PHILIP E POTTER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PHILIP E POTTER FOUNDATION (EIN 16-6169167)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2015-02-26
- IRS object ID
- 201500579349100600
- Schema version
- 2013v4.0
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-26T08:08:42-08:00 | ReturnTs |
| Tax Period End | 2014-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mostert Manzanero & Scott LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Associate Dr | AddressLine1 |
| City | Oneonta | City |
| State | NY | State |
| ZIP Code | 13820 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 166169167 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILIP E POTTER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 6074326724 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 FORD AVENUE | AddressLine1 |
| City | ONEONTA | City |
| State | NY | State |
| ZIP Code | 13820 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE T WOLEK | PersonNm |
| Person Title | Foundation Mgr. | PersonTitleTxt |
| Signature | 2015-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH L MOSTERT | PreparerPersonNm |
| PTIN | P01213266 | PTIN |
| Phone | 6074328700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,354,223 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $151 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $151 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $151 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $376,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $376,363 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $376,363 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,492 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $118,154 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,492 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $410,006 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $410,006 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $376,514 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $62,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $62,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $44,116 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $22,058 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $22,058 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,500 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,549 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $42,088 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,639 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,449 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $166,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $126,447 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,257 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $366,305 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $366,305 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $532,558 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $126,447 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $400,562 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$122,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $283,559 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $376,514 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $540,027 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $190,917 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $190,917 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,250 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $2,500 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,000 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $49,058 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $49,058 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $5,864,967 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,095,525 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,044,450 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $53,018 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $53,018 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $60,889 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $51,967 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,510,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,394,518 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,354,223 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $175,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $181,750 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $175,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $181,750 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,335,320 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,212,768 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,335,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,212,768 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,510,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,394,518 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,335,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$122,552 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,212,768 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,212,768 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,492 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,815 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $502,260 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,700,267 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04694 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $443,660 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,683,868 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04581 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $466,251 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,162,165 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05089 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $524,238 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,183,673 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06406 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $552,916 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,322,876 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06643 | DistributionYr5Rt |
| Total Distribution | 0.27413 | TotalDistributionRt |
| Average Distribution | 0.05483 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,799,331 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $646,922 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,836 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $649,758 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $400,562 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,671 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,671 | SubtotalAmt |
| Tax Based On Investment Income | $5,671 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $329 | OverpaymentAmt |
| Applied To ES Tax | $329 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6074326724 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 FORD AVENUE | AddressLine1 |
| City | ONEONTA | City |
| State | NY | State |
| ZIP Code | 13820 | ZIPCode |
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MAUREEN P HULBERT | ||||||
| 6 FORD AVE | ONEONTA | NY | 13820 | Trustee | 0.50 | $12,500 |
| ROBERT W MOYER | ||||||
| 6 FORD AVE | ONEONTA | NY | 13820 | Trustee | 0.50 | $12,500 |
| ANNE T WOLEK | ||||||
| 6 FORD AVE | ONEONTA | NY | 13820 | Foundation Mgr. | 10.00 | $12,500 |
| SUE ANNE DE DERGH | ||||||
| 6 FORD AVE | ONEONTA | NY | 13820 | Trustee | 0.50 | $12,500 |
| SALLY ANNE DUNLEARY | ||||||
| 6 FORD AVE | ONEONTA | NY | 13820 | Trustee | 0.50 | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,641,321 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $337,695 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,979,016 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,979,016 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $179,685 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,799,331 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $589,967 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $589,967 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,671 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,671 | TotalTaxAmt |
| Distributable Before Adj | $584,296 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $584,296 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $584,296 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $400,562 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $400,562 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $400,562 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $584,296 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $139,061 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $116,745 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,661 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $270,467 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $400,562 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $400,562 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $183,734 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $183,734 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $86,733 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $86,733 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $72,072 | ExcessFromYear4Amt |
| Excess From Year3 | $14,661 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNE T WOLEK MANAGING TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 FORD AVE | AddressLine1 |
| City | ONEONTA | City |
| State | NY | State |
| ZIP Code | 13820 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6074326724 | RecipientPhoneNum |
| Form And Info And Materials | STANDARD APPLICATION FORM AVAILABLE AT AREA HIGH SCHOOL & THE FOUNDATION OFFICE SETTING FORTH NEED, FINANCIAL, HIGH SCHOOL EVAL. & COLLEGE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIPS AWARDED PRIMARILY TO ONEONTA HIGH SCHOOL GRADUATES, ONEONTA, NY 13820 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DETAIL LIST ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 6 FORD AVE | AddressLine1 |
| City | ONEONTA | City |
| State | NY | State |
| ZIP Code | 13820 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | EDUCATION | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDUCATION | GrantOrContributionPurposeTxt |
| Amt | $366,305 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $366,305 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $151 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $376,363 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,492 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $410,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $410,006 | 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 | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNITY BANK - FEES | $6,828 | $6,828 | |
| COMPUTER REPAIR AND TECH | $1,201 | $1,201 | |
| DAILY STAR - LEGAL NOTICE | $17 | $17 | |
| FICA & WH TAXES | $16,740 | $8,370 | $8,370 |
| LIABILITY INSURANCE | $1,408 | $1,408 | |
| MORGAN STANLEY - FEES | $5,714 | $5,714 | |
| MORGAN STANLEY - MISC FEES | $50 | $50 | |
| NATL BENEFIT LIFE - DBL INS | $80 | $80 | |
| NYS DEPT STATE FEE | $750 | $750 | |
| NYS EMPLOYMENT TAXES | $456 | $228 | $228 |
| NYS WH TAXES | $5,703 | $2,852 | $2,851 |
| OFFICE SUPPLIES | $670 | $670 | |
| POSTAGE | $570 | $570 | |
| STATE INSURANCE FUND | $462 | $462 | |
| TELEPHONE, TV AND INTERNET | $1,439 | $1,439 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOUNDATION MANAGER FEE | CategoryTxt |
| Amt | $10,500 | Amt |
| Net Investment Income | $10,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAXES | $5,695 |
| REFUND OF EXCISE TAXES | $146 |