GEORGE DUFFY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE DUFFY FOUNDATION (EIN 14-6016445)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201212279349100421
- Schema version
- 2011v1.2
- 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
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-14T10:18:08-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141745230 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LCS&Z LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 72 33 BLEECKER STREET | AddressLine1 |
| City | GLOVERSVILLE | City |
| State | NY | State |
| ZIP Code | 12078 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 146016445 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE DUFFY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GEOR | NameControl |
| Phone | 5185801525 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CORDOVANO 1 CLAIRE PASS | AddressLine1 |
| City | SARATOGA SPRINGS | City |
| State | NY | State |
| ZIP Code | 128667505 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN L KIRKPATRICK | Name |
| Title | PRESIDENT | Title |
| Phone | 5185801525 | Phone |
| Date Signed | 2012-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS F CICHY CPA | Name |
| PTIN | P01212731 | PTIN |
| Phone | 5187732267 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2740348 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 11279 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2538 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2538 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 83181 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 83181 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 107787 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 524704 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2202 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 842 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 842 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 205627 | TotalRevenueAndExpenses |
| Total Net Investment Income | 88763 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 11550 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 11550 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 10395 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 6667 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 6667 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 16707 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 16707 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2712 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 922 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 922 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 599 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 599 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 599 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 38235 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 36445 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 11916 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 133000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 133000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 171235 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 36445 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 144916 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 34392 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 52318 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 310 | CashBOY |
| Cash EOY | 231 | CashEOY |
| Cash EOYFMV | 231 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 85023 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 51349 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 51349 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 319696 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 283329 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 294483 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1647302 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1562314 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1849609 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 334236 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 528336 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 544676 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 2386567 | TotalAssetsBOY |
| Total Assets EOY | 2425559 | TotalAssetsEOY |
| Total Assets EOYFMV | 2740348 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2386567 | UnrestrictedBOY |
| Unrestricted EOY | 2425559 | UnrestrictedEOY |
| Total Net Assets BOY | 2386567 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2425559 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2386567 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2425559 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2386567 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 34392 | ExcessOfRevenueOverExpenses |
| Other Increases | 4600 | OtherIncreases |
| Subtotal | 2425559 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2425559 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAINS DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 2202 | GrossSalesPrice |
| Gain Or Loss | 2202 | GainOrLoss |
| Gains Minus Excess Or Losses | 2202 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2202 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 127998 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2639700 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048490 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 107439 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2427118 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044266 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 139698 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2631335 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053090 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 129078 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2817373 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.045815 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 148863 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2731620 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.054496 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.246157 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049231 | AverageDistributionRatio |
| Net Noncharitable Assets | 2751120 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 135440 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 523 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 135963 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 144916 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 523 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 523 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 523 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2176 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2176 | TotalCreditsAndPayments |
| Overpayment | 1653 | Overpayment |
| Amount Credited To Next Year | 1653 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | RICHARD J CORDOVANO | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5185801525 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CLAIRE PASS | AddressLine1 |
| City | SARATOGA SPRINGS | City |
| State | NY | State |
| ZIP Code | 128667505 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| RICHARD J CORDOVANO | ||||||||
| 1 CLAIRE PASS | SARATOGA SPRINGS | NY | 12866 | TRUSTEE | 2.00 | 1500 | 0 | 0 |
| NORMA JEAN CLARK | ||||||||
| 22 GILBERT AVENUE | FORT PLAIN | NY | 13339 | TRUSTEE | 2.00 | 3275 | 0 | 0 |
| JOHN L KIRKPATRICK | ||||||||
| 25 CLINTON AVENUE | FORT PLAIN | NY | 13339 | TRUSTEE | 2.00 | 3275 | 0 | 0 |
| JOSEPH R SINCHAK MD | ||||||||
| 124 KILTS ROAD | FORT PLAIN | NY | 13339 | TRUSTEE | 2.00 | 1500 | 0 | 0 |
| MYRON H WALTON | ||||||||
| 302 MAIN STREET | FORT PLAIN | NY | 13339 | TRUSTEE | 2.00 | 1500 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2790935 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2080 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2793015 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2793015 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 41895 | CashDeemedCharitable |
| Net Noncharitable Assets | 2751120 | NetNoncharitableAssets |
| Minimum Investment Return | 137556 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 137556 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 523 | TaxBasedOnInvestmentIncome |
| Total Tax | 523 | TotalTax |
| Distributable Amount Before Adj | 137033 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 4600 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 141633 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 141633 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 144916 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 144916 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 523 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 144393 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 141633 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 6111 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 6111 | TotalExcessDistriCarryover |
| Qualifying Distributions | 144916 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 9394 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 135522 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 6111 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 6111 | ExcessDistriCyovAppliedCY |
| Total Corpus | 9394 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 9394 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 9394 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | NORMA JEAN CLARK | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 GILBERT AVENUE | AddressLine1 |
| City | FORT PLAIN | City |
| State | NY | State |
| ZIP Code | 13339 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5189932738 | RecipientPhoneNumber |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | ALL APPLICATIONS MUST BE RECEIVED BY JULY 15TH | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| KELSEY ALDI | |||||||
| PO BOX 186 | PALATINE BRIDGE | NY | 13428 | NONE | NONE | SCHOLARSHIP | $3,800 |
| PETER A BRIELE | |||||||
| 67 LAFAYETTE STREET | PALATINE BRIDGE | NY | 13478 | NONE | NONE | SCHOLARSHIP | $3,800 |
| JACQUELINE CAPECE | |||||||
| 292 MAIN STREET | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $3,800 |
| ASHLEY A CREWS | |||||||
| 427 HESSVILLE ROAD | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $3,800 |
| HAILEY A DILLENBECK | |||||||
| 949 LATIMER HILL ROAD | SHARON SPRINGS | NY | 13459 | NONE | NONE | SCHOLARSHIP | $3,800 |
| LINDSEY DOLIN | |||||||
| PO BOX 412 | PALATINE BRIDGE | NY | 13428 | NONE | NONE | SCHOLARSHIP | $3,800 |
| LAURA C GAYDUSEK | |||||||
| 46 CLINTON AVENUE | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $3,800 |
| JOSHUA W HILL | |||||||
| 464 SEEBERS LANE | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $3,800 |
| BRANDON J JOHNSON | |||||||
| 55WALNUT STREET | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $3,800 |
| CHELSEA L KOCH | |||||||
| PO BOX 412 | NELLISTON | NY | 13410 | NONE | NONE | SCHOLARSHIP | $3,800 |
| ERIK C KUNTZSCH | |||||||
| 37 REID STREET | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $3,800 |
| CODY J LAWSON | |||||||
| 72 CENTER STREET | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $3,800 |
| EMILIE LIDDLE | |||||||
| 864 STHWY 162 | SPRAKERS | NY | 12166 | NONE | NONE | SCHOLARSHIP | $3,800 |
| CASEY L MADSEN | |||||||
| 1489 KRINGSBUSH ROAD | ST JOHNSVILLE | NY | 13452 | NONE | NONE | SDCHOLARSHIP | $3,800 |
| MARINA MILMAN | |||||||
| 188 WASHINGTON STREET | SHARON SPRINGS | NY | 13459 | NONE | NONE | SCHOLARSHIP | $3,800 |
| CAITLYN E MOSHER | |||||||
| 125 CLIFF STREET | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $3,800 |
| ALIVIA S OLDICK | |||||||
| 412 SANDERS ROAD | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $3,800 |
| MAISIE A ORSILLO | |||||||
| 12 CROUSE STREET | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $3,800 |
| KELLY PRIME | |||||||
| 1234 LATIMER HILL ROAD | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $3,800 |
| JOHN J RAY | |||||||
| 8 HIGH STREET | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $3,800 |
| NOLAN B REESE | |||||||
| 499 OLDICK ROAD | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $3,800 |
| JESSICA L RODRIQUEZ | |||||||
| 495 PICKLE HILL ROAD | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $3,800 |
| MATTHEW R SHANNON | |||||||
| 114 WEST SKYLINE DRIVE | PALATINE BRIDGE | NY | 13428 | NONE | NONE | SCHOLARSHIP | $3,800 |
| BRIANNA L SHULTIS | |||||||
| 56 HANCOCK STREET | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $3,800 |
| NATHAN C SITTERLY | |||||||
| 287 CARLISLE ROAD | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $3,800 |
| ALYSSA N SUMMERFIELD | |||||||
| 96 MOYER STREET | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $3,800 |
| ANTHONY R TAYLOR | |||||||
| 16 ABELING STREET | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $3,800 |
| AMY THOMAS-BOYLE | |||||||
| 297 DILLENBECK ROAD | LITTLE FALLS | NY | 13365 | NONE | NONE | SCHOLARSHIP | $3,800 |
| CHELSEA L VOSBURGH | |||||||
| 392 MAHR ROAD | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $3,800 |
| KELSEY M WAFFLE | |||||||
| 464 BROWER ROAD | PALATINE BRIDGE | NY | 13428 | NONE | NONE | SCHOLARSHIP | $3,800 |
| BETHANY G YOUNG | |||||||
| PO BOX 412 | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $3,800 |
| BRITTANY N BUCCOLO | |||||||
| 143 CARLISLE ROAD | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $1,900 |
| JESSICA L HERRINGSHAW | |||||||
| 850 OSWEGATCHIE ROAD | PALATINE BRIDGE | NY | 13428 | NONE | NONE | SCHOLARSHIP | $1,900 |
| ERIN M LUCK | |||||||
| 302 CALBET ROAD | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $1,900 |
| HANNAH D MONK | |||||||
| 101 MILL STREET | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $1,900 |
| VICTORIA L STELLA | |||||||
| 217 AIRPORT ROAD | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $1,900 |
| ANDREW A VROMAN | |||||||
| 115 MONTGOMERY STREET | CANAJOHARIE | NY | 13317 | NONE | NONE | SCHOLARSHIP | $1,900 |
| JENNA WILDER | |||||||
| 751 KAHN ROAD | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $1,900 |
| KRISTEN A WOLFE | |||||||
| 28 CLARK AVENUE | FORT PLAIN | NY | 13339 | NONE | NONE | SCHOLARSHIP | $1,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 133000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2538 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 83181 | RelatedOrExemptFunctionIncome |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 842 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 107787 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 194348 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 194348 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (4 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 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 Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ALICE FARBER TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JP MORGAN TRUST - 1 CHASE MANHA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100051489 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 11279 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RICHARD J. CORDOVANO, CPA, P.C. | Category |
| Amount | $6,667 | Amount |
| Net Investment Income | 6667 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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. | Election |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (25 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Sales ExpenseSalesExpense | Total NetTotalNet |
|---|---|---|---|---|---|---|---|
| 4522.613 SH PIMCO FOREIGN BOND FD | 2010-04 | PURCHASED | 2011-03 | 48482 | 45000 | 0 | 3482 |
| 100 SH NOVO-NORDISK A-S ADR F | 2008-02 | PURCHASED | 2011-03 | 12416 | 6393 | 0 | 6023 |
| 1250 SH US TREAS BONDS | 1996-01 | PURCHASED | 2011-03 | 155020 | 136367 | 0 | 18653 |
| 50 SH NOVO-NORDISK A-S ADR F | 2008-02 | PURCHASED | 2011-03 | 6208 | 3196 | 0 | 3012 |
| 800 SH CONAGRA FOODS | 2009-05 | PURCHASED | 2011-03 | 18602 | 14160 | 0 | 4442 |
| 150 SH JOHNSON & JOHNSON | 1999-04 | PURCHASED | 2011-03 | 8883 | 2761 | 0 | 6122 |
| 100 SH EXPRESS SCRIPTS | 2008-02 | PURCHASED | 2011-03 | 5226 | 3123 | 0 | 2103 |
| 100 SH EXPRESS SCRIPTS | 2008-02 | PURCHASED | 2011-03 | 5226 | 3123 | 0 | 2103 |
| 350 SH EXPRESS SCRIPTS | 2008-02 | PURCHASED | 2011-03 | 18289 | 10929 | 0 | 7360 |
| 100 SH EXPRESS SCRIPTS | 2008-02 | PURCHASED | 2011-03 | 5225 | 3122 | 0 | 2103 |
| 100 SH ABBOTT LABS | 2008-10 | PURCHASED | 2011-03 | 4815 | 5405 | 0 | -590 |
| 100 SH ABBOTT LABS | 2008-10 | PURCHASED | 2011-03 | 4815 | 5405 | 0 | -590 |
| 100 SH ABBOTT LABS | 2008-10 | PURCHASED | 2011-03 | 4815 | 5405 | 0 | -590 |
| 300 SH UNITED TECHNOLOGIES | 2004-04 | PURCHASED | 2011-03 | 24277 | 13426 | 0 | 10851 |
| 300 SH QUEST DIAGNOSTIC | 2009-05 | PURCHASED | 2011-03 | 16988 | 15148 | 0 | 1840 |
| 720 SH ISHARES TR GS INVESTOP | 2009-02 | PURCHASED | 2011-03 | 78394 | 70538 | 0 | 7856 |
| 100 SH ISHARES TR GS INVESTOP | 2009-02 | PURCHASED | 2011-03 | 10888 | 9797 | 0 | 1091 |
| 100 SH ISHARES TR GS INVESTOP | 2009-02 | PURCHASED | 2011-03 | 10888 | 9797 | 0 | 1091 |
| 200 SH TJX COS | 2009-05 | PURCHASED | 2011-07 | 11076 | 5520 | 0 | 5556 |
| 213 SH CONOCO PHILLIPS | 2010-06 | PURCHASED | 2011-07 | 15994 | 11497 | 0 | 4497 |
| 566.57 SH GABELLI SMALL CAP GROWTH | 2009-08 | PURCHASED | 2011-07 | 20334 | 13796 | 0 | 6538 |
| 43 SH CONOCO PHILLIPS | 2010-06 | PURCHASED | 2011-07 | 3229 | 2321 | 0 | 908 |
| 430 SH GABELLI SMALL CAP GROWTH | 2009-08 | PURCHASED | 2011-12 | 13528 | 10471 | 0 | 3057 |
| 150 SH ANADARKO PETROLEUM | 2009-02 | PURCHASED | 2011-12 | 11156 | 6347 | 0 | 4809 |
| 150 SH ACCENTURE PLC CLA | 2004-09 | PURCHASED | 2011-12 | 7728 | 3870 | 0 | 3858 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CHARLES SCHWAB | NameOfBond |
| EOY Book Value | 528336 | EOYBookValue |
| EOYFMV | 544676 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CHARLES SCHWAB | NameOfStock |
| EOY Book Value | 1562314 | EOYBookValue |
| EOYFMV | 1849609 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 283329 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 294483 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OFFICE EXPENSE | Description |
| Revenue And Expenses Per Books | 599 | RevenueAndExpensesPerBooks |
| Net Investment Income | 599 | NetInvestmentIncome |
| Disbursements Charitable Prps | 599 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLASS ACTION SUIT | Description |
| Revenue And Expenses Per Books | 842 | RevenueAndExpensesPerBooks |
| Net Investment Income | 842 | NetInvestmentIncome |
| Adjusted Net Income | 842 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECOVERY OF PRIOR YEAR QUALIFYING DISTRIBUTION | Description |
| Amount | $4,600 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB | Category |
| Amount | $16,707 | Amount |
| Net Investment Income | 16707 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,790 | 0 | 0 |
| NEW YORK STATE FILING FEE | $250 | 250 | 250 |
| FOREIGN TAX | $672 | 672 | 672 |