TIMOTHY AND TINA DELANEY FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TIMOTHY AND TINA DELANEY FAMILY FOUNDATION (EIN 45-4100688)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-02-08
- IRS object ID
- 202400399349100320
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-08T15:49:59-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141662664 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST & COMPANY CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1219 | AddressLine1Txt |
| City | GLOVERSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 120780354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454100688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY AND TINA DELANEY FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIMO | BusinessNameControlTxt |
| Phone | 5186615882 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 300 | AddressLine1Txt |
| City | MAYFIELD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY DELANY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5186615882 | PhoneNum |
| Signature | 2023-02-08 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY | PersonFirstNm |
| Person Last | DELANY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRISHA ROGERS-BYRNS | PreparerPersonNm |
| PTIN | P00175220 | PTIN |
| Phone | 5187257127 | PhoneNum |
| Preparation | 2024-02-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,216,800 | 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 |
| Interest On Sav Rev And Expnss | $10,866 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,866 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,339 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,339 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,879 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $500,450 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,879 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $87,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,084 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,175 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,749 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,749 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $852 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $852 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,951 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,924 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,027 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $132,951 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,924 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,027 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,867 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $78,160 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,626 | CashBOYAmt |
| Cash EOY | $27,424 | CashEOYAmt |
| Cash EOYFMV | $27,424 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $124,373 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,326 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,326 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $127,577 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $142,659 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $179,023 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,514,352 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,581,848 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,752,086 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $269,606 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $204,828 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $181,295 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $36,766 | OtherAssetsBOYAmt |
| Other Assets EOY | $36,766 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $30,646 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,127,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,039,851 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,216,800 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,127,300 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,039,851 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,127,300 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,039,851 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,127,300 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,039,851 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,127,300 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,867 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,081,433 | SubtotalAmt |
| Other Decreases | $41,582 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,039,851 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $500,450 | GrossSalesPriceAmt |
| Cost Or Other Basis | $463,571 | CostOrOtherBasisAmt |
| Gain Or Loss | $36,879 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $36,879 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,879 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $36,879 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,086 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,086 | SubtotalAmt |
| Tax Based On Investment Income | $1,086 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,546 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,546 | TotalPaymentsAndCreditsAmt |
| Overpayment | $460 | OverpaymentAmt |
| Applied To ES Tax | $460 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.DELANEYFAMILYFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | TINA DELANEY | IndividualWithBooksNm |
| Phone | 5186615882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 300 | AddressLine1Txt |
| City | MAYFIELD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY DELANY | ||||||||
| PO BOX 300 | MAYFIELD | NY | 12117 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| TINA DELANEY | ||||||||
| PO BOX 300 | MAYFIELD | NY | 12117 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ASHLEY DELANEY-OLSON | ||||||||
| PO BOX 300 | MAYFIELD | NY | 12117 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| DUSTIN DELANEY | ||||||||
| PO BOX 300 | MAYFIELD | NY | 12117 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| GARRET DELANEY | ||||||||
| PO BOX 300 | MAYFIELD | NY | 12117 | TRUSTEE | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,231,176 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,338,679 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,338,679 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,080 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,303,599 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,086 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,086 | TotalTaxAmt |
| Distributable Before Adj | $114,094 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $114,094 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $114,094 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,027 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $124,027 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,094 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $117,110 | UndistributedIncomePYAmt |
| Qualifying Distributions | $124,027 | QualifyingDistributionsAmt |
| Applied To Year1 | $117,110 | AppliedToYear1Amt |
| Applied To Current Year | $6,917 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $107,177 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TIMOTHY TINA DELANEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TINA DELANEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 300 | AddressLine1Txt |
| City | MAYFIELD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5186615882 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANTS SHOULD BE SUBMITTED BY JULY 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE GIVEN TO ORGANIZATIONS FOR CONSERVATION, COMMUNITY BETTERMENT, EDUCATION, AND HEALTHCARE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| LARRY MADEIROS SCHOLARSHIP FUND | ||||||||
| PO BOX 11 | MAYFIELD | NY | 12117 | NONE | EXEMPT | CHARITABLE | $500 | |
| MAKE A WISH FOUNDATION | ||||||||
| 3 WASHINGTON SQUARE | ALBANY | NY | 12205 | NONE | EXEMPT | CHARITIABLE | $2,500 | |
| MOUNTAIN VALLEY HOSPICE | ||||||||
| 108 STEELE AVENUE | GLOVERSVILLE | NY | 12078 | NONE | EXEMPT | CHARITABLE | $12,500 | |
| LEXINGTON FOUNDATION | ||||||||
| 465 N PERRY ST | JOHNSTOWN | NY | 12095 | NONE | EXEMPT | CHARITABLE | $2,500 | |
| SALUTE TO SERVICE | ||||||||
| 118 COUTTS WAY | GLOVERSVILLE | NY | 12078 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| FAMILY COUNCILING CENTER | ||||||||
| 11-21 BROADWAY | GLOVERSVILLE | NY | 12078 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| LHV VETERANS INITIATIVE | ||||||||
| EMPIRE STATE PLAZA | ALBANY | NY | 12210 | NONE | EXEMPT | CHARITABLE | $5,000 | |
| CAROGA ARTS COLLECTIVE | ||||||||
| 106 CAROGA LAKE RD | CAROGA LAKE | NY | 12032 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| WYOMING WILDLIFE FOUNDATION | ||||||||
| 1472 N 5TH ST | LARAMIE | WY | 82072 | NONE | EXEMPT | CHARITABLE | $10,000 | SUITE 201 |
| MULE DEER FOUNDATION | ||||||||
| 1785 E 1450 SOUTH | CLEARFIELD | UT | 84015 | NONE | EXEMPT | CHARITABLE | $5,000 | SUITE 210 |
| SUBLETTE COUNTY HEALTH FOUNDATION | ||||||||
| PO BOX 627 | PINEDALE | WY | 82941 | NONE | EXEMPT | CHARITABLE | $70,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,866 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,339 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,879 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $87,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,084 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,350 | Amt |
| Net Investment Income | $3,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,175 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $204,828 | EOYBookValueAmt |
| EOYFMV | $181,295 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,581,848 | EOYBookValueAmt |
| EOYFMV | $1,752,086 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUNDS | Desc |
| BOY Book Value | $36,766 | BOYBookValueAmt |
| EOY Book Value | $36,766 | EOYBookValueAmt |
| EOYFMV | $30,646 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN COST BASIS INVESTMENTS | Desc |
| Amt | $41,582 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| NYS DEPT OF LAW | $250 | $250 |
| MISCELLANEOUS | $602 | $602 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $4,399 | $4,399 |
| INVESTMENT FEES | $1,350 | $1,350 |