TIMOTHY AND TINA DELANEY FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TIMOTHY AND TINA DELANEY FAMILY FOUNDATION (EIN 45-4100688)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-02-14
- IRS object ID
- 201830459349100608
- Schema version
- 2016v3.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-14T11:06:19-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141662664 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST & COMPANY CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1219 | AddressLine1Txt |
| City | GLOVERSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 120780354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454100688 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY AND TINA DELANEY FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIMO | BusinessNameControlTxt |
| Phone | 5186615882 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 300 | AddressLine1Txt |
| City | MAYFIELD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY DELANY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5186615882 | PhoneNum |
| Signature | 2017-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRISHA ROGERS-BYRNS | PreparerPersonNm |
| PTIN | P00175220 | PTIN |
| Phone | 5187257127 | PhoneNum |
| Preparation | 2018-02-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 1DAC5578D0D2A5236169953A742E9F15599A7446 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 415ABD700277E82DD6BE823C560614874D14F07B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $564,859 | 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 | $503,999 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $822 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $822 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,679 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,679 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,683 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,433 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,683 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $516,183 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,184 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $938 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $938 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $28 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $89 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,055 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,002 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,002 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $509,553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,182 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,309 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,309 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $45,924 | CorporateStockBOYAmt |
| Corporate Stock EOY | $553,776 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $511,945 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $47,329 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $47,329 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $47,605 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $96,861 | TotalAssetsBOYAmt |
| Total Assets EOY | $606,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $564,859 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $96,861 | UnrestrictedBOYAmt |
| Unrestricted EOY | $606,414 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,861 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $606,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $96,861 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $606,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,861 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $509,553 | ExcessRevenueOverExpensesAmt |
| Subtotal | $606,414 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $606,414 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 50 SHS CORNING INC | P | 2017-01-09 | $1,231 | $1,033 | $198 | $198 |
| 50 SHS CORNING INC | P | 2017-01-17 | $1,208 | $1,033 | $175 | $175 |
| 10 SHS DISNEY CO | P | 2017-01-17 | $1,077 | $965 | $112 | $112 |
| 10 SHS ECOLAB INC | P | 2017-01-17 | $1,184 | $1,178 | $6 | $6 |
| 15 SHS GRANITE CONSTRUCTION INC | P | 2017-01-17 | $810 | $790 | $20 | $20 |
| 25 SHS NUCOR CORP | P | 2017-01-17 | $1,492 | $1,110 | $382 | $382 |
| 15 SHS SCHWAB CHARLES CORP | P | 2017-01-17 | $607 | $550 | $57 | $57 |
| 25 SHS SPECTRA ENERGY CORP | P | 2017-01-17 | $1,072 | $894 | $178 | $178 |
| 15 SHS TJX COMPANIES INC | P | 2017-01-17 | $1,149 | $899 | $250 | $250 |
| 15 SHS UNITED RENTALS INC | P | 2016-11-09 | $1,603 | $1,298 | $305 | $305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,683 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $670 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $104,643 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.006403 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $645 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $106,129 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.006078 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $107,463 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051180 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,077 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $52,098 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.155035 | DistributionYr4Rt |
| Total Distribution | 0.218696 | TotalDistributionRt |
| Average Distribution | 0.054674 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $486,939 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,623 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $112 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,735 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $224 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $224 | SubtotalAmt |
| Tax Based On Investment Income | $224 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $224 | TaxDueAmt |
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 |
| Individual With Books | TINA DELANEY | IndividualWithBooksNm |
| Phone | 5186615882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 300 | AddressLine1Txt |
| City | MAYFIELD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12117 | 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 |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY DELANY | ||||||||
| PO BOX 300 | MAYFIELD | NY | 12117 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| TINA DELANEY | ||||||||
| PO BOX 300 | MAYFIELD | NY | 12117 | 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 | $489,737 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,617 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $494,354 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $494,354 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,415 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $486,939 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $224 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $224 | TotalTaxAmt |
| Distributable Before Adj | $24,123 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,123 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,123 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,600 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,123 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,364 | UndistributedIncomePYAmt |
| Qualifying Distributions | $5,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,364 | AppliedToYear1Amt |
| Applied To Current Year | $2,236 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $21,887 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | 501(C)3 | MEDICAL | $100 |
| MAYFIELD METHODIST CHURCH | |||||||
| 20 N MAIN STREET | MAYFIELD | NY | 12117 | NONE | 501(C)3 | RELIGIOUS | $300 |
| ADIRONDACK MUSEUM | |||||||
| 9097 NY-30 | BLUE MOUNTAIN LAKE | NY | 12812 | NONE | 501(C)3 | EDUCATIONAL | $5,000 |
| LARRY MADEIROS SCHOLARSHIP FUND | |||||||
| PO BOX 11 | MAYFIELD | NY | 12117 | NONE | 501(C)3 | EDUCATIONAL | $175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,575 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $822 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,679 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,683 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,184 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,184 | 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 | TIMOTHY TINA DELANEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 300 | AddressLine1Txt |
| City | MAYFIELD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $503,999 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 12,020 NBT BANK SHARES | NoncashPropertyDesc |
| Fair Market Value | $503,999 | FairMarketValueAmt |
| Received | 2016-12-23 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 75 ISHARES INTERMEDIATE CREDIT BOND | $8,197 | $8,262 |
| 350 ISHARES 1-3 YEAR CREDIT BOND ETF | $36,712 | $36,873 |
| 20 ISHARES 3-7 YEAR TREASURY BOND ET | $2,420 | $2,470 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100 CORNING INC | ||
| 50 COTY INC | $978 | $827 |
| 10 DISNEY (THE WALT) COMPANY | ||
| 10 ECOLAB INC | ||
| 150 ISHARES CORE S&P SMALLCAP ETF | $6,998 | $11,133 |
| 100 ISHARES S&P US PREFERRED STOCK | $3,802 | $3,881 |
| 12020 SHARES NBT BANCORP INC | $503,999 | $441,374 |
| 25 NUCOR CORP | ||
| 75 SPDR S&P 500 ETF TRUST | $9,979 | $18,842 |
| 40 SPDR S&P MIDCAP 400 ETF TRUST | $7,969 | $13,053 |
| 25 SPECTRA ENERGY CORP | ||
| 15 TJX COMPANIES INC | ||
| 25 TWENTY-FIRST CENTURY | ||
| 25 TWITTER | ||
| 250 VANGUARD FTSE DEVELOPED MARKETS | $9,550 | $10,853 |
| 275 VANGUARD FTSE EMERGING MARKETS E | $10,501 | $11,982 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK SERVICE CHARGES | $30 | $30 | |
| NYS DEPT OF LAW | $50 | $25 | $25 |
| OFFICE SUPPLIES | $9 | $9 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $522 | $522 |
| STATE STREET FEES | $416 | $416 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $28 | Amt |