MALESARDI FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MALESARDI FAMILY FOUNDATION (EIN 22-3739617)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-29
- IRS object ID
- 202402119349100665
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-29T11:40:31-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221624206 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALESARDI QUACKENBUSH SWIFT & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 NORTH DEAN STREET - SUITE 5 | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07631 | 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 | 223739617 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALESARDI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DORIS FISCHER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MALE | BusinessNameControlTxt |
| Phone | 5615881853 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 EDGEWOOD CIRCLE | AddressLine1Txt |
| City | MENANDS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT MALESARDI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5615881853 | PhoneNum |
| Signature | 2024-07-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY CASSIDY | PreparerPersonNm |
| PTIN | P00536416 | PTIN |
| Phone | 2015674100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,855,840 | 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 | $71,625 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,625 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $71,625 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,625 | 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 |
| Taxes Rev And Expnss | $1,040 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,040 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $206,973 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $206,973 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $208,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $206,973 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$136,388 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,625 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $279,602 | CashBOYAmt |
| Cash EOY | $144,254 | CashEOYAmt |
| Cash EOYFMV | $144,254 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $3,414 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,374 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,374 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $2,053,377 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,053,377 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,709,212 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,336,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,200,005 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,855,840 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,336,393 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,200,005 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,336,393 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,200,005 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,336,393 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,200,005 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,336,393 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$136,388 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,200,005 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,200,005 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $996 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $996 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $996 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,374 | 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 | $2,374 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,378 | OverpaymentAmt |
| Applied To ES Tax | $1,378 | 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 | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 5615881853 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 EDGEWOOD CIRCLE | AddressLine1Txt |
| City | MENANDS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12204 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DORIS FISHER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2774 SOUTH OCEAN BLVD | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,764,105 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $288,257 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,052,362 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,052,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,785 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,021,577 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,079 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,079 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $996 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $996 | TotalTaxAmt |
| Distributable Before Adj | $100,083 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,083 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,083 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $206,973 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $206,973 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,083 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $70,445 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,828 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $137,273 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $206,973 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100,083 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $106,890 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $244,163 | 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 | $244,163 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $70,445 | ExcessFromYear2Amt |
| Excess From Year1 | $66,828 | ExcessFromYear1Amt |
| Excess From Current Year | $106,890 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DORIS FISHER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST PETER'S HOSPITAL FOUNDATION | |||||||
| 310 S MANNING BOULEVARD | ALBANY | NY | 12208 | N/A | PC | DONATION | $21,000 |
| FENIMORE ART MUSEUM | |||||||
| 5798 NEW YORK 80 | COOPERSTOWN | NY | 13326 | N/A | PC | DONATION | $25,000 |
| WMHT ALBANY | |||||||
| 4 GLOBAL VIEW | TROY | NY | 12180 | N/A | PC | DONATION | $22,723 |
| SARATOGA PERFORMING ARTS CENTER | |||||||
| 108 AVENUE OF PINES | SARATOGA SPRINGS | NY | 12866 | N/A | PC | DONATION | $14,000 |
| HERITAGE CLASSIC FOUNDATION | |||||||
| 71 LIGHTHOUSE ROAD STE 4200 | HILTON HEAD ISLAND | SC | 29928 | N/A | PC | DONATION | $7,000 |
| ELMIRA COLLEGE | |||||||
| 1 PARK PLACE | ELMIRA | NY | 14901 | N/A | PC | DONATION | $10,000 |
| THE CLARK ART INSTITUTE | |||||||
| 701 MOORE AVENUE | WILLIAMSTOWN | MA | 01267 | N/A | PC | DONATION | $25,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET STREET | LEWISBURG | PA | 17837 | N/A | PC | DONATION | $25,000 |
| ST LUKE'S CHURCH | |||||||
| 50 POPE AVENUE | HILTON HEAD ISLAND | SC | 29928 | N/A | PC | DONATION | $5,000 |
| ST PETER'S CHURCH | |||||||
| 107 STATE ST | ALBANY | NY | 12207 | N/A | PC | DONATION | $11,000 |
| CHRIST CHURCH - EASTON | |||||||
| 111 SOUTH HARRISON STREET | EASTON | MD | 21601 | N/A | PC | DONATION | $5,000 |
| THE ALBANY ACADEMIES | |||||||
| 135 ALBANY RD | ALBANY | NY | 12208 | N/A | PC | DONATION | $5,000 |
| TALBOT HOSPICE FOUNDATION | |||||||
| 586 CYNWOOD DRIVE | EASTON | MD | 21601 | N/A | PC | DONATION | $5,000 |
| ALBANY RURAL CEMETERY | |||||||
| CEMETERY AVENUE | MENANDS | NY | 12204 | N/A | PC | DONATION | $10,000 |
| ALBANY INSTITUTE OF HISTORY AND ART | |||||||
| 125 WASHINGTON AVE | ALBANY | NY | 12210 | N/A | PC | DONATION | $1,000 |
| DESTROYER ESCORT HISTORICAL MUSEUM | |||||||
| PO BOX 1926 | ALBANY | NY | 12201 | N/A | PC | DONATION | $5,000 |
| WOMEN IN PHILANTROPHY COMMUNITY FOUNDATION OF THE LOW COUNTRY | |||||||
| PO BOX 29926 | HILTON HEAD ISLAND | SC | 29925 | N/A | PC | DONATION | $1,000 |
| THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION | |||||||
| 2 TOWER PLACE | ALBANY | NY | 12203 | N/A | PC | DONATION | $1,000 |
| ST PETER'S HEALTH PARTNERS - ALS REGIONAL CENTER | |||||||
| 19 WAREHOUSE ROW | ALBANY | NY | 12205 | N/A | PC | DONATION | $2,500 |
| THE GLIMMERGLASS FESTIVAL | |||||||
| 7300 NY-80 | COOPERSTOWN | NY | 13326 | N/A | PC | DONATION | $2,500 |
| UNIVERSITY AT ALBANY FDN WRITER'S INSTITUTE | |||||||
| 1400 WASHINGTON AVE UAB 226 | ALBANY | NY | 12222 | N/A | PC | DONATION | $1,000 |
| FORT ORANGE GARDEN CLUB | |||||||
| PO BOX 654 | LATHAM | NY | 12110 | N/A | PC | DONATION | $1,000 |
| NORTON MUSEUM OF ART | |||||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | N/A | PC | DONATION | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $206,973 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,625 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,625 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,625 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FLORIDA ATTORNEY GENERAL FILING REQUIREMENTS DO NOT REQUIRE FURNISHMENT OF FORM 990-PF. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PUBLICLY TRADED SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,053,377 | BookValueAmt |
| EOYFMV | $1,709,212 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,040 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |