KINGSLEY FOUNDATION 009009-009: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KINGSLEY FOUNDATION 009009-009 (EIN 06-6037966)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202341319349102429
- 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
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T13:00:26-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 E CARY ST SUITE 201 | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066037966 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KINGSLEY FOUNDATION 009009-009 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KING | BusinessNameControlTxt |
| Phone | 3026518571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NORTH MARKET STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198900001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILMINGTON TRUST | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 3026518571 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Stewart | PersonFirstNm |
| Person Last | Pollak | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 8043446000 | PhoneNum |
| Preparation | 2023-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $9,936,513 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $202,115 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $202,115 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $756 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $587,756 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $756 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $202,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $202,871 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,405 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,405 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $356 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $178 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $178 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,357 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,650 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,118 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,233 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $178 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $530,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $530,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $550,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,233 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $530,178 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$347,247 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,638 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $180,000 | CashEOYAmt |
| Cash EOYFMV | $180,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $310,225 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,778 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,778 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $567,746 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $2,059,073 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,059,073 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,747,529 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,857,832 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,143,588 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,948,206 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,794,876 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,443,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,936,513 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,794,876 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,443,439 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,794,876 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,443,439 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,794,876 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,443,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,794,876 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$347,247 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,498 | OtherIncreasesAmt |
| Subtotal | $5,450,127 | SubtotalAmt |
| Other Decreases | $6,688 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,443,439 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 205000. U.S. TREASURY NOTES 1.875% 9/30/22 | 2018-10-03 | 2022-09-30 | $205,000 | $205,000 | ||
| 180000. U.S. TREASURY NOTES 2.125% 12/31/22 | 2018-11-02 | 2022-12-31 | $180,000 | $180,000 | ||
| 202000. U.S. TREASURY NOTES 2.125% 6/30/22 | 2022-06-30 | $202,000 | $202,000 | |||
| CAPITAL GAIN DIVIDENDS | P | $756 | ||||
| CAPITAL GAIN DIVIDENDS | P | $756 | ||||
| CAPITAL GAIN DIVIDENDS | P | $756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $756 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,747 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,747 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,747 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,453 | OverpaymentAmt |
| Applied To ES Tax | $200 | AppliedToESTaxAmt |
| Refund | $7,253 | RefundAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILMINGTON TRUST CO-ALLISON PATNI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026518571 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NORTH MARKET STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198900900 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILMINGTON TRUST COMPANY | ||||||
| 1100 NORTH MARKET STREET | WILMINGTON | DE | 19890 | TRUSTEE | 10 | $2,405 |
| ROGER K SMITH | ||||||
| PO BOX 1926 | SPARTANBURG | SC | 29304 | ADVISOR | 10 | $0 |
| MARGARET J SMITH | ||||||
| PO BOX 1926 | SPARTANBURG | SC | 29304 | ADVISOR | 10 | $0 |
| CATHERINE S CUTHELL | ||||||
| PO BOX 1926 | SPARTANBURG | SC | 29304 | ADVISOR | 10 | $0 |
| ELIZABETH S REED | ||||||
| PO BOX 1926 | SPARTANBURG | SC | 29304 | ADVISOR | 10 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,473,561 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $388,061 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,861,622 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,861,622 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,924 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,698,698 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $534,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $534,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,747 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,747 | TotalTaxAmt |
| Distributable Before Adj | $532,188 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $532,188 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $532,188 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $530,178 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $530,178 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $532,188 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $520,369 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $530,178 | QualifyingDistributionsAmt |
| Applied To Year1 | $520,369 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,809 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $522,379 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ORA K SMITH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| RHINEBECK HISTORICAL SOCIETY | ||||||||
| PO BOX 291 | RHINEBECK | NY | 12572 | NONE | TAX EXEMPT | GENERAL PURPOSES | $1,000 | |
| NORTHERN DUTCHESS HOSPITAL | ||||||||
| 6511 SPRING BROOK AVE | RHINEBECK | NY | 12572 | NONE | TAX EXEMPT | GENERAL PURPOSES | $10,000 | |
| STARR LIBRARY | ||||||||
| 68 W MARKET ST | RHINEBECK | NY | 12572 | NONE | TAX EXEMPT | GENERAL PURPOSES | $5,000 | |
| A BETTER CHANCE INC | ||||||||
| 253 W 35TH STREET 6TH FLOOR | NEW YORK | NY | 10001 | NONE | TAX EXEMPT | GENERAL PURPOSES | $10,000 | |
| ADIRONDACK COUNCIL INC | ||||||||
| 103 HAND AVE STE 3 | ELIZABETHTOWN | NY | 12932 | NONE | TAX EXEMPT | GENERAL PURPOSES | $5,000 | |
| ADIRONDACK FOUNDATION | ||||||||
| PO BOX 288 | LAKE PLACID | NY | 12946 | NONE | TAX EXEMPT | GENERAL PURPOSES | $60,000 | THE GENEROUS ACTS FUND |
| UNIVERSITY OF CALIFORNIA | ||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 941450339 | NONE | TAX EXEMPT | GENERAL PURPOSES | $25,000 | SAN FRANCISCO FOUNDATION |
| LAKE PLACID PUBLIC LIBRARY | ||||||||
| 2471 MAIN ST | LAKE PLACID | NY | 12946 | NONE | TAX EXEMPT | GENERAL PURPOSES | $1,000 | |
| ADIRONDACK HISTORICAL ASSOCIATION | ||||||||
| PO BOX 99 | BLUE MOUNTAIN LAKE | NY | 12812 | NONE | TAX EXEMPT | GENERAL PURPOSES | $15,000 | |
| ADIRONDACK LAND TRUST | ||||||||
| PO BOX 130 | KEENE | NY | 12942 | NONE | TAX EXEMPT | GENERAL PURPOSES | $10,000 | |
| ADIRONDACK MEDICAL CENTER FDN | ||||||||
| PO BOX 120 | SARANAC LAKE | NY | 12983 | NONE | TAX EXEMPT | GENERAL PURPOSES | $13,500 | |
| AMERICAN CIVIL LIBERTIES UNION | ||||||||
| 125 BROAD STREET 18TH FL | NEW YORK | NY | 10004 | NONE | TAX EXEMPT | GENERAL PURPOSES | $17,000 | |
| BALLET THEATRE FOUNDATION INC | ||||||||
| 890 BROADWAY 3RD FL | NEW YORK | NY | 10003 | NONE | TAX EXEMPT | GENERAL PURPOSES | $7,000 | |
| BRING CHANGE TO MIND | ||||||||
| 155 SANSOME ST SUITE 530 | SAN FRANCISCO | CA | 94104 | NONE | TAX EXEMPT | GENERAL PURPOSES | $5,000 | |
| CENTRAL PARK CONSERVANACY INC | ||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | TAX EXEMPT | GENERAL PURPOSES | $35,000 | |
| COLUMBIA UNIVERSITY IN THE CITY | ||||||||
| 109 LOW MEMORIAL LIBRARY MC 44306 | NEW YORK | NY | 10025 | NONE | TAX EXEMPT | GENERAL PURPOSES | $5,000 | |
| FOOTE SCHOOL ASSOCIATION INC | ||||||||
| 50 LOOMIS PLACE | NEW HAVEN | CT | 06511 | NONE | TAX EXEMPT | GENERAL PURPOSES | $55,500 | |
| HOTCHKISS SCHOOL | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | NONE | TAX EXEMEPT | GENERAL PURPOSES | $38,000 | |
| JOYCE THEATRE FOUNDATION INC | ||||||||
| 175 EIGHTH AVENUE | NEW YORK | NY | 10011 | NONE | TAX EXEMPT | GENERAL PURPOSES | $12,000 | |
| LAKE PLACID ASS'N FOR MUSIC | ||||||||
| 17 ALGONQUIN DRIVE | LAKE PLACID | NY | 12946 | NONE | TAX EXEMPT | GENERAL PURPOSES | $5,000 | |
| LAKE PLACID FORUM FOR THE ARTS AND | ||||||||
| PO BOX 988 | LAKE PLACID | NY | 12946 | NONE | TAX EXEMPT | GENERAL PURPSES | $6,000 | HUMANITIES INC |
| LAKE PLACID NORTH ELBA HISTORICAL | ||||||||
| PO BOX 189 | LAKE PLACID | NY | 12946 | NONE | TAX EXEMPT | GENERAL PURPOSES | $15,000 | |
| METROPOLITAN OPERA ASSOCIATION INC | ||||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | TAX EXEMPT | GENERAL PURPOSES | $50,000 | |
| MUSEUM OF MODERN ART | ||||||||
| 11 WEST 53 ST | NEW YORK | NY | 10019 | NONE | TAX EXEMPT | GENERAL PURPOSES | $25,000 | |
| NATIONAL PUBLIC RADIO INC | ||||||||
| PO BOX 791490 | BALTIMORE | MD | 212791490 | NONE | TAX EXEMPT | GENERAL PURPOSES | $17,000 | |
| NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | TAX EXEMPT | GENERAL PURPOSES | $7,000 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | TAX EXEMPT | GENERAL PURPOSES | $10,000 | |
| PAUL SMITHS COLLEGE OF ARTS AND SCIENCE | ||||||||
| PO BOX 265 | PAUL SMITHS | NY | 12970 | NONE | TAX EXEMPT | GENERAL PURPOSES | $10,000 | VISITORS INTERPRETIVE CENTER FUND |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | NONE | TAX EXEMPT | GENERAL PURPOSES | $8,000 | |
| SAN FRANCISCO BALLET ASSOCIATION | ||||||||
| 455 FRANKLIN ST | SAN FRANCISCO | CA | 941024509 | NONE | TAX EXEMPT | GENERAL PURPOSES | $20,000 | |
| SAN FRANCISCO OPERA ASSOCIATION | ||||||||
| 301 VAN NESS AVENUE | SAN FRANCISCO | CA | 941024509 | NONE | TAX EXEMPT | GENERAL PURPOSES | $7,000 | |
| ADIRONDACK ARCHITECTURAL HERITAGE | ||||||||
| 1745 MAIN ST | KEESEVILLE | NY | 12944 | NONE | TAX EXEMPT | GENERAL PURPOSES | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $530,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202,115 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $756 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $202,871 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $202,871 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | AUDIT & ACCOUNTING FEES (ALLOC | CategoryTxt |
| Amt | $356 | Amt |
| Net Investment Income | $178 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $178 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 921937702 VANGUARD S/T BOND IN | BondNm |
| EOY Book Value | $3,143,588 | EOYBookValueAmt |
| EOYFMV | $2,948,206 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 922042775 VANGUARD FTSE ALL-WO | $761,647 | $949,802 |
| 922908801 VANGUARD TOTAL STOCK | $1,297,426 | $5,797,727 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 TRANSACTIONS POSTED IN 2023 | Desc |
| Amt | $6,688 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2021 TRANSACTIONS POSTED IN 2022 | Desc |
| Amt | $2,498 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $9,450 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $5,257 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,020 | $2,020 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $630 | $630 | $0 |