JANE BALDWIN HOLBRITTER CHARITABLE TRUST: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JANE BALDWIN HOLBRITTER CHARITABLE TRUST (EIN 14-6197876)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-01
- IRS object ID
- 201620929349100407
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-01T11:03:35-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | MARGARET HOLBRITTER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5188691987 | PhoneNum |
| Signature | 2016-03-31 | 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 | 2016-04-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $635,693 | 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 |
| Dividends Rev And Expnss | $17,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,506 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,506 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,237 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,898 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,898 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,743 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,404 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,506 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,695 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,280 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $415 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $185 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,880 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $415 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,664 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,664 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,079 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,801 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,939 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,506 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4 | CashBOYAmt |
| Cash EOY | $476 | CashEOYAmt |
| Cash EOYFMV | $476 | CashEOYFMVAmt |
| Other Investments BOY | $649,554 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $623,281 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $635,217 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $649,558 | TotalAssetsBOYAmt |
| Total Assets EOY | $623,757 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $635,693 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $649,558 | RetainedEarningBOYAmt |
| Retained Earning EOY | $623,757 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $649,558 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $623,757 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $649,558 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $623,757 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $649,558 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,801 | ExcessRevenueOverExpensesAmt |
| Subtotal | $623,757 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $623,757 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,898 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $47,675 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $44,148 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $305,027 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.144735 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,780 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $348,864 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.122627 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,492 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $293,837 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.117385 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,302 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $278,999 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.094273 | DistributionYr5Rt |
| Total Distribution | 0.479020 | TotalDistributionRt |
| Average Distribution | 0.119755 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $209 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $209 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,079 | 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 | $209 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $209 | SubtotalAmt |
| Tax Based On Investment Income | $209 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $209 | 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 | 5.00 | $0 | $0 | $0 |
| ELEANOR NASNER | ||||||||
| 64 SPRING STREET ROAD | LOUDONVILLE | NY | 12211 | TRUSTEE | 5.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $209 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $209 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,079 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $47,079 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $209 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $46,870 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $26,400 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,650 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,780 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,366 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,860 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $196,056 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,079 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $47,079 | RemainingDistriFromCorpusAmt |
| Total Corpus | $243,135 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $26,400 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $216,735 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,650 | ExcessFromYear4Amt |
| Excess From Year3 | $42,780 | ExcessFromYear3Amt |
| Excess From Year2 | $44,366 | ExcessFromYear2Amt |
| Excess From Year1 | $47,860 | ExcessFromYear1Amt |
| Excess From Current Year | $47,079 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 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 |
| COLONIE PBA FUND | ||||||||
| RT 155 | RT 155 | COLONIE | NY | 12205 | SUPPORT | CHARITABLE | CHARITABLE | $500 |
| RUSSELL REFUGE | ||||||||
| PO BOX 725 | PO BOX 725 | RHINEBECK | NY | 12572 | SUPPORT | CHARITABLE | CHARITABLE | $1,000 |
| MOHAWK HUDSON RIVER HUMANE SOC | ||||||||
| 3 OAKLAND AVE | 3 OAKLAND AVE | MENANDS | NY | 12204 | SUPPORT | CHARITABLE | CHARITABLE | $6,714 |
| ST PETERS HOSPITAL FOUNDATION | ||||||||
| 314 S MANNING BLVD | 314 S MANNING BLVD | ALBANY | NY | 12208 | SUPPORT | CHARITABLE | CHARITABLE | $7,000 |
| RONALD MCDONALD HOUSE | ||||||||
| 139 SOUTH LAKE | 139 SOUTH LAKE | ALBANY | NY | 12208 | SUPPORT | CHARITABLE | CHARITABLE | $5,000 |
| THE LAMPLIGHTER FOUNDATION | ||||||||
| 1438 SHERIDAN AVE | 1438 SHERIDAN AVE | CODY | WY | 82414 | SUPPORT | CHARITABLE | CHARITABLE | $1,000 |
| REGIONAL FOOD BANK | ||||||||
| 965 ALBANY SHAKER ROAD | 965 ALBANY SHAKER ROAD | ALBANY | NY | 12210 | SUPPORT | CHARITABLE | CHARITABLE | $500 |
| FRIENDS OF ALBANY RURAL CEMETARY | ||||||||
| CEMETARY AVE | CEMETARY AVE | ALBANY | NY | 12204 | SUPPORT | CAHRITABLE | CHARITABLE | $500 |
| MAKE A WISH FOUNDATION | ||||||||
| 1 MUSTANG DRIVE | 1 MUSTANG DRIVE | COHOES | NY | 12047 | SUPPORT | CHARITABLE | CHARITABLE | $1,000 |
| OPERATION PLEASE REMEMBER ME | ||||||||
| 26 LOUDON HEIGHTS | 26 LOUDON HEIGHTS | LOUDONVILLE | NY | 12211 | SUPPORT | CHARITABLE | CHARITABLE | $500 |
| OUT OF THE PITS | ||||||||
| PO BOX 2311 | PO BOX 2311 | ALBANY | NY | 12220 | SUPPORT | CHARITABLE | CHARITABLE | $3,000 |
| ST JOHN THE EVANGELIST CHURCH | ||||||||
| 210 CENTRAL STREET | 210 CENTRAL STREET | BRIDGEWATER | MA | 02333 | SUPPORT | CHARITABLE | CHARITABLE | $500 |
| SENIOR SERVICES OF ALBANY | ||||||||
| 32 EXXES STREET | 32 EXXES STREET | ALBANY | NY | 12206 | SUPPORT | CHARITABLE | CHARITABLE | $500 |
| HOOVED ANIMAL HUMANE SOCIETY | ||||||||
| 10804 MCCONNELL RD | 10804 MCCONNELL RD | WOODSTOCK | IL | 60098 | SUPPORT | CHARITABLE | CHARITABLE | $250 |
| BIKE TO THE BEACH | ||||||||
| 1990 K STREET NW | 1990 K STREET NW | WASHINGTON | DC | 20006 | SUPPORT | CHARITABLE | CHARITABLE | $500 |
| CATHOLIC CHARITIES UNITY HOUSE | ||||||||
| 2431 6TH AVE | 2431 6TH AVE | TROY | NY | 12180 | SUPPORT | CHARITABLE | CHARITABLE | $200 |
| PAWS AND CLAWS HUMANE SOCIETY | ||||||||
| PO BOX 975 | PO BOX 975 | MCGEHEE | AR | 71654 | SUPPORT | CHARITABLE | CHARITABLE | $3,000 |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758540 | PO BOX 758540 | TOPEKA | KS | 66675 | SUPPORT | CHARITABLE | CHARITABLE | $3,500 |
| SHIH-TZU RESCUE | ||||||||
| 4474 WESTON RD | 4474 WESTON RD | DAVIE | FL | 33331 | SUPPORT | CHARITABLE | CHARITABLE | $3,000 |
| ALBANY ACADEMYFOR GIRLS | ||||||||
| 140 ACADEMY RD | 140 ACADEMY RD | ALBANY | NY | 12208 | SUPPORT | CHARITABLE | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,664 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,506 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,237 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,506 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,237 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,743 | 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 | $1,695 | Amt |
| Net Investment Income | $1,280 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $415 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 92.98 SH INCOME FUND AMERICA CL A | AssetDesc |
| Acquired | 2011-02 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2015-01 | SoldDt |
| Gross Sales Price | $2,000 | GrossSalesPriceAmt |
| Basis | $1,661 | BasisAmt |
| Total Net | $339 | TotalNetAmt |
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 | $119,195 | $80,552 |
| STOCKS AND MUTUAL FUNDS | AT COST | $504,086 | $554,665 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRIVATE FOUNDATION TAX | CategoryTxt |
| Amt | $185 | Amt |
| Net Investment Income | $185 | NetInvestmentIncomeAmt |