KASSANDRA FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KASSANDRA FOUNDATION (EIN 27-3000759)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-08
- IRS object ID
- 202122819349100022
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-08T15:05:20-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463147091 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOMETOWN BOOKKEEPING AND TAX PREP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 SOUTHSIDE DR STE 7 | AddressLine1Txt |
| City | OWEGO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13827 | 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 | 273000759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KASSANDRA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KASS | BusinessNameControlTxt |
| Phone | 2127291878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 KING POINT CIRCLE S | AddressLine1Txt |
| City | OWEGO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13827 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR GEORGE M MALTEZOS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127291878 | PhoneNum |
| Signature | 2021-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | MALTEZOS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY L DUNHAM | PreparerPersonNm |
| PTIN | P00716956 | PTIN |
| Phone | 6072234021 | PhoneNum |
| Preparation | 2021-10-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $75,369 | 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 | $658 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $658 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,537 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,537 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,537 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,195 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,195 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,339 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,339 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,339 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,339 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,339 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $856 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,390 | CashBOYAmt |
| Cash EOY | $1,608 | CashEOYAmt |
| Cash EOYFMV | $1,608 | CashEOYFMVAmt |
| Corporate Stock BOY | $50,819 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,514 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $73,761 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $53,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,122 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $75,369 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $210 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $267 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $210 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $267 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $52,999 | RetainedEarningBOYAmt |
| Retained Earning EOY | $53,855 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,999 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $53,855 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,122 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,999 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $856 | ExcessRevenueOverExpensesAmt |
| Subtotal | $53,855 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $53,855 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,537 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12 | SubtotalAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $12 | TaxDueAmt |
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 | CA | 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 |
| Individual With Books | DR GEORGE M MALTEZOS | IndividualWithBooksNm |
| Phone | 2127291878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 KING POINT CIRCLE S | AddressLine1Txt |
| City | OWEGO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13827 | 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 |
|---|---|---|---|---|---|---|---|---|
| DR GEORGE M MALTEZOS | ||||||||
| 9 KING POINT CIRCLE S | OWEGO | NY | 13827 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| SUZY K LEE | ||||||||
| 9 KING POINT CIRCLE S | OWEGO | NY | 13827 | VICE PRESIDE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $73,761 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,608 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $75,369 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $75,369 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,131 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $74,238 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,712 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,712 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12 | TotalTaxAmt |
| Distributable Before Adj | $3,700 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,700 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,700 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,700 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $760 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $760 | TotalExcessDistributionCyovAmt |
| Excess Distri Cyov App CY Corpus | $760 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $760 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $2,940 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $658 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,537 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $658 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,537 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,195 | 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 Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AMERITRADE | StockNm |
| EOY Book Value | $52,514 | EOYBookValueAmt |
| EOYFMV | $73,761 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BINGHAMTON UNIVERSITY FOUNDAT | $800 | $800 |
| ADVISORY FEES | $539 | $539 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVANCE FROM AFFILIATE | Desc |
| BOY Book Value | $210 | BOYBookValueAmt |
| EOY Book Value | $267 | EOYBookValueAmt |