KILKEA FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KILKEA FOUNDATION INC (EIN 20-0565669)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-22
- IRS object ID
- 201340819349100304
- Schema version
- 2012v2.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-22T09:19:58-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR YORKES & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 EIGHTH AVENUE-18TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200565669 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KILKEA FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O BRIAN G LACEY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % BRIAN G LACEY | InCareOfName |
| Name Control | KILK | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 N MOORE ST | AddressLine1 |
| Address Line2 | Suite APT 6A | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10013 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN G LACY | Name |
| Title | DIRECTOR | Title |
| Phone | 2127648888 | Phone |
| Date Signed | 2013-03-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ARTHUR S YORKES | Name |
| Phone | 2127648888 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1198538 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2030 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 7125 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 7125 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 7125 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 22089 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 22089 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 20089 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 20419 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 20419 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 20419 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 367 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 367 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 367 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 52030 | TotalRevenueAndExpenses |
| Total Net Investment Income | 50000 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 27581 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Other Prof Fees Rev And Expnss | 16855 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 16855 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 9972 | OtherProfFeesAdjNetIncm |
| Taxes Rev And Expnss | 77 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 275 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 17207 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16855 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 9972 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 61100 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 61100 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 78307 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16855 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 9972 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 61100 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -26277 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 33145 | NetInvestmentIncome |
| Adjusted Net Income | 17609 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 92900 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 24213 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 24213 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1013708 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1056118 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1174325 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1106608 | TotalAssetsBOY |
| Total Assets EOY | 1080331 | TotalAssetsEOY |
| Total Assets EOYFMV | 1198538 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1106608 | RetainedEarningsBOY |
| Retained Earnings EOY | 1080331 | RetainedEarningsEOY |
| Total Net Assets BOY | 1106608 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1080331 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1106608 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1080331 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1106608 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -26277 | ExcessOfRevenueOverExpenses |
| Subtotal | 1080331 | Subtotal |
| Total Net Assets Fund Balances EOY | 1080331 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 20419 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 57826 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1146102 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050454 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 54716 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1144668 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047801 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 61050 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1044609 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.058443 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 64077 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1339567 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047834 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 40938 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1170167 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.034985 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.239517 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047903 | AverageDistributionRatio |
| Net Noncharitable Assets | 1141137 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 54664 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 331 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 54995 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 61100 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 331 | InvestmentIncomeExciseTax |
| Subtotal | 331 | Subtotal |
| Tax Based On Investment Income | 331 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 331 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | false | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN G LACEY | BusinessNameLine1 |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 N MOORE STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10013 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | BRIAN G LACEY | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 N MOORE ST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10013 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 0 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1099958 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 58557 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1158515 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1158515 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 17378 | CashDeemedCharitable |
| Net Noncharitable Assets | 1141137 | NetNoncharitableAssets |
| Minimum Investment Return | 57057 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 57057 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 331 | TaxBasedOnInvestmentIncome |
| Total Tax | 331 | TotalTax |
| Distributable Amount Before Adj | 56726 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 56726 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 56726 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 61100 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 61100 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 331 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 60769 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 56726 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 28537 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 61100 | QualifyingDistributions |
| Applied To Year1 | 28537 | AppliedToYear1 |
| Applied To Current Year | 32563 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 24163 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIAN G LACEY | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ST MICHAELS COLLEGE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WINOOSKI PARK | AddressLine1 |
| City | COLCHESTER | City |
| State | VT | State |
| ZIP Code | 05439 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8026542000 | RecipientPhoneNumber |
| Form And Info And Materials | N/A | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WINOOSKI PARK | AddressLine1 |
| City | COLCHESTER | City |
| State | VT | State |
| ZIP Code | 05439 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | COLLEGE | RecipientRelationship |
| Purpose Of Grant Or Contribution | TUITION | PurposeOfGrantOrContribution |
| Amount | $61,100 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 61100 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 7125 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 22089 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 20419 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents |
Gross Profit Loss Sales Of Invntry GrossProfitLossSalesOfInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 367 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 50000 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 50000 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DONATIONS | Identifier |
| Return Reference | LINE 25 | ReturnReference |
| Explanation | CLARION UNIVERSITY $ 500 CORNELL UNIVERSITY 500 ELMIRA COLLEGE 1,000 HARTWICK COLLEGE 500 LEMOYNE COLLEGE 1,500 MERCY COLLEGE 500 ITHICA COLLEGE 1,000 NIAGARA UNIVERSITY 1,500 ST LAWRENCE UNIVERSITY 500 ST MICHAELS COLLEGE 50,100 UNIVERSITY OF SAN DIEGO 500 SYRACUSE UNIVERSITY 500 SUNY OSWEGO 1,000 WELLS COLLEGE 500 VIRGINIA TECH 1 000 TOTAL $61,100 | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SMITH BARNEY | NameOfStock |
| EOY Book Value | 1056118 | EOYBookValue |
| EOYFMV | 1174325 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| MISCELLANEOUS EXPENSE | 25 |
| ADVERTISING | 250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MORGAN STANLEY FEE CREDIT | Description |
| Revenue And Expenses Per Books | 367 | RevenueAndExpensesPerBooks |
| Net Investment Income | 367 | NetInvestmentIncome |
| Adjusted Net Income | 367 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $16,855 | Amount |
| Net Investment Income | 16855 | NetInvestmentIncome |
| Adjusted Net Income | 9972 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | Category |
| Amount | $77 | Amount |