THE MELANIE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE MELANIE FOUNDATION INC (EIN 41-2192968)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201521319349101392
- Schema version
- 2014v5.0
- 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
- Cash Deemed Charitable Expln Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T11:06:59-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frederick W Barthelmas Jr CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 Revolutionary Drive | AddressLine1Txt |
| City | Ballston Spa | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412192968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MELANIE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELA | BusinessNameControlTxt |
| Phone | 5185842984 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 MARION PLACE | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE O'DONNELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5185842984 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERICK W BARTHELMAS JR CPA | PreparerPersonNm |
| Phone | 5185872917 | PhoneNum |
| Preparation | 2015-05-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $370,843 | 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 | $4,852 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $16 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $7,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,005 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,005 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $106,430 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,234 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,234 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $118,303 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,255 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,255 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $170 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $170 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $79,503 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $80 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $79,423 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,973 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $250 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,723 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,573 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $250 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,323 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,255 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,005 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,522 | CashBOYAmt |
| Cash EOY | $1,091 | CashEOYAmt |
| Cash EOYFMV | $1,091 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $68,696 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,618 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,618 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $280,741 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $342,134 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $342,134 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $350,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $370,843 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $370,843 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $350,959 | UnrestrictedBOYAmt |
| Unrestricted EOY | $370,843 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $350,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $370,843 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $350,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $370,843 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $350,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,154 | OtherIncreasesAmt |
| Subtotal | $370,843 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $370,843 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $276,530 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063646 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,983 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $235,459 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063633 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,957 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $175,930 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.073649 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,984 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $137,280 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080012 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,483 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $111,895 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066875 | DistributionYr5Rt |
| Total Distribution | 0.347815 | TotalDistributionRt |
| Average Distribution | 0.069563 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $335,105 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,311 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $83 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,394 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $111,323 | 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 | $83 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $83 | SubtotalAmt |
| Tax Based On Investment Income | $83 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $83 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| 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 | THESARATOGAPALIO.COM | WebsiteAddressTxt |
| Individual With Books | VICKI MEROLA | IndividualWithBooksNm |
| Phone | 5185873741 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 LEFFERTS ST | AddressLine1Txt |
| City | SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE O'DONNELL | ||||||||
| 55 BIRCH ST | SARATOGA SPRINGS | NY | 12866 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| VICKI MEROLA | ||||||||
| 33 LEFFERTS ST | SARATOGA SPRINGS | NY | 12866 | TREASURER | 1.00 | $0 | $0 | $0 |
| MICHELLE MEROLA | ||||||||
| 25 PALMER HEIGHTS | SARATOGA SPRINGS | NY | 12866 | SECRETARY | 1.00 | $0 | $0 | $0 |
| COLLEEN SANITA | ||||||||
| 5 EMERALD LANE | SARATOGA SPRINGS | NY | 12866 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| KARA WATERS | ||||||||
| 34 WEDGEWOOD DR | SARATOGA SPRINGS | NY | 12866 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARIA MAURER | ||||||||
| 14 WIGHT PLACE | PEMAFLY | NJ | 07670 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JENNIFER SARVER | ||||||||
| 23 TROTTINGHAM DR | SARATOGA SPRINGS | NY | 12866 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PALIO-MELANIE MEROLA O'DONNELL MEMORIAL RUN | Description1Txt |
| Expenses1 | $77,067 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $330,255 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $365,105 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $365,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $335,105 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,755 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,755 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $83 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $83 | TotalTaxAmt |
| Distributable Before Adj | $16,672 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,672 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,672 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,323 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $111,323 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $83 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $111,240 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,672 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,657 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Total For Prior Years | $18,604 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $11,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,844 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,844 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,323 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $111,323 | RemainingDistriFromCorpusAmt |
| Total Corpus | $156,167 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $18,604 | PriorYearUndistributedIncmAmt |
| Taxable1 | $18,604 | Taxable1Amt |
| Taxable2 | $13,657 | Taxable2Amt |
| Undistributed Income CY | $16,672 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $156,167 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,000 | ExcessFromYear4Amt |
| Excess From Year3 | $13,000 | ExcessFromYear3Amt |
| Excess From Year2 | $15,000 | ExcessFromYear2Amt |
| Excess From Year1 | $5,844 | ExcessFromYear1Amt |
| Excess From Current Year | $111,323 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MELANIE MEROLA O'DONNELL SCHOLARSHI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 WEDGEWOOD DRIVE | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5185872119 | RecipientPhoneNum |
| Form And Info And Materials | RESUME, COVER LETTER, OFFICIAL UNDERGRADUATE TRANSCRIPTS, THREE LETTERS OF REFERENCE, ESSAY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 4, 2014 | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR GRADUATE STUDY IN AN ACCREDITED MENTAL HEALTH PROGRAM. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KEVIN O'LEARY | |||||||
| 12 WEST STREET | KEENE | NH | 03435 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,500 |
| JEN BAKALAR | |||||||
| 1101 HIGGINS PLACE 206 | ROCKVILLE | MD | 20852 | NONE | INDIVIDUAL | SCHOLARSHIP | $5,000 |
| KELSEY SOUTH | |||||||
| 310 N ADAM ST | EUGENE | OR | 97402 | NONE | INDIVIDUAL | SCHOLARSHIP | $2,000 |
| MAGDA PERMUT | |||||||
| 14 BELLEVIEW LA | LITTLETON | CO | 08121 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| KATHERINE SANCHEZ-CASTEJON | |||||||
| 1074 S DAHLIA ST G314 | GLENDALE | CO | 80246 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| KAREN & GARY DAKE FOUNDATION FOR CHILDREN | |||||||
| 270 WEST CIRCULAR STREET | SARATOGA SPRINGS | NY | 12866 | NONPROFITCORP | DONATION | $100 | |
| NICHOLAS HEBERT | |||||||
| 2 SUTHERLAND RD 25 | BRIGHTON | MA | 02135 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| MY LINH VO | |||||||
| 1128 PHELAN WAY | SAN JOSE | CA | 95122 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| JESSICA BODIE | |||||||
| 30 STEWART AVE | DELRAN | NJ | 80875 | NONE | INDIVIDUAL | SCHOLARSHIP | $1,000 |
| SARATOGA WARHORSE | |||||||
| PO BOX 461 | SARATOGA SPRINGS | NY | 12866 | NONPROFITCORP | DONATION | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,005 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $28,129 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,021 | ExclusionAmt |
| Related Or Exempt Function Incm | $28,129 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,150 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 9 | LineNumberTxt |
| Relationship Statement | RAISED FUNDS FOR THE SCHOLARSHIP FUND. | RelationshipStatementTxt |
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 | FREDERICK W BARTHELMAS JR CPA REVIEW SERVICES | CategoryTxt |
| Amt | $500 | Amt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH IS HELD TO PROVIDE FOR SCHOLARSHIPS TO QUALIFYING STUDENTS AND FOR DONATIONS TO COMMUNITY NONPROFIT ORGANIZATIONS. | ShortExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY FOUR IN ONE INDEX | CategoryOrItemTxt |
| Book Value | $342,134 | BookValueAmt |
| EOYFMV | $342,134 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ANNUAL RUN EXPENSES | $77,067 | $77,067 | |
| POSTAGE | $170 | $170 | |
| INSURANCE | $1,240 | $1,240 | |
| REGISTRATION | $571 | $571 | |
| MEMBERSHIPS AND DUES | $375 | $375 | |
| BANK SERVICE CHARGES | $80 | $80 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ANNUAL RUN | $105,196 | ||
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | $900 | $900 | $900 |
| SHORT TERM CAPITAL GAIN DISTRIBUTIONS | $334 | $334 | $334 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CAPITAL GAINS | Desc |
| Amt | $13,154 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IN FOCUS BRAND WEB SITE DEVELOPMENT | CategoryTxt |
| Amt | $2,800 | Amt |
| Disbursements Charitable Prps | $2,800 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | CategoryTxt |
| Amt | $170 | Amt |
| Adjusted Net Income | $170 | AdjustedNetIncomeAmt |