KILKEA FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KILKEA FOUNDATION INC (EIN 20-0565669)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-02-21
- IRS object ID
- 202110529349100201
- Schema version
- 2020v4.0
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-21T17:09:33-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 843558667 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEWISE ACCT SERVICE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 GABRIEL PLACE | AddressLine1Txt |
| City | Glen Cove | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11542 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200565669 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KILKEA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KILK | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 N MOORE STREET STE 6A | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN G LACEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6462202507 | PhoneNum |
| Signature | 2021-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | LACEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID E WISE | PreparerPersonNm |
| PTIN | P01296704 | PTIN |
| Phone | 5162704403 | PhoneNum |
| Preparation | 2021-02-21 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,434,702 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,649 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,649 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,729 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,729 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,278 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $262,057 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,278 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,984 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $36,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,656 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,984 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $12,906 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $5 | InterestRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $13,161 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $78,661 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,005 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,656 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,984 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $67,309 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,067 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,067 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $1,000 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,000 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $1,108,128 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,131,082 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,420,635 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,175,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,145,149 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,434,702 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,175,437 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,145,149 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,175,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,145,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,175,437 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,145,149 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,175,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,005 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,133,432 | SubtotalAmt |
| Other Decreases | $97 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,133,335 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| VARIOUS LONG TERM GAINS | P | 2019-01-01 | 2020-12-31 | $7,278 | $7,278 | |
| VARIOUS LONG TERM LOSSES | P | 2019-01-01 | 2020-12-31 | -$19,424 | $19,424 | |
| VARIOUS SHORT TRM GAIN | P | 2019-01-01 | 2020-12-31 | $251 | $251 | |
| VARIUOS SHORT TERM LOSS | P | 2020-01-01 | 2020-12-31 | -$1,162 | $1,162 | |
| LONG TERM CAPITAL GAIN DISTRIBUTION | P | 2019-01-01 | 2020-12-31 | $27,254 | $27,254 | |
| SHORT TERM CAPITAL GAIN DISTRIBUTIO | P | 2020-01-01 | 2020-12-31 | $4,895 | $4,895 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,278 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,984 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $510 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $510 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $510 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,137 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,137 | TotalPaymentsAndCreditsAmt |
| Overpayment | $627 | OverpaymentAmt |
| Applied To ES Tax | $627 | 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 |
| Individual With Books | BRIAN G LACEY | IndividualWithBooksNm |
| Phone | 6462202507 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 N MOORE STREET | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN G LACEY | ||||||||
| 39 N MOORE STREET - APT 6A | New York | NY | 10013 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| R KEVIN LACEY CFO | ||||||||
| 39 N MOORE STREET - APT 6A | New York | NY | 10013 | CFO | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA7 | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,208,513 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,244 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,218,257 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,218,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,274 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,199,983 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,999 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,999 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $510 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $510 | TotalTaxAmt |
| Distributable Before Adj | $59,489 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $59,489 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $59,489 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,489 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $2,657 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,951 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,729 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,125 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,462 | TotalExcessDistributionCyovAmt |
| Excess Distri Cyov App CY Corpus | $15,462 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,462 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $44,027 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| RENSSELEAR POLYTECHNIC INSTITUTE | ||||||
| 110 8TH STREET | Troy | NY | 12180 | COLLEGE | TUITION | $1,000 |
| CHAPMAN UNIVERSITY | ||||||
| 1 UNIVERSITY DRIVE | Orange | CA | 92866 | COLLEGE | TUITION | $1,000 |
| ST BONAVENTURE UNIVERSITY | ||||||
| 1261 W STATE STREET | Saint Bonaventure | NY | 14778 | COLLEGE | TUITION | $500 |
| ST MICHAELS COLLEGE | ||||||
| ONE WINOOSKI PARK | Colchester | VT | 05439 | COLLEGE | TUITION | $49,000 |
| SUNY BINGHAMTON | ||||||
| 4400 VESTAL PARKWAY SOUTH | Binghamton | NY | 13902 | COLLEGE | TUITION | $1,000 |
| SUNY CORTLAND | ||||||
| 32 GRAHAM AVENUE | Cortland | NY | 13045 | COLLEGE | TUITION | $1,000 |
| UNIVERSITY OF VERMONT | ||||||
| 85 South Prospect Street | Burlington | VT | 05405 | COLLEGE | TUITION | $500 |
| WELLESLEY COLLEGE | ||||||
| 106 CENTRAL STREET | Wellesley Hills | MA | 02481 | COLLEGE | TUITION | $1,000 |
| YALE UNIVERSITY | ||||||
| PO BOX 208234 | New Haven | CT | 06520 | COLLEGE | TUITION | $500 |
| BERKLEE SCHOOL OF MUSIC | ||||||
| 1140 BOYLSTON STREET | Boston | MA | 02215 | COLLEGE | TUITION | $500 |
| CAYUGA COMMUNITY COLLEGE | ||||||
| 197 FRANKLIN STREET | Auburn | NY | 13021 | COLLEGE | TUITION | $500 |
| CORNELL UNIVERSITY | ||||||
| 600 FIRST STREET SW | Mount Vernon | IA | 52314 | COLLEGE | TUITION | $3,000 |
| LE MOYNE COLLEGE | ||||||
| 1419 SALT SPRING ROLL | Syracuse | NY | 13214 | COLLEGE | TUITION | $1,500 |
| BECKER COLLEGE | ||||||
| 61 SEVER STREET | Worcester | MA | 01609 | COLLEGE | TUITION | $1,000 |
| HOBART AND WILLIAM SMITH COLLEGE | ||||||
| 300 PULTENEY STREET | Geneva | NY | 14456 | COLLEGE | TUITION | $500 |
| HORRY GEORGETOWN TECHNICAL COLLEGE | ||||||
| 2050 US-501 | Conway | SC | 29526 | COLLGE | TUITION | $500 |
| ITHICA COLLEGE | ||||||
| 953 DANBY ROAD | Webster | NY | 14580 | COLLEGE | TUITION | $500 |
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||
| 1 LOMB MEMORIAL DRIVE | Rochester | NY | 14623 | COLLEGE | TUITION | $500 |
| ST JOHN FISHER COLLEGE | ||||||
| 3690 EASH AVENUE | Rochester | NY | 14618 | COLLEGE | TUITION | $500 |
| UNIVERSITY OF BUFFALO | ||||||
| 12 CAPEN HALL | Buffalo | NY | 14260 | COLLEGE | TUITION | $500 |
| UNIVERSITY OF ROCHESTER | ||||||
| 500 JOSEPH C WILSON BLVD | Rochester | NY | 14627 | COLLEGE | TUITION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $29,378 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $29,378 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,378 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY | CategoryOrItemTxt |
| Book Value | $1,131,082 | BookValueAmt |
| EOYFMV | $1,420,635 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE | Desc |
| Amt | $97 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS LAW FEE 2019 | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $500 | $0 | $0 | $0 |
| ADVISORY FEES | $12,406 | $0 | $0 | $0 |