KILKEA FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KILKEA FOUNDATION INC (EIN 20-0565669)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-19
- IRS object ID
- 202010799349100416
- Schema version
- 2019v5.0
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-19T16:03:46-04:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 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 | 2020-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID E WISE | PreparerPersonNm |
| PTIN | P01296704 | PTIN |
| Phone | 5162704403 | PhoneNum |
| Preparation | 2020-03-19 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,376,954 | 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 | $7,249 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,249 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,877 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $105,617 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $120,936 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $105,617 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $90 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $90 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $129,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,833 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $17,219 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $121 | InterestRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $17,590 | 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 | $65,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,723 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $129,833 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,676 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,309 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,309 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,124,038 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,108,128 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,309,645 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,128,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,175,437 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,376,954 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,128,714 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,175,437 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,128,714 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,175,437 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,128,714 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,175,437 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,128,714 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,723 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,175,437 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,175,437 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| LONG TERM CAPITAL GAINS | P | $83,146 | $83,146 | $83,146 | |
| LONG CAPITAL GAIN DISTRIBUTONS | P | $30,897 | $30,897 | $30,897 | |
| LONG TERM CAPITAL LOSSES | P | -$2,284 | -$2,284 | $2,284 | |
| SHORT TERM CAPITAL GAINS | P | $2,488 | $2,488 | $2,488 | |
| SHORT TERM CAPITAL GAIN DISTRIBUTIO | P | $4,405 | $4,405 | $4,405 | |
| SHORT TERM CAPITAL LOSSES | P | -$13,035 | -$13,035 | $13,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,617 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,142 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $65,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,292,343 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050296 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,261,392 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053116 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $67,396 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,031,832 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065317 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $63,082 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,064,026 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059286 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $67,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,302,441 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051826 | DistributionYr5Rt |
| Total Distribution | 0.279841 | TotalDistributionRt |
| Average Distribution | 0.055968 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,299,447 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $72,727 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,298 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $74,025 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,597 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,597 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,597 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,734 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,734 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,137 | OverpaymentAmt |
| Applied To ES Tax | $1,137 | 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 |
| 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 |
| 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 | ||||||||
| 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 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,309,222 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,014 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,319,236 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,319,236 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,789 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,299,447 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,597 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,597 | TotalTaxAmt |
| Distributable Before Adj | $62,375 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $62,375 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $62,375 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $65,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $65,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,375 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $2,657 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,951 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,729 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,337 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $62,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,125 | RemainingDistriFromCorpusAmt |
| Total Corpus | $15,462 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $15,462 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,657 | ExcessFromYear3Amt |
| Excess From Year2 | $6,951 | ExcessFromYear2Amt |
| Excess From Year1 | $2,729 | ExcessFromYear1Amt |
| Excess From Current Year | $3,125 | 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 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 | $1,500 |
| CHAPMAN UNIVERSITY | ||||||
| 1 INIVERSITY DRIVE | Orange | CA | 92866 | COLLEGE | TUITION | $500 |
| 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 | $49,500 |
| SUNY BINGHAMTON | ||||||
| 4400 VESTAL PARKWAY SOUTH | Binghamton | NY | 13902 | COLLEGE | TUITION | $1,000 |
| ST JOHN FISHER COLLEGE | ||||||
| 3690 East Avenue | Rochester | NY | 14618 | COLLEGE | TUITION | $500 |
| SUNY CORTLAND | ||||||
| 21 GRAHAM AVENUE | Cortland | NY | 13045 | COLLEGE | TUITION | $500 |
| SUNY ESF | ||||||
| 1 FORESTRY DRIVE | Syracuse | NY | 13210 | COLLEGE | TUITION | $500 |
| SUNY FREDONIA | ||||||
| 280 CENTRAL AVENUE | Fredonia | NY | 14063 | COLLEGE | TUITION | $500 |
| UNIVERSITY OF VERMONT | ||||||
| 85 South Prospect Street | Burlington | VT | 05405 | COLLEGE | TUITION | $500 |
| WELLESLEY COLLEGE | ||||||
| 106 CENTRAL STREET | Wellesley Hills | MA | 02481 | COLLEGE | TUITION | $1,500 |
| WILLIAM SMITH COLLEGE | ||||||
| 300 FULTENEY STREET | Geneva | NY | 14456 | COLLEGE | TUITION | $500 |
| YALE | ||||||
| PO BOX 208234 | New Haven | CT | 06520 | COLLEGE | TUITION | $1,000 |
| BERKLEE SCHOOL OF MUSIC | ||||||
| 1140 BOYLSTON STREET | Boston | MA | 02215 | COLLEGE | TUITION | $1,000 |
| CAYUGA COMMUNITY COLLEGE | ||||||
| 197 FRANKLIN STREET | Auburn | NY | 13021 | COLLEGE | TUITION | $500 |
| CORNELL UNIVERSITY | ||||||
| 600 FIRST STREET SW | Mount Vernon | IA | 52314 | COLLEGE | TUITION | $1,500 |
| LE MOYNE COLLEGE | ||||||
| 1419 SALT SPRING ROLL | Syracuse | NY | 13214 | COLLEGE | TUITION | $4,000 |
| 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
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAINS | Desc |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $67,309 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $105,617 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $172,926 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $172,926 | 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 | $1,108,128 | BookValueAmt |
| EOYFMV | $1,309,645 | EOYFMVAmt |
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 Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $90 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $90 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEES | $9,231 | $0 | $0 | $0 |
| ACCOUNTING FEES | $4,750 | $0 | $0 | $0 |
| PLATFORM FEES | $3,238 | $0 | $0 | $0 |