JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC (EIN 22-2921430)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-13
- IRS object ID
- 201232269349100228
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-13T13:27:19-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141567343 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARVIN AND COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222921430 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JULI | NameControl |
| Phone | 5184829292 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN BAGLEY SANTARCANGELO | Name |
| Title | PRESIDENT | Title |
| Phone | 5184829292 | Phone |
| Date Signed | 2012-07-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER L CIMIJOTTI CPA | Name |
| PTIN | P00323521 | PTIN |
| Phone | 5187850134 | Phone |
| 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 | 1828508 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 22 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 22 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 94372 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 94372 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1400 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 152439 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1400 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 401 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 96195 | TotalRevenueAndExpenses |
| Total Net Investment Income | 95794 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | 7999 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 7999 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 165 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 165 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 9923 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 9923 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2182 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1570 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 612 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 17258 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 15668 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1590 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 37527 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 17238 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 20289 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 41250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 41250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 78777 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 17238 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 61539 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 17418 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 78556 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 46602 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 93156 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 93156 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 453 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 450 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 450 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 418214 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 427379 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 427379 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1244106 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1115910 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1115910 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 85360 | InvestmentsOtherBOY |
| Investments Other EOY | 185224 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 185224 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 5013 | OtherAssetsBOY |
| Other Assets EOY | 6389 | OtherAssetsEOY |
| Other Assets EOYFMV | 6389 | OtherAssetsEOYFMV |
| Total Assets BOY | 1799748 | TotalAssetsBOY |
| Total Assets EOY | 1828508 | TotalAssetsEOY |
| Total Assets EOYFMV | 1828508 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 0 | AccountsPayableEOY |
| Other Liabilities BOY | 1556 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 656 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 1556 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 656 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1798192 | UnrestrictedBOY |
| Unrestricted EOY | 1827852 | UnrestrictedEOY |
| Total Net Assets BOY | 1798192 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1827852 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1799748 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1828508 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1798192 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 17418 | ExcessOfRevenueOverExpenses |
| Other Increases | 12242 | OtherIncreases |
| Subtotal | 1827852 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1827852 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| DIAGEO - 500 SHS | P | 2011-12-29 | 42904 | 25136 | 17768 | 17768 |
| KB HOME - 1,600 SHS | P | 2011-09-29 | 9232 | 24556 | -15324 | -15324 |
| WELLS FARGO CAP IV 7% - 4,000 SHS | P | 2011-04-25 | 100000 | 101078 | -1078 | -1078 |
| GNMA 7% 6/15/29 PRINCIPAL PAYMENTS | P | 225 | 225 | 0 | 0 | |
| GNMA 9.5% 6/15/20 PRINCIPAL PAYMENTS | P | 44 | 44 | 0 | 0 | |
| BANK OF AMERICA LITIGATION | P | 2011-09-19 | 34 | 34 | 34 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1400 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 61741 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1727811 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.035734 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 70098 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1600019 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.043811 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 165844 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1762756 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.094082 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 163773 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2079713 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.078748 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 163869 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2097125 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.078140 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.330515 | TotalDistributionRatio |
| Average Distribution Ratio | 0.066103 | AverageDistributionRatio |
| Net Noncharitable Assets | 1786916 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 118121 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 786 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 118907 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 61539 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1571 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1571 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1571 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1600 | TotalCreditsAndPayments |
| Overpayment | 29 | Overpayment |
| Amount Credited To Next Year | 29 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 0 | 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 | 0 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERYL B FITZPATRICK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5184829292 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| 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 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1738097 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 69879 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 6152 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1814128 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1814128 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 27212 | CashDeemedCharitable |
| Net Noncharitable Assets | 1786916 | NetNoncharitableAssets |
| Minimum Investment Return | 89346 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 89346 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1571 | TaxBasedOnInvestmentIncome |
| Total Tax | 1571 | TotalTax |
| Distributable Amount Before Adj | 87775 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 87775 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 87775 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 61539 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 61539 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 61539 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 87775 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 62402 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 61741 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 79544 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 203687 | TotalExcessDistriCarryover |
| Qualifying Distributions | 61539 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 61539 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 26236 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 26236 | ExcessDistriCyovAppliedCY |
| Total Corpus | 177451 | 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 | 36166 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 141285 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 61741 | ExcessFromYear4 |
| Excess From Year3 | 79544 | ExcessFromYear3 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo (35 entries)
| Recipient NameRecipientName | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Phone NumberRecipientPhoneNumber | Form And Info And MaterialsFormAndInfoAndMaterials | Submission DeadlinesSubmissionDeadlines | Restrictions On AwardsRestrictionsOnAwards |
|---|---|---|---|---|---|---|---|---|
| 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 Contri Paid During Year GrantOrContriPaidDuringYear (37 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| INSTITUTE OF TECHNOLOGY FOUNDATION AT UTICAROME INC | |||||||
| 100 SEYMOUR ROAD | UTICA | NY | 13502 | N/A | PUBLIC CHARITY | COLLEGE GRANT | $7,000 |
| 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 | $9,250 |
| 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 | $250 |
| NORTHEAST HEALTH FOUNDATION | |||||||
| 2224 BURDETT AVENUE | TROY | NY | 12180 | N/A | PUBLIC CHARITY | COLLEGE GRANT | $13,750 |
| STONY BROOK UNIVERSITY | |||||||
| HEALTH SCIENCES CENTER | STONY BROOK | NY | 117948240 | N/A | PUBLIC CHARITY | COLLEGE GRANT | $250 |
| JENSEN NICOLAISEN LOUDONVILLE CHRISTIAN SCHOOL | |||||||
| 374 LOUDON ROAD | LOUDONVILLE | NY | 12111 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| ALEXANDRA MUSCO ALBANY HS | |||||||
| 700 WASHINGTON AVE | ALBANY | NY | 12203 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| SHANNON MCKELVERY SCHALMONT HS | |||||||
| 1 SABRE DRIVE | SCHENECTADY | NY | 12306 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| ALYSSA SMITH BETHLEHEM HS | |||||||
| 700 DELAWARE AVE | DELMAR | NY | 12054 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| ALEXANDRA WALTON ACADEMY OF THE HOLY NAMES | |||||||
| 1073 NEW SCOTLAND ROAD | ALBANY | NY | 12208 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| JULIA DIFABIO SHAKER HS | |||||||
| 445 WATERVLIET SHAKER ROAD | LATHAM | NY | 12110 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| ASHLEY DINARDO COLONIE CENTRAL HS | |||||||
| 1 RAIDER BLVD | ALBANY | NY | 12205 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| EMILY DIXON RENSSELEAR HS | |||||||
| 25 VAN RENSSELAER DRIVE | RENSSELAER | NY | 12144 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| ALYSEN MCKERNON SCHUYLERVILLE HS | |||||||
| 14 SPRING STREET | SCHUYLERVILLE | NY | 12871 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| MYRIAH FITCH SHARON SPRINGS HS | |||||||
| 514 STATE HIGHWAY 20 | SHARON SPRINGS | NY | 13459 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| MARY KATHERINE MALONE MECHANICVILLE HS | |||||||
| 25 KNISKERN AVENUE | MECHANICVILLE | NY | 12118 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| GILLIAN LITYNSKI NISKAYUNA HS | |||||||
| 1626 BALLTOWN RD | NISKAYUNA | NY | 12309 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| ELIZABETH BELLEVILLE TROY HS | |||||||
| 1950 BURDETT AVENUE | TROY | NY | 12180 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| AMANDA LAPIANTE CATHOLIC CENTRAL HS | |||||||
| 625 SEVENTH AVE | TROY | NY | 12182 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| AYSHA SERAJ SCHENECTADY HS | |||||||
| 1445 THE PLAZA | SCHENECTADY | NY | 12308 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| KELSEY WOOD GUILDERLAND HS | |||||||
| 8 SCHOOL ROAD | GUILDERLAND CENTER | NY | 12085 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| ALYSHA TEMPEL COLUMBIA HS | |||||||
| 962 LUTHER RD | EAST GREENBUSH | NY | 12061 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| BRIANNA O'KEEFE CLAYTON A BOUTON HS | |||||||
| 432 NEW SALEM RD | VORHEESVILLE | NY | 12186 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| LEAH SICILIANO RAVENA COEYMANS SELKIRK HS | |||||||
| 2025 ROUTE 9W | RAVENA | NY | 12143 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| HALI CLAYTON BERNE KNOX WESTERLO HS | |||||||
| 1738 HELDERBERG TRL | BERNE | NY | 12023 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| JESSICA RIVENBURG COXSACKIE HS | |||||||
| 24 SUNSET BOULEVARD | COXSACKIE | NY | 12051 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| CHIANTE RIVERS LANSINGBURGH HS | |||||||
| 320 7TH AVENUE | TROY | NY | 12182 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| ASHLEY VACHA COHOES HS | |||||||
| TIGER CIRCLE | COHOES | NY | 12047 | NONE | N/A | HIGH SCHOOL AWARD | $250 |
| AMY MALINOWSKI BURNT HILLS BALLSTON LAKE HS | |||||||
| 88 LAKEHILL RD | BURNT HILLS | NY | 12027 | NONE | N/A | SCHOLARSHIP | $500 |
| BRITTANY BAUGHMAN NISKAYUNA HS | |||||||
| 1626 BALLTOWN RD | NISKAYUNA | NY | 12309 | NONE | N/A | SCHOLARSHIP | $500 |
| LAUREN BENOIT CATHOLIC CENTRAL HS | |||||||
| 625 SEVENTH AVE | TROY | NY | 12182 | NONE | N/A | SCHOLARSHIP | $500 |
| SABRINA SPORTMAN COLUMBIA HS | |||||||
| 962 LUTHER RD | EAST GREENBUSH | NY | 12061 | NONE | N/A | SCHOLARSHIP | $500 |
| CATHERINE CAPOZZOLA ACADEMY OF THE HOLY NAMES | |||||||
| 1073 NEW SCOTLAND RD | ALBANY | NY | 12208 | NONE | N/A | SCHOLARSHIP | $500 |
| AMANDA TERZIAN GUILDERLAND HS | |||||||
| 8 SCHOOL ROAD | GUILDERLAND CENTER | NY | 12085 | NONE | N/A | SCHOLARSHIP | $500 |
| MICHAEL THAMSEN CLAYTON A BOUTON HS | |||||||
| 432 NEW SALEM RD | VORHEESVILLE | NY | 12186 | NONE | N/A | SCHOLARSHIP | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 41250 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $22 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $94,372 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,400 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Exclusion Code | 10 | ExclusionCode |
| Exclusion | $401 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $96,195 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 96195 | TotalPartXVIA |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $9,923 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 9923 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COMMON STOCK | 785829 | 785829 |
| PREFERRED STOCK | 314841 | 314841 |
| EQUITY MUTUAL FUNDS | 15240 | 15240 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 427379 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 427379 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED INCOME MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 185224 | BookValue |
| EOYFMV | 185224 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $165 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 165 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INTEREST RECEIVABLE | 5013 | 6237 | 6237 |
| OTHER RECEIVABLES | 122 | 122 | |
| PREPAID EXCISE TAX | 30 | 30 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | 15418 | 15418 | 0 |
| OFFICE EXPENSE | 724 | 0 | 724 |
| NYS DOL FEE | 250 | 250 | 0 |
| INSURANCE | 504 | 0 | 504 |
| BANK FEES | 62 | 0 | 62 |
| MISCELLANEOUS | 300 | 0 | 300 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 401 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 401 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN (LOSS) ON INVESTMENTS | Description |
| Amount | $12,242 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| TAXES PAYABLE | 1306 | 247 |
| OTHER PAYABLES | 0 | 159 |
| NYS DOL FEE PAYABLE | 250 | 250 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAXES | $1,570 | 1570 | 0 |
| PAYROLL TAXES | $612 | 0 | 612 |