ATHENS COMMUNITY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ATHENS COMMUNITY FOUNDATION (EIN 37-1419086)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201601349349101165
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T10:04:08-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTISON KOSKEY HOWE & BUCCI CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 FIVE MILE WOODS ROAD | AddressLine1Txt |
| City | CATSKILL | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371419086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATHENS COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | c/o EUGENE HATTON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EUGENE HATTON | InCareOfNm |
| Business Name Control | ATHE | BusinessNameControlTxt |
| Phone | 5189452574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 HOWARD HALL ROAD - ATHENS | AddressLine1Txt |
| City | CATSKILL | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12414 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE J HATTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5189452574 | PhoneNum |
| Signature | 2016-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY CUMMINGS | PreparerPersonNm |
| PTIN | P00432821 | PTIN |
| Phone | 5189452574 | PhoneNum |
| Preparation | 2016-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,175,286 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $34 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $97,881 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,881 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,851 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $410,105 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,851 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $110,766 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,766 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,405 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,405 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,559 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,009 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,614 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,414 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,413 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,413 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $234,027 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,414 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,413 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$123,261 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,352 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,358 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,443 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,443 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $3,300 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $3,039,020 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,900,680 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,152,843 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,050,378 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,926,423 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,175,286 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,050,378 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,926,423 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,050,378 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,926,423 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,050,378 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,926,423 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,050,378 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$123,261 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,927,117 | SubtotalAmt |
| Other Decreases | $694 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,926,423 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COMMUNICATION SALES | D | 2006-09-22 | 2015-05-01 | $14 | $21 | -$7 | -$7 |
| COMMUNICATION SALES | D | 2015-04-15 | 2015-05-28 | $14 | $28 | -$14 | -$14 |
| GEN ELECTRIC CAP CORP | D | 2012-01-27 | 2015-08-03 | $75,000 | $75,000 | ||
| CHICAGO BRIDGE & IORN | D | 2015-11-11 | $106 | $143 | -$37 | -$37 | |
| CHICAGO BRIDGE & IRON | D | 2015-11-11 | $68 | $72 | -$4 | -$4 | |
| COMMUNICATIONS SALES | D | 2015-11-11 | $1,097 | $1,886 | -$789 | -$789 | |
| COMMUNINCATION SALES | D | 2015-11-11 | $441 | $604 | -$163 | -$163 | |
| MANITOWOC COMPANY | D | 2015-11-11 | $174 | $199 | -$25 | -$25 | |
| MANITOWOC COMPANY | D | 2014-12-10 | 2015-11-11 | $84 | $100 | -$16 | -$16 |
| NUVEEN DIVERSIFIED | D | 2015-11-11 | $6,066 | $6,593 | -$527 | -$527 | |
| NUVEEN DIVERSIFIED | D | 2015-11-11 | $2,839 | $3,007 | -$168 | -$168 | |
| NUVEEN QUALITY PREFERRED | D | 2015-11-11 | $9,419 | $9,389 | $30 | $30 | |
| NUVEEN QUALITY PREFERRED | D | 2015-11-11 | $4,207 | $4,290 | -$83 | -$83 | |
| TEMPLETON | D | 2015-11-11 | $120,775 | $131,879 | -$11,104 | -$11,104 | |
| TEMPLETON | D | 2015-11-11 | $8,540 | $8,825 | -$285 | -$285 | |
| WINDSTREAM HOLDINGS | D | 2015-11-11 | $273 | $611 | -$338 | -$338 | |
| WINDSTREAM HOLDINGS | D | 2015-11-11 | $107 | $176 | -$69 | -$69 | |
| CHICAGO BRIDGE & IORN | D | 2007-08-03 | 2015-11-11 | $12,735 | $12,375 | $360 | $360 |
| COMMUNICATIONS SALES | D | 2015-11-11 | $2,974 | $6,397 | -$3,423 | -$3,423 | |
| MANITOWOC COMPANY | D | 2015-11-11 | $19,127 | $12,295 | $6,832 | $6,832 | |
| NUVEEN DIVERSIFIED | D | 2015-11-11 | $23,325 | $28,432 | -$5,107 | -$5,107 | |
| NUVEEN QUALITY PREFERRED | D | 2015-11-11 | $40,315 | $55,377 | -$15,062 | -$15,062 | |
| WINDSTREAM HOLDINGS | D | 2006-09-22 | 2015-04-30 | $5 | $8 | -$3 | -$3 |
| WINDSTREAM HOLDINGS | D | 2015-11-11 | $737 | $2,054 | -$1,317 | -$1,317 | |
| AMERICAN EAGLE OUTFITTERS | D | 2014-06-04 | 2015-03-16 | $60,757 | $37,493 | $23,264 | $23,264 |
| CAPITAL GAIN DIVIDENDS | P | $20,906 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,851 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $190,971 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,288,263 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044533 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $166,752 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,825,037 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043595 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $163,117 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,369,836 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048405 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $138,040 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,293,492 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041913 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $126,461 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,792,108 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045292 | DistributionYr5Rt |
| Total Distribution | 0.223738 | TotalDistributionRt |
| Average Distribution | 0.044748 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,269,011 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $191,030 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $914 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $191,944 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $209,413 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $914 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $914 | SubtotalAmt |
| Tax Based On Investment Income | $914 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,300 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,386 | OverpaymentAmt |
| Applied To ES Tax | $2,386 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE HATTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5189452574 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 HOWARD HALL ROAD - ATHENS | AddressLine1Txt |
| City | CATSKILL | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12414 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| EUGENE HATTON | ||||||
| 409 HOWARD HALL ROAD - ATHENS | CATSKILL | NY | 12414 | TRUSTEE - AS NEEDED | 0 | $0 |
| DANIEL DEVINNEY | ||||||
| 9300 RT 9W | ATHENS | NY | 12015 | TRUSTEE - AS NEEDED | 0 | $0 |
| LEO PALMATEER | ||||||
| 100 SOUTH WASHINGTON AVE EXT | ATHENS | NY | 12015 | TRUSTEE - AS NEEDED | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,317,121 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,900 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,334,021 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,334,021 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,010 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,269,011 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $914 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $914 | TotalTaxAmt |
| Distributable Before Adj | $212,537 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $212,537 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $212,537 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,413 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $209,413 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $914 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $208,499 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $212,537 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $209,413 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $209,413 | QualifyingDistributionsAmt |
| Applied To Year1 | $209,413 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $212,537 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EUGENE HATTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 HOWARD HALL ROAD - ATHENS | AddressLine1Txt |
| City | CATSKILL | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12414 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5189452574 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICANT MUST COMPLETE A FOUNDATION GRANT APPLICATION IDENTIFYING THE ORGANIZATION, THE GRANT AMOUNT AND PURPOSE OF THE GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | END OF OCTOBER OF THE YEAR THE GRANT IS REQUESTED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | IT IS THE INTENTION OF THE FOUNDATION THAT GRANTS SERVE DIRECTLY THE TOWN,VILLAGE AND NONPROFIT ORGANIZATIONS OF ATHENS, NY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ATHENS COMMUNITY FOOD PANTRY | ||||||||
| 90 WASHINGTON AVE | COXSACKIE | NY | 12051 | NONE | PC | HOLIDAY FOOD BASKETS | $4,100 | |
| ATHENS CULTURAL ARTS CENTER | ||||||||
| 24 SECOND STREET | ATHENS | NY | 12015 | NONE | PC | BUILDING IMPROVEMENTS $5,000 pROGRAMS $20,000 | $25,000 | |
| COXSACKIE ATHENS LITTLE LEAGUE | ||||||||
| PO BOX 93 | ATHENS | NY | 12015 | NONE | PC | EQUIPMENT & GROUNDS | $12,067 | |
| ATHENS PADDOCK CLUB | ||||||||
| PO BOX 94 | ATHENS | NY | 12015 | NONE | PC | SECRET SANTA | $6,000 | |
| ATHENS PERFORMING ARTS COMMITTEE | ||||||||
| 78 N FRANKLIN STREET | ATHENS | NY | 12015 | NONE | PC | BANDS FOR SUMMER IN THE PARK SERIES | $25,000 | |
| ATHENS RECREATION ASSOCIATION | ||||||||
| PO BOX 52 | ATHENS | NY | 12015 | NONE | PC | POOL UPGRADES & OPERATING COSTS | $25,000 | |
| GREENE COUNTY AGING SERVICES FOUNDATION INC | ||||||||
| 411 MAIN STREET | CATSKILL | NY | 12414 | NONE | PC | TRANSPORTATION | $2,000 | |
| ATHENS VOLUNTEER FIRE COMPANY | ||||||||
| PO BOX 74 | ATHENS | NY | 12015 | NONE | PC | FIRE SAFETY & PREVENTION DAY $7,000 PAGERS $3,150 | $10,150 | |
| VILLAGE OF ATHENS | ||||||||
| 2 FIRST ST | ATHENS | NY | 12015 | NONE | PC | RECREATION PROGRAM $5,000 FLOWERS $1,000 STREET FESTIVAL $10,000 STREET SIGNS $7,850 | $23,850 | |
| RIVERTOWN HOUSING DEVELOPMENT FUND CO | ||||||||
| 19 THIRD STREET | ATHENS | NY | 12015 | NONE | PC | OPERATIONS | $8,646 | |
| BOY SCOUTS TROOP #45 | ||||||||
| 230 SCHOHARIE TPKE | ATHENS | NY | 12015 | NONE | PC | SUMMER PROGRAMS/CAMP | $3,500 | |
| WEST ATHENS LIME STREET FIRE COMPANY | ||||||||
| PO BOX 107 | ATHENS | NY | 12015 | NONE | PC | RADIOS & COMMUINICATIONS $11,500 SANTA & BUILDING $10,000 | $21,500 | |
| ATHENS SPORTSMAN CLUB | ||||||||
| 8 MAPLE AVENUE | ATHENS | NY | 12015 | NONE | PC | BIRD HOUSE PROJECT $800 DUCK CALLS PROJECT $500 FISHING DERBY $1,500 | $2,800 | |
| EJ ARTHUR SCHOOL PTO | ||||||||
| 51 THIRD STREET | ATHENS | NY | 12015 | NONE | PC | DINO ROCKS $1,685 HR EXTR PROGRAM $2,295 AUST ANIMALS $490 | $4,470 | |
| TOWN OF ATHENS | ||||||||
| 2 FIRST STREET | ATHENS | NY | 12015 | NONE | PC | VICTORY STROLL $7,000 PARK BENCH $7,000 | $14,000 | |
| CUB SCOUT PACK 45 | ||||||||
| 2 LEGEND COURT | ATHENS | NY | 12015 | NONE | PC | CAMP | $3,000 | UNIT 2029 |
| ATHENS SENIOR CITIZEN CLUB | ||||||||
| PO BOX 74 | ATHENS | NY | 12015 | NONE | PC | TRIPS | $1,000 | |
| GIFTS FOR OUR CHILDREN | ||||||||
| 77 CASTLE POINT ROAD | ATHENS | NY | 12015 | NONE | PC | CHRISTMAS/HOLIDAY GIFTS FOR CHILDREN | $1,875 | |
| GREENE COUNTY DEPARTMENT OF HUMAN SERVICES | ||||||||
| 411 MAIN STREET | CATSKILL | NY | 12414 | NONE | PC | FITNESS & DANCE CLASSES | $3,000 | |
| HUDSON RIVER BELLS | ||||||||
| 47 THIRD STREET | ATHENS | NY | 12015 | NONE | PC | EQUIPMENT & SHOWS | $1,490 | |
| ATHENS GREAT PUMPKIN PARADE | ||||||||
| PO BOX 131 | ATHENS | NY | 12015 | NONE | PC | ANNUAL PARADE | $1,290 | |
| HOPES MISSION OF GREENE COUNTY INC | ||||||||
| PO BOX 217 | COXSACKIE | NY | 12051 | NONE | PC | MEALS FOR BACKPACK PROGRAM | $2,000 | |
| CORNELL COOPERATIVE EXTENSION | ||||||||
| 479 ROUTE 66 | HUDSON | NY | 12534 | NONE | PC | 4-H PROGRAM | $1,600 | |
| GREENE COUNTY YMCA | ||||||||
| 35 ROUTE 81 | WEST COXSACKIE | NY | 12192 | NONE | PC | EJA EVENTS | $1,075 | |
| COXSACKIE-ATHENS CSD | ||||||||
| 24 SUNSET BLVD | COXSACKIE | NY | 12051 | NONE | PC | FIELD TRIP | $1,500 | |
| ATHENS MOVIE & YOUTH ACTIVITY | ||||||||
| 15 NORTH VERNON STREET | ATHENS | NY | 12015 | NONE | PC | YOUTH ACTIVITIES | $2,000 | |
| COLUMBIA MEMORIAL HOSPITAL | ||||||||
| 71 PROSPECT AVENUE | HUDSON | NY | 12534 | NONE | PC | TRAVELING DENTAL | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $209,413 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $34 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $97,881 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,851 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $110,766 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $110,766 | 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 | CategoryTxt |
| Amt | $1,650 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MONEY MARKET - JM | $93,776 | $93,776 |
| EQUITIES STOCKS & OPTIONS - JM | $714,500 | $1,134,895 |
| EQUITIES MUTUAL FUNDS - JM | $335,145 | $358,530 |
| FIXED INCOME BONDS & PREF - JM | $246,929 | $252,465 |
| FIXED INCOME MUTUAL FUNDS - JM | $68,137 | $68,696 |
| OTHER INVESTMENTS - JM | $354,613 | $379,484 |
| MONEY MARKET - CS | $14,976 | $14,976 |
| STOCKS - CS | $1,072,604 | $1,850,021 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT TO COST BASIS | Desc |
| Amt | $694 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS REFUNDED | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES CS | CategoryTxt |
| Amt | $18,405 | Amt |
| Net Investment Income | $18,405 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,009 | $1,009 |
| NYS DEPARTMENT OF LAW | $250 | |
| US TREASURY | $3,300 |