C SMITH FOR HARTWICK COLLEGE: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- C SMITH FOR HARTWICK COLLEGE (EIN 14-6105263)
- Tax period
- 2019-08-01 to 2020-07-31
- Filed
- 2020-09-01
- IRS object ID
- 202042459349100304
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-01T09:00:43-05:00 | ReturnTs |
| Tax Period End | 2020-07-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 146105263 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEE UW CHARLES SMITH FOR HARTWICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMIT | BusinessNameControlTxt |
| Phone | 8662388650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | KEYBANK4900 TIEDEMANOH-01-49-0150 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441442302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BYP S CHMURA | PersonNm |
| Person Title | SVP | PersonTitleTxt |
| Phone | 8662388650 | PhoneNum |
| Signature | 2020-08-31 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.129.206.110 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AF8EA33774E09E2DAE12CE26C3F26E8CF5DED5DA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7D13E1EE1ABCC354A96E98692E3CF80D555CFAAC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $1,637,678 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $38,047 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,047 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,252 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,007,537 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,252 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $154,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $154,299 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,574 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,930 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,643 | CompOfcrDirTrstDsbrsChrtblAmt |
| 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 | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| 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 |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,074 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,930 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,143 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,874 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,930 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,943 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $140,369 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,372,671 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,407,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,637,678 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,372,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,407,096 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,637,678 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,372,671 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,407,096 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,372,671 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,407,096 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,372,671 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,407,096 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,372,671 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,425 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,407,096 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,407,096 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 154.582 JOHCM INTERNATIONAL SELECT FUND $0.307 | 2018-11-02 | 2020-07-27 | $4,200 | $3,390 | $810 | $810 | |
| 76. APPLE INC | 2019-08-19 | $16,107 | $1,671 | $14,436 | $14,436 | ||
| 70. APPLE INC | 2020-07-27 | $26,302 | $3,994 | $22,308 | $22,308 | ||
| 318.697 BAIRD INTERMEDIATE BOND FUND $0.277 | 2019-08-20 | 2020-07-27 | $3,767 | $3,620 | $147 | $147 | |
| 1038.431 BLACKROCK FLOATING RATE INCOME PORTF $0.493 | 2014-01-02 | 2019-08-19 | $10,322 | $10,924 | -$602 | -$602 | |
| 93. COCA COLA CO COM | 2011-02-17 | 2019-08-19 | $5,077 | $2,970 | $2,107 | $2,107 | |
| 95. COCA COLA CO COM | 2020-07-27 | $4,600 | $3,177 | $1,423 | $1,423 | ||
| 1845.018 CULLEN HIGH DIVIDEND EQUITY FUND OPEN-END FUND CL I | 2014-12-18 | 2019-08-19 | $30,332 | $33,358 | -$3,026 | -$3,026 | |
| 3788.79 CULLEN HIGH DIVIDEND EQUITY FUND OPEN-END FUND CL I | 2020-07-27 | $55,165 | $68,368 | -$13,203 | -$13,203 | ||
| 54. DISNEY WALT CO COM | 2019-08-19 | $7,395 | $1,811 | $5,584 | $5,584 | ||
| 50. DISNEY WALT CO COM | 2020-07-27 | $5,821 | $1,806 | $4,015 | $4,015 | ||
| 84.206 GOLDMAN SACHS INTL EQUITY INSIGHTS FUND $0.217 | 2017-07-19 | 2019-08-19 | $1,004 | $1,076 | -$72 | -$72 | |
| 292. ISHARES IBOXX $INVESTMENT BD FD CLOSED-END FUND | 2019-08-19 | $37,216 | $34,141 | $3,075 | $3,075 | ||
| 500. ISHARES BARCLAYS 1-3 YR TREAS FD $1.79300 | 2019-08-19 | $42,484 | $42,373 | $111 | $111 | ||
| 38. ISHARES CORE S&P MID-CAP ETF $3.21900 | 2013-06-18 | 2019-08-19 | $7,205 | $4,521 | $2,684 | $2,684 | |
| 34. ISHARES S&P SMALLCAP 600 INDEX CLOSED-END FUND | 2012-09-18 | 2019-08-19 | $2,609 | $1,353 | $1,256 | $1,256 | |
| 2343. ISHARES BARCLAYS MBS BOND FUND CLOSED-END FUND | 2019-08-19 | $253,284 | $246,704 | $6,580 | $6,580 | ||
| 1000. ISHARES SHORT-TERM CORP BOND $1.76500 | 2019-08-19 | $53,599 | $52,620 | $979 | $979 | ||
| 829. ISHARES BARCLAYS 3-7 YR TREAS BD CLOSED-END FUND | 2013-07-26 | 2019-08-19 | $105,524 | $100,395 | $5,129 | $5,129 | |
| 885. ISHARES S&P US PREFERRED STOCK CLOSED-END FUND | 2019-08-19 | $32,998 | $34,484 | -$1,486 | -$1,486 | ||
| 430. ISHARES EDGE MSCI MIN VOL USA ETF $1.23200 | 2019-08-19 | 2020-07-27 | $27,072 | $27,365 | -$293 | -$293 | |
| 135. ISHARES CORE MSCI EAFE ETF $2.07700 | 2017-07-19 | 2019-08-19 | $7,921 | $8,398 | -$477 | -$477 | |
| 690. ISHARES CORE MSCI EAFE ETF $2.07700 | 2020-07-27 | $41,468 | $42,671 | -$1,203 | -$1,203 | ||
| 2430. ISHARES CORE TOTAL USD BOND MKT ETF | 2018-07-05 | 2019-08-19 | $127,335 | $120,014 | $7,321 | $7,321 | |
| 71. J.P. MORGAN CHASE & CO | 2019-08-19 | $7,728 | $1,980 | $5,748 | $5,748 | ||
| 75. J.P. MORGAN CHASE & CO | 2020-07-27 | $7,269 | $2,902 | $4,367 | $4,367 | ||
| 42. JOHNSON & JOHNSON COM | 2011-12-01 | 2019-08-19 | $5,549 | $2,712 | $2,837 | $2,837 | |
| 45. JOHNSON & JOHNSON COM | 2020-07-27 | $6,659 | $2,973 | $3,686 | $3,686 | ||
| 111. MICROSOFT CORP | 2012-01-13 | 2019-08-19 | $15,355 | $3,131 | $12,224 | $12,224 | |
| 115. MICROSOFT CORP | 2020-07-27 | $23,204 | $4,223 | $18,981 | $18,981 | ||
| 893.574 NEUBERGER BERMAN EMERG MKTS EQTY OPEN-END FUND INSTL CL | 2013-05-16 | 2019-08-19 | $16,620 | $15,307 | $1,313 | $1,313 | |
| 52. PROCTER & GAMBLE CO COM | 2019-08-19 | $6,254 | $3,296 | $2,958 | $2,958 | ||
| 55. PROCTER & GAMBLE CO COM | 2020-07-27 | $6,953 | $3,557 | $3,396 | $3,396 | ||
| CAPITAL GAIN DIVIDENDS | $3,139 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,252 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,924 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,574,176 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043784 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,084 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,605,164 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043662 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $80,839 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,542,655 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052403 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $69,643 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,510,281 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046113 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $70,127 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,600,444 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043817 | DistributionYr5Rt |
| Total Distribution | 0.229779 | TotalDistributionRt |
| Average Distribution | 0.045956 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,585,563 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $72,866 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,404 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $74,270 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $105,943 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,404 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,404 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,404 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $621 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $621 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $783 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBANK N A | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134536 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0150 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441442302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 SOUTH PEARL ST 4TH FLOOR | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $18,574 | CompensationAmt |
| 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 | $1,609,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,609,709 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,609,709 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,146 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,585,563 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,278 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,278 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,404 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,404 | TotalTaxAmt |
| Distributable Before Adj | $77,874 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,874 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,874 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,943 | 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 | $105,943 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,404 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $104,539 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,874 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,968 | 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 | $105,943 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,968 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,874 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,101 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,101 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,101 | 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 | $9,101 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARTWICK COLLEGE | BusinessNameLine1Txt |
| Business Name Line2 | ATTN KAREN ZUILL CONTROLLER | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HARTWICK DR | AddressLine1Txt |
| City | ONEONTA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 138204000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | SCHOOL | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UNRESTRICTED | GrantOrContributionPurposeTxt |
| Amt | $99,800 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,800 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,047 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $116,252 | 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 | $154,299 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,299 | 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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |