JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC (EIN 22-2921430)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-30
- IRS object ID
- 201411509349100501
- Schema version
- 2013v3.0
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-30T10:11:12-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141567343 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARVIN AND COMPANY PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BRITISH AMERICAN BLVD | AddressLine1 |
| City | LATHAM | City |
| State | NY | State |
| ZIP Code | 121101405 | 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 | 222921430 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JULI | BusinessNameControlTxt |
| Phone | 5184829292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 921 | AddressLine1 |
| City | LATHAM | City |
| State | NY | State |
| ZIP Code | 12110 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN BAGLEY SANTARCANGELO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5184829292 | PhoneNum |
| Signature | 2014-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL A HAUSAMANN CPA | PreparerPersonNm |
| PTIN | P00339780 | PTIN |
| Phone | 5187850134 | 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 | $2,129,106 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $104,699 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,699 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,907 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $614,381 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,907 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $199,606 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $199,606 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $8,705 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $8,705 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $240 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $240 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,956 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,956 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,402 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,578 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $824 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,423 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,140 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,283 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,726 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,718 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,008 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,626 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,718 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,908 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $113,980 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $178,888 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,067 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,822 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,822 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $443 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $450 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $450 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $410,431 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,465 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,465 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,161,398 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,644,191 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,644,191 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $294,707 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $431,714 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $431,714 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,438 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,464 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,464 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,925,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,129,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,129,106 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $541 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,460 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $541 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,460 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,924,943 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,126,646 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,924,943 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,126,646 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,925,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,129,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,924,943 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $113,980 | ExcessRevenueOverExpensesAmt |
| Other Increases | $87,723 | OtherIncreasesAmt |
| Subtotal | $2,126,646 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,126,646 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $614,381 | GrossSalesPriceAmt |
| Cost Or Other Basis | $519,474 | CostOrOtherBasisAmt |
| Gain Or Loss | $94,907 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $94,907 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,907 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $60,835 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,848,842 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032904 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $61,539 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,786,916 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034439 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $61,741 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,727,811 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035734 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $70,098 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,600,019 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043811 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $165,844 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,762,756 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.094082 | DistributionYr5Rt |
| Total Distribution | 0.240970 | TotalDistributionRt |
| Average Distribution | 0.048194 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,996,887 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $96,238 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,789 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $98,027 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,908 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,578 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,578 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,578 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,680 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,680 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,102 | OverpaymentAmt |
| Applied To ES Tax | $1,102 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERYL B FITZPATRICK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5184829292 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 921 | AddressLine1 |
| City | LATHAM | City |
| State | NY | State |
| ZIP Code | 12110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN BAGLEY SANTARCANGELO | ||||||||
| PO BOX 921 | LATHAM | NY | 12110 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ARTHUR F YOUNG JR | ||||||||
| PO BOX 921 | LATHAM | NY | 12110 | INVESTMENT OFFICER | 1.00 | $0 | $0 | $0 |
| CHRISTINE M BALL | ||||||||
| PO BOX 921 | LATHAM | NY | 12110 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| BONITA BAZYK | ||||||||
| PO BOX 921 | LATHAM | NY | 12110 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KATHLEEN A KENNEDY | ||||||||
| PO BOX 921 | LATHAM | NY | 12110 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CHERYL B FITZPATRICK | ||||||||
| PO BOX 921 | LATHAM | NY | 12110 | TREASURER | 1.00 | $0 | $0 | $0 |
| I MICHAEL FLAUM | ||||||||
| PO BOX 921 | LATHAM | NY | 12110 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LINNEA JATULIS | ||||||||
| PO BOX 921 | LATHAM | NY | 12110 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| RONALD VERO | ||||||||
| PO BOX 921 | LATHAM | NY | 12110 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| CAROL ROSNEY | ||||||||
| PO BOX 921 | LATHAM | NY | 12110 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| AMY SHAVER | ||||||||
| PO BOX 921 | LATHAM | NY | 12110 | SECRETARY | 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 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,975,453 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,945 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,898 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,027,296 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,027,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,409 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,996,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,844 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,844 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,578 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,578 | TotalTaxAmt |
| Distributable Before Adj | $96,266 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $96,266 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $96,266 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,908 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $64,908 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,908 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,266 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $79,544 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $79,544 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,908 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,908 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $31,358 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $31,358 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,186 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $48,186 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF THE HOLY NAMES | |||||||
| 1073 NEW SCOTLAND ROAD | ALBANY | NY | 12208 | 5184387895 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| ALBANY ACADEMY FOR BOYS | |||||||
| 135 ACADEMY ROAD | ALBANY | NY | 12208 | 5184292300 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| ALBANY ACADEMY FOR GIRLS | |||||||
| 140 ACADEMY ROAD | ALBANY | NY | 12208 | 5184292300 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| ALBANY HIGH SCHOOL | |||||||
| 700 WASHINGTON AVENUE | ALBANY | NY | 12203 | 5184543987 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| AVERILL PARK HIGH SCHOOL | |||||||
| 146 GETTLE ROAD | AVERILL PARK | NY | 12018 | 5186747000 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| BERNE KNOX WESTERLO HIGH SCHOOL | |||||||
| 1738 HELDERBERG TRAIL | BERNE | NY | 12023 | 5188721482 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| BETHLEHEM HIGH SCHOOL | |||||||
| 700 DELEWARE AVENUE | DELMAR | NY | 12054 | 5184394921 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| BISHOP MAGINN HIGH SCHOOL | |||||||
| 99 SLINGERLAND STREET | ALBANY | NY | 12202 | 5184632247 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| CATHOLIC CENTRAL HIGH SCHOOL | |||||||
| 625 SEVENTH AVENUE | TROY | NY | 12182 | 5182357100 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| COHOES HIGH SCHOOL | |||||||
| TIGER CIRCLE | COHOES | NY | 12047 | 5182379100 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| COLONIE CENTRAL HIGH SCHOOL | |||||||
| 1 RAIDER BOULEVARD | ALBANY | NY | 12205 | 5184591220 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| COLUMBIA HIGH SCHOOL | |||||||
| 962 LUTHER ROAD | EAST GREENBUSH | NY | 12061 | 5182072000 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| COXACKIE ATHENS HIGH SCHOOL | |||||||
| 24 SUNSET BOULEVARD | COXACKIE | NY | 12051 | 5187311800 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| THE DOANE STUART SCHOOL | |||||||
| 199 WASHINGTON AVENUE | RENSSELAER | NY | 12144 | 5184655222 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| GUILDERLAND HIGH SCHOOL | |||||||
| 8 SCHOOL ROAD | GUILDERLAND CENTER | NY | 12085 | 5188618591 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| LANSINGBURGH HIGH SCHOOL | |||||||
| 320 SEVENTH AVENUE | TROY | NY | 12182 | 5182336806 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| LA SALLE SCHOOL | |||||||
| 391 WESTERN AVENUE | ALBANY | NY | 12203 | 5182422741 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| MAPLE HILL HIGH SCHOOL | |||||||
| 1216 MAPLE HILL ROAD | CASTLEONHUDSON | NY | 12033 | 5187327701 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| MECHANICVILLE HIGH SCHOOL | |||||||
| 25 KNISKERN AVENUE | MECHANICVILLE | NY | 12118 | 5186649888 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| NISKAYUNA HIGH SCHOOL | |||||||
| 1626 BALLTOWN ROAD | NISKAYUNA | NY | 12309 | 5183822511 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| NOTRE DAME BISHOP GIBBONS HIGH SCHO | |||||||
| 2600 ALBANY STREET | SCHENECTADY | NY | 12304 | 5183933131 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| RAVENA COEYMANS SELKIRK HIGH SCHOOL | |||||||
| 2025 ROUTE 9W | RAVENA | NY | 12143 | 5187565200 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| RENSSELAER HIGH SCHOOL | |||||||
| 25 VAN RENSSELAER DRIVE | RENSSELAER | NY | 12144 | 5184368561 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| SCHENECTADY HIGH SCHOOL | |||||||
| 1445 THE PLAZA | SCHENECTADY | NY | 12308 | 5183708190 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| SCHOHARIE HIGH SCHOOL | |||||||
| 136 ACADEMY DRIVE | SCHOHARIE | NY | 12157 | 5182956600 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| SCHUYLERVILLE HIGH SCHOOL | |||||||
| 14 SPRING STREET | SCHUYLERVILLE | NY | 12871 | 5186953255 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| SHAKER HIGH SCHOOL | |||||||
| 445 WATERVLIET SHAKER ROAD | LATHAM | NY | 12110 | 5187855511 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| TROY HIGH SCHOOL | |||||||
| 1950 BURDETTE AVENUE | TROY | NY | 12180 | 5182385401 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| CLAYTON A BOUTON HIGH SCHOOL | |||||||
| 432 NEW SALEM ROAD | VOORHEESVILLE | NY | 12186 | 5187653314 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| WATERFORD HALFMOON HIGH SCHOOL | |||||||
| 125 MIDDLETOWN ROAD | WATERFORD | NY | 12188 | 5182370800 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| WATERVLIET HIGH SCHOOL | |||||||
| 1245 HILLSIDE DRIVE | WATERVLIET | NY | 12189 | 5186293300 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| SCHALMONT HIGH SCHOOL | |||||||
| 1 SABRE DRIVE | SCHENECTADY | NY | 12306 | 5183556110 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| BURNT HILLS BALLSTON LAKE HIGH SCHO | |||||||
| 88 LAKEHILL ROAD | BURNT HILLS | NY | 12027 | 5183999141 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| LOUDONVILLE CHRISTIAN SCHOOL | |||||||
| 374 LOUDON ROAD | LOUDONVILLE | NY | 12211 | 5184346051 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
| SHARON SPRINGS HIGH SCHOOL | |||||||
| 514 STATE HIGHWAY 20 | SHARON SPRINGS | NY | 13459 | 5182842266 | APPLICATION SHOULD BE MADE DIRECTLY TO EACH PARTICIPATING INSTITUTION REQUESTING ASSISTANCE FROM THE JULIA O. WELLS MEMORIAL EDUCATION FOUNDATION. | N/A | THE FOUNDATION WAS FORMED TO CREATE AND PROMOTE THE ADVANCEMENT OF THE NURSING PROFESSION AND EDUCATIONAL OPPORTUNITIES FOR NURSES AND NURSING STUDENTS BY PROVIDING ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, LOANS, AND SPONSORSHIP OF PROGRAMS, INDIVIDUALS AND ORGANIZATIONS. RECIPIENT INDIVIDUALS ARE SELECTED BY EACH PARTICIPATING INSTITUTION. |
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 |
|---|---|---|---|---|---|---|---|
| INSTITUTE OF TECHNOLOGY FOUNDATION AT UTICAROME INC | |||||||
| 100 SEYMOUR ROAD | UTICA | NY | 13502 | N/A | PUBLIC CHARITY | COLLEGE GRANT | $7,500 |
| EXCELSIOR COLLEGE | |||||||
| 7 COLUMBIA CIRCLE | ALBANY | NY | 122035159 | N/A | PUBLIC CHARITY | COLLEGE GRANT | $1,250 |
| THE SAGE COLLEGES | |||||||
| 65 1ST STREET | TROY | NY | 12180 | N/A | PUBLIC CHARITY | COLLEGE GRANT | $11,250 |
| PACE UNIVERSITY | |||||||
| ONE PACE PLZ | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | COLLEGE GRANT | $250 |
| THE PLATTSBURGH COLLEGE FOUNDATION | |||||||
| 101 BROAD STREET | PLATTSBURGH | NY | 129012681 | N/A | PUBLIC CHARITY | COLLEGE GRANT | $400 |
| NORTHEAST HEALTH FOUNDATION | |||||||
| 2224 BURDETT AVENUE | TROY | NY | 12180 | N/A | PUBLIC CHARITY | COLLEGE GRANT | $14,000 |
| STONY BROOK UNIVERSITY | |||||||
| HEALTH SCIENCES CENTER | STONY BROOK | NY | 117948240 | N/A | PUBLIC CHARITY | COLLEGE GRANT | $250 |
| EMPIRE STATE COLLEGE FOUNDATION | |||||||
| 28 UNION AVENUE | SARATOGA SPRINGS | NY | 12866 | N/A | PUBLIC CHARITY | COLLEGE GRANT | $1,000 |
| MARIA COLLEGE OF ALBANY | |||||||
| 700 NEW SCOTLAND AVE | ALBANY | NY | 12208 | N/A | PUBLIC CHARITY | COLLEGE GRANT | $500 |
| ALFRED STATE UNIVERSITY | |||||||
| 10 UPPER COLLEGE DR | ALFRED | NY | 14802 | N/A | PUBLIC CHARITY | COLLEGE GRANT | $250 |
| IMANI ANDERSON LANSINGBURGH HS | |||||||
| 320 7TH AVE | TROY | NY | 12182 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| SHATAVE CLAYTON ALBANY HS | |||||||
| 700 WASHINGTON AVE | ALBANY | NY | 12203 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| MARGARET CARSWELL BETHLEHEM HS | |||||||
| 700 DELAWARE AVE | DELMAR | NY | 12054 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| KATHERINE BATTAGLIA SHAKER HS | |||||||
| 445 WATERVLIET SHAKER ROAD | LATHAM | NY | 12110 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| CHRISTINA BOISVERT COLONIE CENTRAL HS | |||||||
| 1 RAIDER BLVD | ALBANY | NY | 12205 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| HEATHER QUIMBY SHARON SPRINGS HS | |||||||
| 514 STATE HIGHWAY 20 | SHARON SPRINGS | NY | 13459 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| CIARA VITALLO SHALMONT HS | |||||||
| 1 SABRE DR | SCHENECTADY | NY | 12306 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| MARIAH MONTALVO NISKAYUNA HS | |||||||
| 1626 BALLTOWN RD | NISKAYUNA | NY | 12309 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| BENJAMIN PINZER TROY HS | |||||||
| 1950 BURDETT AVENUE | TROY | NY | 12180 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| RACHEL BALL CATHOLIC CENTRAL HS | |||||||
| 625 SEVENTH AVE | TROY | NY | 12182 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| KATLIN DERBOHOSSIAN SCHENECTADY HS | |||||||
| 1445 THE PLAZA | SCHENECTADY | NY | 12308 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| TAYLOR TYKSINSKI GUILDERLAND HS | |||||||
| 8 SCHOOL ROAD | GUILDERLAND CENTER | NY | 12085 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| STACI FISHER COLUMBIA HS | |||||||
| 962 LUTHER RD | EAST GREENBUSH | NY | 12061 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| ANNA NORRIS CLAYTON A BOUTON HS | |||||||
| 432 NEW SALEM RD | VORHEESVILLE | NY | 12186 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| MELANIE HIKS MAPLE HILL HS | |||||||
| 1216 MAPLE HILL RD | CASTLETONONHUDSON | NY | 12033 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| MIAYLA REBUSMEN COXSACKIE HS | |||||||
| 24 SUNSET BOULEVARD | COXSACKIE | NY | 12051 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| ASHLEY MANZER COHOES HS | |||||||
| TIGER CIRCLE | COHOES | NY | 12047 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| AMY FREDETTE ACADEMY OF THE HOLY NAMES | |||||||
| 1073 NEW SCOTLAND RD | ALBANY | NY | 12208 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| EMILY FILUTA AVERILL PARK HS | |||||||
| 146 GETTLE RD | AVERILL PARK | NY | 12018 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| BREANN LITWA BURNT HILLS BALLSTON LAKE HS | |||||||
| 88 LAKEHILL RD | BURNT HILLS | NY | 12027 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| ELIZABETH HARVEY BERNE KNOX HS | |||||||
| 1738 HELDERBERG TRAIL | BERNE | NY | 12023 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,699 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $94,907 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $199,606 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $199,606 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $10,956 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,956 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $1,121,233 | $1,121,233 |
| PREFERRED STOCK | $210,858 | $210,858 |
| EQUITY MUTUAL FUNDS | $312,100 | $312,100 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,465 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,465 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED INCOME MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $431,714 | BookValueAmt |
| EOYFMV | $431,714 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $240 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $240 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $5,438 | BOYBookValueAmt |
| EOY Book Value | $9,464 | EOYBookValueAmt |
| EOYFMV | $9,464 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $17,140 | $17,140 | $0 |
| OFFICE EXPENSE | $1,444 | $0 | $1,444 |
| NYS DOL FEE | $250 | $0 | $250 |
| INSURANCE | $506 | $0 | $506 |
| BANK FEES | $83 | $0 | $83 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN (LOSS) ON INVESTMENTS | Description |
| Amount | $87,723 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL TAXES PAYABLE | $291 | $1,898 |
| NYS DOL FEE PAYABLE | $250 | $250 |
| PAYROLL TAXES PAYABLE | $0 | $312 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $3,578 | $3,578 | $0 |
| PAYROLL TAXES | $824 | $0 | $824 |