THE MELANIE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE MELANIE FOUNDATION INC (EIN 41-2192968)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-07
- IRS object ID
- 201831279349100813
- Schema version
- 2017v2.2
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-07T08:05:25-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERICK W BARTHELMAS JR CPA | PreparerPersonNm |
| PTIN | P00118423 | PTIN |
| Phone | 5185872917 | PhoneNum |
| Preparation | 2018-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $510,229 | 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 | $4,634 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $13 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,624 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,624 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,624 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $87,060 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,944 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,944 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $100,331 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,581 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,581 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $350 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $97 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $97 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $54,150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $54,150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $54,597 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $97 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,097 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $97 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,581 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,484 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $734 | CashBOYAmt |
| Cash EOY | $3,377 | CashEOYAmt |
| Cash EOYFMV | $3,377 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,386 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,408 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,408 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $396,940 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $473,444 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $473,444 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $422,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $510,229 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $510,229 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $422,060 | UnrestrictedBOYAmt |
| Unrestricted EOY | $510,229 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $422,060 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $510,229 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $422,060 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $510,229 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $422,060 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,234 | ExcessRevenueOverExpensesAmt |
| Other Increases | $64,935 | OtherIncreasesAmt |
| Subtotal | $510,229 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $510,229 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $98,191 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $404,455 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.242774 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $87,967 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $353,703 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.248703 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $111,240 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $335,105 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.331956 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,600 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $276,530 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063646 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,983 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $235,459 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063633 | DistributionYr5Rt |
| Total Distribution | 0.950712 | TotalDistributionRt |
| Average Distribution | 0.190142 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $442,425 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $84,124 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $116 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $84,240 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $54,150 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $232 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $232 | SubtotalAmt |
| Tax Based On Investment Income | $232 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $232 | 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 |
| 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 | THEMELANIE FOUNDATION.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 | $53,302 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $434,942 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $467,425 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $467,425 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $442,425 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,121 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,121 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $232 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $232 | TotalTaxAmt |
| Distributable Before Adj | $21,889 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,889 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,889 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,150 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $54,150 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $54,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,889 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,126 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr3 | $95,317 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $88,063 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $98,288 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $281,668 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,150 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $54,150 | RemainingDistriFromCorpusAmt |
| Total Corpus | $335,818 | TotalCorpusAmt |
| Taxable2 | $20,126 | Taxable2Amt |
| Undistributed Income CY | $21,889 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $335,818 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $95,317 | ExcessFromYear3Amt |
| Excess From Year2 | $88,063 | ExcessFromYear2Amt |
| Excess From Year1 | $98,288 | ExcessFromYear1Amt |
| Excess From Current Year | $54,150 | 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SARA LEVANT | |||||||
| 8710 CAMERON ST APT 1307 | SILVER SPRING | MD | 20910 | NONE | INDIVIDUAL | SCHOLARSHIP | $2,000 |
| ANDREA WIERZCHOWSKI | |||||||
| 5041 CEDAR SPRINGS RD APT 211 | DALLAS | TX | 75235 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,500 |
| BETH WATERMAN | |||||||
| 81 NEWBURY ST APT C | SOMERVILLE | MA | 02144 | NONE | INDIVUAL | SCHOLARSHIP | $1,500 |
| SARAJANE RODGERS | |||||||
| 89 WALNUT ST | EAST PROVIDENCE | RI | 02914 | NONE | INDIVIDUAL | SCHOLARSHIP | $2,500 |
| THE SENIOR SUPPORT SERVICES OF THE SARATOGA SENIOR CENTER | |||||||
| 5 WILLIAMS STREET | SARATOGA SPRINGS | NY | 12866 | NONPROFITCORP | DONATION | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,624 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,637 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,637 | 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 | FIDELITY FOUR IN ONE INDEX | CategoryOrItemTxt |
| Book Value | $473,444 | BookValueAmt |
| EOYFMV | $473,444 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ANNUAL RUN EXPENSES | $53,302 | $53,302 |
| BANK SERVICE CHARGES | $90 | $90 |
| INSURANCE | $501 | $501 |
| REGISTRATION | $125 | $125 |
| POSTAGE | $132 | $132 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ANNUAL RUN | $82,247 | ||
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | $2,683 | $2,683 | $2,683 |
| SHORT TERM CAPITAL GAIN DISTRIBUTIONS | $261 | $261 | $261 |
| MISCELLANEOUS INCOME | $1,869 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CAPITAL GAINS | Desc |
| Amt | $64,935 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MARKETING WIZ WEB SITE MAINTENANCE | CategoryTxt |
| Amt | $350 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |
| Amt | $97 | Amt |
| Adjusted Net Income | $97 | AdjustedNetIncomeAmt |