ATHENS COMMUNITY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ATHENS COMMUNITY FOUNDATION (EIN 37-1419086)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201401349349102415
- Schema version
- 2013v3.1
- 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
- Investments Land Schedule2
- Land Etc Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T14:22:31-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTISON KOSKEY HOWE & BUCCI CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 FIVE MILE WOODS ROAD | AddressLine1 |
| City | CATSKILL | City |
| State | NY | State |
| ZIP Code | 12414 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | c/o EUGENE HATTON | BusinessNameLine2 |
| 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 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | CATSKILL | City |
| State | NY | State |
| ZIP Code | 12414 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE J HATTON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5189432574 | PhoneNum |
| Signature | 2014-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5189434502 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,271,971 | 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 | $3,683 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $96 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $96 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $95,146 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,146 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,043 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $570,857 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,043 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $119,968 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,285 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,745 | 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 | $15,690 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,690 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,561 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,538 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,996 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,228 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $166,752 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $166,752 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $187,748 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,228 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $166,752 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,780 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,057 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,671 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,191 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,191 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $1,740 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,740 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,116,289 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,060,249 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,257,040 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,142,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,075,180 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,271,971 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Tot Net Ast Or Fund Balances BOY | $3,142,960 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,075,180 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,142,960 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,075,180 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,142,960 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,780 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,075,180 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,075,180 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| ABBVIE | P | 2013-01-08 | $33 | $21 | $12 | $12 | |
| WELLS FARGO CAPITAL | P | 2013-03-15 | $10,000 | $10,000 | 2008-03-05 | ||
| FORD MOTOR CO | P | 2013-03-20 | $50,000 | $50,000 | 2012-03-26 | ||
| PRUDENTIAL FINANCIAL | P | 2013-06-17 | $10,000 | $10,000 | 2008-06-25 | ||
| EXPRESS SCRIPTS HLD | P | 2013-11-12 | $4,887 | $1,131 | $3,756 | $3,756 | 2003-03-14 |
| FRANKLIN US GOVT SCS | P | 2013-11-12 | $127,293 | $127,675 | -$382 | -$382 | |
| H&E EQUIPMENT SERVICES | P | 2013-11-12 | $8,208 | $7,967 | $241 | $241 | 2006-04-12 |
| H&E EQUIPMENT SERVICES | P | 2013-11-12 | $8,208 | $5,965 | $2,243 | $2,243 | 2007-01-17 |
| JACOBS ENGINEERING GROUP | P | 2013-11-12 | $18,272 | $19,194 | -$922 | -$922 | 2007-08-02 |
| NUCOR CORP | P | 2013-11-12 | $12,824 | $13,409 | -$585 | -$585 | |
| NUCOR CORP | P | 2013-11-12 | $397 | $360 | $37 | $37 | |
| STATOIL ASA | P | 2013-11-12 | $8,772 | $11,488 | -$2,716 | -$2,716 | 2006-09-05 |
| STATOIL ASA | P | 2013-11-12 | $348 | $390 | -$42 | -$42 | 2011-06-13 |
| STATOIL ASA | P | 2013-11-12 | $364 | $378 | -$14 | -$14 | 2012-06-11 |
| STATOIL ASA | P | 2013-11-12 | $406 | $419 | -$13 | -$13 | 2013-06-06 |
| TETRA TECH INC | P | 2013-11-12 | $7,724 | $6,557 | $1,167 | $1,167 | 2007-04-20 |
| ZEBRA TECHNOLOGIES | P | 2013-01-23 | $27,930 | $21,068 | $6,862 | $6,862 | 2006-08-01 |
| STRAYER EDUCATION INC | P | 2013-03-01 | $16,201 | $46,097 | -$29,896 | -$29,896 | 2010-11-23 |
| BROOKFIELD PROPERTY PARTNER | P | 2013-04-15 | $12 | $12 | 2013-04-15 | ||
| BROOKFIELD PROPERTY PARTNER | P | 2013-05-01 | $1,923 | $1,993 | -$70 | -$70 | 2013-04-15 |
| BROOKFIELD PROPERTY PARTNER | P | 2013-05-01 | $605 | $626 | -$21 | -$21 | 2013-04-15 |
| US ECOLOGY INC | P | 2013-06-24 | $20,116 | $11,809 | $8,307 | $8,307 | 2012-06-04 |
| HEARTLAND EXPRESS | P | 2013-09-10 | $31,669 | $32,450 | -$781 | -$781 | 2005-10-24 |
| HEARTLAND EXPRESS | P | 2013-09-10 | $12,625 | $13,624 | -$999 | -$999 | 2006-12-13 |
| US ECOLOGY INC | P | 2013-09-01 | $47,990 | $28,678 | $19,312 | $19,312 | 2013-06-04 |
| RUE 21 | P | 2013-10-02 | $86,769 | $61,096 | $25,673 | $25,673 | 2013-03-25 |
| TCF FINANCIAL | P | 2013-11-27 | $21,893 | $34,879 | -$12,986 | -$12,986 | 2005-04-26 |
| TCF FINANCIAL | P | 2013-11-27 | $14,074 | $23,280 | -$9,206 | -$9,206 | 2005-05-16 |
| TCF FINANCIAL | P | 2013-11-27 | $10,946 | $9,248 | $1,698 | $1,698 | 2009-08-19 |
| CAPITAL GAIN DIVIDENDS | P | $10,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,043 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $163,117 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,369,836 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048405 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $138,040 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,293,492 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041913 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $126,461 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,792,108 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045292 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $151,868 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,544,796 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059678 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $183,671 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,078,911 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059655 | DistributionYr5Rt |
| Total Distribution | 0.254943 | TotalDistributionRt |
| Average Distribution | 0.050989 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,825,037 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $195,035 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $991 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $196,026 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $166,752 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,981 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,981 | SubtotalAmt |
| Tax Based On Investment Income | $1,981 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,740 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,740 | TotalPaymentsAndCreditsAmt |
| Tax Due | $241 | TaxDueAmt |
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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CATSKILL | City |
| State | NY | State |
| ZIP Code | 12414 | 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 |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $3,863,355 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,931 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,883,286 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,883,286 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,249 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,825,037 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,252 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,252 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,981 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,981 | TotalTaxAmt |
| Distributable Before Adj | $189,271 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $189,271 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $189,271 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $166,752 | 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 | $166,752 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $166,752 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,271 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $166,752 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $166,752 | QualifyingDistributionsAmt |
| Applied To Year1 | $166,752 | 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 | $189,271 | 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 | AddressLine1 |
| City | CATSKILL | City |
| State | NY | State |
| ZIP Code | 12414 | ZIPCode |
| 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN LEGION - POST 187 | ||||||||
| 76 SCHOHARIE TURNPIKE | ATHENS | NY | 12015 | NONE | PC | MAINTENANCE AND UPGRADES OF KITCHEN & BATHROOMS | $6,900 | |
| ATHENS COMMUNITY FOOD PANTRY | ||||||||
| 90 WASHINGTON AVE | COXSACKIE | NY | 12051 | NONE | PC | HOLIDAY FOOD BASKETS | $4,250 | |
| ATHENS CULTURAL ARTS CENTER | ||||||||
| 24 SECOND STREET | ATHENS | NY | 12015 | NONE | PC | PROGRAMS $13,906.25 EXTERIOR REPAIRS $1,250 | $15,156 | |
| COXSACKIE ATHENS LITTLE LEAGUE | ||||||||
| PO BOX 93 | ATHENS | NY | 12015 | NONE | PC | MOWER & CART $3,068 SCOREBOARD $3,000 INFIELD MIX $3,000 TARPS $591.62 | $9,660 | |
| ATHENS PADDOCK CLUB | ||||||||
| PO BOX 94 | ATHENS | NY | 12015 | NONE | PC | SECRET SANTA | $4,000 | |
| ATHENS PERFORMING ARTS COMMITTEE | ||||||||
| 78 N FRANKLIN STREET | ATHENS | NY | 12015 | NONE | PC | BANDS FOR SUMMER IN THE PARK SERIES | $14,125 | |
| ATHENS RECREATION ASSOCIATION | ||||||||
| PO BOX 52 | ATHENS | NY | 12015 | NONE | PC | NEW TRAINING STANDARDS | $9,375 | |
| GREENE COUNTY AGING SERVICES FOUNDATION INC | ||||||||
| 411 MAIN STREET | CATSKILL | NY | 12414 | NONE | PC | TRANSPORTATION | $4,000 | |
| ATHENS STREET FESTIVAL | ||||||||
| 288 FLATS ROAD | ATHENS | NY | 12015 | NONE | PC | STREET FESTIVAL - MUSIC & FIREWORKS | $10,000 | |
| ATHENS VOLUNTEER FIRE COMPANY | ||||||||
| PO BOX 74 | ATHENS | NY | 12015 | NONE | PC | FIRE SAFETY & PREVENTION $7,250 DEFIBRILLATORS $4,790 | $12,040 | |
| ATHENS YOUTH PROGRAMS - VILLAGE OF ATHENS | ||||||||
| 2 FIRST STREET | ATHENS | NY | 12015 | NONE | PC | RECREATION FUNDING | $11,500 | |
| FRIENDS OF DR EVARTS LIBRARY | ||||||||
| 80 SECOND STREET | ATHENS | NY | 12015 | NONE | PC | PROGRAMS | $2,500 | |
| VILLAGE OF ATHENS | ||||||||
| 2 FIRST ST | ATHENS | NY | 12015 | NONE | PC | POLICE AED PROJECT $1,695 PARKING LOT PROJECT $1,000 PLAYSCAPE MULCH PROJECT $2,415 | $5,110 | |
| RIVERTOWN HOUSING DEVELOPMENT FUND CO | ||||||||
| 19 THIRD STREET | ATHENS | NY | 12015 | NONE | PC | PROGRAMS | $8,350 | |
| ATHENS COMMUNITY DAY | ||||||||
| 23 N VERNON STREET | ATHENS | NY | 12015 | NONE | PC | COMMUNITY DAY | $2,567 | |
| BOY SCOUTS TROOP #45 | ||||||||
| 230 SCOHARIE TPKE | ATHENS | NY | 12015 | NONE | PC | SUMMER PROGRAMS/CAMP | $2,500 | |
| WEST ATHENS LIME STREET FIRE COMPANY | ||||||||
| PO BOX 107 | ATHENS | NY | 12015 | NONE | PC | FIRE SAFETY AND PREVENTION | $7,290 | |
| ATHENS SPORTSMAN CLUB | ||||||||
| 8 MAPLE AVENUE | ATHENS | NY | 12015 | NONE | PC | DUCK HOUSE PROJECT $800 DUCK CALLS PROJECT $400 | $1,200 | |
| EJ ARTHUR SCHOOL PTO | ||||||||
| 51 THIRD STREET | ATHENS | NY | 12015 | NONE | PC | TRAVELING MUSEUM | $2,400 | |
| TOWN OF ATHENS | ||||||||
| 2 FIRST STREET | ATHENS | NY | 12015 | NONE | PC | OUTDOOR SUMMER MOVIE PROJECT | $1,875 | |
| CUB SCOUT PACK 45 | ||||||||
| 2919 SLEEPY HOLLOW ROAD | ATHENS | NY | 12015 | NONE | PC | CAMP | $2,000 | NUMBER 2059 |
| ATHENS FLOWER PROGRAM | ||||||||
| 9 MARKET STREET | ATHENS | NY | 12015 | NONE | PC | FLOWERS | $5,000 | |
| ATHENS VICTORIAN STROLL | ||||||||
| 24 SECOND STREET | ATHENS | NY | 12015 | NONE | PC | VICTORIAN STROLL | $5,660 | |
| 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 | |
| COLUMBIA-GREENE HUMANE SOCIETY SPCA | ||||||||
| 125 HUMANE SOCIETY ROAD | HUDSON | NY | 12534 | NONE | PC | ANIMAL CARE & PLACEMENT | $5,853 | |
| CAPITAL DISTRICT YMCA | ||||||||
| 370 MANSION STREET | COXSACKIE | NY | 12051 | NONE | PC | EXERCISE PROGRAM | $1,563 | |
| GREENE COUNTY DEPARTMENT OF HUMAN SERVICES | ||||||||
| 411 MAIN STREET | CATSKILL | NY | 12414 | NONE | PC | RIVERTOWN DANCING FEES | $2,500 | |
| COLUMBIA MEMORIAL HOSPITAL | ||||||||
| 71 PROSPECT AVENUE | HUDSON | NY | 12534 | NONE | PC | DENTAL NEEDS FOR CHILDREN OF LOW INCOME FAMILIES | $3,000 | |
| HUDSON RIVER BELLS | ||||||||
| 47 THIRD STREET | ATHENS | NY | 12015 | NONE | PC | JAZZ ENSEMBLE | $690 | |
| HUDSON ATHENS LIGHTHOUSE PRESERVATION SOCIETY | ||||||||
| PO BOX 145 | ATHENS | NY | 12015 | NONE | PC | RESTORATION PROJECTS | $2,813 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $166,752 | 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 | $96 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $95,146 | 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 | $21,043 | 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 | $116,285 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,285 | 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 | $1,745 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MONEY MARKET - JM | $10,203 | $10,203 |
| EQUITIES STOCKS & OPTIONS - JM | $739,714 | $1,223,421 |
| EQUITIES MUTUAL FUNDS - JM | $287,620 | $348,284 |
| FIXED INCOME BONDS & PREF - JM | $270,676 | $274,168 |
| FIXED INCOME MUTUAL FUNDS - JM | $248,237 | $223,582 |
| OTHER INVESTMENTS - JM | $355,469 | $396,352 |
| MONEY MARKET - CS | $82,910 | $82,910 |
| STOCKS - CS | $1,065,420 | $1,698,120 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc |
|---|
| LITIGATION REFUND |
| TAX REFUND |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES CS | CategoryTxt |
| Amt | $15,690 | Amt |
| Net Investment Income | $15,690 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,538 | $1,538 |
| NYS DEPARTMENT OF LAW | $250 | |
| US TREASURY | $1,773 |