MINCOLLA FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: MINCOLLA FOUNDATION (EIN 16-6476836)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-08-12
IRS object ID: 201412249349100601
Schema version: 2013v3.1
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
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-08-12T06:08:33-07:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Vieira & Associates CPAs PC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	111 Grant Ave Ste 106	AddressLine1
City	Endicott	City
State	NY	State
ZIP Code	13760	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	166476836	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MINCOLLA FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	MINC	BusinessNameControlTxt
Phone	5187887596	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	60 TIPPERARY WAY	AddressLine1
City	BALLSTON LAKE	City
State	NY	State
ZIP Code	12019	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANTHONY V MINCOLLA III	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Signature	2014-08-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Philip L Stephens	PreparerPersonNm
PTIN	P00085933	PTIN
Phone	6077231272	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$142,236	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$5,394	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$5,394	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$5,394	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$561	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,808	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$561	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$809	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$5,955	TotalRevAndExpnssAmt
Total Net Invst Incm	$5,955	TotalNetInvstIncmAmt
Total Adj Net Incm	$6,203	TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss	$1,579	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$1,579	OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$1,579	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,579	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$6,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$6,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$7,579	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,579	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$6,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,624	ExcessRevenueOverExpensesAmt
Net Investment Income	$4,376	NetInvestmentIncomeAmt
Adjusted Net Income	$6,203	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,261	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$345	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$345	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$127,071	CorporateStockBOYAmt
Corporate Stock EOY	$127,235	CorporateStockEOYAmt
Corporate Stock EOYFMV	$141,891	CorporateStockEOYFMVAmt
Total Assets BOY	$128,332	TotalAssetsBOYAmt
Total Assets EOY	$127,580	TotalAssetsEOYAmt
Total Assets EOYFMV	$142,236	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$128,332	UnrestrictedBOYAmt
Unrestricted EOY	$127,580	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$128,332	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$127,580	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$128,332	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$127,580	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$128,332	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,624	ExcessRevenueOverExpensesAmt
Other Increases	$872	OtherIncreasesAmt
Subtotal	$127,580	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$127,580	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	COMMON STOCK	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2005-01-15	AcquiredDt
Sold	2013-06-15	SoldDt
Gross Sales Price	$2,808	GrossSalesPriceAmt
Cost Or Other Basis	$2,247	CostOrOtherBasisAmt
Gain Or Loss	$561	GainOrLossAmt
Gains Minus Excess Or Losses	$561	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$561	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$809	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$9,692	AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2	$21,776	AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3	$16,047	AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4	$17,615	AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5	$20,139	AdjustedQlfyDistriYr5Amt
Net Investment Income Pct	$44	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$44	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$6,000	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	$44	InvestmentIncomeExciseTaxAmt
Subtotal	$44	SubtotalAmt
Tax Based On Investment Income	$44	TaxBasedOnInvestmentIncomeAmt
Tax Due	$44	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Form990 T Filed	false	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
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	ANTHONY V MINCOLLA III	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	5187887596	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	60 TIPPERARY WAY	AddressLine1
City	BALLSTON LAKE	City
State	NY	State
ZIP Code	120192236	ZIPCode

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
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
CATHERINE E WOLFE
3951 GULFSHORE BLVD	NAPLES	FL	34103	TRUSTEE	0.00	$0
ANTHONY V MINCOLLA III
60 TIPPERARY WAY	BALLSTON LAKE	NY	120192236	TRUSTEE	0.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

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

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Tax Based On Investment Income	$44	TaxBasedOnInvestmentIncomeAmt
Total Tax	$44	TotalTaxAmt
Distributable Before Adj	$44	DistributableBeforeAdjAmt
Distributable Before Ded	$44	DistributableBeforeDedAmt
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$6,000	ExpensesAndContributionsAmt
Qualifying Distributions	$6,000	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$44	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$5,956	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$20,150	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$17,622	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$16,050	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$21,860	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$9,835	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$85,517	TotalExcessDistributionCyovAmt
Qualifying Distributions	$6,000	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$6,000	RemainingDistriFromCorpusAmt
Total Corpus	$91,517	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$20,150	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$71,367	ExcessDistriCyovToNextYrAmt
Excess From Year4	$17,622	ExcessFromYear4Amt
Excess From Year3	$16,050	ExcessFromYear3Amt
Excess From Year2	$21,860	ExcessFromYear2Amt
Excess From Year1	$9,835	ExcessFromYear1Amt
Excess From Current Year	$6,000	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt
BROOME COMMUNITY COLLEGE
UPPER FRONT ST	BINGHAMTON	NY	13901	FACILITY IMPROVEMENT	$1,000
SUSQUEHANNA VALLEY SCHOOL
1040 CONKLIN ROAD	CONKLIN	NY	13748	SCHOLARSHIP FUND	$3,000	NONE	N/A
SUNY BROCKPORT
350 NEW CAMPUS DRIVE	BROCKPORT	NY	14420	SCHOLARSHIP FUND	$1,000
UTICA COLLEGE
1600 BURRSTONE ROAD	UTICA	NY	13502	SCHOLARSHIP FUND	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$6,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$5,394	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$561	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$5,955	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$5,955	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

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$1,579	Amt
Net Investment Income	$1,579	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

MINCOLLA FOUNDATION: Form 990PF, tax year 2013

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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