NEIL & AMY MCGOLDRICK CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NEIL & AMY MCGOLDRICK CHARITABLE FOUNDATION (EIN 26-2561303)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-07
- IRS object ID
- 201901279349101405
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-07T09:25:50-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMARCO & NESI CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 FRANKLIN AVENUE STE 400 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115302900 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262561303 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NEIL & AMY MCGOLDRICK CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % AMY MCGOLDRICK | InCareOfNm |
| Business Name Control | NEIL | BusinessNameControlTxt |
| Phone | 5162482429 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86 SECOND STREET | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY MCGOLDRICK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5162482429 | PhoneNum |
| Signature | 2019-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAURA DALFERRO CPA | PreparerPersonNm |
| PTIN | P00369176 | PTIN |
| Phone | 5162485000 | PhoneNum |
| Preparation | 2019-05-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.99.54.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 12161420191275000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-07 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4D3A4B0A208D849E2DA55E3EF5A5728AF451860F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4D3A4B0A208D849E2DA55E3EF5A5728AF451860F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $876,463 | 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 | $12,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $47,663 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,663 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$385 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $149,734 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $59,278 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,663 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,444 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $408 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,036 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $467 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $408 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,161 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,036 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,036 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,072 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $408 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,197 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,794 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,255 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,189 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,979 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,979 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $298,658 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $291,148 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $291,148 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $251,405 | CorporateStockBOYAmt |
| Corporate Stock EOY | $185,426 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $185,426 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $400,212 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $346,849 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $346,849 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $8,526 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,061 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,061 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $960,990 | TotalAssetsBOYAmt |
| Total Assets EOY | $876,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $876,463 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $349 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $349 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $349 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $349 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $960,641 | UnrestrictedBOYAmt |
| Unrestricted EOY | $876,114 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $960,641 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $876,114 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $960,990 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $876,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $960,641 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,794 | ExcessRevenueOverExpensesAmt |
| Subtotal | $952,847 | SubtotalAmt |
| Other Decreases | $76,733 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $876,114 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | THRU MERRILL LYNCH | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $149,734 | GrossSalesPriceAmt |
| Cost Or Other Basis | $150,119 | CostOrOtherBasisAmt |
| Gain Or Loss | -$385 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$385 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$385 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,120 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $929,235 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069003 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,139 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $915,615 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068958 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $74,712 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $941,671 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07934 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $70,628 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $928,947 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07603 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $58,481 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $888,830 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065795 | DistributionYr5Rt |
| Total Distribution | 0.359126 | TotalDistributionRt |
| Average Distribution | 0.071825 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $904,946 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $64,998 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $473 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,471 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $66,197 | 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 | $473 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $473 | SubtotalAmt |
| Tax Based On Investment Income | $473 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $127 | OverpaymentAmt |
| Applied To ES Tax | $127 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY MCGOLDRICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5162482429 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86 SECOND STREET | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| NEIL MCGOLDRICK | ||||||||
| 86 SECOND STREET | GARDEN CITY | NY | 11530 | PRESIDENT | 2.0 | $0 | $0 | $0 |
| AMY MCGOLDRICK | ||||||||
| 86 SECOND STREET | GARDEN CITY | NY | 11530 | TREASURER | 2.0 | $0 | $0 | $0 |
| LIAM MCGOLDRICK | ||||||||
| 86 SECOND STREET | GARDEN CITY | NY | 11530 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| 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 | $886,849 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,584 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,294 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $918,727 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $918,727 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,781 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $904,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $473 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $473 | TotalTaxAmt |
| Distributable Before Adj | $44,774 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,774 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,774 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,197 | 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 | $66,197 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $473 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,724 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,774 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,026 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,966 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,392 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,061 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,245 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $104,690 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,197 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $44,774 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,423 | RemainingDistriFromCorpusAmt |
| Total Corpus | $126,113 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,026 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $111,087 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,966 | ExcessFromYear4Amt |
| Excess From Year3 | $28,392 | ExcessFromYear3Amt |
| Excess From Year2 | $18,061 | ExcessFromYear2Amt |
| Excess From Year1 | $18,245 | ExcessFromYear1Amt |
| Excess From Current Year | $21,423 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NEIL AMY MCGOLDRICK | ContributingManagerNm |
| Shareholder Manager | NOT APPLICABLE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLD SPRING HARBOR LAB CANCER RESEARCH | |||||||
| 1 BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | NC | GENERAL SUPPORT CONTRIBUTION | $1,500 |
| ST JOSEPH RC CHURCH | |||||||
| FRANKLIN AVENUE | GARDEN CITY | NY | 11530 | NONE | NC | GENERAL SUPPORT CONTRIBUTION | $8,675 |
| THE ANDY FOUNDATION | |||||||
| 115 BROMPTON ROAD | GARDEN CITY | NY | 11530 | NONE | NC | GENERAL SUPPORT CONTRIBUTION | $1,500 |
| GARDEN CITY HISTORICAL SOCIE | |||||||
| 109 11TH STREET | GARDEN CITY | NY | 11530 | NONE | NC | GENERAL SUPPORT CONTRIBUTION | $1,700 |
| THE INN FOOD BANK & SHELTER | |||||||
| 211 FULTON AVENUE | HEMPSTEAD | NY | 11550 | NONE | NC | GENERAL SUPPORT CONTRIBUTION | $3,500 |
| OUR LADY OF MERCY ACADEMY | |||||||
| 815 CONVENT ROAD | SYOSSET | NY | 11791 | NONE | NC | GENERAL SUPPORT CONTRIBUTION | $3,700 |
| MAKE A WISH FOUNDATION | |||||||
| 1111 MARCUS AVE | LAKE SUCCESS | NY | 11042 | NONE | NC | GENERAL SUPPORT CONTRIBUTION | $2,500 |
| MISCELLANOUS ORGANIZED CHARITIES | |||||||
| 86 SECOND ST | GARDEN CITY | NY | 11530 | NONE | NC | GENERAL SUPPORT CONTRIBUTION | $22,656 |
| ST THOMAS PARISH | |||||||
| 2 WESTMINSTER RD | WEST HEMPSTEAD | NY | 11552 | NONE | NC | GENERAL SUPPORT CONTRIBUTION | $500 |
| NYU WINTHROP HOSPITAL | |||||||
| 259 1ST ST | MINEOLA | NY | 11501 | NONE | NC | GENERAL SUPPORT CONTRIBUTION | $3,500 |
| HOPE HOUSE MINISTRIES | |||||||
| 1 HIGH ST | PORT JEFFERSON | NY | 11777 | NONE | NC | GENERAL SUPPORT CONTRIBUTION | $12,805 |
| CANCER CENTER FOR KIDS | |||||||
| 120 MINEOLA BLVD | MINEOLA | NY | 11501 | NONE | NC | GENERAL SUPPORT CONTRIBUTION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,036 | 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 | $47,663 | 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 | -$385 | 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 | $47,278 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,278 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | NEIL AMY MCGOLDRICK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86 SECOND STREET | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES-DEMARCO & NESI | $1,360 | $408 | $952 |
| SUPPLIES | $84 | $84 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $346,849 | EOYBookValueAmt |
| EOYFMV | $346,849 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $79,541 | $79,541 |
| MUTUAL FUNDS | $105,885 | $105,885 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $291,148 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $291,148 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $8,526 | BOYBookValueAmt |
| EOY Book Value | $6,061 | EOYBookValueAmt |
| EOYFMV | $6,061 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DECREASES IN INVESTMENTS | Desc |
| Amt | $76,733 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEES | Desc |
| Revenue And Expenses Per Books | $125 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OVERDRAFT CC | Desc |
| BOY Book Value | $349 | BOYBookValueAmt |
| EOY Book Value | $349 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $467 | Amt |