 12534 | NONE | PC | SCHOLARSHIPS | $1,200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,971 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $64 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $111,295 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $73,072 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF GRANT | Desc |
| Related Or Exempt Function Incm | $1,700 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $186,131 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $186,131 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $1,650 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MONEY MARKET - JM | $3,478 | $3,478 |
| EQUITIES STOCKS & OPTIONS - JM | $708,266 | $1,286,776 |
| EQUITIES MUTUAL FUNDS - JM | $310,754 | $372,440 |
| FIXED INCOME BONDS & PREF - JM | $236,657 | $239,636 |
| FIXED INCOME MUTUAL FUNDS - JM | $265,842 | $242,806 |
| OTHER INVESTMENTS - JM | $373,546 | $425,291 |
| MONEY MARKET - CS | $22,979 | $22,979 |
| STOCKS - CS | $1,117,498 | $1,887,991 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS REFUNDED | Desc |
| Revenue And Expenses Per Books | $1,700 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT TO COST BASIS | Desc |
| Amt | $119 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES CS | CategoryTxt |
| Amt | $18,405 | Amt |
| Net Investment Income | $18,405 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,051 | $1,051 |
| NYS DEPARTMENT OF LAW | $250 | |
| US TREASURY | $2,225 |