NANCY AND RICHARD DORSCHEL FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NANCY AND RICHARD DORSCHEL FAMILY FOUNDATION INC (EIN 03-0491815)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-07
- IRS object ID
- 201213129349100516
- Schema version
- 2011v1.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-07T14:11:39-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200551795 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRONER GAMBLE & COMPANY CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 COMMERCIAL STREET 2ND FLOOR | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030491815 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NANCY & RICHARD DORSCHEL FAMILY | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NANC | NameControl |
| Phone | 5853349440 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3817 W HENRIETTA ROAD | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14623 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD DORSCHEL | Name |
| Title | PRESIDENT | Title |
| Phone | 5853349440 | Phone |
| Date Signed | 2012-10-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER G GAMBLE | Name |
| PTIN | P00160958 | PTIN |
| Phone | 5852323190 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 24774 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 21502 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 375 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 375 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -3496 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 21539 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 18381 | TotalRevenueAndExpenses |
| Total Net Investment Income | 375 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 825 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 825 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 5 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 830 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 830 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 11100 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 11100 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 11930 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 11930 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 6451 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 375 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 310 | CashBOY |
| Cash EOY | 10293 | CashEOY |
| Cash EOYFMV | 10293 | CashEOYFMV |
| Investments Corp Stock BOY | 18895 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 15363 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 14481 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 5048 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 5048 | AccumDeprecInvestmentsLandEtc |
| Total Assets BOY | 19205 | TotalAssetsBOY |
| Total Assets EOY | 25656 | TotalAssetsEOY |
| Total Assets EOYFMV | 24774 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 19205 | RetainedEarningsBOY |
| Retained Earnings EOY | 25656 | RetainedEarningsEOY |
| Total Net Assets BOY | 19205 | TotalNetAssetsBOY |
| Total Net Assets EOY | 25656 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 19205 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 25656 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 19205 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 6451 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 25656 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 25656 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 225 SHS AFLAC | D | 2009-01-01 | 2011-08-02 | 10041 | 12147 | -2106 | -2106 |
| 15 SHS AFLAC | D | 2009-01-01 | 2011-09-21 | 517 | 810 | -293 | -293 |
| 10 SHS AFLAC | D | 2009-01-01 | 2011-12-15 | 399 | 540 | -141 | -141 |
| 13 SHS AFLAC | D | 2009-01-01 | 2012-02-08 | 625 | 603 | 22 | 22 |
| 242 SHS AFLAC | D | 2009-01-01 | 2012-06-14 | 9957 | 10935 | -978 | -978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -3496 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2876 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12482 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.230412 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 12774 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7690 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.661118 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 11625 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 12696 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.915643 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 16900 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 20049 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.842935 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 20100 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 20043 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.002844 | DistributionRatioYear5 |
| Total Distribution Ratio | 4.652952 | TotalDistributionRatio |
| Average Distribution Ratio | 0.930590 | AverageDistributionRatio |
| Net Noncharitable Assets | 13816 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 12857 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 12861 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 11930 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 8 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 8 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 8 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 8 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | KRONER GAMBLE COMPANY CPA PC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5852323190 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 COMMERCIAL STREET 2ND FLOOR | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| RICHARD J DORSCHEL | ||||||||
| 32 WHITESONE LANE | ROCHESTER | NY | 14618 | PRESIDNT/TREASURER/DIRECTR | 0.00 | 0 | 0 | 0 |
| NANCY DORSCHEL | ||||||||
| 32 WHITESONE LANE | ROCHESTER | NY | 14618 | VICE PRESIDENT/DIRECTOR | 0.00 | 0 | 0 | 0 |
| ABIGAIL TRAFTON | ||||||||
| 14 MILE POST LANE | PITTSFORD | NY | 14534 | SECRETARY/DIRECTOR | 0.00 | 0 | 0 | 0 |
| TOBEY STULTZ | ||||||||
| 3255 COLD SPRING ROAD | CHARLOTTESVILLE | VA | 22903 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| ERIC DORSCHEL | ||||||||
| 2057 NW ESTUARY COURT | STUART | FL | 34994 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| AL BARONAS | ||||||||
| 3817 W HENREITTA ROAD | ROCHESTER | NY | 14623 | ASSISTANT SECRETARY | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 13460 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 566 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 14026 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 14026 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 210 | CashDeemedCharitable |
| Net Noncharitable Assets | 13816 | NetNoncharitableAssets |
| Minimum Investment Return | 691 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 691 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8 | TaxBasedOnInvestmentIncome |
| Total Tax | 8 | TotalTax |
| Distributable Amount Before Adj | 683 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 683 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 683 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 11930 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 11930 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 11930 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 683 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 19113 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 15944 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 10997 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 12404 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2257 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 60715 | TotalExcessDistriCarryover |
| Qualifying Distributions | 11930 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 683 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 11247 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 71962 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 19113 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 52849 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 15944 | ExcessFromYear4 |
| Excess From Year3 | 10997 | ExcessFromYear3 |
| Excess From Year2 | 12404 | ExcessFromYear2 |
| Excess From Year1 | 2257 | ExcessFromYear1 |
| Excess From Current Year | 11247 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD J DORSCHEL | ContributingManager |
| Contributing Manager | NANCY DORSCHEL | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| UNITED WAY OF GREATER ROCHESTER INC | |||||||
| 75 COLLEGE AVENUE | ROCHESTER | NY | 14607 | N/A | PUBLICLY SUPPORTED C | CHARITABLE CONTRIBUTION | $10,000 |
| RUSH IRA | |||||||
| 620 WESTFALL ROAD | ROCHESTER | NY | 14620 | N/A | PUBLICLY SUPPORTED C | CHARITABLE CONTRIBUTION | $500 |
| HUGS FOUNDATION | |||||||
| 973 EAST AVE | ROCHESTER | NY | 14607 | N/A | PUBLICLY SUPPORTED C | CHARITABLE CONTRIBUTION | $500 |
| RADA CHARITABLE FOUNDATION INC | |||||||
| 2024 W HENRIETTA ROAD BLDG 4 | ROCHESTER | NY | 14623 | N/A | PUBLICLY SUPPORTED C | CHARITABLE CONTRIBUTION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 11100 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 375 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -3496 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | -3121 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -3121 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | INVESTMENT INCOME USED TO ASSIST IN CARRYING OUT CHARITABLE PURPOSE |
| 8 | PROCEEDS FROM SALE OF SECURITES USED TO ASSIST IN CARRYING OUT CHARITABLE PURPOSE |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | NANCY RICHARD DORSCHEL | 32 WHITESTONE LANE | ROCHESTER | NY | 14618 | 10512 | X |
| 2 | NANCY RICHARD DORSCHEL | 32 WHITESTONE LANE | ROCHESTER | NY | 14618 | 10989 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 243 SHS AFLAC INC | 10512 | 2011-12-30 |
| 2 | 252 SHS AFLAC INC | 10989 | 2012-04-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $825 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 825 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | AFLAC STOCK | NameOfStock |
| EOY Book Value | 15363 | EOYBookValue |
| EOYFMV | 14481 | EOYFMV |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | RICHARD NANCY DORSCHEL | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 WHITESTONE LANE | AddressLine1 |
| City | ROCHESTER | City |
| State | NY | State |
| ZIP Code | 14618 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAXES | Category |
| Amount | $5 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5 | DisbursementsCharitablePrps |