JANE BALDWIN HOLBRITTER CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JANE BALDWIN HOLBRITTER CHARITABLE TRUST (EIN 14-6197876)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-02-04
- IRS object ID
- 201810359349100101
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-04T14:41:53-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141774235 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY E VADNEY CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 349 STALLION STREET | AddressLine1Txt |
| City | PALM BAY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32909 | 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 | 146197876 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JANE BALDWIN HOLBRITTER | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JANE | BusinessNameControlTxt |
| Phone | 5188691987 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 SPRING STREET ROAD | AddressLine1Txt |
| City | LOUDONVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELEANOR NASNER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5184612292 | PhoneNum |
| Signature | 2018-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY E VADNEY | PreparerPersonNm |
| PTIN | P01281787 | PTIN |
| Phone | 3214098369 | PhoneNum |
| Preparation | 2018-02-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.176.77.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-04 | IPDt |
| IP Tm | 13:41:53 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BFFAF7348DB7F363E0C2D8FBDD0E82FAF4C0862C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BFFAF7348DB7F363E0C2D8FBDD0E82FAF4C0862C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $570,239 | 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 | $40 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $40 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $18,575 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,575 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,575 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,877 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,877 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,877 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,492 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,615 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $495 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $376 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $376 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $495 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,771 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,995 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,279 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,716 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,615 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $859 | CashBOYAmt |
| Cash EOY | $2,189 | CashEOYAmt |
| Cash EOYFMV | $2,189 | CashEOYFMVAmt |
| Other Investments BOY | $598,673 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $574,064 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $568,050 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $599,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $576,253 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $570,239 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $599,532 | RetainedEarningBOYAmt |
| Retained Earning EOY | $576,253 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $599,532 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $576,253 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $599,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $576,253 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $599,532 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,279 | ExcessRevenueOverExpensesAmt |
| Subtotal | $576,253 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $576,253 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,877 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,720 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $642,988 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066440 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $46,870 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $554,600 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084511 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,675 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $499,100 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095522 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,148 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $305,027 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.144735 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,780 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $348,864 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.122627 | DistributionYr5Rt |
| Total Distribution | 0.513835 | TotalDistributionRt |
| Average Distribution | 0.102767 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $611,045 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $62,795 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $247 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,042 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,995 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $494 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $494 | SubtotalAmt |
| Tax Based On Investment Income | $494 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $494 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | MARGARET HOLBRITTER | IndividualWithBooksNm |
| Phone | 5184612292 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 64 SPRING STREET ROAD | AddressLine1Txt |
| City | LOUDONVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12211 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET HOLBRITTER | ||||||||
| 64 SPRING STREET ROAD | LOUDONVILLE | NY | 12211 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| ELEANOR NASNER | ||||||||
| 64 SPRING STREET ROAD | LOUDONVILLE | NY | 12211 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $603,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,350 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $620,350 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $620,350 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,305 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $611,045 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,552 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,552 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $494 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $494 | TotalTaxAmt |
| Distributable Before Adj | $30,058 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $30,058 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $30,058 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,995 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $47,995 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $47,995 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,058 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $42,780 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,366 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $47,860 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,079 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,941 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $193,026 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,995 | QualifyingDistributionsAmt |
| Applied To Current Year | $30,058 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,937 | RemainingDistriFromCorpusAmt |
| Total Corpus | $210,963 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $42,780 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $168,183 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,366 | ExcessFromYear4Amt |
| Excess From Year3 | $47,860 | ExcessFromYear3Amt |
| Excess From Year2 | $47,079 | ExcessFromYear2Amt |
| Excess From Year1 | $10,941 | ExcessFromYear1Amt |
| Excess From Current Year | $17,937 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| FAMILIES IN NEED OF ASSISSTANCE | ||||||||
| BROOKLINE AVE | BROOKLINE AVE | ALBANY | NY | 12203 | SUPPORT | CHARITABLE | CHARITABLE | $7,500 |
| TERESIAN HOUSE | ||||||||
| 200 WASHINGTON AVE EXT | 200 WASHINGTON AVE EXT | ALBANY | NY | 12203 | SUPPORT | CHARITABLE | CHARITABLE | $2,500 |
| MOHAWK HUDSON RIVER HUMANE SOC | ||||||||
| 3 OAKLAND AVE | 3 OAKLAND AVE | MENANDS | NY | 12204 | SUPPORT | CHARITABLE | CHARITABLE | $3,000 |
| REGIONAL FOOD BANK | ||||||||
| 965 ALBANY SHAKER ROAD | 965 ALBANY SHAKER ROAD | ALBANY | NY | 12210 | SUPPORT | CHARITABLE | CHARITABLE | $3,000 |
| MAKE A WISH FOUNDATION | ||||||||
| 1 MUSTANG DRIVE | 1 MUSTANG DRIVE | COHOES | NY | 12047 | SUPPORT | CHARITABLE | CHARITABLE | $3,000 |
| COMMUNITY HOSPICE FOUNDATION | ||||||||
| 295 VALLEY VIEW BLVD | 295 VALLEY VIEW BLVD | RENSSELAER | NY | 12144 | SUPPORT | CHARITABLE | CHARITABLE | $3,000 |
| HOOVED ANIMAL HUMANE SOCIETY | ||||||||
| 10804 MCCONNELL RD | 10804 MCCONNELL RD | WOODSTOCK | IL | 60098 | SUPPORT | CHARITABLE | CHARITABLE | $1,000 |
| SHIH-TZU RESCUE | ||||||||
| 4474 WESTON RD | 4474 WESTON RD | DAVIE | FL | 33331 | SUPPORT | CHARITABLE | CHARITABLE | $2,000 |
| FRIENDS OF PRUYN HOUSE | ||||||||
| 207 OLD NISKAYUNA RD | 207 OLD NISKAYUNA RD | LATHAM | NY | 12110 | SUPPORT | CHARITABLE | CHARITABLE | $1,000 |
| SIENA COLLEGE | ||||||||
| 515 LOUDON RD | 515 LOUDON RD | LOUDONVILLE | NY | 12211 | SUPPORT | CHARITABLE | CHARITABLE | $500 |
| BETHLEHEM HISTORICAL ASSOC | ||||||||
| 1003 RIVER ROAD | 1003 RIVER ROAD | SELKIRK | NY | 12158 | SUPPORT | CHARITABLE | CHARITABLE | $1,500 |
| LAKE PLACID VOL FIRE DEPT | ||||||||
| 456 OLD MILITARY RD | 456 OLD MILITARY RD | LAKE PLACID | NY | 12946 | SUPPORT | CHARITABLE | CHARITABLE | $500 |
| ST COLEMAN'S HOME | ||||||||
| 11 HASWELL RD | 11 HASWELL RD | WATERVLIET | NY | 12189 | SUPPORT | CHARITABLE | CHARITABLE | $10,000 |
| AMERICAN DIABETES ASSOC | ||||||||
| 333 7TH AVE | 333 7TH AVE | NEW YORK | NY | 10001 | SUPPORT | CHARITABLE | CHARITABLE | $5,000 |
| BOOKS FOR TROOPS | ||||||||
| 688 NEW LOUDON RD | 688 NEW LOUDON RD | LATHAM | NY | 12110 | SUPPORT | CHARITABLE | CHARITABLE | $500 |
| JACK'S GALORE RESCUE | ||||||||
| PO BOX 545 | PO BOX 545 | HINSDALE | MA | 01235 | SUPPORT | CHARITABLE | CHARITABLE | $500 |
| LAMPLIGHTER FOUNDATION | ||||||||
| 110 WASHINGTON AVE | 110 WASHINGTON AVE | ALBANY | NY | 12210 | SUPPORT | CHARITABLE | CHARITABLE | $1,000 |
| SMILE TRAIN | ||||||||
| 41 MADISON AVE | 41 MADISON AVE | NEW YORK | NY | 10010 | SUPPORT | CHARITABLE | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $40 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,575 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,877 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,575 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,917 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,492 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,895 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $495 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ANNUITY CONTRACT-POLARIS | AT COST | $69,978 | $40,750 |
| STOCKS AND MUTUAL FUNDS | AT COST | $504,086 | $527,300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRIVATE FOUNDATION TAX | CategoryTxt |
| Amt | $376 | Amt |
| Net Investment Income | $376 | NetInvestmentIncomeAmt |