KENNETH AND PHYLLIS CANARY FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH AND PHYLLIS CANARY FAMILY FOUNDATION (EIN 14-6199366)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-08
- IRS object ID
- 201833129349100203
- Schema version
- 2017v2.3
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-08T08:37:50-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 146199366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH AND PHYLLIS CANARY FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 5188838868 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WEST CO 97 N MAIN STREET | AddressLine1Txt |
| City | GLOVERSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NBT BANK NA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5184374113 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRISHA ROGERS-BYRNS | PreparerPersonNm |
| PTIN | P00175220 | PTIN |
| Phone | 5187257127 | PhoneNum |
| Preparation | 2018-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.39.199.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-08 | IPDt |
| IP Tm | 07:37:50 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7A9F9C555CD64CABA180EBA1A4AE5B40016E28CD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7A9F9C555CD64CABA180EBA1A4AE5B40016E28CD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $553,976 | 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 | $66,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $312 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $312 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,917 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,917 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,219 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,484 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,219 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $85,448 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,448 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,496 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,748 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,748 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $71 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $71 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,267 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,819 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,267 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,819 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,448 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,181 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,629 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $99 | CashBOYAmt |
| US Government Obligations BOY | $55,573 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $43,180 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $42,023 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $126,095 | CorporateStockBOYAmt |
| Corporate Stock EOY | $114,829 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $291,818 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $81,132 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $156,136 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $153,987 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $66,148 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $66,148 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $66,148 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $329,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $380,293 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $553,976 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $500,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $500,000 | CapitalStockEOYAmt |
| Retained Earning BOY | -$170,953 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$119,707 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $329,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $380,293 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $329,047 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $380,293 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $329,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,181 | ExcessRevenueOverExpensesAmt |
| Other Increases | $65 | OtherIncreasesAmt |
| Subtotal | $380,293 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $380,293 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ABBOTT LABS | P | 2017-02-06 | $3,158 | $1,602 | $1,556 | $1,556 |
| LOWES COS INC | P | 2017-06-07 | $801 | $220 | $581 | $581 |
| SCHLUMBERGER LTD | P | 2017-06-07 | $4,819 | $3,137 | $1,682 | $1,682 |
| TARGET CORP | P | 2017-06-30 | $3,397 | $2,650 | $747 | $747 |
| UTILITIES SELECT SECTOR | P | 2017-02-06 | $1,976 | $1,048 | $928 | $928 |
| VERIZON COMMUNICATIONS | P | 2017-02-06 | $1,583 | $1,120 | $463 | $463 |
| WALGREENS BOOTS ALLIANCE | P | 2017-06-07 | $1,245 | $529 | $716 | $716 |
| YUM CHINA HOLDINGS | P | 2017-02-06 | $2,067 | $756 | $1,311 | $1,311 |
| APPLE | P | 2017-02-06 | $2,329 | $203 | $2,126 | $2,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,219 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $67,514 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $398,785 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.169299 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $136,804 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $451,903 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.302729 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $111,523 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $524,570 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.212599 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $62,424 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $505,417 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.123510 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,041 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $447,951 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058134 | DistributionYr5Rt |
| Total Distribution | 0.866271 | TotalDistributionRt |
| Average Distribution | 0.173254 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $398,764 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $69,087 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $166 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $69,253 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,944 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $333 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $333 | SubtotalAmt |
| Tax Based On Investment Income | $333 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $872 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $872 | TotalPaymentsAndCreditsAmt |
| Overpayment | $539 | OverpaymentAmt |
| Applied To ES Tax | $539 | 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 |
| Individual With Books | KENNETH CANARY | IndividualWithBooksNm |
| Phone | 5188838868 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1736 STATE HWY 29 | AddressLine1Txt |
| City | GLOVERSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12078 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH C CANARY | ||||||||
| 1736 STATE HWY 29 | GLOVERSVILLE | NY | 12078 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| PHYLLIS E CANARY | ||||||||
| 1736 STATE HWY 29 | GLOVERSVILLE | NY | 12078 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| KEITH C CANARY | ||||||||
| 271 COUNTY HWY 155 | BROADALBIN | NY | 12025 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| NBT BANK NA | ||||||||
| 80 WOLF ROAD | ALBANY | NY | 12205 | TRUSTEE | 0.50 | $5,496 | $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 | $404,786 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $404,837 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $404,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,073 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $398,764 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,938 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,938 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $333 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $333 | TotalTaxAmt |
| Distributable Before Adj | $19,605 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,605 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,605 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,448 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $5,496 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $36,944 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $36,944 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,605 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $23,467 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,294 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $114,493 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,639 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $270,893 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,944 | QualifyingDistributionsAmt |
| Applied To Current Year | $19,605 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,339 | RemainingDistriFromCorpusAmt |
| Total Corpus | $288,232 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $288,232 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,467 | ExcessFromYear4Amt |
| Excess From Year3 | $85,294 | ExcessFromYear3Amt |
| Excess From Year2 | $114,493 | ExcessFromYear2Amt |
| Excess From Year1 | $47,639 | ExcessFromYear1Amt |
| Excess From Current Year | $17,339 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SACANDA BIBLE CONFERENCE | |||||||
| 191 LAKEVIEW ROAD | BROADALBIN | NY | 12025 | NONE | EXEMPT | CHARITABLE | $20,000 |
| BROADALBIN PERTH EDUCATIONAL FOUNDA | |||||||
| 1870 COUNTY HWY 107 | BROADALBIN | NY | 12025 | NONE | EXEMPT | CHARITABLE | $4,000 |
| VARIOUS | |||||||
| VARIOUS | BROADALBIN | NY | 12025 | NONE | EXEMPT | CHARITABLE | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $312 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,917 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $109 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,110 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,338 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,110 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,448 | 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 | KEN PHYLLIS CANARY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1736 STATE HIGHWAY 29 | AddressLine1Txt |
| City | GLOVERSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $66,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WEST & COMPANY CPAS PC | CategoryTxt |
| Amt | $1,700 | Amt |
| Disbursements Charitable Prps | $1,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CATERPILLAR | $15,000 | $14,636 |
| JP MORGAN CHASE | $14,992 | $14,866 |
| PEPSICO | $15,054 | $14,844 |
| ANHEUSER BUSCH | $15,055 | $14,886 |
| WELLS FARGO | $14,903 | $14,749 |
| DODGE & COX | $40,011 | $40,576 |
| VANGUARD GNMA FUND ADM | $41,121 | $39,430 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $1,738 | $7,253 |
| ABBOTT LABS | ||
| APPLE COMPUTER | $812 | $10,154 |
| CONOCOPHILLIPS | $2,613 | $4,666 |
| DANAHER CORP | $2,076 | $9,282 |
| EXXON MOBIL COPR | $2,545 | $5,018 |
| FISERV INC | $1,425 | $10,097 |
| ALPHABET INC CL A | $1,854 | $10,534 |
| IBM CORP | $3,485 | $5,370 |
| ILLINOIS TOOL WORKS INC | $2,739 | $8,343 |
| INTEL CORP | $2,578 | $7,386 |
| ISHARES MSCI EAFE | $8,082 | $12,375 |
| ISHARES MSCI EMERG | $19,271 | $25,068 |
| ISHARES NASDQ BIO FUND | $2,608 | $12,812 |
| ISHARES RUSSELL 2000 | $7,479 | $19,210 |
| JOHNSON & JOHNSON | $3,481 | $9,082 |
| JP MORGAN CHASE | $3,558 | $10,694 |
| LOWES COMPANIES | $2,388 | $10,781 |
| MICROSOFT CORP | $3,119 | $10,008 |
| MIDCAP SPDR TR SER 1 | $8,446 | $23,142 |
| NOVARTIS AG | $2,765 | $6,297 |
| PEPSICO INC | $3,199 | $7,315 |
| PRICE T ROWE GROUP | $3,161 | $8,394 |
| PROCTOR & GAMBLE CO | $4,109 | $7,350 |
| SCHLUMBERGER LTD | ||
| SELECT SECTOR | $2,542 | $4,842 |
| SELECT SECTOR UTIL | $2,148 | $4,425 |
| SPDR KBW REGL BKG | $3,236 | $8,828 |
| TARGET CORP | ||
| UNITED TECH CORP | $3,647 | $9,588 |
| US BANCORP | $2,415 | $7,233 |
| VERIZON COMMUNICATIONS | $2,642 | $4,340 |
| WALGREEN CO | $2,759 | $5,810 |
| YUM CHINA HOLDINGS INC | ||
| YUM BRANDS INC | $1,909 | $6,121 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INSURANCE POLICY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $66,148 | BookValueAmt |
| EOYFMV | $66,148 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX ON DIVIDENDS | CategoryTxt |
| Amt | $71 | Amt |
| Net Investment Income | $71 | NetInvestmentIncomeAmt |