W J BARNEY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- W J BARNEY FOUNDATION INC (EIN 13-6108758)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-16
- IRS object ID
- 202401989349100310
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-16T08:22:26-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201980583 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY J CASSAR CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 WEST SUNRISE HWY | AddressLine1Txt |
| City | Freeport | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136108758 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WJ BARNEY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WJBA | BusinessNameControlTxt |
| Phone | 2125324287 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PEGG 1120 AVE OF AMERICAS 4TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH PANDICK | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBORAH | PersonFirstNm |
| Person Last | PANDICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anthony J Cassar | PreparerPersonNm |
| PTIN | P01206994 | PTIN |
| Phone | 5167717900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $2,503,785 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $26,716 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,716 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,148 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,025 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $72,741 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,741 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $867 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,468 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,638 | TaxesRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $170 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $170 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,350 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,993 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,467 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,888 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $208,893 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,467 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $168,788 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$136,152 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,274 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $185,699 | CashBOYAmt |
| Cash EOY | $54,911 | CashEOYAmt |
| Cash EOYFMV | $54,911 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,687 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,451 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,451 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $616,949 | CorporateStockBOYAmt |
| Corporate Stock EOY | $610,825 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,431,423 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $819,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $683,187 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,503,785 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $102,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $102,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $717,335 | RetainedEarningBOYAmt |
| Retained Earning EOY | $581,187 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $819,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $683,187 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $819,335 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $683,187 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $819,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$136,152 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4 | OtherIncreasesAmt |
| Subtotal | $683,187 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $683,187 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 150 SH APPLE INC | P | 2010-01-22 | 2023-06-20 | $27,880 | $1,094 | $26,786 | $26,786 |
| 50 SH ADOBE INC | P | 2016-09-12 | 2023-06-20 | $24,242 | $5,022 | $19,220 | $19,220 |
| .3336 SH VERALTO CORP | P | 2015-05-21 | 2023-10-02 | $26 | $7 | $19 | $19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,025 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $546 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $546 | SubtotalAmt |
| Tax Based On Investment Income | $546 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,640 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,640 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,094 | OverpaymentAmt |
| Applied To ES Tax | $3,094 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEGG & PEGG LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125324287 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 AVE OF THE AMERICAS 4TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DEBORAH PANDICK | ||||||
| 1120 AVE OF THE AMERICAS | NEW YORK | NY | 10036 | President | 5.00 | $7,500 |
| DOROTHY BEHRLE | ||||||
| 1120 AVE OF THE AMERICAS | NEW YORK | NY | 10036 | Vice President | 5.00 | $7,500 |
| THOMAS PANDICK | ||||||
| 1120 AVE OF THE AMERICAS | NEW YORK | NY | 10036 | Treasurer,Secy, | 5.00 | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,283,265 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,565 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,379,830 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,379,830 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,697 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,344,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,207 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,207 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $546 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $546 | TotalTaxAmt |
| Distributable Before Adj | $116,661 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $116,661 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $116,661 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $168,788 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $168,788 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,661 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $28,869 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,763 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,909 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,478 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,275 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $115,294 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $168,788 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $116,661 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,127 | RemainingDistriFromCorpusAmt |
| Total Corpus | $167,421 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $28,869 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $138,552 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,763 | ExcessFromYear4Amt |
| Excess From Year3 | $12,909 | ExcessFromYear3Amt |
| Excess From Year2 | $2,478 | ExcessFromYear2Amt |
| Excess From Year1 | $50,275 | ExcessFromYear1Amt |
| Excess From Current Year | $52,127 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| US EQUESTRIAN TEAM FOUNDATION INC | |||||||
| 1040 POTTERSVILLE ROAD | GLADSTONE | NJ | 07934 | N/A | PC | SUPPORT EQUESTRIANATHLETES AND FUTUREOF EQUESTRIAN | $2,500 |
| PEGASUS THERAPEUTIC RIDING | |||||||
| 310 PEACH LAKE ROAD | BREWSTER | NY | 10509 | N/A | PC | PROVIDE THERAPEUTICHORSEBACK RIDING TOINDIVIDUALS | $5,000 |
| JORDAN THOMAS FOUNDATION | |||||||
| 9005 OVERLOOK BLVD PMB 742 | BRENTWOOD | TN | 37027 | N/A | PC | PROVIDE PROSTHETICS TO CHILDREN WITHAMPUTATIONS | $12,000 |
| ALL SAINTS CATHOLIC ACADEMY | |||||||
| 10 ROSEMONT STREET | ALBANY | NY | 12203 | N/A | PC | EDUCATION | $7,000 |
| NANCY B CLEMENTE CANCER FUND | |||||||
| 310 S MANNING BLVD | ALBANY | NY | 12208 | N/A | PC | TO FIGHT CANCER | $5,000 |
| REMOTE AREA MEDICAL FOUNDATION | |||||||
| 2200 STOCK CREEK BLVD | ROCKFORD | TN | 37853 | N/A | PC | DELIVER BASIC MEDICAL AID TO PEOPLE | $2,000 |
| PEACEFUL ACRES | |||||||
| 3740 RYNEX CORNERS RD | PATTERSONVILLE | NY | 12137 | N/A | PC | PROVIDE A PLACE WHERE HORSES ARE PEOPLES GUIDES | $8,000 |
| MADDIE'S MARK FOUNDATION INC | |||||||
| PO BOX 203 | GUILDERLAND | NY | 12084 | N/A | PC | PROVIDES BEST DAYSEVER FOR CHILDRENSUFFERING FROM MAJORILLNESS | $5,000 |
| LIVING RESOURCES FOUNDATION | |||||||
| 300 WASHINGTON AVENUE EXTENSION | ALBANY | NY | 12203 | N/A | PC | PROMOTION OF THECARE, FACILITIES ANDEQUIPMENT FOR INDIVIDUALS WITHDISABILITIES | $2,000 |
| JACK JILL LAST STAGE CANCER FOUNDAT | |||||||
| PO BOX 20237 | ATLANTA | GA | 30325 | N/A | PC | PROVIDE IMPORTANT TIMEOUTS FROM CANCER TO CREATE POSITIVE, LASTING MEMORIES FOR FAMILIES | $16,000 |
| RONALD MCDONALD HOUSE | |||||||
| 139 S LAKE AVENUE | ALBANY | NY | 12208 | N/A | PC | TO CREATE, FIND ANDSUPPORT PROGRAMS THAT DIRECTLY IMPROVE THE HEALTH AND WELL BEING OFCHILDREN | $8,000 |
| BUTLER FAMILY FOUNDATION | |||||||
| 5 ROLLINS PLACE | BOSTON | MA | 02114 | N/A | PC | FOSTER SAFETY OPPORTUNITY AND GROWTH FOR INDIVIDUALS AND FAMiLIES | $6,000 |
| OKIZU CAMP | |||||||
| 16 DIGITAL DRIVE SUITE 130 | NOVATO | CA | 94949 | N/A | PC | PROVIDE PEER SUPPORT. MENTORING AND RECREATIONALPROGRAMS TO MEET THE NEEDS OF ALL FAMILIES | $10,000 |
| OKIZU PRESERVATION FUND | |||||||
| 7250 REDWOOD BLVD SUITE 200 | NOVATO | CA | 94945 | N/A | PC | PROVIDES FUNDING TO ENSURE THE FUTURE AND LONGEVITY OF CAMP OKIZU | $10,000 |
| RENSSELAER COUNTY SEARCH RESCUE INC | |||||||
| PO BOX 149 | EAST GREENBUSH | NY | 12061 | N/A | PC | ASSIST LAW ENFORCEMENT AGENCIESIN LOCATING AND RECOVERING LOST OR MISSING PERSONS | $3,000 |
| ATHELAS THERAPEUTIC RIDING INC | |||||||
| 1179 COUNTY HIGHWAY 5 | OTEGO | NY | 13825 | N/A | PC | PROVIDES OPPORTUNITIES FOR PEOPLE WITH VARYING ABILITY LEVELS TO CHALLENGE THEMSELVESPHYSICALLY AND EMOTIONALLY AND TO SET GOALS TO IMPROVE THEIR QUALITY OF LIFE THROUGH ACTIVITIES WITH HORSES | $2,000 |
| CANINE PARTNERS FOR LIFE | |||||||
| 334 FAGGS MANOR ROAD | COCHRANVILLE | PA | 19330 | N/A | PC | TO INCREASE THE INDEPENDENCE AND QUALITY OF LIFE OF INDIVIDUALS WITH PHYSICAL, DEVELOPMENTAL AND COGNITIVE DISABILITIES OR WHO ARE IN OTHER SITUATIONS OF NEED, BY PROVIDING AND SUSTAINING PROFESSIONALLY TRAINED SERVICE AND COMPANION DOGS | $4,000 |
| WREATHS ACROSS AMERICA | |||||||
| PO BOX 249 | COLUMBIA FALLS | ME | 04623 | N/A | PC | HELP HONOR AND REMEMBER OUR NATION'S FALLEN SERVICEMEN AND WOMEN | $6,000 |
| WOODLAND CEMETARY ASSOCIATION | |||||||
| PO BOX 183 | DELHI | NY | 13753 | N/A | PC | TAKING CARE OF CEMETARY | $2,000 |
| KAI FOUNDATION INC | |||||||
| 70 S VAL VISTA DRIVE SUITE A3-150 | GILBERT | AZ | 85296 | N/A | PC | SET UP CLINIC IN AFRICA | $2,000 |
| JOINT VETERANS COMMITTEE | |||||||
| 370 CENTRAL AVENUE | ALBANY | NY | 12206 | N/A | PC | TO HONOR AND HELPVETERANS | $2,000 |
| CATIE HOCH FOUNDATION | |||||||
| 67 CATHERINE STREET | SARATOGA SPRINGS | NY | 12866 | N/A | PC | IS DEDICATED TOHELPING CHILDRENWHILE THEY ARE INTREATMENT FOR CANCER | $5,500 |
| FISHER HOUSE FOUNDATION | |||||||
| 12300 TWINBROOK PKWY SUITE 410 | ROCKVILLE | MD | 20852 | N/A | PC | BUILDS COMFORT HOMES WHERE MILITARY AND VETERANS CAN STAY FREE OF CHARGE | $3,000 |
| DOG IS MY COPILOT | |||||||
| PO BOX 3399 | JACKSON | WY | 83001 | N/A | PC | AIR TRANSPORT OFANIMALS FROM OVERCROWDED SHELTERSWHERE THEY ARE AT RISK OF BEING EUTHANIZED TOORGANIZATIONS THATFIND EACH ANIMAL AHOME | $2,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | NON PROFIT CHRISTIANORGANIZATION PROVIDING EMERGENCYRELIEF AND DEVELOPMENT ASSISTENCE | $2,000 |
| APPF FIREFIGHTERS CHILDRENS FUND | |||||||
| 532 CENTRAL AVENUE | ALBANY | NY | 12206 | N/A | PC | FIREFIGHTER RELIEFFUND | $1,000 |
| AMERICAN LEGION AUXILIARY UNIT 267 | |||||||
| 10 WATERCLIFF LANE | ORMOND BEACH | FL | 32174 | N/A | PC | SUPPORT VETERANS | $2,100 |
| SARATOGA AUTOMOBILE MUSEUM | |||||||
| 110 AVENUE OF THE PINES | SARATOGA SPRINGS | NY | 12866 | N/A | PC | PRESERVE,INTERPERT AND EXHIBIT AUTOMOBILES AND AUTOMOBILE ARTIFACTS | $1,300 |
| THE LEUKEMIA LYMPHOMA SOCIETY | |||||||
| PP BOX 22470 | NEW YORK | NY | 10087 | N/A | PC | LARGEST NONPROFITFUNDER OF LEADING EDGE RESEARCH OF EVERY TYPE OF BLOOD CANCER, INCLUDING LYMPHOMA,MYELOMA ANDOTHER TYPE OF BLOODCANCERS | $1,000 |
| VICTORIA ACRES EQUINE FACILITY | |||||||
| 3771A WESTERN TPKE | ALTAMONT | NY | 12009 | N/A | PC | EQUINE INSPIREDWELLNESS AND HEALING THROUGH HORSES | $2,500 |
| SARATOGA BRIDGES | |||||||
| 16 SARATOGA BRIDGES BLVD | BALLSTON SPA | NY | 12020 | N/A | PC | FOR CHILDREN TO DEVELOP EDUCATIONAL OPPORTUNITIES,INCREASE PHYSICAL,VERBAL,COMMUNICATIONAND DAILY LIVING SKILLS ANDPROMOTE BETTER PERSONAL AND SOCIALOPPORTUNITIES | $2,000 |
| TURTLES FLY TOO | |||||||
| 4911 PARKWOOD STREET | BOISE | ID | 83704 | N/A | PC | EDUCATES ABOUT GENERAL AVIATIONSROLE IN RELOCATINGENDANGERED SEATURTLES | $2,500 |
| THE UNITED MINISTRY OF DELHI | |||||||
| 1 CHURCH STREET | DELHI | NY | 13753 | N/A | PC | SERVING CHILDREN ANDFAMILIES FOR 50 YEARS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,716 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,025 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $72,741 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,741 | 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 | ACCOUNTANT | CategoryTxt |
| Amt | $4,335 | Amt |
| Net Investment Income | $867 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,468 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 575 SH ABBVIE INC | $30,797 | $89,108 |
| 355 SH ADOBE INC | ||
| 305 SH ADOBE INC | $30,632 | $181,963 |
| 350 SH AIR PROD & CHEMICALS | $25,960 | $95,830 |
| 740 SH APHABET INC CL A | $10,674 | $103,371 |
| 740 SH ALHABET INC CL C | $10,610 | $104,288 |
| 2000 SH APPLE INC | ||
| 1850 SH APPLE INC | $13,494 | $356,181 |
| 1025 SH COGNIZANT TECH SOLU CLASS | $26,707 | $77,418 |
| 900 SH COMCAST CORP CL A | $19,652 | $39,465 |
| 445 SH DANAHER CORP | $27,212 | $102,946 |
| 525 SH DOLLAR GENERAL CORP | $29,475 | $71,374 |
| 275 SH DOLLAR TREE INC | $20,988 | $39,064 |
| 400 SH DYCOM INDUSTRIES INC | $13,663 | $46,036 |
| 1660 SH EDWARD LIFESCIENCES | $26,257 | $126,575 |
| 150 SH HOME DEPOT INC | $22,082 | $51,983 |
| 750 SH INTERCONTINENTAL EXCHANGED GROUP | $39,825 | $96,323 |
| 1400 SH IONIS PHARMACEUTICALS INC | $18,577 | $70,826 |
| 300 SH LINDE PLC | $49,037 | $123,213 |
| 300 SH MASTERCARD INC | $27,447 | $127,953 |
| 300 SH MCDONALDS CORPORATION | $29,615 | $88,953 |
| 600 SH PEPSICO INC | $40,405 | $101,904 |
| 450 SH PROCTER & GAMBLE COMPANY | $27,552 | $65,943 |
| 185 SH THERMO FISHER SCIENTIFIC INC | $25,256 | $98,197 |
| 148 SH VERALTO CORP | $3,584 | $12,174 |
| 800 SH VERIZON COMMUNICATIONS | $17,938 | $30,160 |
| 500 SH VISA INC | $23,386 | $130,175 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEE | $250 | $250 | |
| MANAGEMENT FEE | $28,100 | $28,100 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $4 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF | CategoryTxt |
| Amt | $6,638 | Amt |