NEW YORK CENTRAL TRUST: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- NEW YORK CENTRAL TRUST (EIN 14-6018202)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2009-10-15
- IRS object ID
- 201101329349101350
- Schema version
- 2010v3.2
- 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
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2009-10-15T15:15:33+05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMSON REUTERS (TAX & ACCOUNTING) | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 343 THORNALL STREET SUITE 710 | AddressLine1 |
| City | EDISON | City |
| State | NJ | State |
| ZIP Code | 08837 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 146018202 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VNTC TTEE NEW YORK CENTRAL TRUSTS UA 11181 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CENT | NameControl |
| Phone | 8005675163 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 709 | AddressLine1 |
| City | VALLEY FORGE | City |
| State | PA | State |
| ZIP Code | 194820709 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK EVANS | Name |
| Title | TRUST OFFICER | Title |
| Phone | 8005675163 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOUIS J DEROSE | Name |
| Phone | 7327679100 | Phone |
| Date Prepared | 2011-05-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 8273241 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | 201544 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 201544 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 20519 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 905173 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 20519 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 5877 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 227940 | TotalRevenueAndExpenses |
| Total Net Investment Income | 222063 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 24718 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 24718 | CompOfcrDirTrstNetInvstIncm |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8421 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2920 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 33139 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 27638 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 359767 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 359767 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 392906 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 27638 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 359767 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -164966 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 194425 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 26922 | CashBOY |
| Cash EOYFMV | 62675 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 56143 | SavingsAndTempCashInvstBOY |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Other BOY | 6438884 | InvestmentsOtherBOY |
| Investments Other EOY | 6388093 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 8210566 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 6521949 | TotalAssetsBOY |
| Total Assets EOY | 6388093 | TotalAssetsEOY |
| Total Assets EOYFMV | 8273241 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 6521949 | CapitalStockBOY |
| Capital Stock EOY | 6388093 | CapitalStockEOY |
| Total Net Assets BOY | 6521949 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6388093 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6521949 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6388093 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6521949 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -164966 | ExcessOfRevenueOverExpenses |
| Other Increases | 49902 | OtherIncreases |
| Subtotal | 6406885 | Subtotal |
| Other Decreases | 18792 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6388093 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 1849.348 VANGUARD PRIMECAP FUND ADMIR AL SHARES | 2008-11-25 | 2010-05-13 | 114900 | 87437 | 27463 | 27463 |
| 2752.451 VANGUARD PRIMECAP FUND ADMIR AL SHARES | 2008-11-25 | 2010-06-25 | 160000 | 130136 | 29864 | 29864 |
| 1851.852 VANGUARD TOTAL BOND MARKET I NDEX FD ADMIRAL SHS | 2008-09-10 | 2010-05-13 | 19500 | 18796 | 704 | 704 |
| 12384.56 VANGUARD TOTAL STOCK MARKET IDX FD ADMIRAL SHS | 2008-08-15 | 2010-01-06 | 347263 | 394077 | -46814 | -46814 |
| 8378.635 VANGUARD TOTAL STOCK MARKET IDX FD ADMIRAL SHS | 2008-09-04 | 2010-01-06 | 234937 | 254208 | -19271 | -19271 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 20519 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 340870 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6677602 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051047 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 528678 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7815779 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.067642 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 594709 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8702939 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.068334 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7148684 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.187023 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046756 | AverageDistributionRatio |
| Net Noncharitable Assets | 7571630 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 354018 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1944 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 355962 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 359767 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1944 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1944 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1944 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1756 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 1756 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Tax Due | 188 | TaxDue |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANGUARD NATIONAL TRUST COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8005675163 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 709 | AddressLine1 |
| City | VALLEY FORGE | City |
| State | PA | State |
| ZIP Code | 194820709 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | VANGUARD NATIONAL TRUST COMPANY | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 709 | AddressLine1 |
| City | VALLEY FORGE | City |
| State | PA | State |
| ZIP Code | 19482 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE PARTTIME | Title |
| Avg Hours Per Wk Devoted To Position | 1 | AvgHoursPerWkDevotedToPosition |
| Compensation | 24718 | Compensation |
| 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 7651731 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 35203 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7686934 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 7686934 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 115304 | CashDeemedCharitable |
| Net Noncharitable Assets | 7571630 | NetNoncharitableAssets |
| Minimum Investment Return | 378582 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 378582 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1944 | TaxBasedOnInvestmentIncome |
| Total Tax | 1944 | TotalTax |
| Distributable Amount Before Adj | 376638 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 376638 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 376638 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 359767 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 359767 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1944 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 357823 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 376638 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 974 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 10502 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 11476 | TotalExcessDistriCarryover |
| Qualifying Distributions | 359767 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 359767 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 11476 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 11476 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 5395 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARTWICK COLLEGE | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTN GEORGE J ELSBECK VP FINANCE | AddressLine1 |
| City | ONEONTA | City |
| State | NY | State |
| ZIP Code | 13820 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | NONE | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | EDUCATION | PurposeOfGrantOrContribution |
| Amount | $359,767 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 359767 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $201,544 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $0 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $20,519 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAX REFUND | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,877 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $227,940 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 227940 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumber |
| Relationship Statement | 0 | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO BOOK VALUE | Description |
| Amount | $18,792 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | KINROSS SETTLEMENT ACCOUNT | Description |
| Amount | $49,902 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL ESTIMATES | $5,501 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,629 | 2629 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $291 | 291 | 0 |