GRACE M SUCHANYC CHARITABLEFOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GRACE M SUCHANYC CHARITABLEFOUNDATION (EIN 20-3941405)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-08-12
- IRS object ID
- 201542249349100134
- Schema version
- 2013v4.0
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-12T13:18:10-05:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061558179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALARIO & ASSOCIATES CPAS PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 RAILROAD AVENUE | AddressLine1 |
| City | WARWICK | City |
| State | NY | State |
| ZIP Code | 10990 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203941405 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRACE SUCHANYC CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAC | BusinessNameControlTxt |
| Phone | 9176899237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4 | AddressLine1 |
| City | FORT MONTGOMERY | City |
| State | NY | State |
| ZIP Code | 10922 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRYAN SUCHANYC | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9176899237 | PhoneNum |
| Signature | 2015-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY D ALARIO CPA | PreparerPersonNm |
| PTIN | P00188244 | PTIN |
| Phone | 8459868717 | PhoneNum |
| Preparation | 2015-08-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,077,046 | 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 | $513,529 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $186,158 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,517,563 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $186,158 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $699,699 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $186,170 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,655 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $765 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $765 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,895 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $939 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $105 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $870 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,359 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $870 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $688,340 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $185,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $243,817 | CashBOYAmt |
| Cash EOY | $164,522 | CashEOYAmt |
| Cash EOYFMV | $164,522 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $548,489 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $548,489 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $548,489 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $255,394 | CorporateStockBOYAmt |
| Corporate Stock EOY | $302,256 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $174,800 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $189,235 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments EOY | $189,235 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $189,235 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $16,750 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $515,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,204,502 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,077,046 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,902 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,103 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,902 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,103 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $514,059 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,202,399 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $514,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,202,399 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $515,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,204,502 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $514,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $688,340 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,202,399 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,202,399 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,000 SH TWITTER, INC - SHORT | P | 2014-01-13 | 2013-12-30 | $139,569 | $118,088 | $21,481 | $21,481 |
| 1,000 SH TWITTER, INC - SHORT | P | 2014-01-13 | 2013-12-31 | $73,194 | $59,044 | $14,150 | $14,150 |
| 1,000 SH 3-D SYS CORP - SHORT | P | 2014-01-17 | 2013-12-31 | $91,726 | $86,442 | $5,284 | $5,284 |
| 1,000 SH 3-D SYS CORP - SHORT | P | 2014-01-17 | 2014-01-08 | $96,225 | $86,442 | $9,783 | $9,783 |
| 2,000 SH 3-D SYS CORP - SHORT | P | 2014-01-23 | 2014-01-22 | $185,299 | $181,324 | $3,975 | $3,975 |
| 3,000 SH HERBALIFE LTD - SHORT | P | 2014-01-22 | 2014-01-13 | $242,062 | $212,726 | $29,336 | $29,336 |
| 10,000 CINCINATTI BELL INC | P | 2013-10-03 | 2013-12-03 | $31,429 | $27,047 | $4,382 | $4,382 |
| 37,375 SH HUDSON TECH | P | 2013-09-06 | 2013-12-09 | $121,462 | $69,129 | $52,333 | $52,333 |
| 10,000 ADVISORS TR | P | 2013-12-27 | 2014-01-30 | $132,544 | $130,013 | $2,531 | $2,531 |
| 2,500 SH AVON | P | 2014-02-03 | 2014-02-05 | $37,569 | $37,551 | $18 | $18 |
| 5,000 SH GENIE | P | 2014-02-03 | 2014-02-14 | $50,439 | $48,205 | $2,234 | $2,234 |
| 7,350 SH ALPHA | P | 2012-01-04 | 2014-06-25 | $65,934 | $87,219 | -$21,285 | -$21,285 |
| 10,000 SH ALPHA | P | 2013-05-03 | 2014-06-27 | $90,807 | $71,999 | $18,808 | $18,808 |
| 39,300 SH HUDSON TECH | P | 2014-08-01 | 2014-06-27 | $159,304 | $116,176 | $43,128 | $43,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $186,158 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $412,419 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062315 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,167 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $222,940 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.103916 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,600 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $191,822 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.123031 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $86,257 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.015651 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $54,168 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066460 | DistributionYr5Rt |
| Total Distribution | 0.371373 | TotalDistributionRt |
| Average Distribution | 0.074275 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $669,238 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,708 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,853 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,561 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $738,224 | 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 | $1,853 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,853 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,853 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $2,400 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $42 | EsPenaltyAmt |
| Overpayment | $505 | OverpaymentAmt |
| Applied To ES Tax | $505 | 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 | 0 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRACE SUCHANYC CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9176899237 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 EAGLE CREST PO BOX 4 | AddressLine1 |
| City | FORT MONTGOMERY | City |
| State | NY | State |
| ZIP Code | 10922 | ZIPCode |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRYAN SUCHANYC | ||||||||
| 4 EAGLE CREST PO BOX 4 | FORT MONTGOMERY | NY | 10922 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JANET SUCHANYC | ||||||||
| 4 EAGLE CREST PO BOX 4 | FORT MONTGOMERY | NY | 10922 | TRUSTEE | 0.00 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE CONTRIBUTIONS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AN INTEREST BEARING LOAN TO NON-PROFIT ORGANIZATION WITH THE INTENT OF USING FUNDS TO BUILD A COMMUNITY FITNESS FACILITY.A 10 YEAR NOTE WITH A MAXIMUM OF $ 50,000 AT 3.00% FOR 96 MONTHLY PAYMENTS. | Description1Txt |
| Expenses1 | $48,489 | Expenses1Amt |
| Description2 | AN INTEREST BEARING LOAN TO NON-PROFIT ORGANIZATION WITH THE INTENT OF USING FUNDS TO BUILD A COMMUNITY FITNESS FACILITY.A 10 YEAR NOTE WITH A MAXIMUM OF $500,000 AT 6.00% FOR 96 MONTHLY PAYMENTS. | Description2Txt |
| Expenses2 | $500,000 | Expenses2Amt |
| Total | $548,489 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $131,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $548,313 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $679,429 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $679,429 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,191 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $669,238 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,462 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,462 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,853 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,853 | TotalTaxAmt |
| Distributable Before Adj | $31,609 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,609 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,609 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $548,489 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $189,235 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $738,224 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,853 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $736,371 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $807 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $14,009 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,910 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,981 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,707 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $738,224 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,609 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $706,615 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $741,322 | 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 | $807 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $740,515 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $14,009 | ExcessFromYear3Amt |
| Excess From Year2 | $12,910 | ExcessFromYear2Amt |
| Excess From Year1 | $6,981 | ExcessFromYear1Amt |
| Excess From Current Year | $706,615 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRYAN SUCHANYC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 EAGLE CREST PO BOX 4 | AddressLine1 |
| City | FORT MONTGOMERY | City |
| State | NY | State |
| ZIP Code | 10922 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9176899237 | RecipientPhoneNum |
| Form And Info And Materials | VERBAL OR WRITTEN REQUESTS ARE ACCEPTED PROVIDED PROOF OF BEING QUALIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLY ANGELS | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 COZZENS AVENUE | AddressLine1 |
| City | HIGHLAND FALLS | City |
| State | NY | State |
| ZIP Code | 10928 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE PROGRAM SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500 | 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 | $12 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $186,158 | 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 | $186,170 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $186,170 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 103 | THE ORGANIZATION INVESTS ALL DONATIONS RECEIVED IN ORDER TO |
| 128 | INCREASE THE AMOUNT ABLE TO BE DISTRIBUTED TO VARIOUS ELIGIBLE AND RECOGNIZED CHARITABLE ORGANIZATIONS DURING THE YEAR. |
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 | BRYAN SUCHANYC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 EAGLE CREST | AddressLine1 |
| City | FORT MONTGOMERY | City |
| State | NY | State |
| ZIP Code | 10922 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $510,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO REGULATIONS SECTION 53.4942(A)-3(D)(2) - TO APPLY ALL OR PART OF THE REMAINING QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2007 OR TO APPLY TO CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $302,256 | EOYBookValueAmt |
| EOYFMV | $174,800 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,655 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT - REAL ESTATE | Desc |
| BOY Book Value | $16,750 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES AND SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $105 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $105 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $1,902 | $1,853 |
| NYS CHARITIES ANNUAL FEE PAYABLE | $0 | $250 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRYAN SUCHANYC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 EAGLE CREST PO BOX 4 | AddressLine1 |
| City | FORT MONTGOMERY | City |
| State | NY | State |
| ZIP Code | 10922 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $1,853 | $0 | $0 | $0 |
| REAL ESTATE TAXES | $1,692 | $0 | $0 | $0 |
| NYS CHARITIES ANNUAL FEE | $350 | $0 | $0 | $0 |
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