THE MELANIE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE MELANIE FOUNDATION INC (EIN 41-2192968)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-14
- IRS object ID
- 202141659349100519
- Schema version
- 2020v4.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-14T09:30:35-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frederick W Barthelmas Jr CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 Revolutionary Drive | AddressLine1Txt |
| City | Ballston Spa | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12020 | 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 | 412192968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MELANIE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELA | BusinessNameControlTxt |
| Phone | 5185842984 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 MARION PLACE | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE O'DONNELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5185842984 | PhoneNum |
| Signature | 2021-05-17 | 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 | ODONNELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Frederick W Barthelmas Jr CPA | PreparerPersonNm |
| PTIN | P00118423 | PTIN |
| Phone | 5185872917 | PhoneNum |
| Preparation | 2021-06-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $642,803 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,720 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,619 | DividendsRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $29,466 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $73,267 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,945 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $43,801 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $83,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,411 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,801 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $78 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $78 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Printing And Pub Rev And Expnss | $85 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $85 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,710 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $22,710 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,873 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $78 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,795 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,873 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $78 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,795 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,739 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,411 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,723 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,720 | CashBOYAmt |
| Cash EOY | $2,104 | CashEOYAmt |
| Cash EOYFMV | $2,104 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,805 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,130 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,130 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $559,616 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $623,569 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $623,569 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $579,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $642,803 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $642,803 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $579,141 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $642,803 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $579,141 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $642,803 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $579,141 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $642,803 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $579,141 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,739 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,923 | OtherIncreasesAmt |
| Subtotal | $642,803 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $642,803 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIDELITY FOUR IN ONE INDEX | P | 2013-01-16 | 2020-06-10 | $87,000 | $0 | $59,250 | $27,750 | $0 | $0 | $0 | $27,750 |
| FIDELITY FOUR IN ONE INDEX | P | 2013-01-16 | 2020-08-11 | $5,000 | $0 | $3,284 | $1,716 | $0 | $0 | $0 | $1,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,466 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $506 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $506 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $506 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $506 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | THEMELANIEFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | VICKI MEROLA | IndividualWithBooksNm |
| Phone | 5185873741 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 LEFFERTS ST | AddressLine1Txt |
| City | SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE O'DONNELL | ||||||||
| 55 BIRCH ST | SARATOGA SPRINGS | NY | 12866 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| VICKI MEROLA | ||||||||
| 33 LEFFERTS ST | SARATOGA SPRINGS | NY | 12866 | TREASURER | 1.00 | $0 | $0 | $0 |
| MICHELLE MEROLA | ||||||||
| 25 PALMER HEIGHTS | SARATOGA SPRINGS | NY | 12866 | SECRETARY | 1.00 | $0 | $0 | $0 |
| COLLEEN SANITA | ||||||||
| 5 EMERALD LANE | SARATOGA SPRINGS | NY | 12866 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KARA WATERS | ||||||||
| 34 WEDGEWOOD DR | SARATOGA SPRINGS | NY | 12866 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARIA MAURER | ||||||||
| 14 WIGHT PLACE | PEMAFLY | NJ | 07670 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JENNIFER SARVER | ||||||||
| 23 TROTTINGHAM DR | SARATOGA SPRINGS | NY | 12866 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| COURTNEY HUFF | ||||||||
| 15728 EAST OAKLAND AVE | OAKLAND | FL | 34787 | DIRECTOR | 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE SARATOGA PALIO RUN | Description1Txt |
| Expenses1 | $21,937 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $549,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $569,093 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $569,093 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,536 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $560,557 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,028 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,028 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $506 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $506 | TotalTaxAmt |
| Distributable Before Adj | $27,522 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,522 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,522 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,795 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,795 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,795 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,522 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $88,063 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $98,288 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,150 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $64,687 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $88,079 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $393,267 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,795 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $50,795 | RemainingDistriFromCorpusAmt |
| Total Corpus | $444,062 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $27,522 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $88,063 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $355,999 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $98,288 | ExcessFromYear4Amt |
| Excess From Year3 | $54,150 | ExcessFromYear3Amt |
| Excess From Year2 | $64,687 | ExcessFromYear2Amt |
| Excess From Year1 | $88,079 | ExcessFromYear1Amt |
| Excess From Current Year | $50,795 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MELANIE MEROLA O'DONNELL SCHOLARSHI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 WEDGEWOOD DRIVE | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5185872119 | RecipientPhoneNum |
| Form And Info And Materials | RESUME, COVER LETTER, OFFICIAL UNDERGRADUATE TRANSCRIPTS, THREE LETTERS OF REFERENCE, ESSAY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 6, 2016 | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR GRADUATE STUDY IN AN ACCREDITED MENTAL HEALTH PROGRAM. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEREMY SHAIN | |||||||
| 101 MYRTLE ST | CARROLTON | GA | 30117 | NONE | INDIVIDUAL | SCHOLARSHIP | $3,500 |
| KOREDE GRIFFITH | |||||||
| 592 ROGERS AVE APT 4a | BROOKLYN | NY | 11225 | NONE | INDIVIDUAL | SCHOLARSHIP | $3,500 |
| CATHERINE CORBETTO | |||||||
| 1210 WIGHTMAN ST | PTIISBURGH | PA | 15217 | NONE | INDIVUAL | SCHOLARSHIP | $2,500 |
| BRITTANY KING | |||||||
| 48 WILLET ST APT 1 | ALBANY | NY | 12210 | NONE | INDIVIDUAL | SCHOLARSHIP | $2,500 |
| LAUREN SCHAEFER | |||||||
| 425 WALDEN GLEN LANE | EVANS | GA | 30809 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| WELLSPRING (WELLSPRINGCARESORG) | |||||||
| 480 BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONPROFITCORP | DONATION | $10,000 | |
| SNACPACK SNACPACKPROGRAMORG | |||||||
| PO BOX 2452 | WILTON | NY | 12831 | NONE | NONPROFITCORP | DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,619 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,918 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,625 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,918 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,543 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 9 | LineNumberTxt |
| Relationship Statement | RAISED FUNDS FOR THE SCHOLARSHIP FUND AND GRANTS | RelationshipStatementTxt |
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 | FIDELITY FOUR IN ONE INDEX | CategoryOrItemTxt |
| Book Value | $623,569 | BookValueAmt |
| EOYFMV | $623,569 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ANNUAL RUN EXPENSES | $21,937 | $21,937 |
| INSURANCE | $395 | $395 |
| REGISTRATION | $125 | $125 |
| POSTAGE | $168 | $168 |
| SUPPLIES | $85 | $85 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ANNUAL RUN | $36,856 | $36,856 | |
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | $6,808 | $6,808 | $6,808 |
| SHORT TERM CAPITAL GAIN DISTRIBUTIONS | $137 | $137 | $137 |
| LONG TERM CAPITAL GAIN | $29,466 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CAPITAL GAINS | Desc |
| Amt | $30,923 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |
| Amt | $78 | Amt |
| Adjusted Net Income | $78 | AdjustedNetIncomeAmt |