STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE MELANIE FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE MELANIE FOUNDATION INC (EIN 41-2192968)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-13
IRS object ID
201331339349102183
Schema version
2012v2.0
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-13T14:19:56-07:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1FREDERICK W BARTHELMAS JR CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1757 REVOLUTIONARY DRIVEAddressLine1
CityBALLSTON SPACity
StateNYState
ZIP Code12020ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN412192968EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE MELANIE FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMELANameControl
Phone5185842984Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 BIRCH STREETAddressLine1
CitySARATOGA SPRINGSCity
StateNYState
ZIP Code12866ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGEORGE O'DONNELLName
TitlePRESIDENTTitle
Phone5185842984Phone
Date Signed2013-05-13DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameFREDERICK W BARTHELMAS JR CPAName
Phone5185872917Phone
Date Prepared2013-05-13DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY267501FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss4250ContriReceivedRevAndExpnss
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss81InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm81InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm81InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss1860DividendsRevAndExpnss
Dividends Net Invst Incm1860DividendsNetInvstIncm
Dividends Adj Net Incm1860DividendsAdjNetIncm
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss91011OtherIncomeRevAndExpnss
Other Income Adj Net Incm91011OtherIncomeAdjNetIncm
Total Revenue And Expenses97202TotalRevenueAndExpenses
Total Net Investment Income1941TotalNetInvestmentIncome
Total Adjusted Net Income92952TotalAdjustedNetIncome
Taxes Rev And Expnss43TaxesRevAndExpnss
Taxes Adj Net Incm43TaxesAdjNetIncm
Trav Conf Meeting Rev And Expnss409TravConfMeetingRevAndExpnss
Trav Conf Meeting Adj Net Incm409TravConfMeetingAdjNetIncm
Printing And Pub Rev And Expnss448PrintingAndPubRevAndExpnss
Printing And Pub Adj Net Incm448PrintingAndPubAdjNetIncm
Other Expenses Rev And Expnss46398OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm245OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm46398OtherExpensesAdjNetIncm
Tot Opr Expenses Rev And Expnss47298TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm245TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm47298TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss15000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps15000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss62298TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm245TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm47298TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps15000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses34904ExcessOfRevenueOverExpenses
Net Investment Income1696NetInvestmentIncome
Adjusted Net Income45654AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY449CashBOY
Cash EOY2691CashEOY
Cash EOYFMV2691CashEOYFMV
Savings And Temp Cash Invst BOY74346SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY105151SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV105151SavingsAndTempCashInvstEOYFMV
Investments Other BOY145127InvestmentsOtherBOY
Investments Other EOY159659InvestmentsOtherEOY
Investments Other EOYFMV159659InvestmentsOtherEOYFMV
Total Assets BOY219922TotalAssetsBOY
Total Assets EOY267501TotalAssetsEOY
Total Assets EOYFMV267501TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY219922UnrestrictedBOY
Unrestricted EOY267501UnrestrictedEOY
Total Net Assets BOY219922TotalNetAssetsBOY
Total Net Assets EOY267501TotalNetAssetsEOY
Total Liabilities Net Assets BOY219922TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY267501TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY219922TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses34904ExcessOfRevenueOverExpenses
Other Increases12675OtherIncreases
Subtotal267501Subtotal
Total Net Assets Fund Balances EOY267501TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year112957QualifyingDistributionsYear1
Noncharitable Assets Year1175930NoncharitableAssetsYear1
Distribution Ratio Year10.073649DistributionRatioYear1
Qualifying Distributions Year210984QualifyingDistributionsYear2
Noncharitable Assets Year2137280NoncharitableAssetsYear2
Distribution Ratio Year20.080012DistributionRatioYear2
Qualifying Distributions Year37483QualifyingDistributionsYear3
Noncharitable Assets Year3111895NoncharitableAssetsYear3
Distribution Ratio Year30.066875DistributionRatioYear3
Qualifying Distributions Year43701QualifyingDistributionsYear4
Noncharitable Assets Year474588NoncharitableAssetsYear4
Distribution Ratio Year40.049619DistributionRatioYear4
Qualifying Distributions Year52597QualifyingDistributionsYear5
Noncharitable Assets Year561357NoncharitableAssetsYear5
Distribution Ratio Year50.042326DistributionRatioYear5
Total Distribution Ratio0.312481TotalDistributionRatio
Average Distribution Ratio0.062496AverageDistributionRatio
Net Noncharitable Assets235459NetNoncharitableAssets
Adjusted Noncharitable Assets14715AdjustedNoncharitableAssets
One Percent Net Investment Income17OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One14732AdjNonchrtblAssetsAndOnePct
Qualifying Distributions15000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax17InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal17Subtotal
Tax Based On Investment Income17TaxBasedOnInvestmentIncome
Tax Paid Original Return0TaxPaidOriginalReturn
Tax Due17TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressTHESARATOGAPALIO.COMWebsiteAddress
Books In Care Of Person NameVICKI MEROLABooksInCareOfPersonName
Books In Care Of Phone Number5185873741BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line133 LEFFERTS STAddressLine1
CitySPRINGSCity
StateNYState
ZIP Code12866ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
GEORGE O'DONNELL
55 BIRCH ST SARATOGASPRINGSNY12866PRESIDENT1.00000
VICKI MEROLA
33 LEFFERTS ST SARATOGASPRINGSNY12866TREASURER1.00000
MICHELLE MEROLA
25 PALMER HEIGHTSSARATOGA SPRINGSNY12866SECRETARY1.00000
COLLEEN SANITA
5 EMERALD LANESARATOGA SPRINGSNY12866DIRECTOR2.00000
KARA WATERS
34 WEDGEWOOD DR SARATOGASPRINGSNY12866DIRECTOR2.00000
MARIA MAURER
14 WIGHT PLACEPEMAFLYNJ07670DIRECTOR2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1THE PALIO-MELANIE MEROLA O'DONNELL MEMORIAL RUNDescription1
Expenses144868Expenses1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities153302AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances85743AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets239045TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets239045AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable3586CashDeemedCharitable
Net Noncharitable Assets235459NetNoncharitableAssets
Minimum Investment Return11773MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return11773MinimumInvestmentReturn
Tax Based On Investment Income17TaxBasedOnInvestmentIncome
Total Tax17TotalTax
Distributable Amount Before Adj11756DistributableAmountBeforeAdj
Distributable Amount Before Ded11756DistributableAmountBeforeDed
Distributable Amount As Adjusted11756DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions15000ExpensesAndContributions
Qualifying Distributions15000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm17OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions14983AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted11756DistributableAmountAsAdjusted
Excess Distri Carryover Year52605ExcessDistriCarryoverYear5
Excess Distri Carryover Year45000ExcessDistriCarryoverYear4
Excess Distri Carryover Year211000ExcessDistriCarryoverYear2
Excess Distri Carryover Year113000ExcessDistriCarryoverYear1
Total Excess Distri Carryover31605TotalExcessDistriCarryover
Qualifying Distributions15000QualifyingDistributions
Remaining Distri From Corpus15000RemainingDistriFromCorpus
Total Corpus46605TotalCorpus
Undistributed Income CY11756UndistributedIncomeCY
Excess Distri Cyov From Year52605ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year44000ExcessDistriCyovToNextYear
Excess From Year45000ExcessFromYear4
Excess From Year211000ExcessFromYear2
Excess From Year113000ExcessFromYear1
Excess From Current Year15000ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManager
Shareholder ManagerNONEShareholderManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameMELANIE MEROLA O'DONNELL SCHOLARSHIRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line134 WEDGEWOOD DRIVEAddressLine1
CitySARATOGA SPRINGSCity
StateNYState
ZIP Code12866ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number5185872119RecipientPhoneNumber
Form And Info And MaterialsRESUME, COVER LETTER, OFFICIAL UNDERGRADUATE TRANSCRIPTS, THREE LETTERS OF REFERENCE, ESSAYFormAndInfoAndMaterials
Submission DeadlinesMARCH 5, 2012SubmissionDeadlines
Restrictions On AwardsFOR GRADUATE STUDY IN AN ACCREDITED MENTAL HEALTH PROGRAM.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
KATHERINE SANCHEZ CASTEJON
2801 E 120TH AVENUE H-311THORNTONCO80233NONEINDIVIDUALSCHOLARSHIP$2,500
LORIN WILLIAMS
41 WESTERN AVENUERAVENANY12143NONEINDIVIDUALSCHOLARSHIP$2,500
MAGDA PERMUT
4022 ROLAND AVENUEBALTIMOREMD21211NONEINDIVIDUALSCHOLARSHIP$2,500
WORLD'S WINDOW INC
40 VAN SCHOICK AVEALBANYNY12208NONPROFITCORPDONATION$7,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year15000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$81ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1,860ExclusionAmount

Net Income Loss From Special Events NetIncomeLossFromSpecialEvents

FieldValueIRS element (for citing)
Related Or Exempt Function Income46143RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionRAFFLEDescription

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$1,941ExclusionAmount
Related Or Exempt Function Income46143RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA48084TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number9LineNumber
Relationship StatementRAISED FUNDS FOR THE SCHOLARSHIP FUND.RelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemBLACKROCK GLOBAL ALLOCATION FUND INC ACategoryOrItem
Book Value159659BookValue
EOYFMV159659EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (7 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAdjusted Net IncomeAdjustedNetIncomeNet Investment IncomeNetInvestmentIncome
ANNUAL RUN EXPENSES4486844868
POSTAGE140140
PROFUSSIONAL FEES500500
BANK SERVICE CHARGES4545
INSURANCE540540
REGISTRATION6060
INVESTMENT EXPENSE245245245

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionANNUAL RUNDescription
Revenue And Expenses Per Books91011RevenueAndExpensesPerBooks
Adjusted Net Income91011AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionUNREALIZED CAPITAL GAINSDescription
Amount$12,675Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISECategory
Amount$43Amount
Adjusted Net Income43AdjustedNetIncome