THE STEWART B MCKINNEY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE STEWART B MCKINNEY FOUNDATION INC (EIN 06-1213697)
- Tax period
- 2022-05-01 to 2023-03-31
- Filed
- 2024-02-15
- IRS object ID
- 202400469349101555
- 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
- Amortization Schedule
- Applied To Prior Year Election
- Depreciation Schedule
- Liquidation Explanation Stmt
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-15T16:31:26-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061533315 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIRONEFRIEDBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 RESEARCH DRIVE SUITE 450 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061213697 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEWART B MCKINNEY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEW | BusinessNameControlTxt |
| Phone | 2032557965 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19604 THE PLACE BLVD | AddressLine1Txt |
| City | ESTERO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33928 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH MCKINNEY TRITSCLER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2039139454 | PhoneNum |
| Signature | 2023-12-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | MCKINNEY TRITSCLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA D CALLANAN CPA | PreparerPersonNm |
| PTIN | P01200948 | PTIN |
| Phone | 2033665876 | PhoneNum |
| Preparation | 2023-12-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Gross Rents Rev And Expnss | $8,808 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $8,808 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$10,289 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $196,067 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,400,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $196,067 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $204,875 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,875 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,549 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,549 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $589 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,361 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,361 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $17,840 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,736 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $104 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,339 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,097 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,653 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,505,152 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,505,152 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,534,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,097 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,514,805 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,329,616 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $185,778 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $246,035 | CashBOYAmt |
| Land Bldg Investments BOY | $515 | LandBldgInvestmentsBOYAmt |
| Land BOY | $1,091,279 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $7,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,344,829 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,935 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $3,278 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,213 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,329,616 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,329,616 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,344,829 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,329,616 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,329,616 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $0 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BUILDING & LAND - 1995-1997 POST ROAD | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,400,000 | GrossSalesPriceAmt |
| Depreciation | $258,999 | DepreciationAmt |
| Cost Or Other Basis | $1,462,932 | CostOrOtherBasisAmt |
| Gain Or Loss | $196,067 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $196,067 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $196,067 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,582 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,582 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,582 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $25 | EsPenaltyAmt |
| Tax Due | $2,607 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELIZABETH MCKINNEY TRITSCHLER | IndividualWithBooksNm |
| Phone | 2039139454 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 271 WESTWAY ROAD | AddressLine1Txt |
| City | SOUTHPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| STUART B MCKINNEY JR | ||||||||
| 59 HIGH ROCK ROAD | SANDY HOOK | CT | 06482 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN P MCKINNEY | ||||||||
| 19 EDGEMARTH HILL ROAD | WESTPORT | CT | 06880 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LUCIE B MCKINNEY | ||||||||
| SUITE 42-574 | CAPE CORAL | FL | 33991 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEAN MCKINNEY | ||||||||
| 28 CRESTVIEW LANE | DANBURY | CT | 06810 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ELIZABETH MCKINNEY TRITSCHLER | ||||||||
| 271 WESTWAY ROAD | SOUTHPORT | CT | 06890 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $884,613 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $884,613 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $884,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,269 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $871,344 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,986 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,986 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,582 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,582 | TotalTaxAmt |
| Distributable Before Adj | $37,404 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,404 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,404 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,514,805 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,514,805 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,404 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $80,617 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Total For Prior Years | $86,407 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,514,805 | QualifyingDistributionsAmt |
| Applied To Year1 | $80,617 | AppliedToYear1Amt |
| Applied To Prior Years | $86,407 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,404 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,310,377 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,310,377 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,310,377 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,310,377 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAM J LEWIS ACADEMY | |||||||
| 500 STATE STREET | BRIDGEPORT | CT | 06604 | NONE | 501(C)(3) | SUPPORT FOR EARLY CHILDHOOD LEARNING IN BRIDGEPORT CONNECTICUT | $10,000 |
| BUFFALO SABRES FOUNDATION | |||||||
| 1 SEYMOUR H KNOX III PLAZA | BUFFALO | NY | 14203 | NONE | 501(C)(3) | SUPPORT TO HELP PROGRAMS SERVING CHILDREN AND MILITARY PERSONNEL, CARING FOR THE SICK, ASSISTING PHYSICALLY AND MENTALLY CHALLENGED ATHLETES, AND SUPPORTING YOUTH HOCKEY INITIATIVES. | $3,500 |
| CROW (CLINIC FOR THE REHABILITATION OF WILDLIFE) | |||||||
| 3883 SANIBEL CAPTIVA ROAD | SANIBEL ISLAND | FL | 33957 | NONE | 501(C)(3) | SUPPORT WILDLIFE REHABILITATION CLINIC | $5,000 |
| DELAWARE SOCCER CLUB | |||||||
| 1424 HERTEL AVENUE | BUFFALO | NY | 14216 | NONE | 501(C)(3) | SUPPORT TO HELP PROMOTE THE DEVELOPMENT OF YOUTH IN THE COMMUNITY THROUGH ATHLETIC COMPETITION. | $1,500 |
| FIDELITY CHARITABLE GIVING ACCOUNT 1279463 | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | NONE | 501(C)(3) | TO PROVIDE DONOR ADVISED CHARITABLE CONTRIBUTIONS | $1,431,652 |
| FRIENDS OF CARLY | |||||||
| 18 LANDING CREEK COURT | WILLIAMSVILLE | NY | 14221 | NONE | 501(C)(3) | SUPPORT TO HELP FIGHT AGAINST CANCER. | $6,400 |
| MAKE A WISH WESTERN NEW YORK | |||||||
| 500 5TH AVENUE | NEW YORK | NY | 10110 | NONE | 501(C)(3) | SUPPORT TO HELP GRANT WISHES TO CHILDREN WITH CRITICAL ILLNESSES. | $9,600 |
| NORTHERN CHAUTAUQUA COMMUNITY FOUNDATION | |||||||
| 12 LAKE SHORE DRIVE WES | DUNKIRK | NY | 14048 | NONE | 501(C)(3) | SUPPORT THE MISSION OF THE ORGANIZATION IN PROVIDING SERVICES TO THE COMMUNITY | $2,500 |
| PINE ISLAND BEACON OF HOPE INC | |||||||
| 5090 DOUG TAYLOR CIR | ST JAMES CITY | FL | 33956 | NONE | 501(C)(3) | BUILDING BRIDGES FOR PEOPLE IN NEED WITH PEOPLE WHO WANT TO SERVE IN FLORIDA | $10,000 |
| TEAM MOOSE RESCUE | |||||||
| 1227 NE 40TH TER | CAPE CORAL | FL | 339096218 | NONE | 501(C)(3) | SUPPORT TO ANIMALS BY CARING FOR THE ABUSED, ABANDONED AND NEGLECTED, AND THE PREVENTION OF CRUELTY. | $2,500 |
| THE SILO AND HUNT HILL FARM | |||||||
| 44 UPLAND ROAD | NEW MILFORD | CT | 06776 | NONE | 501(C)(3) | SUPPORT TO HELP THEIR CULINARY AND MUSIC ARTS PROGRAM. | $5,000 |
| UNBRIDLED THOROUGHBRED FOUNDATION | |||||||
| 11 WOOD LANE | GREENVILLE | NY | 12083 | NONE | 501(C)(3) | SUPPORT TO HELP HORSES THAT FACED CRUELTY, EXPLOITATION AND SLAUGHTER. | $12,500 |
| WESTPORT WESTON FAMILY YMCA | |||||||
| 14 ALLEN RAYMOND LN | WESTPORT | CT | 06880 | NONE | 501(C)(3) | SUPPORT TO HELP PROGRAMS RELATED TO YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITYSUPPORT TO HELP THE HOMELESS IN FAIRFIELD COUNTY CONNECTICUT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,505,152 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$10,289 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $196,067 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $185,778 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $185,778 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $9,549 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,549 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | DEFERRED LEGAL FEE | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2019-06-01 | AcquiredCompletedOrExpendedDt |
| Amortized | $1,225 | AmortizedAmt |
| Deduction For Prior Years | $710 | DeductionForPriorYearsAmt |
| Amortization Period | 60.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $515 | CurrentYearAmortizationAmt |
| Net Investment Income | $515 | NetInvestmentIncomeAmt |
| Total Amortization | $1,225 | TotalAmortizationAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ELECTION TO APPLY DISTRIBUTIONS TO UNDISTRIBUTED INCOME OF PRIOR YEARSTHE FOUNDATION HEREBY ELECTS TO APPLY DISTRIBUTIONS MADE DURING THE YEAR TO UNDISTRIBUTED INCOME OF PRIOR YEARS IN THE AMOUNT OF $80,617 | ElectionDesc |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 2006-09-21 | $716,000 | L | $0 | $0 | ||
| IMPROVEMENTS | 2006-09-21 | $7,416 | SL | $24 | $24 | $2,946 | 39.000000000000 |
| BUILDING | 2006-09-21 | $625,501 | SL | $1,337 | $1,337 | $254,692 | 39.000000000000 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STEWART B. MCKINNEY FOUNDATION INC. DISSOLVED THE FOUNDATION ON MARCH 29, 2023. THE ASSETS WERE DONATED TO FIDELITY CHARITABLE GIVING DONOR ADVISED FUND. | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED SELLING COST | Desc |
| BOY Book Value | $7,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RENTAL EXPENSES | $17,221 | $17,221 | $0 |
| BANK CHARGES | $55 | $0 | $55 |
| OFFICE EXPENSE | $49 | $0 | $49 |
| AMORTIZATION | $515 | $515 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $3,278 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $589 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |